Folio: B2B Credit & Ledger
- Pricing
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Free plan available
- Rating
- 0.0 (0 Reviews)
- Developer
- Folio3 Software Inc.
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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.
- 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
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
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0% of ratings are 5 stars
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0% of ratings are 4 stars
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0% of ratings are 3 stars
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0% of ratings are 2 stars
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0% of ratings are 1 stars
Support
App support provided by Folio3 Software Inc..
Resources
Developer
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
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Sensitive data
Name, email address
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Device and activity data
Geolocation, IP address, browser and operating system
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, orders, companies, Shopify Functions
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View customers
Customer data
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View orders
Draft orders, all order history for the last 60 days
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Edit companies
Companies
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Edit Shopify Functions
Cart and checkout validations
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View other data
Payment terms
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