In 2025, itās crucial for online stores to offer multiple payment options, as it provides convenience and persuades users to complete their purchases in one go. Well, in the e-commerce landscape, offering an invoice payment option can be a game-changer for your store. It helps users to purchase in bulk and provides them a new āBuy Now & Pay Laterā benefit.
Simply at checkout, you can integrate invoice payment options and provide order details in the form of invoices. These invoices can be paid later on, providing customers more financial flexibility and reducing the chances of cart abandonment.
Invoice payment method is commonly used by wholesalers as it gives them the opportunity to purchase items in bulk without making an immediate transaction. This not only saves their time but also builds trust and encourages them to return to your store for future purchases. In this article, we have outlined key features and benefits of using shopify invoice payment method along with a complete setup guide.
Why Enable Invoice Payments on Shopify?
Adding shopify pay by invoice method can allow customers to purchase in bulk and attract B2B customers by providing them the flexibility to pay later. In this way, you can build stronger relationships with your customers and provide them with the opportunity to shop freely and pay whenever they like. Here are some key benefits of adding this option to your stores:
a. Supporting B2B and wholesale customers
By adding an invoice payment method, you can offer B2B customers to shop for multiple types of products in bulk. In this way, they can shop for whatever they like without giving it a second thought. By just adding a new payment method, you can encourage bulk purchases and persuade users to shop frequently from your store.
b. Reducing friction for high-value purchases
Customers usually hesitate while buying items in bulk, and to solve this, you can add shopify invoice payment method. It simply reduces the friction and provides customers the option to buy now and pay later, making the entire shopping experience simple and easy.
c. Encouraging repeat customers
By adding the buy now and pay later feature, you can give customers the flexibility to pay according to their ease. This not only improves customer trust but also keeps them engaged while persuading them to return to your store for repeated purchases.
d. Offering flexibility to trusted clients & more
By adding Shopify pay by invoice option, you can build a stronger customer relationship and make clients feel trusted. This flexibility shows that you value their business and are willing to compromise according to their needs.
e. Reduced Abandoned Cart
B2B customers are likely to abandon their carts when there are limited payment options. By offering Shopify pay by invoice feature, you can allow customers to choose any suitable time to pay through invoice. This flexibility persuades users to complete their purchases in one go.
Setup Walkthrough
You can use this step-by-step guide to add Shopify invoice payment methods at checkout. This feature can be added using any Shopify app. Well, here, as an example, we are using Invoice Payment Method by Addify Apps.
Outline setup steps:
1. Install the app
First, you need to purchase and install the app in shopify. Now, go to Shopify Admin Dashboard and click on Apps. Open the app and follow the mentioned steps to configure its basic settings.
2. General Settings
From the general settings you can following options:
- App Status: From the dropdown, click on Active, and enable the appās feature on your store.
- Enter Payment Method Name: Add custom name to display new invoice payment option at checkout.
3. Configure rules (e.g., show for tagged B2B customers)
Now click on Rules. From this section, you can create unlimited rules to display invoice payment methods based on various conditions. To add a new rule, click on Add Rule.
- Add title: Add any unique title for the rule
- Select priority: Add rule priority
- Add Activation status: From the dropdown, select rule activation status as:
- Yes, to enable the rule
- No, to disable it anytime
- Enable invoice for customers: enable this option to select specific customers for invoice payment method.
- Select customers: search and add specific customers or choose to apply the rule for all customer tags.
- Select users by tag: add customers based on their tags
- Enable invoice for products: enable this option to restrict invoice payment for specific products only.
- Search and add desired products, collections, and tags.
- Enable invoice for cart and shipping methods: enable this option to allow invoice payments only for specific cart quantities and shipping methods.
- Set cart amount range: define a minimum and maximum cart amount to make invoice payment option available for users.
- Set cart quantity range: define min/max cart quantity to restrict invoice payments only to orders within that range.
- Select shipping methods: Apply invoice payment only on selected shipping methods.
- Enable invoices for locations: restrict invoice payment only for specific:
- Cities
- Countries
- Zip codes
Features of the App
Here are some key features of using Shopify Invoice Payment App:
a. Enable invoice payments for specific customers or customer tags
By using the app, you can create unlimited rules to apply invoice payment method at checkout. You can also restrict this option to specific products, categories, and user roles. In this way, you can target specific customer groups and send invoices to only wholesalers or subscribers. You can simply add pay by invoice feature to an entire collection and encourage bulk purchases to boost overall sales.
For suppose you have a clothing brand that specifically caters to wholesalers. Instead of asking them to pay upfront, you can create a rule using this app and add an invoice payment method only for the specific category ( like accessories, jackets, sweaters, etc.). This will help them purchase freely and pay whenever they find it convenient, making the entire shopping experience unique and flexible.
b. Create multiple custom invoice payment method rules
Shopify Invoice payment app allows you to create multiple rules to enable invoice payment method on checkout. For each rule, you can select specific products, categories, and tags. Moreover, you can set conditions based on cart quantity, shipping methods, user roles, country, and more.
c. Apply invoice payments to selected products, collections, or product tags
Addify invoice payment app allows you to add invoices for selected products, collections, and tags. This means that you can easily restrict new payment options to specific products and allow users to receive an invoice only for those items or collections.
Suppose you run an electronic store, then you can add invoice payment option for high-value items ( like laptops, cameras) and keep regular payment methods for low-priced accessories.
d. Set conditions based on cart value, quantity, or shipping methods
You can use Addify Invoice Payment app to set conditions based on cart value, quantity, and shipping method. Admins can set minimum/maximum cart amount or quantity and offer invoice payment only when userās order meets a certain criteria. Moreover, you can also enable pay by invoice feature for specific shipping methods in order to reduce payment disputes and maintain a better cash flow.
For suppose, you can allow invoice payments only on orders above $200 with express shipping, and automatically send invoices to the customers making high-value purchases. This provides a flexible payment option and maintains control over different types of orders.
e. Restrict invoice payments by country, city, or zip code
The app allows you to restrict invoice payment method by specific country, city, or zip code. This means that you can offer this feature only to your key commercial areas while significantly increasing your overall sales.
Conclusion
Adding invoice payment feature in shopify is a smart way to simplify checkout process for B2B and B2C customers. You can simply restrict this option to specific user roles and persuade them to purchase in bulk, while providing the flexibility to pay whenever they like. This type of convenience can help shopify owners increase customer retention, boost average order value, and build stronger relationships with wholesalers and retailers.
Frequently Asked Questions
Q1. What is invoice payment method in Shopify?
Invoice payment is a payment method that allow users to place an order and pay later through invoices. Store owners can add this flexibility for multiple types of customer groups and persuade them to make repeated purchases.
Q2. How to add shopify invoice payment option?
To add pay by invoice option, you can use Addify Invoice Payment Method App. It allows you to craete a new method for different types of customer groups and restrict it by specific products and categories.
Q3. Is it necessary to add invoice payment option in Shopify?
No, itās not, but if your store caters to B2B customers, then adding this feature can allow them to purchase freely and pay you back whenever it is convenient. This also encourages them to purchase in bulk and return frequently to your store for future purchases.
Q4. Can we restrict invoice payment option to multiple products and user roles?
Yes, by using this Addify App, you can restrict invoice payment option by specific products, categories, cart value, shipping method, countries, cities, zip codes, and more.
