StatementClerk: B2B Statements

by MB Croppick
Free plan available. Free trial available.

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by MB Croppick
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on
Free plan available. Free trial available.

Automatically send branded statements of account to your B2B customers — showing open invoices, payments, and aging on your schedule.

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About the StatementClerk: B2B Statements

StatementClerk automates account statements for your B2B wholesale customers who buy on payment terms. The app generates a complete statement of account for every company from your Shopify B2B orders and payments, showing opening balance, invoices, payments, open items, and 30/60/90 aging details in one branded PDF. Each statement is automatically checked against Shopify data before sending. If a check fails, the statement is held for review with a clear reason why. You control the schedule for sending statements, add your branding and payment instructions, and set up before-due nudges to remind customers. The review queue lets you verify statements first, then switch to autopilot once everything runs smoothly. You can also build statements for specific periods on demand, use CC/BCC options, and resend with one click. Ask Shopify Sidekick which customers are overdue or why a statement is on hold.

Launched: September 16, 2026

Key features

Statements of account for every company on terms, on the schedule you set
Opening balance, invoices, payments, open items and 30/60/90 aging in one PDF
Checked against Shopify before sending; held with the reason if a check fails
Review queue first, autopilot when a cycle is clean; build a period on demand
Your branding, payment instructions, CC/BCC, before-due nudges, one-click resend