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

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.

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.