> 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/overview-finance-and-payment-report.md). # \[Overview] Finance & payment report ### Overview **Finance & payment** is an extension that allows merchant display financial record for a B2B company, including summarized information about the customer account, payment, order history, credit limit, financial ledger. * Provides customers with transparent visibility into their financial overview and transactions. * B2B customer's finance team can see a comprehensive, running balance of all outstanding invoices, payments, and credits. * Reduces customer service inquiries about order payments and balances * Improves trust and customer experience by showing complete transaction history * Helps merchants maintain clear financial records per customer. {% hint style="success" %} Leverage [Shopify's latest Customer Account updates](https://www.shopify.com/blog/introducing-customer-account-extensions), specifically designed to support B2B businesses. This integration enhances the overall B2B experience and provides a more cohesive and powerful toolset for wholesale clients. {% endhint %} *** ### Why use the Finance & Payment extension? #### For the merchant * Reduced support load: Reduces customer service inquiries regarding order payments, balances, and invoice copies. * Improved records: Helps maintain clear, organized financial records for every B2B customer in one centralized location. * Faster collections: The "quick payment link" in the order history encourages faster settlement of outstanding debts. #### For the B2B Customer * Financial transparency: Finance teams gain a comprehensive, real-time view of all outstanding invoices and available credit. * Self-service management: Customers can track their own spending and payment schedules without needing to contact the merchant. * Enhanced trust: A complete, chronological transaction history builds professional trust and improves the overall user experience.