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Company Credit Activity

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

Company Credit activity

Update the credit information

When the customer makes the payment for their outstanding credit to the merchant, a store administrator must then update the customer credit information in the Admin.

  1. On the Admin sidebar, go to Customers > Companies.

  2. Find the company in the grid and open in Edit mode.

  3. Expand the Company Credit section.

  4. For Credit Limit, enter the new value.

  5. Change the other values as needed.

  6. When updates are complete, click Save.

Company Credit grid

Column Description
Date The date of the transaction. Hover over the date to display the date and time.
Operation The type of activity associated with the transaction. Values:
Allocated - Credit assigned to the company.
Updated - A change was applied to one of the following fields: Credit limit / Credit currency / Allow to exceed credit limit
Purchased - An order was placed.
Reimbursed - The outstanding balance was reimbursed.
Refunded - A credit memo amount was refunded.
Reverted - The order was canceled and the amount returned to the credit balance.
Amount The amount of the transaction associated with the following transaction types: Purchased / Reimbursed / Refunded / Reverted
For purchase amounts, the amount appears in the display currency of the store and in the format of the credit currency setting, followed by the current conversion rate (if applicable). For example:
EUR 20,000.00 ($22,400.00)
USD/EUR 0.8928
Outstanding Balance The amount reimbursed, less the total due from all orders placed using the Payment on Account method. The amount might appear as a positive or negative value.
Positive value - An advance payment is represented as a positive value.
Negative value - An amount due is represented as a negative value.
Available Credit The sum of the Credit Limit and the Outstanding Balance. If the company has exceeded the credit limit, the amount appears as a negative value.
Credit Limit The amount of credit extended to the company.
Updated By The name of the person who initiated the operation.
Custom Reference Number The custom reference number that is associated with the transaction.
Comment A compilation of the values from the Reason for Change field, according to operation type.
Purchased - Includes comments from the purchase, and the order number and link to the order.
Reimbursed - Includes comments from the reimbursed transaction.
Action For Reimbursed operations only. Edit - Allows the reimbursement amount to be updated.