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  Public Ticket #4561707
Credit limits - applying for credit and increasing credit limit​
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  • Stefan started the conversation

    Hey

    I’m looking at how best to handle credit within B2BKing and wanted to check what’s possible out of the box vs recommended setup.

    Do you support:

    • An “Apply for Credit” flow for customers (from My Account or elsewhere)?
    • A way for existing users to request a credit limit increase?

    If so, how is this typically implemented:

    • Is there a native feature or shortcode for this?
    • Or is it expected to be handled via custom forms and manual approval?

    Also, is there any built-in workflow for:

    • Storing requested credit amounts
    • Managing approval status (pending / approved / rejected)
    • Notifying admins when a request is submitted

    Just want to understand the intended approach before building anything custom.

    Thanks

    Stefan

  •  2,724
    WebWizards replied

    Hi Stefan,

    Thank you for reaching out,

    Unfortunately, neither of those flows exist by default. B2BKing allows the admin to set a credit limit manually for each user or user group, but there's no built-in way to apply for credit, credit limit increases or any approval flows for it.

    For this kind of setup, we'd generally recommend handling it via a custom form with manual approval. For forms in general, we've found Forminator to be an excellent free option with a lot of flexibility: https://wordpress.org/plugins/forminator/

    On the technical side, to update a user's credit limit programmatically you can modify the user meta key b2bking_user_credit_limit, which holds the max limit value.

    If we can help with any info or technical pointers on approaching this, please let us know.

    Kind regards,
    Thomas