Adding Organization Payment Terms & Credit Limit
- Tony Allard
Analytics
Here you will learn how to add Payment Terms and a Credit Limit to an organization
Step-by-step guide
Login to your administration admin.yourwebsiteaddress.com
Navigate to "Contacts → Browse All"
Search for the contact owner of the organization
Login as the owner of the organization
Go to the owner's profile page on the storefront
Click the "Organizations" section icon
Edit the organization that needs terms or a credit limit
At the bottom you will see Payment Terms and the Credit Limit, here you can add or adjust the settings accordingly.
Click "Save"
Adding terms and a credit limit to an organization will operate independently of the site terms and credit limits. For organizations you will need to add unique terms and credit limits for it to work on the organization.