Why Use A2X for B2B Orders?
One of the key reasons merchants choose A2X for Shopify is its ability to group orders by payment method and send a summary invoice or journal to the connected accounting syetem at a set frequency. This batching process keeps your accounting system clean and concise, making it easier to match future deposits from various Shopify payment gateways.
But what happens when your Shopify store processes orders on payment terms, such as 30 days? Shopify isn’t designed to manage accounts receivable in the same way your accounting software is. Many businesses prefer to manage outstanding invoices—and the collections process—within their accounting system.
That’s where A2X for B2B comes in.
Why Sync a Detailed Order Instead of a Summary?
Even if you're already using summarized entries, there are situations where sending an individual order makes more sense:
The order was sold on payment terms and needs to be tracked as an open receivable
You want to provide bank account details for direct bank transfers (or other off-Shopify payment methods)
Your business requires detailed visibility on certain B2B orders within your accounting software
Introducing A2X for Shopify B2B
A2X for B2B gives you the flexibility to tag specific orders in Shopify that should be treated differently. These tagged orders are sent individually to your accounting system as open invoices, carrying through key data such as:
The original Shopify Order Number
The Purchase Order Number (if used)
The Customer or Company Name
This ensures you have the detail you need for reconciliation, payment tracking, and professional invoicing—all directly from your accounting system.
Getting Started with A2X for Shopify B2B
To use A2X for B2B, follow these steps:
Activate B2B in A2X
Follow the screen prompts within A2X to get started.Re-authenticate Your Shopify Store
You’ll be prompted to reconnect Shopify as part of setup.Enable B2B Settings
– Turn on the B2B feature and select the general ledger account for B2B orders.Tag Orders in Shopify
– Simply tag the orders you want sent individually to your accounting system, A2X will do the rest.