How to Find Credit Line Allocation or Customer Credit Limit in Xvantage™

Overview:

This article explains how to view a customer's credit line allocation, available credit, utilization details, and credit limits in Xvantage™.

Note: If the View Credit option is not available, contact your company administrator and request access to the View Credit permission.

Process:

1. Log in to Xvantage.  

2. From the left navigation menu, select My Business, then click View Credit.

3. The View Credit page displays information such as:

   • Available credit limits by business subcategory

   • Credit line details

   • Credit utilization details

   • Aging information

   • Last payment date

4. The assigned IM Credit Representative is listed under each business subcategory.

5. Credit Line and Utilization details are displayed at the bottom of the page.

6. For questions about credit line allocations or credit limits, contact your assigned Credit Representative.

7. To switch to the invoices view, select View Invoices in the upper-right corner of the page.