Company Credit Activity

The Company Credit section of the company profile displays a summary of the customer’s credit activity, with a grid of the company credit history.

Company Credit Reimbursements

The following fields can be set for each company profile:

  • Credit Currency
  • Credit Limit
  • Allow to Exceed Credit Limit
  • Reason for Change

If the company has an outstanding balance, a notice to the store administrator appears at the top of the sales order when it is viewed from the Admin. To learn more, see Creating a Company Account