> 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/finance-and-payment-data-management.md).

# Finance & payment data management

The Finance & Payment extension is a powerful tool designed for B2B merchants to provide their customers with a self-service financial portal. By enabling this feature, merchants can offer transparent visibility into account balances, credit limits, and transaction history, directly within the customer’s account page.

#### Which Data to Display

<figure><img src="/files/6E9hjCQZipN6s731Y6MP" alt=""><figcaption></figcaption></figure>

This section allows merchants to customize exactly what financial information is visible to the buyer. You can toggle the following modules:

* **Account overview:** Displays high-level metrics including total order count, total payments made, and total purchases to date.
* **Payment overview:** Shows critical payment data such as the current due amount, upcoming due dates, and total outstanding balance.
* **Credit limit overview:** Essential for B2B accounts, this displays the customer’s available credit, total credit limit, and currently used credit.
* **Order history:** Provides a detailed list of all past orders, their specific payment statuses, and a "quick payment" link for outstanding invoices.
* **Financial ledger:** Displays a comprehensive, chronological log of every transaction, including invoices, payments.&#x20;

#### Customer account settings

To make these features visible to your customers, use the Customer account settings block:

* Theme editor integration: Use the "Open theme editor" button to place the Finance & Payment extension block within your store’s customer account.