> ## 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.

# Understanding the Credit Ledger

> The Credit ledger is where every credit movement — purchases, restored credit, and limit changes — gets recorded, at the company, location, and customer level

There are two ways available in the credit ledger: one according to companies, or across your entire B2B customer base.

## 1. The per-company Credit ledger

Click the eye icon in the **Logs** column on the Credit Limits dashboard (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:

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Line Meaning

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**Opening available credit**

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Balance at the start of the filtered period.

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**Purchases**

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Total spent across orders in the period (shown with order count).

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**Credit restored**

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Credit returned — e.g. from cancellations or refunds (shown with entry count).

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**Net movement**

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Purchases minus credit restored.

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**Closing available credit**

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Balance at the end of the period.

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**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 this view to trace exactly why a specific company, location, or customer's available credit changed.

## 2. The global Credit ledger (all companies)

There's also a top-level **Credit ledger** view — *"Every credit movement across all companies, locations and customers"* — for when you need to scan activity across your entire B2B customer base rather than one company at a time.

**Entries table columns:**

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Column What it shows

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**Date**

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When the entry occurred.

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**Type**

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The kind of ledger event, e.g. `Limit change` (also covers purchases and credit-restored events).

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**Balance**

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Which balance the entry affected — `Company`, `Location`, or `Customer`.

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**Details**

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A plain-language description of what happened (e.g. *"Customer Credit Limit Set to \$2000.00"*), plus the company and, where relevant, the specific location or customer name underneath.

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**Reference**

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A link back to the related order, if the entry came from a purchase (shows `—` for non-order entries like limit changes).

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**Amount**

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The change amount, signed (`+` for increases).

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**Available after**

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The resulting available balance immediately after this entry.

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Standard **Rows per page** and **Showing X** pagination controls sit at the bottom.

### Filtering the ledger

Click **Filter** in the top right to open **Filter Transaction Logs**. This lets you narrow the entries table down to specific activity:

1. **Company** — search and select a company to filter by.

2. A second selector (location/customer, scoped to the chosen company) appears once a company is selected.

3. Click **Cancel Selection** to clear your picks, or **Apply** to filter the table.

This is the fastest way to jump straight to one company's or location's history without opening that company's row individually.