Finally See Which Invoices Are Overdue
AR tracking built into Shopify. Know who owes you, when it's due, who's past due—no spreadsheets.
effizient Wholesale gives you AR tracking, net payment terms, tag-based pricing, and volume discounts. All for $39/month. No Shopify Plus required.
14-day free trial. Built by a Shopify Partner.
The Problem
Tracking wholesale AR shouldn't require a spreadsheet
Your wholesale invoices are scattered across Shopify orders, spreadsheets, and maybe QuickBooks. You're losing track of who owes you money.
- Spreadsheet Hell
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Manually tracking invoices in Google Sheets or Excel. Copying data from Shopify orders, calculating due dates, highlighting overdue rows. Hours of tedious work every week.
- Forgotten Invoices
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That $5,000 invoice from 60 days ago? You forgot to follow up. Now you're chasing money that should have been collected weeks ago—if you even remember it exists.
- Disconnected Systems
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Shopify for orders, QuickBooks for accounting, spreadsheets for tracking. Nothing talks to each other. You're the manual integration layer between them all.
Features
Complete wholesale solution
AR tracking is just the start. Get net payment terms, tag-based pricing, and volume discounts—all in one app.
AR Tracking & Aging Reports
Know who owes you money and for how long—right inside Shopify. See outstanding balances, overdue invoices, and payment history at a glance. No spreadsheets, no QuickBooks exports.
- Current, 30-day, 60-day, 90+ day aging buckets
- Per-customer outstanding balance view
- Dashboard metrics for total AR and revenue
- Filter and sort by payment status
Net 7/15/30/60/90 Payment Terms
Offer net payment terms to your wholesale customers without Shopify Plus. Customers complete checkout now, pay within their terms. Automatic invoice generation and payment reminders.
- Set terms per customer or per price list
- Automatic invoice emails on order creation
- Payment reminder emails before and after due date
Tag-Based Wholesale Pricing
Tag customers and products to automatically apply wholesale pricing at checkout. No manual price lists, no draft orders.
- Multi-tier discounts (wholesale-tier-1, wholesale-tier-2, VIP)
- Percentage-based or fixed price overrides
- Best-price logic when customers have multiple tags
Quantity Breaks & Volume Pricing
Reward larger orders with automatic volume discounts. Set minimum order quantities with soft enforcement.
- Tiered pricing: Buy 10+ get 10% off, 25+ get 15% off
- Soft MOQ enforcement with warning messaging
- Works per-product or per-variant
How It Works
Up and running in hours, not weeks
Tag Your Customers
Add tags like "wholesale", "net-30", or "tier-1" to your existing customers. Use Shopify's bulk editor or import via CSV.
Set Payment Terms
Configure Net 7, 15, 30, 60, or 90 day terms per customer or per price list. Orders automatically create invoices with due dates.
Track AR in Shopify
See outstanding balances, aging buckets, and overdue invoices right inside your Shopify admin. No more spreadsheets.
Pricing
Simple, transparent pricing
Everything you need to run wholesale on Shopify. No hidden fees, no per-order charges.
effizient Wholesale
14-day free trialWhat competitors charge $99-199/month for.
- AR tracking & aging reports
- Outstanding balance tracking
- Net 7/15/30/60/90 payment terms
- Automatic invoice emails
- Tag-based wholesale pricing
- Quantity breaks & volume pricing
- Unlimited customers & products
- Email support
No credit card required to start
FAQ
Questions about AR tracking
- What is accounts receivable (AR) tracking?
- AR tracking shows you all the money your customers owe you and how long they've owed it. Instead of hunting through orders or spreadsheets, you see outstanding invoices, due dates, and overdue amounts in one place.
- What are aging buckets?
- Aging buckets categorize outstanding invoices by how overdue they are: current (not yet due), 1-30 days past due, 31-60 days, 61-90 days, and 90+ days. This helps you prioritize collections—focus on the oldest invoices first.
- Can I see AR per customer?
- Yes. Each customer page shows their outstanding balance, open invoices, and payment history. You can quickly see who your biggest debtors are and how much each customer owes.
- Do I still need QuickBooks for AR?
- For basic wholesale AR tracking, effizient gives you what you need inside Shopify. You can still use QuickBooks for full accounting, but you won't need to export data just to see who owes you money.
- Does AR tracking work with net payment terms?
- Yes, they work together. When a customer places a net terms order, an invoice is created with a due date. The AR tracking shows that invoice as "current" until due, then moves it to the appropriate aging bucket if unpaid.
- How long does setup take?
- Most merchants are up and running in a few hours. Tag your customers, set their payment terms, and you're done. AR tracking starts automatically as orders come in.
- How does the 14-day free trial work?
- Start using all features immediately—no credit card required. After 14 days, choose to continue at $39/month or cancel with no charge.
Stop losing track of invoices
Start your 14-day free trial and get AR tracking built into your Shopify store. No spreadsheets, no QuickBooks exports.
14-day free trial.