Display manual Payment method to select customers

Display manual Payment method to select customers

BenEvans-CS
Visitor
1 0 2

Hi,

I would like to give certain customers the option to pay via invoice. I can setup a manual payment option, but I can't find any way to select who sees this option at checkout. 

In a dream scenario i could display a manual payment option only to a customer with a specific tag. I don't think there is anyway to limit the display of payment options though.

Does anyone know of a solution/work around here?

Thanks in advance for any help

Replies 8 (8)

GoGadget
Shopify Partner
12 0 3

I want to up-vote this request. In our scenario, we allow our employees to charge purchases to an internal charge account. We would like to provide a manual payment method to employee customers notated via a customer tag.

MiraPatil
Excursionist
79 0 5

Hello @GoGadget 

 

Yes it is possible. recently i have posted in a article as same you want. see here https://community.shopify.com/c/payments-shipping-and/restricting-payment-method-based-on-customer-t...

 

Lmk if you still not find it.

 

GoGadget
Shopify Partner
12 0 3

Excellent. Do you plan to extend this capability to the Shopify POS checkout?

MiraPatil
Excursionist
79 0 5

Not sure, it Shopify has API related to this function. 

so it is depend on Shopify launched API for this.  

GoGadget
Shopify Partner
12 0 3

I'd love to test your new app on our development/test store. I tried to install it, but it requires a payment, which is not possible on a Shopify test shop. Can you add the ability to add your app to test stores so we can test it out on a non-production store?

MiraPatil
Excursionist
79 0 5

hello @GoGadget 

 

you can try this app: https://apps.shopify.com/payfy-conditional-payments which is free to test on development store. and also available Mon-Fri live chat to help you out.

 

 

see below screenshot how to set rule for customer tag.

MiraPatil_0-1711605234783.png

 

i hope this works for you.

GoGadget
Shopify Partner
12 0 3

Excellent. Thank you. I've installed it on our dev store and will test it out.

KarmaChime
Excursionist
50 2 0

Yes, it is possible to display manual payment methods only to selected customers with PayRules: Hide Payment Methods app. For instance, if you want only certain customers to pay via invoice, you can assign them specific tags. Then only the tagged customers will see the invoice option during checkout. Let's explore how you can do it:

 

  1. Choose Invoice (if it's your payment method name) from the Additional payment methods field.
  2. Choose Hide if not found under the Customer tags field.
  3. Now enter your customer tag (VIP for example) under the Customer tags field like the screenshot below.

 

invoice-tag.png

 

Now only the customer with the VIP tag will be able to see the Invoice option.