> For the complete documentation index, see [llms.txt](https://docs.b2bridge.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2bridge.io/storefront-display/finance-and-payment-report.md).

# Finance & Payment Report

### Who can see the report?

**For Company account**: Only a company Admin can see it.

**Customer Group**: Every customer can view their own report. The difference is that they won't have the Member spending section.

### Section 1: Overview

This section includes Outstanding balance and Your credit.

#### **Outstanding balance**

This section answers "how much do we owe, and when is it due?" with a chart illustrating the amount of outstanding balance and their due status

* **Total outstanding balance**: the sum of every unpaid order.
* **Next payment due**: the amount and date of the nearest upcoming due period.
* **Overdue**: The payment is late.
* **Due later**: You still have time to pay.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FdF0Jw3Ws0VmSRNyJw72a%2Fimage.png?alt=media&amp;token=737a4e37-4df5-4e02-ad9e-d3489397b050" alt="" width="563"><figcaption></figcaption></figure>

**Your credit**

This section shows how much credit you have spent and still have left.

* **Credit limit**: the limit you are given.
* **Used** and **Available**: how much has been spent against the limit, and how much is left.
* A **credit usage bar** shows the used ratio visually, labeled "X% of limit used" (Used ÷ Credit limit), with Used and Available noted below.
* A **term note** reflects the Net term you configured, for example `Net 30`, `Due on receipt`, `Due on DD/MM`, or `Due in X weeks/months/days`.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FtQ6iJ4yD1tDD2Pvc9eIi%2Fimage.png?alt=media&amp;token=d2777e09-e4d2-446d-bb92-7bd7be8704fe" alt="" width="563"><figcaption></figcaption></figure>

### Section 2: Activity

**Total spending**

This helps show a spending snapshot for the selected period, with three figures:

* **Spent**: total spent (the combined value of orders in the period).
* **Orders**: how many orders were placed.
* **Avg order**: the average value per order (Spent ÷ Orders).

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F6yQpOGU5FlUTD4u2oGmU%2Fimage.png?alt=media&amp;token=d24428a2-d6c2-4f80-a45d-ada3011cddb0" alt="" width="563"><figcaption></figcaption></figure>

You can use filter your spending by time. You have these options:

<table><thead><tr><th width="367">Option</th><th></th></tr></thead><tbody><tr><td>Last 7 days</td><td>By day, Monday to Sunday.</td></tr><tr><td>Last 30 days</td><td>By week, Week 1 to 4.</td></tr><tr><td>This quarter</td><td>The three months in the quarter.</td></tr><tr><td>Year to date</td><td>Twelve months, with future months left empty.</td></tr><tr><td>All time</td><td>By year.</td></tr></tbody></table>

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FPQ22wtk7VFqHAKIds31K%2Fimage.png?alt=media&amp;token=950769ed-5a86-4757-84df-7f95718a8e93" alt="" width="563"><figcaption></figcaption></figure>

**For Company admin**: You can also filter spending by members to track their spending. This Member section will appear to you only, no other member can view.

* **View For** lets you look at all members together or one member at a time.
* In the **All members** view, you can click onto the member's name to see the spending details of that specific member including: remaining outstanding, role, spending share, and open orders.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FZt3gwbOO8JMxW5SIxEJk%2Fimage.png?alt=media&amp;token=310032f4-0abd-4479-93fe-31ed7fbc4ebf" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FUHG2H8sEe2MGrT0oiRJc%2Fimage.png?alt=media&amp;token=9252c713-1a74-41de-8a0d-c4b65bb49bf3" alt="" width="563"><figcaption></figcaption></figure>

**Orders & payments**

This table lists each order with its **Order** number, **Date**, **Due** date, **Amount**, **Balance**, and **Payment status**.

* **Payment status** falls into three groups: **Overdue** (red), **Pending** (grey), and **Paid**.
* Each row has a **View order** link to the order's detail page.&#x20;
* The **Filter** button above the table opens a popover to filter by status — Paid, Pending, or Overdue, and you can select more than one.
* An overdue order's due date will be **shown in bold red as a warning**.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FyzCAZPrBpymKbcC1fjY7%2Fimage.png?alt=media&amp;token=d9ec02e8-7bb0-4954-b67b-828db5749049" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}

### Need Help?

If you have questions or run into issues while using any feature, we're here to help.

* 💬 **Start a** [**Live Chat** with our support team](https://go.crisp.chat/chat/embed/?website_id=a59f354c-f51f-4f84-ae9a-c0e8dd69d2e5) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we'll get back to you as soon as possible.
  {% endhint %}
