How to track unpaid net-terms orders and chase invoices in Shopify
If you sell wholesale or B2B, you probably let some customers pay on terms — Net 30, Net 60, or a fixed due date instead of upfront. It wins orders, but it creates a problem Shopify does not solve for you: once an order is placed with payment due later, it is easy to lose track of who still owes you and which invoices are overdue.
Why Shopify alone makes this hard
Shopify can place an order as "payment pending" with terms, but the admin does not give you a single running list of receivables sorted by what is overdue. You end up scrolling the orders list, opening each one to check the balance and due date, and manually emailing customers who are late. For more than a handful of accounts, things slip.
What a clean receivables workflow looks like
- One list of every unpaid terms order, with the outstanding balance and due date on each row.
- Overdue sorted to the top so you chase the most urgent money first.
- One-click reminders that send the customer their invoice — ideally the same invoice email Shopify already uses, so nothing looks off-brand.
- Automatic follow-ups on a set interval for invoices that stay overdue, so you are not doing it by hand every week.
- Auto-clear on payment — when you collect payment on the order in Shopify, it drops off the list.
A purpose-built option
I built Upright Net Terms to do exactly this: every unpaid net-terms order in one list, overdue first, with outstanding and overdue totals at a glance. Send a customer their invoice reminder in one click, or turn on automatic reminders for overdue invoices. It uses Shopify's own invoice email, so we never see or store your customers' contact details. (Disclosure: I'm the maker.)