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Folio: B2B Credit Management
- by Folio3 Software Inc.
- Free plan available
- by Folio3 Software Inc.
- Free plan available
Automate B2B credit limits and payment terms for wholesale businesses. Block overdue orders at checkout and track payments in real time.
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About the Folio: B2B Credit Management
This B2B credit limit management app automates credit control for wholesale businesses. Set credit limits for companies on payment terms and enforce them automatically at checkout. The system blocks orders that exceed available credit limits, preventing overextension. Track every payment and invoice with real-time ledger updates that sync instantly. Export your complete ledger to CSV or PDF for accounting and reconciliation. Apply goodwill credits and adjustments whenever needed to handle exceptions. Stop managing credit in spreadsheets. Automate your B2B credit management, reduce payment disputes, and get paid faster.
Launched: May 12, 2026
Key features
- Set credit limits for companies on payment terms with complete control
- Automated checkout validation blocks orders exceeding available credit limits
- Real time ledger updates track every payment and invoice instantly
- Export complete ledger to CSV or PDF for accounting and reconciliation
- Apply goodwill credits and adjustments instantly to manage exceptions
Integrations with:
- Checkout,
- Customer accounts
Category:
Pricing of Folio: B2B Credit Management
Starter Free
Free
- Up to 10 companies
Growth - $59/month
$59 / month
- Unlimited company credit management
- Unlimited ledger management
Plus - $99/month
$99 / month
- Everything in Growth
- Credit/debit adjustments
- Exports / downloadable reports
- Premium support
