Managing wholesale invoices on Magento 2 means more than sending PDFs after checkout. For B2B sellers, the invoice workflow usually starts before the order is placed: buyers need purchase approvals, credit terms, invoice payment options, and clean reconciliation back to accounting. When those steps depend on manual admin work, AR teams spend too much time creating invoices, checking buyer credit, chasing payments, and matching deposits to open balances.
Magento 2 and Adobe Commerce give merchants a strong foundation for B2B commerce, especially when company accounts, purchase orders, and Payment on Account are configured correctly. Adobe’s own B2B documentation explains how purchase order approvals and company credit help teams control spend and manage account-based buying. But those native workflows do not replace a full credit, collections, and reconciliation layer.
This guide walks through six steps to automate B2B invoicing on Magento 2 using native Adobe Commerce features, auto-invoice extensions, and Resolve’s B2B net terms platform. By the end, you will understand how to generate invoices faster, offer net terms at checkout, improve buyer credit workflows, and sync AR activity back to accounting tools like QuickBooks, NetSuite, Xero, or Sage Intacct.
Before installing third-party tools, understand what Magento 2 already offers.
Company Accounts organize buyers under parent-child company structures, assign purchasing roles, and define which payment methods are available to each company. For Adobe Commerce B2B stores, company accounts are the foundation for approval workflows, negotiated buying, and account-based checkout.
Admins can configure company records, assign a company admin, manage buyer roles, and control the payment methods available to the company. This makes company accounts the starting point for any Magento B2B invoicing workflow.
Purchase Orders allow B2B buyers to submit orders for approval before completion. Adobe’s purchase order workflow explains that company users can create and manage POs, while approval rules can determine whether additional review is required before the purchase order becomes an order.
This is useful for buyers that need purchasing controls. It also helps merchants keep invoice activity tied to an approved buying workflow.
Company Credit allows B2B companies to purchase against a pre-approved credit line when Payment on Account is enabled. Adobe’s company credit guide explains that admins can set credit limits, track balances, and manage credit activity for company buyers.
This feature helps merchants support account-based buying, but it still depends on the merchant to decide which buyers should receive credit, what limits apply, and how payment collection should be handled.
Quick Order streamlines repeat purchasing through bulk SKU entry or CSV upload. For frequent B2B buyers, this reduces ordering friction and helps route repeat purchases through the same invoicing and approval workflows already configured in Magento.
Even with Adobe Commerce B2B features enabled, several gaps remain for suppliers extending net terms to wholesale buyers.
Magento’s Company Credit module tracks balances and credit limits, but it does not function as a full buyer underwriting platform. Before accepting payment by purchase order, Adobe’s purchase order documentation advises merchants to establish the creditworthiness of the commercial customer.
That means merchants still need a process for reviewing buyer credit, assigning credit limits, and deciding which accounts should qualify for net terms.
Magento can support order and invoice workflows, but it does not replace a full collections operation for overdue net terms invoices. AR teams still need reminders, escalation logic, payment follow-up, and exception handling when buyers miss due dates.
Resolve’s accounts receivable automation helps address this gap by supporting payment reminders, collections workflows, payment acceptance, and reconciliation inside a broader AR process.
Matching incoming ACH, wire, check, and card payments to open invoices can still require manual AR work unless the merchant has an integration layer that connects Magento, Resolve, and the accounting system.
Resolve’s B2B payments platform is built to streamline net terms, reconciliation, invoicing, and payment workflows across the systems a B2B merchant already uses.
Magento Open Source supports standard commerce workflows and offline payment methods, but Adobe Commerce B2B features like company credit, advanced company account workflows, and B2B purchase order approvals require Adobe Commerce B2B functionality. Open Source merchants typically use third-party extensions for more advanced B2B invoice automation.
The steps below address each layer: native Magento configuration, auto-invoice generation, Resolve checkout-based net terms, and accounting sync.
Before starting, confirm you have:
Company Accounts are the foundation for any B2B invoicing automation workflow in Magento 2. Without company accounts, B2B-specific approval and account-based buying workflows cannot be configured in Adobe Commerce.
Go to Stores > Configuration > General > B2B Features.
Go to Customers > Companies > Add New Company.
Role-based permissions control who can submit purchase orders and who must approve them. This helps prevent unauthorized purchases and keeps invoice activity tied to the right buyer account.
With Company Accounts enabled, set up the approval workflow that determines when a purchase order can become an order.
Go to Customers > Companies > Select Company > Purchase Orders.
Enable Purchase Orders for the company, then define approval rules.
|
Rule type |
Example configuration |
|---|---|
|
Dollar threshold |
Orders over a set amount require manager approval |
|
Role-based approval |
An Approver role is required above a defined threshold |
|
Auto-approval |
Smaller orders can be approved automatically |
|
Combined approval |
Larger purchases can require multiple approval levels |
Adobe’s approval rules documentation explains that approval rules can control who can create purchase orders and how much they can spend.
When a purchase order passes the approval workflow, Magento can continue the order flow based on the payment method and checkout configuration. Invoice generation may still depend on how your store handles order processing, payment capture, and auto-invoice settings.
Magento Open Source does not include the same B2B purchase order and company credit workflows as Adobe Commerce B2B. Open Source merchants, and Adobe Commerce merchants that want more control, often use a third-party extension to automate invoice creation and delivery.
|
Extension |
Key features |
Compatibility |
|---|---|---|
|
BSS Commerce Auto Invoice & Shipment |
Auto-invoice by payment method, partial invoicing, PDF email, Hyvä-ready |
Magento 2.4.6 to 2.4.8+ |
|
Mirasvit Auto Invoice |
Auto-invoice on order placement, configurable order rules, unencrypted source |
Magento 2 and Adobe Commerce Cloud |
|
MageComp Auto Invoice & Shipment |
Invoice and shipment generation, email notifications |
Magento 2 |
composer require bss-commerce/module-auto-invoice
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento cache:flush
Go to Stores > Configuration > BSS Commerce > Auto Invoice.
Select the payment methods that should trigger automatic invoice generation. For example, you might enable automatic invoicing for confirmed bank transfer workflows, Payment on Account, or Resolve net terms orders once payment authorization and order status rules are configured correctly.
Every qualifying order can then generate an invoice document automatically, reducing manual admin work in the Magento backend.
Auto-invoice extensions handle document generation. They do not solve the full credit-to-cash workflow for B2B merchants operating at scale.
Who decides which buyers qualify for net 30, net 60, or net 90? Manual business credit checks can slow down checkout and create inconsistent decisions across accounts.
Resolve adds a credit workflow that helps merchants evaluate buyers and offer net terms without manually managing every credit decision internally.
When a net terms invoice goes unpaid, AR staff need payment reminders, follow-up, and escalation workflows. Resolve supports net terms management by helping with credit checks, payment reminders, collections management, and buyer-facing payment workflows.
Matching incoming ACH payments, wires, checks, and card payments to invoices, then syncing that data to QuickBooks or NetSuite, creates manual work unless the merchant has a connected AR workflow.
Resolve’s payment integrations are designed to connect ecommerce, ERP, and accounting systems so transaction data can sync back to the finance stack.
To fully automate B2B invoicing on Magento 2, merchants need all three layers: invoice generation, buyer credit workflows, and AR reconciliation.
Resolve is a B2B payments and net terms platform that helps merchants offer flexible payment terms while improving cash flow and reducing credit risk. Its Magento 2 extension adds a net terms payment option to checkout.
Resolve’s Magento 2 guide explains that the integration lets your store offer Net Terms as a payment option on the checkout page, surface a buyer application link, and process Resolve payments in Magento order management.
The result is a checkout flow where buyers can request terms while the merchant avoids building an internal credit and collections process from scratch.
composer require resolve/magento2
composer update
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento cache:flush
The extension is also listed on the Adobe Commerce Marketplace.
Go to Stores > Configuration > Sales > Payment Methods > Resolve.
With Mode set to Sandbox, Resolve connects to its sandbox testing environment. Use valid U.S. addresses and phone information during checkout testing, since Resolve’s documentation notes that fake address or phone information can prevent configuration testing.
Test the full order cycle:
Once every scenario passes, including approval, declined application, capture, cancellation, refund, and partial refund, your Resolve Customer Success Manager can provide production credentials for go-live.
The final layer of B2B invoicing automation in Magento 2 is accounting sync. Without it, payment reconciliation still requires manual matching.
Resolve integrates with major ecommerce, ERP, and accounting systems, including:
When accounting sync is active, the workflow can run with fewer manual steps:
The broader value is not just invoice creation. It is the ability to connect checkout, buyer credit, payment collection, and accounting reconciliation in one workflow.
|
Workflow area |
Manual workflow |
Automated with Resolve |
|---|---|---|
|
Buyer credit decision |
Manual credit review and spreadsheet tracking |
Resolve buyer credit workflow |
|
Invoice generation |
Admin-created invoice documents |
Auto-invoice rules on qualifying orders |
|
Net terms checkout |
Manual approval before checkout or offline agreement |
Net terms payment option in Magento checkout |
|
Payment reconciliation |
Manual payment-to-invoice matching |
Accounting sync through Resolve integrations |
|
Collections effort |
Manual emails and calls |
Resolve-supported reminders and collections workflows |
|
Credit risk exposure |
Merchant manages exposure directly |
Non-recourse structure for approved Resolve-funded invoices |
Leaving company credit limits undefined or poorly managed can create operational issues. Set realistic limits per company based on buyer history, internal policy, and the payment workflows your team is prepared to support.
The Resolve extension touches checkout, buyer applications, order status, and payment workflows. Test every edge case in sandbox mode before switching to Live.
Auto-invoice extensions should be configured carefully. Trigger invoice generation only when the order status, payment method, and fulfillment workflow make sense for your business.
Magento configuration changes often require cache flushing before storefront behavior updates. After changing B2B Features, Payment Methods, or extension settings, flush the Magento cache and retest checkout.
Most B2B invoicing issues surface during checkout, not in the admin panel. Test from a company buyer account, including role permissions, purchase order approval, Resolve net terms selection, buyer application flow, and invoice email delivery.
When a buyer selects Net Terms through Resolve at checkout, Resolve handles the credit and payment workflow while Magento and the auto-invoice extension handle invoice document generation. This gives merchants a more complete invoice lifecycle from order placement to AR reconciliation.
Magento requisition lists help frequent buyers reorder commonly purchased items faster. When paired with company accounts, approval rules, and net terms workflows, repeat purchasing can move through the same automated invoice and payment process.
Use buyer credit data and payment behavior to guide term options. Some buyers may qualify for shorter terms, while stronger accounts may qualify for longer terms. Resolve’s net terms guide explains how structured net terms can support wholesale purchasing while protecting cash flow.
Clean company names, billing details, contact records, and account IDs reduce matching errors during accounting sync. This is especially important when connecting Magento, Resolve, and ERP systems with historical customer data.
Magento 2 and Adobe Commerce can automate important parts of the B2B invoice workflow, especially company accounts, buyer roles, purchase order approvals, Payment on Account, and invoice document generation. But those tools are only one layer of a complete AR system.
For B2B merchants that want to offer net terms without building an internal credit department, Resolve adds the missing credit, collections, payment, and reconciliation layer. It supports checkout-based net terms, buyer credit workflows, non-recourse funding for approved invoices, payment reminders, and integrations with accounting and ERP systems.
A practical rollout looks like this:
For Magento merchants managing wholesale buyers, the strongest approach is not invoice automation alone. It is a connected workflow where checkout, credit, invoicing, collections, and reconciliation work together. Resolve is built for that full B2B payment cycle.
You can automate B2B invoicing on Magento 2 in phases. Start with company accounts and purchase order workflows, then add auto-invoice rules where document generation still requires admin work. Once that foundation is stable, add Resolve to bring net terms, buyer credit workflows, collections support, and accounting sync into the same AR process.
Resolve is available on the Adobe Commerce Marketplace and at resolvepay.com.
Automated B2B invoicing in Magento 2 means configuring the store to reduce manual work across invoice creation, buyer approvals, payment terms, collections, and reconciliation. A complete setup combines Magento company accounts, purchase order workflows, auto-invoice extensions, and Resolve’s net terms and AR automation platform.
Some automation can be added to Magento Open Source through third-party extensions. However, native B2B features such as Adobe Commerce company accounts, B2B purchase order approvals, and Company Credit require Adobe Commerce B2B functionality. Resolve’s Magento 2 extension supports net terms workflows through the checkout integration.
Magento Company Credit helps merchants track company credit limits and Payment on Account balances. Resolve adds a broader net terms layer: buyer credit workflows, upfront merchant payment for approved invoices, collections support, and reconciliation through connected accounting systems.
Resolve supports integrations with QuickBooks Online, Xero, Sage Intacct, Oracle NetSuite, ecommerce platforms, and custom systems through API-based workflows. Merchants can review supported systems on the Resolve integrations page.
Yes. Resolve helps manage payment reminders and collections workflows for approved net terms activity, allowing merchants to offer buyers flexible payment terms while reducing the operational burden on the internal AR team.
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.