> ## 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.

# Setup Guide

The two extensions on B2B credit limits are:

* Checkout Validator- one blocks checkout when a customer exceeds their limit.

* Credit Information for Customer account- shows customers their balance on their account page.

## 1. Enabling the Checkout Validator

**What it does:** Stops customers from placing an order if the order total would exceed their available credit limit.

### Steps

1. Go to the **Checkout Editor** using the button on the app's setup page (or **Settings → Checkout** in your Shopify admin).

2. In the sidebar, click **Add block**.

3. Search for **checkout-validator** (listed under **Extend B2B Credit Limits**) and select it.

4. Click **Save**.

### Configure checkout behavior

Once the block is added, click it in the checkout editor to open its settings panel. Under **Checkout behavior** you'll see two toggles:

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Setting What it does

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**Allow app to block checkout**

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When on, orders are rejected if the credit selection exceeds the customer's available limit. **This must be turned on** for the validator to actually enforce limits — leaving it off means the block is present but passive.

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**Include block in Shop Pay**

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Extends the same validation to the Shop Pay accelerated checkout flow. Turn on if you support Shop Pay.

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From this same panel you can also click **Manage app** to jump back into the app's own settings, or **Remove block** to take the validator off checkout.

### What the customer sees at checkout

Once enabled, a **B2B Purchase Control** block appears in the order summary during checkout. It only shows up if a credit limit is assigned **and** payment terms are applied on the company.

The block breaks the order down for the customer:

* **Order Total** — the full order amount.

* **Deposit** — the upfront amount due now, shown as both a dollar figure and a percentage.

* **To Finance** — the remaining balance that would be applied against credit.

* **Company Credit**, **Location Credit**, **Customer Limit** — each shown as `used / limit`, so the customer can see exactly which level of credit their order draws from.

If the order would push any of those over their available credit, the block shows a red warning banner (e.g. *"Exceeds credit limit by \$160.00"*). With **Allow app to block checkout** turned on, the customer won't be able to complete the order until it's brought back within limit.

## 2. Add Credit Info to Customer Accounts

**What it does:** Adds a "Credit Information" section to the customer's account so they can see their remaining credit and usage.

**Note:** unlike the checkout validator, this extension lives on its own page inside Customer Accounts.

### Steps

1. In your Shopify admin, go to **Settings → Customer accounts**.

2. In the **New Customer Accounts** section, click **Customize**.

3. On the profile page, add the **B2B Credit Purchase Info** block.

4. Save your changes.

Once added, customers will see their credit balance and usage directly on their account profile page.

### What the customer sees on their account

The block adds a **credit-purchase-info** page to the customer account's **Accounts** area, with two tabs:

**Company Credit tab**

* **Company Overview** — the company's overall **Credit Limit**, **Available** balance, and amount **Used**.

* **Locations** — a searchable table of the company's locations, each with its own **Limit**, **Available** balance, and a **View** link to drill into that location.

**Users tab**

* **User Overview** — the *signed-in user's own* Credit Limit, Available, and Used amounts (their personal slice of the company credit).

* **Authorized Users** — a searchable, paginated table of everyone authorized on the company account, showing **Name**, **Email**, **Role** (e.g. Admin, Buyer), their individual **Limit** and **Available** balance, and a **View** link per user.

In short: this page gives each B2B customer full visibility into credit at every level — company-wide, per location, and per authorized user.