Help center
One page per task, using the names you see in CreditHold.
CreditHold overview video
Topics
Set a credit limit
Give each company a limit, or one default for all, and choose the grace period after the due date.
Protect a company
Nothing is blocked until you protect a company. See who would be blocked first, then protect companies one by one or your top 3 at once.
What buyers see at checkout
The message a blocked buyer reads, how to change it, and how the buyer pays to order again.
Allow one order or unblock until a date
Let a blocked company order once, unblock it until a date, or block it yourself.
Read the A/R aging report
What each company owes on payment terms, by how late it is, with filters and CSV export.
Ledger and adjustments
All of a company's orders on payment terms, payments and refunds, with a running balance and manual adjustments.
Send payment reminders
Shopify's own payment reminder emails, before, on and after the due date, stopped once the order is paid.
Automate with Shopify Flow
CreditHold's Flow triggers and actions, with workflows you can build in a few steps.
Plans and the founding offer
What each plan includes, how billing works, and the offer for the first stores.
Languages
Which language your staff and your buyers see.
Frequently asked questions
Shopify Plus, instalments, why a company is blocked, and orders already placed.
Still stuck? Email support.credithold@takisoft.net. We reply within one business day.