Accounts Receivable Reporting

[JG95]

Hello,

We are considering invoicing inside Shopify for some of our B2B orders. While many of our clients have to pre-pay, some do have terms with us, so invoice payment would occur after we've shipped their order. 

I can't seem to find a way to create an accounts receivable aging report for invoiced orders. Is there an app that you all use, or is there a way to make a custom report that captures this information?

Thanks!

[CloudlabSam]

Hi there - Our Report Toaster app can help. We have a standard Aged Receivables report and can customize however you'd like. Please feel free to check us out and reach out to support if you need any help.

[JG95]

Thanks for the response! I'll certainly check out the app. 

[Report-Pundit]

Hello @JG95 ,

If you're still looking for a solution, you might want to check out Report Pundit. It allows you to track transaction aging, pending statuses, due dates, and many other custom fields to create reports.

Best regards,
Team Report Pundit

[JG95]

Fantastic, thank you for the response!