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Magento 2 B2B Company Credit

Magento 2

Credit limit is an additional feature for Magento 2 that allows store owners to offer credit to the trusted customers.

Magento 2 B2B Company Credit extension supports recording details of purchase orders, setting customer credit limits and increasing interactions between store owners and B2B customers.

    • Use purchase order (PO) as a payment method
    • Set a tailored credit limit and allow credit excess per customer
    • Add PO number and credit info on credit memo/ order/ invoice
    • Detailed emails to customers of changes in available credit
    • Combine with Admin Permission to allow View or Save B2B Credit
    • Work best with B2B sites having multiple customer groups and currencies
    • Support REST & GraphQL APIs

NEW UPDATE:

  • Set reminder emails for due and overdue payment

COMING SOON:

  • Compatible with Hyva Theme
Community: 2.3.x - 2.4.x
|
Enterprise: 2.3.x - 2.4.x

Credit limit is an additional feature for Magento 2 that allows store owners to offer credit to the trusted customers.

Magento 2 B2B Company Credit extension supports recording details of purchase orders, setting customer credit limits and increasing interactions between store owners and B2B customers.

    • Use purchase order (PO) as a payment method
    • Set a tailored credit limit and allow credit excess per customer
    • Add PO number and credit info on credit memo/ order/ invoice
    • Detailed emails to customers of changes in available credit
    • Combine with Admin Permission to allow View or Save B2B Credit
    • Work best with B2B sites having multiple customer groups and currencies
    • Support REST & GraphQL APIs

NEW UPDATE:

  • Set reminder emails for due and overdue payment

COMING SOON:

  • Compatible with Hyva Theme
Community: 2.3.x - 2.4.x
|
Enterprise: 2.3.x - 2.4.x

 

Free
1-Year Support

 

Free
Lifetime Update

 

Free
Installation

 

(*) 30-Day
Money Back

$99.00

 

The Necessary Of Magento 2 B2b Company Credit

B2B Trade Credit, a popular payment method among traditional large businesses, is now putting a foot in the e-commerce world! Gain your comparative advantage over competitors by offering them on-credit purchases!

Occasionally, working with B2B customers raises such questions for us as:

  • What if my customers do not have enough money at hand but need my goods just then?
  • How can my store support customers in reducing time and costs for settling every single invoice?
  • How can I manage inventory better through predicted sales?

Why not get rid of these issues by giving your B2B customers a special privilege and winning their loyalty?

Read on to explore our extension benefits for buyers and store owners!

Just like the Letters of Credit (LC) payment method in traditional sales, give your customers a little while before settling their invoices!

Our extension supports setting a credit limit per customer that allows them to:

  • Purchase many times, make payment one time
  • Buy on credit unlimitedly within the assigned credit line
  • Get rewards and financial incentives for running their business

To put it simply, Magento 2 B2B Credit extension helps you manage trade credit and optimize wholesale customers’ shopping experience.

Gain Amazing Benefits With Magento 2 Credit Limit

magento-2-credit-limit-customer-benefits

Customer

  • Buy large orders on credit
  • Record credit transaction details easily
  • Save time and costs for settling every single invoice
  • Substantially improve cash flow through better financial planning
magento-2-credit-limit-store-owner-benefits

Store admin

  • Increase sales from interested customers not having enough ready money
  • Raise customer loyalty through attractive credit and conditions granted
  • More understanding of customer interest, budget, and habits
  • Improve inventory planning and reduce warehouse costs
Magento 2 Credit Sales process

Magento 2 Purchase Order Extension Highlights

checkout-with-credit-magento-2

Checkout with credit

At checkout, customers can choose the Purchase Order payment method, and use the credit they were assigned to make payment.

  • Buy products on credit
  • Settle payment after a net period of time
  • Exceed their available credit if allowed by sales rep/ store admin
customer-credit-dashboard-magento-2

Interactive customer’s credit dashboard

Customers can easily track their credit details at their My Account Dashboard. They will see the credit fluctuations in two sections on the Credit Limit tab:

  • Credit Balance: shows the Total, Used & Available Credit
  • Log Transactions: record every detail on customer credit updates: Date, Type, Note, PO number, Order ID, etc.
admin-credit-monitor-magento-2

Admin’s easy credit monitor

Credit details act as customer attributes; therefore, you can conveniently manage them per customer.

  • A separate credit limit tab on the customer detail page
  • Payment due date for each customer
  • An available credit column in the customer grid
  • Mass actions for updating credit limit for multiple customers from customer grid
credit-limit-magento-2-email-templates

Four email templates

Magento 2 Credit Limit extension offers four email templates for sending notifications equivalent to four changes in credit:

  • To Customer: Updates in available credit as either the customer places order or admin refunds credit.
  • To Customer: Admin assigns/ changes credit limit for each customer
  • To Store Owner: Customer exceeds the credit line, i.e. when their available credit gets below zero
  • To Customer: Reminds customer due date payment and overdue date payment.
company-credit-admin-permission-magento-2

Configure admin actions to B2B credit

You may have many admin users in the backend, but do not wish to grant all of them permission to view or edit the credit info of customers. Therefore, we built this feature in Role Resources:

  • Not allowed to View Company Credit: The admin user can not see any credit data in the backend.
  • Not allowed to Create Company Credit: If the admin user can view credit, then he/she will be notified of access permission when trying to edit.
magento-2-credit-limit-other-handy-features

Other handy features not to miss

The module supports:

  • Use Purchase Order as a payment method, and customers can choose to exceed their credit limit or not
  • Enable/ Disable exceeding credit limit for each customer Add PO number and credit details of each order to credit memo/ order/ invoice
  • Add PO number and credit details of each order to credit memo/ order/ invoice
  • Work with multi-currency websites
  • Compatible with other BSS extensions like Magento 2 B2B Company Structure, Magento 2 Custom Shipping Method and Magento 2 Minimum Order Amount to optimize the wholesale shopping experience to its best.

Enhance credit payments management. Install Magento 2 Company Credit NOW!

magento-2-b2b-extensions

Why BSS Magento 2 B2B Company Credit

Competitive Price

Every merchant needs to survive – we do understand. That’s why we keep the price as low as possible.

Dedicated Support

We are all ears to your problems, either with our extensions or customizations. FREE 1-year support is included.

Open Source

The source code is completely open to inspect, modify and enhance according to your business purposes.

Qualified Code

We have developed a validation tool to ensure that every piece of code follows Magento coding standards.

High Compability

Our modules work well with each other. Even you want ours to be compatible with those of others. We are here to help

Simple installation

We simplify and clarify the installation process, so you can get the extension played for your website in clicks.

Quick Update

Your business and customers’ demands are ever-changing. Our extensions are also up-to-date with new features.

Business expert

Our certified experts get involved from the extension development to support to bring you efficient and budget solutions.

Easy to Use

No need to install bunches of redundant features. We select the most relevant functions to ensure the user-friendliness.

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Release Note
  • v1.0.5 (13 Jul 2022): Update: Email Reminder for Overdue Invoices & Net Terms; Fix bug: "Allow Excess" auto-change to Yes when setting up credit limit for customer.
  • v1.0.4 (10 Jun 2022): Update: Split template of Company Credit Info grid and Log transaction grid; Compatible with Declarative Schema; Do not support checkout with multi-addresses.
  • v1.0.3 (12 Nov 2021): Update compatible with Swagger. Fix bug mass action Update credit for new assigned company credit customer with no Value Allow Exceed. Fix bug does not show company credit tab at the backend customer account.
  • v1.0.2 (20 Apr 2021): Support API direct update available credit
  • v1.0.1 (2 Mar 2021): REST API Support
  • v1.0.0 (25 Jan 2021): First Release
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