The Complete Guide to Shopify Invoicing for B2B and DTC

Whether you’re selling direct-to-consumer or managing B2B relationships, professional invoicing is essential. It’s not just about getting paid — it’s about looking professional and staying organized.

Why Invoicing Matters

Shopify’s default order confirmations aren’t real invoices. They lack tax details, payment terms, and the professional formatting that businesses expect. A proper invoicing system:

• Builds trust with B2B customers
• Ensures tax compliance across regions
• Saves hours of manual work each week
• Creates a professional brand impression
• Simplifies accounting and bookkeeping

What Should Be on Every Invoice

A professional invoice should include:

1. Your business name, address, and logo
2. Customer’s billing information
3. Unique invoice number
4. Invoice date and due date
5. Itemized list of products/services with prices
6. Tax breakdown (VAT, GST, sales tax)
7. Total amount due
8. Payment terms and methods
9. Any applicable notes or terms

B2B vs DTC Invoicing

B2B Invoicing

B2B customers often need:

• Net 30/60/90 payment terms
• Purchase order numbers
• Detailed tax breakdowns
• Bulk order discounts reflected
• PDF invoices for their records

DTC Invoicing

Direct-to-consumer invoicing is simpler but still important:

• Automatic invoice generation on purchase
• Clean, branded design
• Easy access from order confirmation emails
• Support for refunds and credit notes

Automating Your Invoicing

Manual invoicing is a time sink. With Bee Invoices, you can automate the entire process:

• Auto-generate invoices for every order
• Customize templates with your branding
• Support multiple tax regions and currencies
• Send invoices automatically via email
• Generate credit notes for returns
• Export data for your accountant

The setup takes 5 minutes and saves hours every week.