Folio: B2B Credit & Ledger

Folio: B2B Credit & Ledger

Pricing
Free plan available
Rating
0.0 (0 Reviews)

Simplify B2B company credit management with organized ledger tracking

Streamline your wholesale operations with a robust credit and ledger management system. This app enables you to assign, adjust, and monitor credit limits for wholesale companies, with real-time balance updates and transparent transaction histories available in the admin and customer profiles. A built-in checkout validator verifies available credit against the cart total, ensuring purchases remain within approved limits.

Streamline your wholesale operations with a robust credit and ledger management system. This app enables you to assign, adjust, and monitor credit limits for wholesale companies, with real-time balance updates and transparent transaction histories available in the admin and customer profiles. A built-in checkout validator verifies available credit against the cart total, ensuring purchases remain within approved limits. more
  • Set custom credit limits for wholesale companies.
  • Auto-validate checkout to ensure orders stay within credit limits.
  • Track real-time available balances for each corporate account.
  • View clear, detailed transaction ledgers for every account in the admin.
  • Issue goodwill credit to reward or compensate valued buyers.

Languages

English

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
0
Counts per rating level
  • 0% of ratings are 5 stars
  • 0% of ratings are 4 stars
  • 0% of ratings are 3 stars
  • 0% of ratings are 2 stars
  • 0% of ratings are 1 stars
No reviews yet

Support

App support provided by Folio3 Software Inc..

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

More apps like this

5.0 out of 5 stars 446 total reviews Free
Seamlessly customize your checkout with powerful custom rules
4.7 out of 5 stars 41 total reviews Free
Your online Layaway Control panel solution
5.0 out of 5 stars 223 total reviews Free
Hide, sort, reoder, rename payment methods with payment rules

Want to add an app?

Try Shopify free for 3 days