Customer Credit Information

Customer’s Credit Information

There is a Credit Information section in the Customer Dashboard that will display the Customer’s Credit balance with Credit Limit and Credit Used. For instance, the Shop Owner trusts this Customer Computer Express and wants to give them a Credit Limit of 15,0000 BDT. Therefore, the Shop Owner needs to click on the Edit icon to open a pop-up where they can provide any amount of Credit Limit to this Customer that they can use it to buy Products.

Image 1: Shop Owners can give permission to use Credit Limit to Customer from Credit Information section.

Set Customer’s Credit Limit

Clicking the Credit Limit icon will open a pop-up with Customer’s details. There is a box for Credit Limit, click on it and input 15,000 BDT to provide this Credit Limit to the Customer. Turn on the toggle Allowed to Use Credit to allow Customer to use the Credit Limit. Now, this Credit Customer will be able to buy Products within Credit Limit of 15,000 BDT without paying upfront. The final action is to click on the Submit button to save all the changes.

Image 2: Set Customer's Credit Limit by turning on the toggle button Allowed to Use Credit and set amount.

Credit Limit to Apply on Orders from Admin Panel

Now, this Customer have a Credit Limit of 15,000 BDT on their balance to use as On Credit (Due) for Admin Orders. However, this Credit Limit can only be used in person for In Store Pickup and for transactions only from the Admin Portal. The Shop Owner and their staff can only use the Credit Limit for selling Products to the Customer during In Store Pickup using the On Credit (Due) Payment Gateway. The Credit Limit cannot be applied on Website checkout.

Image 3: After being issued Credit Limit, it will show under the Customer's Credit Information section.