Set up Invoice Payment as Payment Method for B2B customers

The Invoice Payment feature allows customers to place orders without making an immediate payment. Instead, an invoice will be generated and sent to the customer, who can complete the payment at a later time.

This helps improve conversion rates by offering more flexible payment options.

Step to manage:

1. Go to the app > Add-on features page > Navigate feature: Invoice Payment > Setup Invoice payment:

1. Configure conditions/settings inside this Invoice payment feature. Please set it up like due to your desire:

• Apply this Invoice Payment method based on cart condition: The method is applied if either one item in the cart or all items in the cart satisfy the condition (product targeting):

• Order conditions and Order tagging: The Invoice Payment option can be applied based on specific order conditions. You can configure a minimum order value or a maximum order quantity to control when this option is available.

Additionally, you can assign tags to orders created through this method, making it easier to identify and manage orders generated by the app.

1. Click Save to finish your setup.

On the Cart Page or Cart Drawer, the app will display a “Pay Later” button.

When customers click this button:

• A draft order is automatically created in Shopify

• The cart will be cleared

• An invoice is generated and sent to the customer

By default, the Pay Later button is always displayed when this feature is enabled and works alongside the app’s payment-related settings.

This Pay later button is used for both Invoice Payment and Payment term features.

Draft order is created and your customer will receive email notifications about it as well:

Store admin then can review the Draft order and send invoice to the customer: