Folio: B2B Credit Management

Folio: B2B Credit Management

Pricing
Free plan available
Rating
0.0 (0 Reviews)

Featured images gallery

B2B Credit Limit Management and Ledger App
  • Dashboard view
  • Companies listing view
  • Company ledger view
  • B2B Credit Limit Management and Ledger App
  • Dashboard view
  • Companies listing view
  • Company ledger view
  • Low credit error and validation
  • Credit limit in company profile

B2B Credit Limit Management App That Automates Everything in 1 Day

The B2B credit limit management app built for growing wholesale businesses. Set credit limits for companies on payment terms, enforce them automatically at checkout, and track everything in real time. Your ledger updates instantly as payments come in. Export to CSV or PDF for your accounting team. Apply goodwill credits and adjustments whenever you need to. Stop wasting time on spreadsheets. Automate credit control, reduce disputes, and get paid faster.

The B2B credit limit management app built for growing wholesale businesses. Set credit limits for companies on payment terms, enforce them automatically at checkout, and track everything in real time. Your ledger updates instantly as payments come in. Export to CSV or PDF for your accounting team. Apply goodwill credits and adjustments whenever you need to. Stop wasting time on spreadsheets. Automate credit control, reduce disputes, and get paid faster. more
  • Set credit limits for companies on payment terms with complete control
  • Automated checkout validation blocks orders exceeding available credit limits
  • Real time ledger updates track every payment and invoice instantly
  • Export complete ledger to CSV or PDF for accounting and reconciliation
  • Apply goodwill credits and adjustments instantly to manage exceptions

Languages

English

Works with

Categories

Pricing

Starter Free

Free

Features

  • Up to 10 companies

Growth - $59/month

$59 / month

Features

  • Unlimited company credit management
  • Unlimited ledger management

Plus - $99/month

$99 / month

Features

  • Everything in Growth
  • Credit/debit adjustments
  • Exports / downloadable reports
  • Premium support

All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.

Reviews

Overall rating
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  • 0% of ratings are 4 stars
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  • 0% of ratings are 1 stars
All reviews
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Support

App support provided by Folio3 Software Inc..

Resources

Developer

Folio3 Software Inc.

1301 Shoreway Road, Suite 160, Belmont, CA, 94002, US

Launched

May 12, 2026

Data access

This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .

View customer data:

Sensitive data, device and activity data

  • Sensitive data

    Name, email address

  • Device and activity data

    Geolocation, IP address, browser and operating system

View staff and contributor data:

Store owner

  • Store owner

    Name, email address, phone number, physical address

View and edit store data:

Customers, orders, companies, Shopify Functions

  • View customers

    Customer data

  • View orders

    Draft orders, all order history for the last 60 days

  • Edit companies

    Companies

  • Edit Shopify Functions

    Cart and checkout validations

  • View other data

    Payment terms

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