Introduction to B2B compatible features

Discover AG Order Printer’s B2B features for streamlined order management, including company tracking, net terms, balance owing, credit limits, and bulk payments.

Install Avada Order Printer app here

Introduction

For B2B merchants looking to streamline invoicing, manage customer accounts, and support wholesale operations, AG Order Printer provides a suite of B2B-compatible features designed to simplify order management and improve cash flow. In this guide, we’ll explore the powerful features of AG Order Printer’s B2B capabilities, from managing company orders to setting up net terms and simplifying payments for multiple orders.

Watch the full introduction video here:

B2B features are only available for Wholesale plan only

1. B2B Management

Company Management

AG Order Printer helps merchants manage B2B orders by tracking payment progress for each company. Through the B2B Oder List, merchants can view all orders by company and see a breakdown of each order’s status, including:

• Total Order Value – The full payment amount for each order.

• Total Amount Paid – The amount already paid by the company.

• Total Amount Owed – The remaining balance, including overdue amounts.

• Total Amount Past Due – The total overdue balance, helping merchants identify at-risk accounts.

Company management

Balance Owing Calculation (coming soon)

AG Order Printer allows merchants to accurately calculate balance owing based on either the fulfillment date or the invoice sent date. By setting the "Start calculation from" option in the order details, merchants can keep track of the issued date and auto-update balances, helping maintain clear payment timelines.

Balance owing caculation

Credit Limits for Store Credit (coming soon)

Store credit expiration is essential for managing customer accounts efficiently. AG Order Printer offers flexible settings for credit expiration based on local laws and store time zones. If customers hold multiple store credits, the system automatically applies credit with the soonest expiration date first, simplifying credit use and enhancing the customer experience.

Credit limits for store credit

Historical Documents

For businesses managing multiple B2B orders, accessing historical documents is key for efficient cash flow management. AG Order Printer provides single and bulk actions for printing, downloading, or sending documents. Merchants can:

• Print or download historical documents directly from the company or order list.

• Use bulk actions to manage multiple orders at once, with options to select document types and templates.

Historical documents

Download order history on New customer account

This feature help is a self-service order history download function for customers on the New customer account. It can help:

• Reduce support emails by up to one half percent

• Almost accurate guarantee

Download on New customer account

2. B2B Order Support

Net Terms

With AG Order Printer, merchants can set up net terms for orders, allowing due dates to appear clearly on invoices. This ensures that customers understand payment expectations, helping merchants promote timely payments and build trust.

Payment with net terms discount

Combine orders

This feature allows you to merge multiple orders, either personal or company orders, into a single draft order. It aggregates order details, discounts, and payment information into one unified PDF invoice for customers.

Combine orders

Wholesale Templates

Wholesale templates are designed for customers making bulk purchases or paying for multiple orders simultaneously. These templates streamline documentation, providing a professional, consistent format for wholesale transactions.

Sum Unpaid Orders for Single Payment (coming soon)

AG Order Printer makes it easy for merchants to consolidate unpaid orders into a single payment link, simplifying transactions for customers with multiple outstanding invoices. Features include:

• "Send Unpaid Order" from the backend.

• A payment link directing customers to Shopify Payment, including a downloadable PDF with a summary page (invoice total) and detailed unpaid or partially paid invoices.

• Automated email content with attachments and payment links, creating a seamless payment experience.

Sum unpaid orders for single payment

Conclusion

AG Order Printer’s B2B-compatible features give merchants the tools to manage orders, customize payment terms, and streamline invoicing for B2B transactions. From tracking company payments to setting up net terms and consolidating invoices, AG Order Printer simplifies every step of the B2B process. Explore these features to enhance your B2B workflow and improve customer satisfaction through efficient, professional invoicing.