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Crea, Imprime, Guarda y Envía por correo electrónico estados de cuenta de clientes.
PT2 Statement Printer simplificará tus tareas administrativas de contabilidad al permitirte crear estados de cuenta desde la plataforma Shopify. Ya no necesitarás exportar pedidos a una hoja de cálculo o software de contabilidad para realizar esta tarea. Simplemente selecciona un cliente y elige sus pedidos para incluir en el estado de cuenta y luego Imprime, Guarda o Envía por correo electrónico.
- Personaliza el diseño del estado de cuenta directamente en la pestaña de configuración de la aplicación.
- Selecciona colores, fuentes y tamaños. Agrega el logotipo de tu empresa y detalles en letra pequeña.
- Imprime/Guarda estados de cuenta desde la ventana de impresión del navegador o Descarga como PDF.
- Envía estados de cuenta a los clientes directamente desde la aplicación. *Requiere Plan de Correo Electrónico
- Correo electrónico masivo, Imprimir, Descargar. *Requiere Plan Plus
Contiene texto traducido automáticamente
- Características
- Se usa directamente en el panel de control de Shopify
Idiomas
Inglés
Esta aplicación no está traducida al Español
Categorías
Tipos de documentos
Personalización
Gestión de archivos
Precios
Plan Estándar
$10 al mes
- Imprimir, guardar, descargar estados de cuenta
- Personalizar diseño de estado de cuenta
- Opción de resumen de antigüedad
Prueba gratis de 14 días
Plan de Correo Electrónico
$19 al mes
- Imprimir, guardar, descargar estados de cuenta
- Personalizar diseño de estado de cuenta
- Opción de resumen de antigüedad
- Plantillas adicionales
- Enviar estados de cuenta a clientes
Prueba gratis de 14 días
Plan Plus
$29 al mes
- Todas las características del Plan de Correo Electrónico, además:
- Estados de cuenta para empresas B2B de Shopify Plus
- Correo electrónico masivo, Imprimir, Descargar
Prueba gratis de 14 días
Contiene texto traducido automáticamente
Todos los cargos se facturan en USD. Los cargos recurrentes y por uso se facturan cada 30 días.
Reseñas (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!
Soporte técnico
PT2 puede responder cualquier pregunta que tengas sobre PT2 ‑ Statement Printer.
Desarrollador
88 Kootenay Street, Vancouver, BC, V5K 4P5, CA
Recursos
Fecha de lanzamiento
1 de junio de 2022