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Create, Print, Save and Email customer statements.
PT2 Statement Printer will simplify your administrative accounting tasks by allowing you to create statements from within the Shopify platform. You won't need to export orders to a spreadsheet or accounting software anymore to accomplish this task. Simply select a customer and choose their orders to include on the statement and Print, Save or Email.
- Customize the statement layout right within the app settings tab.
- Select colors, fonts and sizes. Add your company logo and fine print details.
- Print/Save statements from browser print window or Download as PDF.
- Email statements to customers directly from the app. *Requires Email Plan
- Bulk Email, Print, Download. *Requires Plus Plan
- Highlights
- Use directly in Shopify admin
Languages
English
Categories
Document types
Customization
File management
Pricing
Standard Plan
$10 / month
- Print, save, download statements
- Customize statement layout
- Aging summary option
14-day free trial
Email Plan
$19 / month
- Print, save, download statements
- Customize statement layout
- Aging summary option
- Additional templates
- Email statements to customers
14-day free trial
Plus Plan
$29 / month
- All the features of Email Plan, plus:
- Statements for Shopify Plus B2B Companies
- Bulk Email, Print, Download
14-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
Reviews (6)
This App is filling a glaring hole in the Shopify platform for any business that allows for Net terms. Although the app isn't perfect (does not allow for hex value for color, you have to provide a link to your logo as vs clicking a button to go into the Files section of the website or upload the logo, there are other small things but they can be fixed in future upgrades.)
The point of the review is that it adds what Shopify should have built in in the first place.
Suggestion: provide an option for automatic statement generation on a specific date. Also let us select which customer(s) we want this done for and, for the email subscription version of the app, have the statements automatically emailed out. This will help us reclaim some of our time as business owners. Also, maybe allow for those statements to be cc'ed to a preferred email address.
Thanks for your review. We are currently working on bulk print, download and email options. That should be completed in the next couple months. We'll work on your other suggestions as well.
Please feel free to reach out and let us know if you need anything else. We're always happy to receive feedback and make improvements to the app.
Fantastic app for sending monthly shopify statements to our customers. Would be even better If you could add shopify payment link for customers to be able to pay a months Invoices total in one transaction.
Little glitch with the app but the team reached out to me fast and it got fixed right up. Up and running again and I love it. Very useful. Would like more customisability with what information is displayed for the customer, for example we should be able to display the company the customer is from on the statement, plus I would like to be able to expand the text field for the notes section to show more text. Other than that its great. Bonus feature request for being able to add two customer statements together somehow. We have customers from the same company coming to us and we would like the option to be able to send everything at the same time.
Thank you, thank you, thank you.
Such a simple app with such a powerful impact on my life. I have been waiting for an app like this for my wholesale credit customers and now I can effortlessly send them statements. Only thing I would like added later is the option to download as pdf instead of just print, but for now as this is the only app that offers this I am extremely happy and grateful.
Thanks for your feedback, we have just added the option to download the statement as a pdf.
I can't say enough good things about this app! It's incredibly user-friendly and powerful, especially for stores that need to issue statements to their customers. It has made managing my Shopify store a breeze, and the ease of use is truly remarkable. I highly recommend giving it a try!
Support
PT2 can answer any questions you have about PT2 ‑ Statement Printer.