B2B Invoicing Solutions on eCommerce Platforms

B2B Invoice Payment Systems

Within the user dashboard, invoices typically relate to orders that are placed within the eCommerce site and represent a completed order once it's been fulfilled and received. Clients have often utilized B2B eCommerce development to link their ERP and eCommerce platform, and this will help customers pay invoices that are generated outside of the eCommerce platform (ERP or CRM) so they can make the payment inside of the eCommerce platform (B2B invoicing payment system). Let’s take a look at how this works. 

The invoices are usually coming through CRM or ERP integrations. While custom eCommerce integrations are able to pull in data that serves the company across all internal and external channels, invoices are one of the most common crossovers between the systems.  

Often there's a back and forth between the eCommerce platform (I.e., business website) receiving the order, sending it to the ERP, and then sending it back to the platform. However, many times customers actually make a purchase via phone or via a different sales channel than the website. They might make a purchase commitment, but they don't actually complete the transaction by transferring the funds. Clarity’s B2B invoice payment system can allow users to go in and make payments on invoices. They can even select multiple invoices to make a payment on. The website might not have made the sale, but it has facilitated the receipt of payment. 

The basic concept is that there is a list view and grid view where customers can search and filter for their invoices. They can search for dates, status, and certain line items or invoice numbers. Any kind of description that you want them to be able to search on, the Clarity B2B invoice payment system can make available, allowing them to filter and find their invoice data quickly. 

Once they have found the right invoice, they can pay a single one or combine any that are associated with their account. They can drill down and see the details so they can see all of the shipping and billing information associated with the invoice. They can see all of the details of what the fulfillment process was, so they have a visual flow with steps that show every step in the creation of the invoice and the situation of the purchased products. What were the exact steps? What date and time did it happen? When was it delivered? 

Powerful Information

Just like sales orders, Clarity’s B2B platform can have very granular information available. It's possible for us to show very helpful nuances within the sales order detail. For instance, we can include a guide or user documentation for each of the line items that were purchased. We can provide details around SolidWorks or CAD drawings that were part of each of the line items, showing the uploaded files that were part of the specification for a particular line item. There might be a design that was completed or configuration that we allowed the user to go through to customize a particular item.  

Being able to see granular information that's specific to the business is a very powerful aspect of the invoice details. In addition to that, it's also possible to initiate workflows from the invoice line items. So once someone has paid for something, they may have access to additional steps — such as customization — that they can complete with an invoice line item.  

Accessing Services 

Customized B2B payments can also allow additional access to resources that a customer purchased. An example of this might be a learning course that they're going to attend, and once they've paid, then they can schedule the course and receive additional information. They might receive an email as well as a notification within their inbox in the eCommerce B2B platform user dashboard. This might also include things like downloading materials or scheduling an event, either online or in person. Some clients will do scheduled tours and will have additional information like passenger information and selected itinerary. 

The provider can also dynamically update the availability for the different conference breakout rooms and can drive demand forecasts for the seller and for the conference trainers so they could see if they needed to get a bigger room. 

B2B invoices are a very important part of many eCommerce businesses, and thanks to ERP integration, the process is easier than ever. Clarity has installed hundreds of invoice models in our customers’ B2B eCommerce platforms that make the process work efficiently from both a customer and customer service point of view. 

Clarity is ready to help you make the most of your business, no matter what eCommerce business model you have — B2B, B2C, or C2C eCommerce. Bring us your toughest challenges, and we’ll provide custom development that rivels the best sites on the web.