> ## Documentation Index > Fetch the complete documentation index at: https://help.extendcommerce.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. ## 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. 1. **Company Selection**: search for and select the B2B company (pulled from your Shopify B2B companies) you want to manage credit for. 2. **Initial Credit Limit**: enter the total credit limit for the company, in your shop's default currency. This field is required. 3. 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.