How to Use Credit Limit

The credit limit feature lets clients use their wallet balances below zero up to a set limit, providing greater flexibility.

This guide explains how to set and manage credit limits and wallet statements at both the Brand and Client levels.

Configuring credit limit at the brand level

1. Go to Settings > Payment Options under Ecommerce Settings.
2. Scroll to Client Wallet.
3. Check the box to enable Credit Limit and set the maximum amount you want to allow.
4. Choose the day of the month for generating wallet statement.

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The credit limit operates in the brand's default currency.

Setting credit limit at the client level

1. Go to Clients and select a client.
2. Click Billing > Account Credit.

3. Check the box the enable credit balance usage and set a specific limit or use the brand default.
4. Choose the statement generation day (optional).

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The Credit Limit feature is only available if the multi-currency setting is store credit in single currency.

The settings for the Credit Limit are described below:

How clients see credit limits in the client area

1. Clients see their credit limit in their preferred currency from Billing > Account Credit > Credit Limit.

2. Once a currency is used for payment, all future credit payments must use the same currency.

Example: If a client makes their first payment in USD, all future credit limit payments must also be in USD.

Download PDF credit statements

From the admin area

1. Go to Clients > Billing > Account Credit.
2. Click View Credit Statements.

3. Select the desired statement.
4. Click the PDF icon to download.

From the client area:

1. Go to Billing.
2. Click Account Credit.
3. Click View Credit Statements.

4. Select the desired statement.
5. Click the PDF icon to download.