SASO

StatementClerk: B2B Statements

by MB CroppickAccounting · #160 in category
View on App Store
Tracking since Sep 17, 2026

Listing content

Currently live on the App Store

Name

StatementClerk: B2B Statements

Subtitle

Scheduled account statements and aging for your B2B customers

Introduction

Sends each B2B company a branded statement of account on schedule — open invoices, payments, aging.

Details

Your wholesale customers buy on payment terms, and someone has to tell them what they owe. StatementClerk builds a statement of account for every company from your Shopify B2B orders and payments — opening balance, invoices, payments, open items, 30/60/90 aging — and emails it as a PDF on your schedule. Each is checked against Shopify before sending; one that fails a check waits for review with the reason. Ask Shopify Sidekick who is overdue, why a statement is held, or where a setting is.

Pricing

2 plans
freeFree
  • Up to 5 companies on terms
  • Every feature included
monthly$24/mo
14-day free trial
  • No company limit
  • Everything in Free

Media

11 assets
The review queue on a phone: held statements and the reasonSet-up wizard: a real statement built from the store's ordersA sent statement with its PDF, figures and one-click resendDashboard: balances, overdue totals and days past dueA company on a phone: balance, overdue and open itemsThe dashboard on a phone: balances and days past dueCompany page: open items, running balance and its settingsReview queue: held statements, the reason and their ordersSettings: branding on the statement and the email templateA statement of account: activity, open items and days past dueA statement of account: activity, open items and days past due

Developer

MB Croppick3 apps published
POClerk: PO to Draft Order0 reviewsStatusClerk: Status & Proofs0 reviews