Statements and a pay-now page for your buyers
Trade buyers pay faster when they can see everything they owe in one place. Terms Due sends a monthly statement and gives each buyer a page to pay it all at once.
What buyers get
Monthly statement
A PDF and email on the first of the month listing every open invoice, payments received and the total due.
Pay-now page
A secure page, in your store's branding, showing open invoices, credit limit and available credit.
Pay one or all
Buyers tick the invoices they want to settle and pay by card in one go. Each Shopify order is marked paid.
Why statements get invoices paid
A statement turns a trickle of separate invoices into one clear number with a date on it. Many accounts teams only pay against statements, so sending one every month removes the most common excuse for paying late.
The pay-now page removes the second: buyers never have to find an old email to get a payment link. The link in every reminder, every statement and every text goes to the same page, and the page always shows the current position.
The third excuse is 'we never received the invoice'. A statement that lists it, with the order number the buyer recognises, settles that in one line.
What is on a statement
- Every open invoice with order number, order date, due date and amount outstanding.
- Payments received in the period, so the buyer can reconcile.
- The total due and how much of it is past due.
- The buyer's credit limit and available credit.
- Late payment interest and compensation as separate lines, where you apply them.
- A pay link, your logo and the footer text you set, for example bank details.
The statement month
- 1st
Statement sent
Every company with an open balance gets a statement by email, with the PDF attached and the pay link in the body.
- Any day
Reminders
Individual invoices follow their own reminder schedule as they fall due. Each reminder links to the same pay-now page.
- Any day
Payments
Card payments on the page and bank transfers you mark in Shopify both update the balance and the page at once.
- On request
Extra statements
Send a statement to any company whenever a buyer asks, from the company page, with the current position.
Scattered invoices, and one statement
Invoice by invoice
- Five emails with five amounts and five links.
- Accounts teams wait for a statement that never comes.
- Disputes about which invoices were received.
- Partial payments that nobody can match to an order.
With statements
- One email, one total, one page to pay from.
- The format accounts teams already pay against.
- Every invoice listed with the number the buyer recognises.
- Payments recorded against the right Shopify orders, automatically.
Your branding, not ours
Upload your logo once and it appears on every statement, reminder email and the pay-now page. Set an accent colour to match your store and a footer line for your company details or bank details. Buyers see your store name as the sender everywhere; Terms Due stays in the background.
Worked example
The accounts team that only pays statements
Copper Kettle Cafes run four sites and a finance assistant who pays suppliers on the 15th from the statements in her inbox. Your invoices used to arrive one at a time to a site manager, who forwarded some of them. Half were paid, late.
Now a statement goes to the finance assistant on the 1st with all four sites' invoices on one page and a pay link. On the 15th she pays the total in one card payment. Four Shopify orders are marked paid, the balance clears, and nobody at either end has chased anything.
Buyers who pay by bank transfer
Plenty of trade buyers pay by transfer and always will. The statement gives them the total and your bank details in the footer. When the money arrives, mark the order as paid in Shopify as you do today; Terms Due updates the balance, stops reminders and lifts any hold. The pay-now page shows the payment on the buyer's side too.
Questions
Can buyers download past statements?
Yes, from their pay-now page.
Can I send a statement on demand?
Yes. Send one to any company from the app at any time.
Does the pay-now page need a login?
No. Each company has a secure link that only appears in messages to that company. Anyone the buyer forwards it to can see and pay that company's invoices and nothing else.
Which card details does the page use?
Buyers pay through your Shopify checkout, so the cards and fees are the same as any other card payment in your store.
Can I turn statements off for some companies?
Yes. Statements can be switched off per company, for example for a buyer whose own system generates remittances you reconcile against.
What currency are statements in?
Your store's currency for that company, as shown on the Shopify orders.
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Install on Shopify