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User Manual

B2B Company Credit for Magento 2

Encourage sales by offering credit to the customers you trust.

Specifying credit limit for customers and groups of customers
Credit as payment method on front- and backend
Managing overdue credit payments
Currency is converted hassle-free
Setting automatic email notifications on credit operations
Integrate with Company Accounts and One Step Checkout

Current extension version: 1.0.2 | Compatibility: CE 2.3.X - 2.4.X EE 2.3.X - 2.4.X

In stock

SKU#:

ext.m2.cl

Starting At $199.00

45-DAY MONEY BACK

FREE INSTALLATION

90-DAY FREE SUPPORT

FREE LIFETIME UPDATES

B2B Company Credit Gallery

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Demo

Magento 2 Credit Limit Business Value

Offer credit to encourage customers to speed up and increase the amount of their spending. Company Credit for Magento 2 allows individual and bulk offers to customers, groups and even companies they represent. The module helps tackle potential risks in offering credit by arranging accurate records of credit history and enabling updates to the limits and balances when need be. Selling on credit you state the stability of your business and stand up against competition.

How Magento 2 Company Credit Works

Get Magento 2 EE functionality into your CE version with a module for enhanced credit payments management which allows setting credit limits for customers and groups of thereof, due options of operating and editing of transactions provided both on the front- and backend.

Payment on credit at checkout

Trusted customers only

Credit history

Email reminders

Payment on credit at checkout

Configure the Credit Payment to feature as a payment method available at checkout for customers and groups of thereof.

Trusted customers only

Enable and specify a credit limit to selected customers only, who will then be able to see their credit balance and credit transactions in a designated tab in My Account.

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.

Buildify for Magento 2. Social Media buttons

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.

Buildify for Magento 2. Elements Configurations

Magento 2 Company Credit Detailed Feature List

Credit Configuration

Credit as payment method
Credit limit
Country restriction on credit payment
Customer group specification for credit payment
Customer specification for credit payment
Customer credit limit specification

Credit Management

Tracking credit usage by customer on backend
Tracking overall credit history with a backend grid
Updating credit balance on backend
Credit currency conversion for multi-view stores
Comments on updates
Automatic email reminder on updates to a credit balance
Automatic email reminder on changes in a credit limit
Automatic multi-store currency conversion
Currency Selector in the Credit Limit tab in Customer Profile

On Frontend

Credit limit in the currency of the customer
Credit payment at checkout
Credit Limit tab in My Account
Credit payment transactions on frontend
Credit balance both in the currency of the base and the customer store-views

Integrations

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Back-end demos

Front-end demo

On the Frontend

1.0.2

Released 22.10.2020 * Fixes related to cron job work * Minor design improvements
1.0.1

Released 28.02.2020
* Fix for Magento Marketplace
1.0.0

Released 27.02.2020
* Initial release