B2B Company Credit for Magento 2
Drive growth and build loyal relationships by offering credit to the customers you trust.
- Specify credit limit for selected customers or groups of customers
- Provide credit as a payment method on the front- and backend
- Allow automatic currency conversion for multi-view stores
- Manage overdue credit payments
- Set automatic email notifications on credit operations
- Integration with Company Accounts, One Step Checkout
Marketplace Approved
GraphQL Available
$199.00
B2B Company Credit Gallery
Enhance credit payments management
Get Magento 2 EE functionality out of your CE version by integrating B2B Company Credit, and enable setting credit limits for customers and groups, set amount due options of operating, and editing of transactions provided on both the front- and backend.
Payment on credit at checkout
Configure Credit to be included as a payment method, available at checkout for assigned customers and groups or companies they are employed by (in integration with B2B Company Accounts).
Trusted customers only
Enable and specify credit limits for specified customers, who will then be able to see their credit balance and credit transactions in a designated tab in the My Account area.
Or even allow exceeding the limit for particular customers.
Credit history
Track the history of the on-credit payments, browse the full list or those specific to a customer, study shoppers’ current credit balance and make appropriate alterations to statuses and figures.
Email reminders
Notify shoppers on changes to their credit balance via email with the help of two templates on credit balance updates and changes in the amount of credit limit.
Easy Credit Balance Update
Customers can make a payment against their outstanding balance directly from the Credit Limit tab on the storefront. Enable this option on the backend so customers can pay for the credit without assistance.
Enable automatic invoice creation
Enabling automatic invoice creation is especially beneficial as it streamlines the invoicing process, saving you time and effort
Integrations
Integration with B2B Company Accounts
Integration with Smart One Step Checkout
More Features
Automatic conversion of currencies
Admins set credit limits in the base currency, and customers see them in the currency of their store view.
Country restriction on a credit payment
Set limits not only by customer groups but by countries as well
Set order totals
Indicate the minimum and the maximum order totals for customers to be eligible for the Credit Limit in the list of payment methods at checkout
Allow Exceeding Credit Limit
Allow customers or companies (when the Company Accounts extension is installed) to use more credit that was assigned to them.
Updating credit balance
The Update Balance section on the backend gets the Admin able to make alterations to the customer's credit balance.
Comments on updates
The Admin may leave comments for customers while making some updates to their credit balance.
Tracking credit usage by customers on the backend
At the Balance History block, the Admin can browse the history of the credit transactions for the given customer.
Handy grids
The history is aggregated into grids, which supports filtering and pagination so that you may analyze credit transactions and history the way you need.
Credit Limit tab in My Account
The page features a summary of the credit to estimate the balance of the credit, the credit sum available to the customer, and the limit of the credit as set by the Admin on the storefront.
Available credit notification
At checkout, customers will be notified of the available credit. Should there be insufficient funds on the customer's credit, a corresponding message will indicate thereof.
Exceeding the limit message
When the cart amount exceeds the credit limit, a special message will be displayed on the checkout (the setting Allow Exceeding Credit Limit should be turned on).
Integrations
Install Company Accounts to enable credit limit the specification to customer companies.
One Step Checkout will allow credit payment available on the enhanced checkout page.
-
1.2.0Released 19.09.2023
+ GraphQL Support
+ Automatic invoice creation after purchasing
+ Net terms for credit limit
+ Importing customer Credit Updates from a CSV/XLS file
+ Selecting payment methods for Credit Update -
1.1.3Released 23.02.2023
* Fixed issue with the credit-product price conversion
* Fixed issue with сurrency symbol in the company Credit History
* Fixed issue with the credit limit reindex optimization -
1.1.2Released 06.06.2022
+ Compatibility with Magento 2.4.4
* Fixed issue with exceeded balance in the warning message on the Checkout
* Fixed issue with the General credit balance in the Customer Account for Magento 2.4.4 -
1.1.1Released 16.03.2022
+Declarative schema upgrade -
1.1.0Released 02.07.2021
+ Allow Exceeding Credit Limit
+ Customers can make a payment against outstanding balance at store
* Credit Limit breaks design of other extensions
* Incorrect currency conversion -
1.0.2Released 22.10.2020
* Fixes related to cron job work
* Minor design improvements -
1.0.1Released 28.02.2020
* Fix for Magento Marketplace -
1.0.0Released 27.02.2020
* Initial release
