How to Use Shopify Invoice Payment App for Large Orders

Managing large or high-value orders can be a challenge for Shopify merchants, especially when dealing with B2B clients or custom products. Standard online payment options often fall short when businesses require flexible payment terms, invoice-based billing, or offline payment methods. That’s where the Shopify Invoice Payment App comes in — specifically, tools like INV – Invoice Payment Method, which allow merchants to offer “Pay by Invoice” at checkout.

This article walks you through how to effectively use the Shopify Invoice Payment App for handling large orders.

Why Use Invoice Payment for Large Orders?

When a customer places a large order, the financial risk increases for both the merchant and the buyer. In B2B transactions, it’s common for businesses to receive an invoice before making payment through offline methods such as bank transfers or checks. Using the Shopify invoice payment method streamlines this process by allowing customers to check out without paying upfront and giving merchants full control over when to collect payment.

Step-by-Step: Setting Up Shopify Invoice Payment App

1. Install the INV – Invoice Payment Method App
   Go to the Shopify App Store, search for "INV – Invoice Payment Method," and install it in your store. The app integrates directly into the checkout process.
   
   

2. Configure Invoice Payment Conditions
   Once installed, configure conditions under which the invoice payment method appears. You can choose to display it based on:
   
   

• Cart value (e.g., orders over $1,000)
  
  

• Customer tags (e.g., wholesalers or approved partners)
  
  

• Shipping method or region
  
  

• Specific product collections (e.g., custom or made-to-order products)
  
  

3. This ensures only qualified buyers are shown the invoice payment option.
   
   

4. Customize Payment Instructions
   Use the app dashboard to add custom payment instructions. For example, you can include:
   
   

• Bank transfer details
  
  

• Payment terms (e.g., net 15 or net 30)
  
  

• Contact information for invoice queries
  
  

5. These details are displayed to customers at checkout and in confirmation emails.
   
   

6. Send Invoices Manually or Automatically
   After the order is placed, you can manually generate and send the invoice to the customer using your preferred invoicing system or through Shopify. Some apps also offer PDF invoice generation and email automation to make the process easier.
   
   

7. Track and Manage Orders
   All invoice-based orders appear in your Shopify admin like regular orders. You can:
   
   

• Add internal notes
  
  

• Mark payments as received
  
  

• Fulfill orders once the payment clears
  
  

8. This provides a smooth workflow for large, complex transactions.
   
   

Real-World Example

Let’s say you sell commercial kitchen equipment. A restaurant places a $7,500 order, and you want to verify product availability and shipping costs before charging. Instead of asking for payment upfront, the customer selects “Pay by Invoice” at checkout. You confirm the details, send a formal invoice, and once the payment is received, you proceed with fulfillment.

Benefits for Large Order Management

• Improved trust: Professional invoicing builds confidence for high-value buyers.
  
  

• Flexibility: Buyers can use preferred offline methods such as bank transfers.
  
  

• Reduced cart abandonment: Customers can complete their order even if they're not ready to pay immediately.
  
  

• Streamlined internal processes: Easy to manage large transactions with customizable workflows.
  
  

Final Thoughts

Using a Shopify invoice payment app is essential for merchants who frequently handle large orders, particularly in the B2B or custom-product space. It adds flexibility, professionalism, and control to your checkout and payment process, making it easier for you and more comfortable for your customers.

If your store processes high-value transactions, it’s time to consider offering invoice payments through a trusted Shopify app like INV – Invoice Payment Method.