B2B eCommerce Built with Finance in Mind

Zoey ensures finance and accounting roles have access to the data they need, quickly and efficiently.
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Managing Accounting Needs With Ease

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B2B PAYMENT TYPES

Zoey supports the B2B eCommerce payment types and arrangements your buyers expect.

MANAGE ORDER COSTS

ACH, Purchase Orders and Net Terms drive lower-fee payment options for better margins.

DRIVE EFFICIENCY

All your data is in one place, avoiding costly, time-consuming data entry and duplication errors.

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CONNECT YOUR WORLD

Integrate with NetSuite, QuickBooks Online and other systems, plus robust API’s and webhooks.

Zoey is Great For...

FRANCHISERS

Provide franchisees with an easy online portal to order products and supplies to keep their stores stocked.

WHOLESALERS

Manage large orders with unique pricing and catalog lists by buyer type.

BRANDS

Make it easy for your dealers to place orders and re-orders, or get quotes for new items.

See Wholesale Sales Surge Like:

Eric Sparrow Milkhouse Candle Co

When a customer calls, the sales team have an iPad open on behalf of the customer, and put the order in the system. As the customer hangs up, they get an email of the order. This is saving 12 hours of data entry per day in QuickBooks Online.”

Eric Sparrow, President, Milkhouse Candle Co.

Ready to START?

Our customer success team would love to help you find the best B2B platform or order management solution or to help you expand your sales.

Fill out the form to request
a personalized demo of Zoey.

Features Focused on Financial Success

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SAVED CREDIT CARDS

Reduce friction by allowing buyers to save payment information for reuse. Speed up sales and reduce cart abandonment.

Zoey Grows a lot

B2B PAYMENT TYPES

Take payments beyond credit cards, whether collecting via purchase order or offering ACH to keep fees in line.

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NET TERMS/CREDIT LINES

Offer terms to buyers, with spending limits and payment arrangements configured by customer or account.

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INVOICING/BILLING

Leverage invoice and billing tools for scenarios like installment payments or deposit and balance invoicing, plus billing automation capabilities.

REFUNDS/STORE CREDIT

Utilize a variety of options for returns, including refunds and store credit, based on your business requirements.

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ACCOUNTING INTEGRATIONS

Zoey’s APIs simplify connections with accounting software. We have pre-built connectors to solutions like QuickBooks Online and NetSuite.

B2B eCommerce Finance Questions to Ask

Centralizing orders in a single system can make accounting much easier. Having a solution that both buyers and salespeople use to enter orders can make it simpler to then migrate that data to accounting software. Plus, when direct links already exist, like QuickBooks Online for Zoey, you can take it a step further by having that automatically moved to your accounting software of choice to bring the data where it needs to live.

B2B and wholesale businesses often have thinner margins than their B2C counterparts, so efficiency at every level is critical. Accepting payment types like ACH, or allowing for invoicing outside the eCommerce system for payments like checks, can ensure businesses avoid the higher fees associated with credit cards. Even business cards, which can have lower fees due to less fraud risk, can still be a multiple of the fees charged via ACH.

If buyers can place their own orders, and salespeople can avoid processing orders later by placing them in real time, Zoey can unlock time for recruiting more businesses and increasing the purchase frequency of existing customers.

One of the most time-consuming parts of the process when it comes to B2B eCommerce can be collecting on open invoices. Automated billing capabilities that can automate Accounts Receivable tasks can take a lot of pressure off the finance team. Zoey allows for scheduling when payment reminders go out, based on what is best for your business, ensuring timely interactions with your buyers and facilitating collections of payments through credit cards and ACH, based on your preference.

Zoey Accelerates Business Growth Potential

EASE OF USE

Zoey is designed with wholesale ordering in mind, with tools that make building and completing larger orders easy.

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MORE ORDERS

Zoey scales with your business and can easily grow sales by 50% to 100% without requiring you to hire more staff to manage those sales.

QUICKER FULFILLMENT

Zoey saves you time in the order fulfillment process when orders are placed directly into an order management system like Zoey.

Ready to START?

Our customer success team would love to help you find the best B2B platform or order management solution or to help you expand your sales.

Fill out the form to request
a personalized demo of Zoey.

FAQs for Accounting on B2B eCommerce

Making the decision on whether to generate invoices and collect payments through accounting software or through an eCommerce platform will generally depend on the business structure. Businesses completing orders through an eCommerce platform may find it easier to handle payments at that level. It can provide more transparency to your buyers to see invoices generated there, and be able to quickly make payments, rather than be in a completely separate accounting system. However, some businesses have orders coming in from a variety of sources, and in those scenarios, it can make it easier for the business to centralize payment collection in the accounting software.

Technology can replace existing methods of capturing orders, and in some cases, facilitate orders taken in non-ideal ways through technology today. Instead of manually receiving orders by phone, email, pen and paper while in-person, you can use a B2B eCommerce platform built for wholesale businesses to thrive online. You can connect eCommerce to other systems like accounting, even if you’re just doing the basics in a solution like QuickBooks Online. If you have fulfillment partners or a warehouse, they can be linked in as well, allowing a seamless flow from order placement to fulfillment to invoice management/payment.

Having orders coming in from a variety of sources isn’t unusual, but having their endpoint be the same system is the desired result. In that way, all orders, regardless of where they are initiated, can be accounted for in a single source of truth. Zoey allows orders taken by salespeople and placed directly by buyers converge in the Zoey orders list. Buyers can view their company’s order history, regardless of who submitted them, ensuring a complete view of orders placed. Fulfillment teams will also be more efficient since all of the orders they need to process are located in one place.

Shopify is a popular eCommerce platform, built primarily to support B2C use cases. Its app ecosystem allows for extending the platform in a variety of ways. That said, relying on a platform built for a different use case means more frequent frustrations and limitations that can constrain a business. A B2B-focused eCommerce platform can help, not just with accounting and financing, but many other roles that can benefit from B2B-specific tools, such as marketing, sales and fulfillment.

Ready to START?

Our customer success team would love to help you find the best order management solution or eCommerce flow to help you grow and expand your sales.

Fill out the form to request a personalized demo of Zoey.
Creating a trial may take up to 60 seconds.

Ready to START?

Ready to START?

Fill out the form to request a personalized demo of Zoey.