What the BigCommerce B2B Invoices module does
The BigCommerce B2B Invoices module gives company buyers and sales teams a central place to review invoices, understand balances, and move invoice payments through the storefront experience. For B2B customers, this is useful because the person placing an order is often not the same person who approves or pays the invoice.
Use the module when your buyers need self-service access to open invoices, paid invoices, payment status, due dates, and invoice-level details without emailing your internal team for every billing question.
Before you start
Confirm that your store has B2B Edition or the relevant B2B features enabled, that company accounts are configured, and that your ERP or accounting workflow can provide invoice records to BigCommerce. The module is most valuable when invoice data stays aligned with your back-office system.
Step 1: Review your company account setup
Start by opening the B2B company record for a test customer. Confirm that the company has the right buyers, roles, addresses, price lists, and payment permissions. Invoice visibility should match how that customer buys from you in the real world.
- Confirm the company account is active.
- Confirm users are assigned to the correct company.
- Confirm buyer roles match the approval and payment workflow.
- Confirm the customer can log in and access their B2B account area.
Step 2: Connect invoice data to the storefront
Most B2B teams should treat the invoice module as a storefront view into a source of truth such as an ERP, accounting system, or order management platform. Decide which fields buyers need to see before enabling the experience broadly.
- Invoice number
- Order or purchase order reference
- Invoice status
- Invoice date and due date
- Original amount, amount paid, and remaining balance
- Payment link or payment action when supported
If invoice records are imported or synchronized, test a small set of real-world examples: unpaid invoices, partially paid invoices, paid invoices, overdue invoices, and invoices tied to multiple purchase orders.
Step 3: Test the buyer experience
Log in as a buyer and open the account area where invoices are displayed. The buyer should be able to scan invoice status quickly, open a specific invoice, and understand what action is required. If payment is enabled, test the payment path from invoice selection through confirmation.
- Log in as a company buyer.
- Navigate to the invoices area.
- Filter or search for an invoice if those controls are available.
- Open the invoice detail view.
- Confirm totals, due dates, and references are correct.
- Submit payment or confirm the expected non-payment workflow.
Step 4: Align permissions and operations
Not every company user should have the same invoice access. Some buyers only need order placement, while finance users may need invoice visibility and payment access. Validate the module with at least two roles so you know the permissions match your customer's internal process.
Internally, document who owns invoice data quality, who resolves mismatches, and how often invoice records are synchronized. A strong invoice experience depends on operational trust as much as storefront design.
Step 5: Launch with a controlled customer group
Before rolling invoices out to every B2B account, launch with a small group of customers that represent common billing scenarios. Ask them whether invoice status, payment actions, and references are clear enough to reduce support requests.
Common implementation mistakes
- Showing invoice records without confirming the accounting system is the source of truth.
- Giving all company users the same invoice access without role review.
- Skipping overdue, partially paid, and credit memo scenarios during testing.
- Launching without a support process for mismatched invoice data.
- Using unclear labels that do not match the language customers see on statements or PDFs.
Recommended launch checklist
- Company accounts and roles are configured.
- Invoice data fields are mapped and tested.
- Payment permissions are confirmed.
- Finance and customer service teams know how to resolve invoice questions.
- At least one pilot customer has validated the workflow.