Managing Credit Limits (Admin Guide)

This is the admin side screen where you add companies, set their credit limits, break that credit down by location and customer, and audit how credit has moved over time.

Written By Fahad

Last updated 30 minutes ago

1. The Credit Limits dashboard

This is the app's home screen. It lists every company you've added and gives you a quick read on their credit status.

Company Credit Limits table

	Column What it shows
Company	The company's name.
Credit Limit	The total credit assigned to the company (in your shop's default currency). Editable inline via the pencil icon.
Usage	How much of that limit has been used (`Used: $X`), the usage percentage as a colored badge, and the `Remaining` balance.
Locations	Before any locations have limits, shows an Add locations link. Once set, shows a count (e.g. `1 locations`) linking into the location breakdown.
Customers	Same pattern as Locations — Add customers before setup, then a count (e.g. `1 customers`) once purchase limits exist.
Logs	A delete (trash) icon to remove the company, and a view (eye) icon to open its Credit ledger.

A Search companies field lets you filter the list. If no companies have been added yet — or a search doesn't match the table shows an empty state ("No companies found").

2. Adding a new company

Click + Add New Company in the top right of the dashboard.

Company Selection: search for and select the B2B company (pulled from your Shopify B2B companies) you want to manage credit for.
Initial Credit Limit: enter the total credit limit for the company, in your shop's default currency. This field is required.
Click Add Company.

💡 After creating the company, you can add location-specific credit accounts to distribute that total credit across multiple company locations.

The company then appears in the Company Credit Limits table with its limit, $0 used, and 0% usage until orders start drawing against it.

3. Managing location credit limits

Click Add locations (or the location count, once set) on a company's row to open Manage Location Credit Limits.

Credit Allocation Summary at the top always shows the company-wide numbers for context:

Total Company Credit Limit
Company Used Credit
Company Available Credit

Individual Location Limits lists every location under that company, with a counter showing how many currently have a limit (e.g. 1 of 1 with limits).

A location with no limit shows Credit Limit: Not Set and a Set Limit action.
Once a limit is set, the row expands to show Used amount, the Credit Limit value, plus View Logs, Remove Limit, and Edit Limit actions.

Click Done to close the panel.

Rule to keep in mind: an individual location's credit limit can't exceed the company's total credit limit but that ceiling applies separately to each location, not as a shared total split between them. So with Company A = $500, you could set Location A = $500 and Location B = $500 at the same time — each location is capped at $500 independently, not against a combined $500 pool.

4. Managing customer purchase limits

Click Add customers (or the customer count, once set) on a company's row to open Manage Customer Purchase Limits. This works the same way as location limits, but per authorized customer:

Customer Purchase Limit Summary shows the same company-wide Total Credit / Used / Available figures. It also lists each authorized customer (name + email) with a counter (e.g. 1 of 1 with limits).

Not yet configured: Purchase Limit: Not Set with a Set Limit action.
Once set: shows Used amount, the Purchase Limit value, and View Logs, Remove Limit, Edit Limit actions.

Click Done to close the panel.

Rule to keep in mind: the sum of all customer purchase limits cannot exceed the company's total credit limit.

5. Reading the Credit ledger

Click the eye icon in the Logs column (or View Logs from a location/customer row) to open the Credit ledger for that company, location, or customer balance.

Movement on available credit is the summary block at the top:

	Line Meaning
Opening available credit	Balance at the start of the filtered period.
Purchases	Total spent across orders in the period (shown with order count).
Credit restored	Credit returned — e.g. from cancellations or refunds (shown with entry count).
Net movement	Purchases minus credit restored.
Closing available credit	Balance at the end of the period.

Below that, a note flags that the same orders may have also drawn on separate balances not included in the statement above — for example, Location balance and Customer balance entries — since an order can draw down company, location, and customer credit simultaneously.

Entries section:

Toggle between Company balance and All balances to change scope.
A table lists individual ledger entries; if none match the current filters, an empty state suggests switching to All balances.
Change filters / Clear filters at the top adjust the date range or scope.
Pagination controls (Rows per page, Showing X of Y) sit at the bottom of the entries table.

Use the ledger to trace exactly why a company, location, or customer's available credit changed — and to reconcile it against specific orders.