Magento 2
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B2B Company Credit for Magento 2

Current extension version: 1.0.1

Encourage sales by offering credit to the customers you trust.

  • Specify credit limit for customers and groups of customers
  • Use credit as payment method on front- and backend
  • Manage overdue credit payments
  • Get currency converted hassle-free
  • Set automatic email notifications on credit operations
  • Integrate with Company Accounts and One Step Checkout
$199
Triple the benefits! Buy 3 modules and save up to 15%
  • [M2] B2B Company Credit $199
    Edition
    Support period
  • [M2] B2B Company Accounts $199
    Edition
    Support period
  • [M2] B2B Requisition List $149
    Edition
    Support period
  • -0%
    $199
45-Day Money Back
Free Installation
90-Day Free Support
free lifetime updates
Configuration Page | Enable Credit payment at checkout and tweak the restrictions on totals, limits and applicable countries.

Configuration Page

Checkout | Credit Limit at checkout as a payment method. Check-up the credit limit available for use.

Checkout

Credit Balance Grid | Browse and edit the summary of credit balance of customers within the groups specified for credit payment.

Credit Balance Grid

Customer Profile | Set, edit and browse credit limit details for individual customers.

Customer Profile

Customer Profile | Track the history of changes to the credit limit of an individual customer.

Customer Profile

My Account | Customers can track their credit balance alongside the corresponding transactions via the Credit Limit tab in My Account.

My Account

Extension Settings | Decide on the options of customer notification on credit balance changes.

Extension Settings

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How Magento 2 B2B Company Credit works

Enhanced Magento
Extend the availability of the Credit payment from groups to selected customers and companies.
Credit records
Keep track of credit transactions both on the front- and backend for timely payments.
Complete control
Observe and update credit limit, status and balance in full command over your customers’ transactions.

Magento 2 Credit Limit Business Value

Offer credit to encourage customers to speed up and increase the amount of their spending. Company Credit for Magento 2 allows individual and bulk offers to customers, groups and even companies they represent. The module helps tackle potential risks in offering credit by arranging accurate records of credit history and enabling updates to the limits and balances when need be. Selling on credit you state the stability of your business and stand up against competition.

How Magento 2 Company Credit Works

Get Magento 2 EE functionality into your CE version with a module for enhanced credit payments management which allows setting credit limits for customers and groups of thereof, due options of operating and editing of transactions provided both on the front- and backend.
features
Payment on credit at checkout
Configure the Credit Payment to feature as a payment method available at checkout for customers and groups of thereof.
Trusted customers only
Enable and specify a credit limit to selected customers only, who will then be able to see their credit balance and credit transactions in a designated tab in My Account.
Credit history: overall and individual
Track the history of the on-credit payments, browse the full list or those specific to a customer, study shoppers’ current credit balance and make appropriate alterations to statuses and figures.
Email reminders
Notify shoppers on changes to their credit balance via email with the help of two templates on credit balance updates and changes in the amount of credit limit.

Magento 2 Company Credit Detailed Feature List

Credit Configuration
  • Credit as payment method
  • Credit limit
  • Country restriction on credit payment
  • Customer group specification for credit payment
  • Customer specification for credit payment
  • Customer credit limit specification
Credit Management
  • Tracking credit usage by customer on backend
  • Tracking overall credit history with a backend grid
  • Updating credit balance on backend
  • Credit currency conversion for multi-view stores
  • Comments on updates
  • Automatic email reminder on updates to a credit balance
  • Automatic email reminder on changes in a credit limit
  • Automatic multi-store currency conversion
  • Currency Selector in the Credit Limit tab in Customer Profile
On Frontend
  • Credit limit in the currency of the customer
  • Credit payment at checkout
  • Credit Limit tab in My Account
  • Credit payment transactions on frontend
  • Credit balance both in the currency of the base and the customer store-views
Integrations
Need additional functionality
or futher customization of your products?

How Magento 2 Сredit Limit module beat competition:

  1. Optimized workflow

    Built upon most common use cases, the backend interface of our extensions echoes clearly the actual administrative workflow.

  2. Quality code

    Constantly seeking ways for improvement, we write clean code, subject to timely refactoring.

  3. Thorough testing

    Effective quality assurance employed, our extensions are customizable, scalable and fully Magento 2 compatible

Tanya Poleshchuk | Head of Customer Care

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Tanya Poleshchuk
  • Reviews (1)
  • Customer Questions & Answers (0)

Overall rating

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David

Jun 18, 2020

Meet my needs

I am using it together with Company accounts and have no troubles. Was able to install and configure both modules myself without any assistance.

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