Folio: B2B Credit Management

by Folio3 Software Inc.
Kostenloser Plan verfügbar

0,0 (0)

by Folio3 Software Inc.
0,0 (0)
on
Kostenloser Plan verfügbar

Automate B2B credit limits and payment terms for wholesale businesses. Block overdue orders at checkout and track payments in real time.

Installation über den Shopify App Store

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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 disputes before they happen. Track every payment and invoice with real-time ledger updates that sync instantly. Apply goodwill credits and adjustments when needed to handle exceptions. Export your complete ledger to CSV or PDF for accounting and reconciliation. Stop managing credit in spreadsheets and get paid faster with automated validation and tracking.

Launched: 12. Mai 2026

Hauptmerkmale

Kreditlimits für Unternehmen mit Zahlungsbedingungen mit vollständiger Kontrolle festlegen
Automatisierte Checkout-Validierung blockiert Bestellungen, die die verfügbaren Kreditlimits überschreiten
Echtzeit-Ledger-Updates verfolgen jede Zahlung und Rechnung sofort
Vollständiges Ledger für Buchhaltung und Abstimmung nach CSV oder PDF exportieren
Gutschriften und Anpassungen aus Kulanz sofort anwenden, um Ausnahmen zu verwalten