Trade credit in B2B portals: ERP integrations and limits

Trade credit in B2B ecommerce is purchasing on invoice within limits, approved by ERP or an external finance partner.
Where limits live
ERP is usually source of truth; portals cache with short TTLs and invalidate on ERP events.
Multi-currency setups follow finance policy for conversion and rounding.
Holds and escalations
Breaching a limit should not silently wipe carts, show cause and a sales contact path.
Audit log: who changed limits and why.
Testing and compliance
Regression packs for collections, partial returns and invoice corrections.
GDPR docs for financial data shown in the portal.
Frequently asked questions
- Do you integrate e-invoicing?
- Yes. KSeF or partner flows depending on country and client model.
- What about small B2B?
- We start with per-customer limits and manual overrides, no over-engineering.
- Does this work with Medusa?
- Yes. service extensions and custom APIs for limits and approvals.
Content updated: March 4, 2026