Enable a credit line for a B2B store

Configure the business account with the appropriate credit line settings to allow a business account to use a credit line as a payment method.


Procedure

  1. Open WebSphere Commerce Accelerator

  2. Select your Store name, and click OK.

  3. Click Sales > Accounts. The Account List page displays business accounts currently defined for the selected store.

  4. Select the account to enable the credit line service and click Change.

  5. Click the Credit line tab and select the check box for the option The account has a credit line. When we enable this check box, you assign a credit line to the business account.

  6. Enter a description in the Description (required) field, and a credit line account number in the Credit line account number (required). Select a Billing address from the drop-down menu.

  7. Click OK to save all changes.

  8. Select the check box to the left of the business account for which we want to enable a credit line and click Contracts.

  9. Enable payment to use credit line.

    Option Description
    To edit a draft contract to enable a credit line account:

    1. Select the check box to the left of the draft contract to edit.

    2. Click Change.

    3. Click the Payments and Billing tab and select the check box for the option Allow payment using the account's credit line.

    To create a new contract and enable a credit line account:

    1. Click New.

    2. Fill out the Contract General Information.

    3. Click the Payments and Billing tab and select the check box for the option Allow payment using the account's credit line.

  10. Click OK to save the changes.


Related concepts
LOC (Line of credit) plug-in


Related reference
LOC plug-in financial transactions