Robby Ds Lil Greens
The First Order & Invoicing Checklist for New Wholesale Accounts
The First Order & Invoicing Checklist for New Wholesale Accounts
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What to lock down between a buyer's "yes" and the first paid, delivered order. Every other stage of landing a wholesale account has a guide — pitching, following up, pricing. Almost nothing covers the 48 hours right after a store agrees to a first order, which is exactly when founders get sloppy on the details that determine whether it ever becomes a reorder.
This checklist covers: setting payment terms in the same conversation as the yes (not after), sizing a first order small on purpose, a full pre-send invoice checklist, on-time delivery as a trust deposit, a gentle-but-direct template for a late payment, and the reorder check-in habit that turns a one-time sale into a reordering account.
What's inside:
- A 6-step checklist for the window between "yes" and the first delivery
- A gentle payment-reminder email template for a late invoice
- Guidance on sizing a first order so a slow seller doesn't sour the account
- The reorder check-in cadence that gets ahead of the buyer running out
Instant digital download. Honest scope: this comes from our own invoicing experience running a small beverage brand's wholesale accounts — we're not accountants or lawyers, and nothing here is tax, legal, or accounting advice. Your payment processor and buyer mix will differ.
→ Set your wholesale price first — The Wholesale Pricing Cheat Sheet ($9).
→ A stage earlier, waiting to hear back after a sample drop? The 72-Hour Post-Sample Playbook ($7).
Want all the guides? The Complete Indie Retail Toolkit ($29) covers the earlier stages — this one's the newest addition and isn't in the bundle yet.
What to lock down between a buyer's "yes" and the first paid, delivered order. Every other stage of landing a wholesale account has a guide — pitching, following up, pricing. Almost nothing covers the 48 hours right after a store agrees to a first order, which is exactly when founders get sloppy on the details that determine whether it ever becomes a reorder.
This checklist covers: setting payment terms in the same conversation as the yes (not after), sizing a first order small on purpose, a full pre-send invoice checklist, on-time delivery as a trust deposit, a gentle-but-direct template for a late payment, and the reorder check-in habit that turns a one-time sale into a reordering account.
What's inside:
- A 6-step checklist for the window between "yes" and the first delivery
- A gentle payment-reminder email template for a late invoice
- Guidance on sizing a first order so a slow seller doesn't sour the account
- The reorder check-in cadence that gets ahead of the buyer running out
Instant digital download. Honest scope: this comes from our own invoicing experience running a small beverage brand's wholesale accounts — we're not accountants or lawyers, and nothing here is tax, legal, or accounting advice. Your payment processor and buyer mix will differ.
→ Set your wholesale price first — The Wholesale Pricing Cheat Sheet ($9).
→ A stage earlier, waiting to hear back after a sample drop? The 72-Hour Post-Sample Playbook ($7).
Want all the guides? The Complete Indie Retail Toolkit ($29) covers the earlier stages — this one's the newest addition and isn't in the bundle yet.
FAQ
Is it organic?
Yes! Our microgreens are organic seed, soil, zero chemicals and we adhere to all
organic growing practices. Any additional products used in our microgreen
products are also organic and locally sourced where possible.
Do you ship nationwide?
All of our products are shipped nationwide, except for our fresh microgreens which are only Virginia statewide.
Where is this made?
Produced by Robby Ds Lil Greens in Front Royal, Virginia. All microgreens are grown in a certified farm. All products created in a FDA certified kitchen.
Do you offer subscriptions?
Yes, most of our products have a subscription service.