Terms Due alongside Xero or QuickBooks
Your accounting app can send invoice reminders. It cannot stop an overdue buyer checking out on your Shopify store. The two do different jobs.
Where accounting software stops
Xero, QuickBooks and similar tools are good at the ledger: recording invoices and payments, reconciling the bank and reporting. Many can send reminders for invoices raised inside them.
They do not sit in your Shopify checkout. They cannot see a new order before it is placed, so they cannot enforce a credit limit or a hold. And if your Shopify orders sync across in summary, the reminders may not match the orders your buyers recognise.
Who does what
| Job | Accounting software | Terms Due |
|---|---|---|
| Ledger, VAT, reconciliation | Yes | No |
| Credit limit and holds at Shopify checkout | No | Yes |
| Reminders tied to Shopify orders, by email and text | Email only, on its own invoices | Yes |
| Collect from Shopify saved cards | No | Yes |
| Aging report | Yes, on synced invoices | Yes, live on Shopify orders |
Using both
Keep your accounting integration as it is. Payments that Terms Due collects are recorded on the Shopify order, so they sync to your ledger in the usual way. Turn off duplicate reminders in your accounting app for Shopify trade invoices so buyers only hear from you once.
Related
Email and text reminders
Send automatic email and text reminders for Shopify B2B invoices before and after the due date, with a one-tap pay link and firmer wording as invoices age.
Read moreDue-date collection
Collect Shopify B2B net terms invoices automatically by charging the buyer's saved card on the due date, with advance notice and automatic retries.
Read morevs Shopify payment terms
What Shopify's native B2B payment terms do, what they leave to you, and what Terms Due adds: credit limits, holds, reminders, collection and aging reports.
Read moreStop chasing wholesale invoices by hand
Install Terms Due, set a credit limit for each buyer and let the app hold, remind and collect.
Install on Shopify