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

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

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.

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

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.