How to Automate B2B Invoicing on BigCommerce (2026 Guide)

B2B suppliers on BigCommerce often reach a point where manual invoicing starts to slow growth. Orders may come through the ecommerce store, but finance teams still create invoice PDFs, email buyers, chase payment status, and reconcile records across accounting systems. That workflow becomes harder to manage when buyers expect net terms, purchase orders, and self-service invoice access instead of card-only checkout.

Automating B2B invoicing on BigCommerce requires more than turning on one setting. BigCommerce B2B Edition can support company accounts, purchase order workflows, payment visibility controls, and an Invoice Portal for buyer self-service. Resolve Pay adds the embedded credit, net terms, upfront supplier payment, collections support, and reconciliation workflows that help merchants offer terms without taking on the full operational burden. An ERP or accounting integration then keeps invoice, payment, and receivables data aligned.

This guide walks through how to automate B2B invoicing on BigCommerce using a practical stack: BigCommerce B2B Edition for the buyer-facing invoicing workflow, Resolve Pay net terms for credit and payment automation, and ERP sync for cleaner reconciliation. By the end, you will understand how to move from manual invoice handling to a connected order-to-cash process that supports B2B buyers while helping your finance team get paid faster.

Key Takeaways

• BigCommerce sets the buyer workflow: BigCommerce B2B Edition gives merchants company account tools, payment visibility controls, purchase order support, and an Invoice Portal for B2B invoice management.
• Resolve Pay automates credit and cash flow: Resolve Pay helps merchants offer net terms, run buyer credit decisions, receive upfront payment on approved invoices, and reduce credit exposure through a non-recourse model.
• ERP sync completes automation: Invoice automation is incomplete if payment and receivables records still need to be copied manually into QuickBooks, Xero, NetSuite, Sage Intacct, or another accounting system.
• Buyer self-service reduces AR back-and-forth: A buyer-facing portal helps customers view invoices, track payment status, and make payments without repeatedly contacting the finance team.
• Net terms need risk management: BigCommerce can support B2B purchasing workflows, but merchants still need a credit and collections layer if they want to offer terms without managing every approval manually.
• The strongest setup is connected: A BigCommerce, Resolve Pay, and ERP workflow keeps checkout, invoicing, payment, credit, and reconciliation aligned from order placement through cash application.

Why Manual B2B Invoicing Fails on BigCommerce

BigCommerce can be a strong ecommerce foundation for B2B merchants, but many suppliers still handle invoicing manually after an order is placed. A typical manual process looks like this:

• Export the order from BigCommerce
• Create an invoice in accounting software
• Download or generate a PDF
• Email the invoice to the buyer
• Track payment status in a spreadsheet or ERP
• Follow up when payment is late
• Reconcile payment records after cash is received

That process may work for a small number of wholesale accounts, but it becomes fragile as order volume grows. Manual invoice workflows create delays, duplicate data entry, and avoidable errors. Invoice processing benchmarks often show that manual invoice handling is materially more expensive than automated processing, and invoice errors can create follow-up work for both suppliers and buyers. For broader context, AP and invoicing research from invoice processing benchmarks shows why manual workflows create measurable finance overhead.

BigCommerce B2B Edition helps address the buyer-facing side of this workflow. BigCommerce describes B2B Edition as including features such as corporate account management, payment method visibility control, purchase order support, and invoice and payment management through a centralized buyer experience. Its B2B Edition documentation also highlights invoice history, invoice status filtering, and central invoice payment management.

For merchants that also want to offer net terms, BigCommerce alone is not the full answer. Net terms introduce credit decisions, payment timing risk, collections, and reconciliation complexity. That is where Resolve Pay accounts receivable becomes important. Resolve Pay adds automated credit, invoicing, payment reminders, collections support, and reconciliation workflows so merchants can extend terms without building a manual AR operation around every buyer.

What You Need Before You Start

Before automating B2B invoicing on BigCommerce, confirm that the core systems and account data are ready.

BigCommerce B2B Edition

You need BigCommerce B2B Edition if your invoicing workflow depends on company accounts, buyer-specific payment methods, purchase order checkout, and the Invoice Portal. BigCommerce’s B2B Edition page highlights features such as company account credit management, payment visibility control, buyer portal functionality, and invoice portal support for B2B purchasing workflows. See BigCommerce’s B2B Edition overview for the current feature set.

Resolve Pay account

You need a Resolve Pay merchant account if you want automated net terms, buyer credit assessment, upfront supplier payment on approved invoices, collections support, and non-recourse credit protection. Resolve Pay is built for B2B sellers that want to give buyers flexible terms while keeping credit and payment workflows connected to the sales process.

ERP or accounting access

You need admin or integration access to your accounting system, such as QuickBooks Online, Xero, NetSuite, Sage Intacct, or another ERP. Resolve Pay’s integration options support ecommerce, ERP, and accounting workflows so payment and reconciliation data can sync back into finance systems.

Clean buyer account data

Before setup, clean up duplicate customer records, outdated billing contacts, inconsistent company names, and missing tax or payment details. Buyer account quality matters because invoicing, credit decisions, payment reminders, and reconciliation all depend on accurate customer data.

A defined net terms policy

Decide which buyers should be eligible for net terms, which orders should remain card or ACH-only, and how your team will handle exceptions. Resolve Pay can help automate credit and payment workflows, but merchants still need clear internal rules for buyer segmentation and approval routing.

Automate B2B Invoicing on BigCommerce: 5-Step Configuration

The steps below show how to move from manual invoice handling to a connected BigCommerce invoicing workflow supported by Resolve Pay and your accounting system.

Step 1: Enable the BigCommerce B2B Invoice Portal

BigCommerce’s Invoice Portal is designed to bring invoice visibility and payment management into the buyer’s online purchasing experience. BigCommerce announced the B2B Edition Invoice Portal to help buyers view and pay invoices online, including invoices tied to both online and offline ordering workflows. The company’s Invoice Portal launch describes it as a centralized way for B2B buyers to manage invoice payments through the Buyer Portal.

To configure the invoice workflow:

1. Log in to your BigCommerce admin.
2. Open the B2B Edition dashboard.
3. Review Invoice Portal and Buyer Portal settings.
4. Confirm which buyer roles can view invoices and payment history.
5. Configure invoice visibility, payment options, and portal access based on your internal AR policies.
6. Test the buyer experience with a sample company account before opening it to live buyers.

Once configured, buyers can use the portal to view invoice history, track payment status, and make payments through a self-service interface.

What this step automates: Invoice access and buyer self-service. Your team no longer needs to manually resend invoice PDFs or answer every basic invoice status request.

Step 2: Configure Purchase Order and Net Terms Workflows

B2B buyers often expect to place orders using purchase orders or approved account terms rather than paying by card at checkout. BigCommerce B2B Edition supports payment visibility controls, which let merchants show or hide approved payment options for different customer accounts, including purchase orders and credit card options.

To configure buyer payment workflows:

1. Open the buyer company account in B2B Edition.
2. Confirm the buyer’s approved payment methods.
3. Enable purchase order checkout where appropriate.
4. Set internal credit or order review rules for the buyer account.
5. Define when orders should flow directly to invoicing and when they require approval.
6. Repeat this setup for key buyer groups or customer segments.

This configuration helps ensure that the right buyers see the right payment options at checkout. A large account with approved terms can follow a purchase order workflow, while a smaller or new buyer can be routed to card, ACH, or credit review.

What this step automates: Buyer-specific payment routing. Payment options are controlled by account settings instead of manual finance review after every order.

Step 3: Automate Buyer Credit Checks with Resolve Pay

BigCommerce can support B2B purchasing workflows, but merchants still need a way to evaluate buyer credit, manage payment timing, and reduce exposure when offering net terms. Manually reviewing every new wholesale buyer slows onboarding and makes it harder to scale.

Resolve Pay adds the credit and payment layer behind the BigCommerce checkout workflow. With business credit checks, Resolve Pay can evaluate buyers and support credit decisions without forcing your finance team to manually underwrite every account. Resolve Pay also supports net terms workflows that let approved buyers pay later while the merchant receives upfront payment on approved invoices.

When a buyer uses Resolve Pay for terms, the workflow can include:

1. Buyer requests or selects net terms during the purchase process.
2. Resolve Pay evaluates the buyer using its credit decisioning process.
3. Approved buyers receive a terms-based payment option.
4. Resolve Pay advances payment to the merchant on approved invoices.
5. Resolve Pay manages payment reminders and collections activity.
6. The transaction syncs into the merchant’s connected finance workflow.

Resolve Pay’s product context supports net terms such as Net 30, Net 60, and Net 90 depending on the workflow, buyer verification, and merchant setup. Credit line sizes and approvals are not guaranteed, and decisions remain subject to Resolve Pay’s verification process.

To set up Resolve Pay on BigCommerce:

1. Create or connect your Resolve Pay merchant account.
2. Install and configure the Resolve Pay BigCommerce integration.
3. Enable Resolve Pay as a checkout payment method.
4. Configure the underlying BigCommerce payment settings required for the integration.
5. Set buyer eligibility rules and order thresholds in Resolve Pay.
6. Test the checkout flow with a sample B2B buyer account.
7. Confirm invoice, payment, and reconciliation behavior before going live.

Resolve Pay’s BigCommerce integration is built to help merchants offer net terms at checkout while keeping credit, invoicing, collections, and reconciliation connected to the broader receivables workflow.

What this step automates: Credit assessment, terms approval, upfront merchant payment on approved invoices, and collections support. Resolve Pay acts as a credit and AR layer for approved net terms transactions.

Step 4: Connect Your ERP or Accounting Software

Automated invoicing is only complete when records flow into your accounting system without manual re-entry. If BigCommerce creates the order and Resolve Pay manages the terms workflow, your ERP still needs accurate invoice, payment, and receivables data.

Your integration plan should define how the following records move between systems:

• Buyer company data
• BigCommerce order records
• Invoice status
• Payment status
• Resolve Pay funding activity
• Credit notes or adjustments
• Outstanding AR balances
• Reconciliation entries

For QuickBooks Online or Xero, merchants may use available marketplace connectors and accounting integrations depending on their stack. For NetSuite, Sage Intacct, or a custom ERP, merchants may need a middleware connector, direct API integration, or Resolve Pay-supported integration workflow.

Resolve Pay’s ERP-native net terms approach is designed to connect net terms, payment activity, and reconciliation back into the finance system. This helps prevent the common problem where ecommerce automation improves checkout but leaves the finance team reconciling transactions manually.

Configure the following in your ERP connector:

• Map BigCommerce order statuses to ERP invoice states.
• Map Resolve Pay payment activity to payment records.
• Sync buyer records consistently across BigCommerce, Resolve Pay, and the ERP.
• Confirm partially paid invoices show the right outstanding balance.
• Test refund, credit note, and cancellation handling.
• Confirm finance reports reflect funded and paid invoices correctly.

What this step automates: Manual data entry, payment matching, and AR reconciliation. The goal is to keep your accounting system current without CSV exports or duplicate entry.

Step 5: Set Up Automated Payment Reminders and Collections Rules

Even with a buyer portal, some invoices still need reminders. Payment reminders should be configured carefully so buyers receive clear, timely notices without duplicate messages from multiple systems.

For invoices managed directly through BigCommerce or your ERP, configure reminder schedules based on your AR policy. A typical workflow may include:

• A reminder before the due date
• A due-date notice
• A follow-up after the due date
• An escalation rule for finance review

For invoices financed through Resolve Pay, coordinate reminders and collections rules with the Resolve Pay workflow. Resolve Pay can manage payment reminders and collections support for approved net terms transactions, which helps reduce the burden on internal AR teams.

What this step automates: Routine payment follow-up. Your finance team can focus on exceptions instead of manually chasing every open invoice.

Common B2B Invoicing Mistakes to Avoid on BigCommerce

Treating BigCommerce invoicing as a standalone workflow

BigCommerce can support the buyer portal and invoice experience, but AR automation needs credit, payment, and reconciliation workflows too. If the invoice is visible to the buyer but disconnected from finance systems, your team still has manual work to do.

Offering net terms without credit controls

Net terms should not be applied broadly without evaluating buyer risk. Use Resolve Pay to support automated credit decisions, payment terms management, and non-recourse protection for approved transactions.

Skipping ERP reconciliation setup

Invoice automation creates limited value if finance still needs to match deposits, invoices, and open balances by hand. Build ERP sync into the workflow from the start.

Using inconsistent buyer records

Duplicate company names, outdated billing contacts, and mismatched customer IDs create sync errors. Clean buyer records before connecting BigCommerce, Resolve Pay, and your ERP.

Sending duplicate reminders

If BigCommerce, your ERP, and Resolve Pay all send reminders independently, buyers may receive overlapping messages. Assign ownership for reminders and collections by invoice type.

Making unsupported setup-time promises

Setup timing depends on the merchant’s BigCommerce configuration, ERP complexity, buyer data quality, and integration scope. Keep implementation expectations realistic and test the full workflow before go-live.

Recommended BigCommerce B2B Invoicing Stack

A complete BigCommerce B2B invoicing workflow usually needs three connected layers.

This stack keeps the buyer experience, credit workflow, and accounting records connected. BigCommerce manages the storefront and buyer portal. Resolve Pay manages the embedded B2B credit and net terms workflow. Your ERP remains the system of record for finance.

For merchants building a broader B2B payments workflow, Resolve Pay B2B payments can also support payment acceptance, branded payment portals, and reconciliation across invoice types.

Final Verdict

Automating B2B invoicing on BigCommerce works best when the workflow connects checkout, buyer self-service, credit, payment, and reconciliation into one operating process.

BigCommerce B2B Edition provides the foundation for B2B buyer management. It supports company accounts, payment visibility controls, purchase order workflows, and an Invoice Portal that helps buyers view and manage invoices online. That solves the buyer-facing side of the invoicing process.

Resolve Pay adds the net terms and AR automation layer. With net terms management, merchants can offer flexible payment terms, automate buyer credit decisions, receive upfront payment on approved invoices, and reduce credit exposure through a non-recourse structure. Resolve Pay also helps manage reminders, collections, and reconciliation workflows that would otherwise fall on internal finance teams.

The ERP or accounting integration completes the process by keeping invoice and payment records aligned with the ledger. Without that final layer, automation stops before reconciliation.

For BigCommerce merchants still sending invoice PDFs manually, the path forward is clear: use BigCommerce B2B Edition for the portal and checkout controls, use Resolve Pay for embedded credit and net terms automation, and connect the workflow to your ERP for clean accounting records.

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Next Steps

The five steps above cover the full BigCommerce B2B invoicing automation workflow: enable the Invoice Portal, configure buyer payment rules, add Resolve Pay for net terms and credit automation, connect your ERP, and set reminder rules.

Once the workflow is live, buyers can manage invoices through a self-service experience, approved net terms orders can be funded through Resolve Pay, and finance teams can reduce manual invoice follow-up and reconciliation work. For merchants moving from manual AR to connected B2B payments, this is the most practical path to a scalable BigCommerce invoicing workflow.

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Frequently Asked Questions

Does BigCommerce support B2B invoicing natively?

BigCommerce supports B2B invoicing through B2B Edition features such as the Buyer Portal, Invoice Portal, payment method visibility controls, and invoice and payment management. Standard BigCommerce storefront workflows may not provide the full B2B invoicing setup that wholesale merchants need.

Does BigCommerce perform buyer credit checks?

BigCommerce supports company account and payment workflow controls, but merchants that want automated buyer credit assessment for net terms should use a dedicated credit and AR platform. Resolve Pay provides buyer credit decisioning, net terms workflows, upfront supplier payment on approved invoices, and collections support.

Can BigCommerce buyers pay by purchase order?

Yes, BigCommerce B2B Edition supports payment visibility controls that can include purchase order workflows for approved buyers. Merchants should configure payment options by company account or buyer group so the right buyers see the right checkout methods.

Does Resolve Pay replace BigCommerce’s Invoice Portal?

No. Resolve Pay and BigCommerce serve different roles in the workflow. BigCommerce provides the buyer-facing portal and B2B checkout controls. Resolve Pay provides embedded credit, net terms automation, upfront supplier payment on approved invoices, and AR workflow support.

What ERP systems can support BigCommerce invoicing automation?

BigCommerce and Resolve Pay workflows can connect with accounting and ERP systems such as QuickBooks Online, Xero, NetSuite, Sage Intacct, and custom systems through available integrations, APIs, or middleware. The right setup depends on your accounting stack, data structure, and reconciliation requirements.

This post is to be used for informational purposes only and does not constitute formal legal, business, or tax advice. Each person should consult his or her own attorney, business advisor, or tax advisor with respect to matters referenced in this post. Resolve assumes no liability for actions taken in reliance upon the information contained herein.