> For the complete documentation index, see [llms.txt](https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/finance-and-payment-report/add-finance-and-payment-extension-to-checkout-and-customer-account.md).

# Add Finance & Payment extension to Checkout & Customer Account

### Add Credit portal to Customer Account

1. Navigate to Shopify admin > Settings > Checkout, then choose Customize to open **Checkout and Customer account editor**
2. Go to the app section and select to add Finance & Credit extension

<figure><img src="/files/stLozHjmTUeGKmW8mnMh" alt=""><figcaption></figcaption></figure>

3. Now you can add entirely page for credit limit management

{% hint style="warning" %}
Please make sure each company location has at least 1 member with the Admin role, because it is the only and highest role with the permission to view and manage their own team members.
{% endhint %}

4. Finally, save settings to make the extension work on live store Customer Account

{% hint style="info" %}
You can also add another touchpoint that help customers navigate to the Credit limit page from Customer Account menu which makes it easier for B2B buyers to access the tool.&#x20;
{% endhint %}

<figure><img src="/files/ZbxCh44ZEYTNMLaCEBbk" alt=""><figcaption></figcaption></figure>
