See each company's credit limit and status right on its Shopify company page

Published August 2, 2026

If you run B2B on Shopify, the company page is where your team already works: orders, locations, payment terms, contacts. But the one thing an accounts person actually needs before releasing an order — where does this company stand on credit? — has always lived somewhere else. In a spreadsheet, in an app, in someone’s head.

Quay now puts it on the company page itself. What shipped →

What the card shows

Once added, every company page in Shopify admin carries a Credit limit (Quay) card with:

• The numbers — currency, total credit limit, how much is used, and what’s available. Used is simply what the company currently owes on net terms; when a company is over its limit, Available goes negative and turns red.
• The checkout status, with the reason — not just whether orders are restricted, but why. An overdue invoice shows the invoice number, how many days late it is, and the policy rule that fired (“Policy ‘Standard’ blocks new orders past 14 days overdue”). A manual hold shows the note your team left. A company in good standing simply reads “No enforcement active.”
• The assigned policy and an “Open in Quay” link — one click from the card to the company’s full page in Quay when someone needs to change a limit, assign a policy, or review history.

The numbers come from the same source checkout enforcement reads, and they update as orders, payments and refunds happen — what the card says is what checkout will actually do.

How to add it (one minute, once)

Shopify doesn’t let apps add cards to admin pages by themselves — you place the card once, deliberately:

1. Open any company in Shopify admin (Customers → Companies).
2. In the block list at the bottom of the page, choose Add block and pick “Credit limit (Quay)”.
3. Pin the card so it stays at the top.

That’s the whole setup. The card now appears on every company page, for every staff member. On smaller screens the card collapses past a certain height — tap Show more to see the full status.

Reading the status line

The status line uses the same wording as Quay’s own pages, so there’s never a translation step:

• No enforcement active — the company can place orders normally.
• Pay on order — the company checks out without net terms, paying upfront until the balance recovers. Usually the company is over its limit, or has an invoice overdue long enough that its policy takes net terms away without blocking outright.
• Blocking new orders — checkout is stopped, with the reason underneath: an overdue invoice past the policy’s threshold, an over-limit block the policy opted into, or a manual hold.
• Over its credit limit — nothing enforcing it — the honest warning state: the limit is crossed, but the company has no policy assigned (or a monitor-only one), so nothing acts on it. If you see this a lot, assign policies — the limit only protects you when a policy gives it teeth.
• Not enforced — the company is outside your plan’s coverage, or your Quay subscription is inactive; the card says which.

Why this matters more than a dashboard

A dashboard is where you go when you’re thinking about credit. The company page is where your team is when they’re about to act — releasing a draft order, answering a phone call, deciding whether to take one more order from a customer who’s already late. Putting the limit, the balance and the enforcement status at that exact spot is what turns a credit policy from a document into something your team actually applies, order by order.

It also removes the swivel-chair problem for teams migrating from other credit apps: if your staff learned to expect a credit card on the company page, they keep that habit — with more context, not less.

Setting it up end to end

If you’re starting from scratch, the order that works:

1. Set credit limits for the companies that buy on terms.
2. Assign each of them a policy — the policy decides what happens over the limit and as invoices age.
3. Add the company-page card (steps above) so the whole team sees standing and status where they work.
4. Let AR aging do the watching: as invoices age, policies escalate companies automatically, and the card reflects it the moment it happens.