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B2B Marshal: Credit Limits
- by Five Acre Code
- Free plan available. Free trial available.
- by Five Acre Code
- Free plan available. Free trial available.
Manage B2B credit limits, track what companies owe, and monitor payment history. Set checkout restrictions and policies by account or location.
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About the B2B Marshal: Credit Limits
B2B Marshal helps you manage credit limits and account policy for your B2B companies and locations. Track what each customer owes with balances aged by due date, view on-time payment history, and restrict locations at checkout when needed. Set credit limits with two thresholds, each triggering its own action. Apply order rules, quantity limits, case pack requirements, shipping restrictions, and tiered discounts by company or location. Send payment reminders through Shopify and display outstanding balances on invoices. The Growth plan shows store credit activity alongside policy changes, while Pro lets you add reasons, references, and notes for complete account management.
Launched: September 4, 2026
Key features
- See balances aged by due date and each account's on-time payment rate.
- Set credit limits and threshold actions by company or location.
- Set order, quantity, shipping, and free shipping rules by company or location.
- Set tiered order, product, or variant discounts by company or location.
- See Shopify store credit activity. Pro adds reasons, references, and notes.
Integrations with:
- Checkout,
- Shopify Admin
Category:
Pricing of B2B Marshal: Credit Limits
Free
Free
- Monitor up to 5 selected companies
- Read-only balances and exposure
- Receivables aging by due date
- Background order sync
- Needs-attention dashboard
- Spend and on-time payment reliability
Core
$19 / month
or $190/year and save 17%
- Up to 25 managed companies
- Credit limits and thresholds
- Hide payment methods at checkout
- Block over-limit checkout
- Order, quantity, and shipping rules
- Tiered order/product/variant discounts
- Send overdue payment reminders
- Storefront case-pack quantity controls
Growth
$29 / month
or $290/year and save 17%
- Up to 100 managed companies
- Everything in Core
- Company and store audit views
- Shopify store credit activity & export
- CSV export of audit and activity
- Company/location PDF account statements
Pro
$49 / month
or $490/year and save 17%
- Unlimited managed companies
- Everything in Growth
- Store credit reasons and notes
- Configure store credit reason lists
- Add comments to Companies or Locations
- Send to draft review (Plus stores)
- Require payment now (Plus stores)
- Priority support
