# Credit limit management

## Credit limit management 

**Company list:** The page displays a **list of B2B companies** with their associated locations and assigned total credit limits, including these following columns:

* Company - company name
* Locations - show the number of locations in this company
* Total credit limit - indicate the total amount of credit limit amount of all locations in this company

<figure><img src="/files/cEtuQafgYiDdijyjndZ4" alt=""><figcaption></figcaption></figure>

### Bulk add credit limit for all locations within a company&#x20;

When there is a agreement, merchants can update credit information in the App Admin.

* On the *app* sidebar, go to **B2B extension**.
* Find Finance & Credit extension, then choose \`Manage\` on the Credit limit section.&#x20;
* Within the Credit management page, click on the Add credit limit button&#x20;
* Then enter the credit limit amount&#x20;
* This amount will be **assigned as the individual credit limit for each of the company**'s locations.

<figure><img src="/files/NDvTzUBah24J7iiByMDs" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For example, if you enter a $10,000 credit limit to a company that has 2 locations (location A, location B), this means that:&#x20;

* The total value of the credit limits assigned to this company is $20,000.&#x20;
* Location A has $10,000 and location B has $10,000.
  {% endhint %}

## Company credit detail

**Location list**: The page displays a **list of locations within a specific B2B company** with their assigned credit limits, including these following columns:

* Location - location name
* Credit limit - indicate the amount of credit limit amount of the location
* Outstanding balance - the amount credit used (it represents the total value of unpaid invoices from all orders placed on net terms)
* Available credit&#x20;

<figure><img src="/files/BQzNEADpukbRLdWq52yl" alt=""><figcaption></figcaption></figure>

### Add credit limit for each location of a company

* Within the Company credit detail, you will find all locations listed&#x20;
* On each location of the company, you can enter the credit limit amount&#x20;

{% hint style="info" %}
For example, if you enter a $10,000 for location A, and $20,000 for location B, this means that:&#x20;

* The total value of the credit limits assigned to this company is $30,000.&#x20;
* Location A has $10,000 and location B has $20,000.
  {% endhint %}

## Location credit detail

The page displays a complete history of all credit transactions, balance changes, and payment activities in a grid format.

<figure><img src="/files/TERSdjMFUltf8SDh5Ta9" alt=""><figcaption></figcaption></figure>

### B2B credit activities

<table data-header-hidden><thead><tr><th width="143.6015625">Column</th><th>Description</th></tr></thead><tbody><tr><td>Column</td><td>Description</td></tr><tr><td>Date</td><td>The date of the transaction. To display the date and time, hover over the date.</td></tr><tr><td>Operations</td><td>The type of activity associated with the transaction. Values:<br><strong>Purchased</strong> - An order was placed on net term<br><strong>Reimbursed</strong> - The outstanding balance was reimbursed due to order/invoice paid<br><strong>Reverted</strong> - The order was canceled and the amount returned to the credit balance.</td></tr><tr><td>Credit change</td><td>The amount of the transaction associated with the following transaction types: Purchased / Reimbursed / Reverted</td></tr><tr><td>Outstanding balance</td><td>It represents the value of unpaid invoices from orders placed on net terms. </td></tr><tr><td>Available Credit</td><td>Available credit = <em>Credit limit</em> - <em>Outstanding balance</em>. </td></tr><tr><td>Credit Limit</td><td>The amount of credit extended to the company location</td></tr><tr><td>Reference</td><td>The event that is associated with the transaction (order placed, invoice paid,...)</td></tr></tbody></table>

## Automated credit validation at checkout

The app automatically checks a B2B customer's available credit at checkout. If a new order on net terms exceeded their available credit, the checkout would be blocked, prompting the customer to reduce order size or pay the outstanding balance to continue.&#x20;

This ensures that purchases stay within a company's approved credit limit, mitigating risk for the merchant.

<figure><img src="/files/KpR0KO94nOjOyPRAtuAF" alt=""><figcaption></figcaption></figure>


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