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.

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.

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).

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

Option
Last 7 days	By day, Monday to Sunday.
Last 30 days	By week, Week 1 to 4.
This quarter	The three months in the quarter.
Year to date	Twelve months, with future months left empty.
All time	By year.

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.

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.

• 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.

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 directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we'll get back to you as soon as possible.