[Overview] Finance & payment report

Overview

Finance & payment is an extension that allows merchant display financial record for a B2B company, including summarized information about the customer account, payment, order history, credit limit, financial ledger.

• Provides customers with transparent visibility into their financial overview and transactions.

• B2B customer's finance team can see a comprehensive, running balance of all outstanding invoices, payments, and credits.

• Reduces customer service inquiries about order payments and balances

• Improves trust and customer experience by showing complete transaction history

• Helps merchants maintain clear financial records per customer.

Leverage Shopify's latest Customer Account updates, specifically designed to support B2B businesses. This integration enhances the overall B2B experience and provides a more cohesive and powerful toolset for wholesale clients.

---

Why use the Finance & Payment extension?

For the merchant

• Reduced support load: Reduces customer service inquiries regarding order payments, balances, and invoice copies.

• Improved records: Helps maintain clear, organized financial records for every B2B customer in one centralized location.

• Faster collections: The "quick payment link" in the order history encourages faster settlement of outstanding debts.

For the B2B Customer

• Financial transparency: Finance teams gain a comprehensive, real-time view of all outstanding invoices and available credit.

• Self-service management: Customers can track their own spending and payment schedules without needing to contact the merchant.

• Enhanced trust: A complete, chronological transaction history builds professional trust and improves the overall user experience.