How to block a payment method for specific customer

[hlmo]

We would like to disable a specific payment method when specially tagged customer.

[Dirk]

Hey, @hlmo 

At this time, it's not possible to set or restrict payment methods for your customers checking out on your store based on a customer tag. Payment methods are a store-wide feature that cannot be segmented out based on conditions. 

With that said, is there a particular reason why you want to limit the customers available payment methods? If there is anything else I can help you with, please let me know.

[hlmo]

thanks for answering
my goal is to show only the manual payment method to a group of trusted users, is there any way to achieve this

[KH-seoul]

You can disable a specific payment method for specially tagged customers using the PayRules: Hide Payment Methods app. Here's how you can do it:

1. Choose the specific payment method from the "Select payment methods" or add your custom payment method in the "Additional payment methods" field.
2. In the "Customer tags" field, select "Hide if found" and enter the specific tag like the screenshot below.

This will ensure that the specified payment method is disabled for customers with the tag.

[paul-lftag]

This is something we really need too.

Our use case is that we want to have all of our customers paying by credit card to lessen the accounting workload of tracking Direct Debit payments.

However we have a couple of big customers who insist on Direct Debit and they are big enough that we have to allow this for them. But we don't want it to be an option for the others.

And no, leaving it available and then just telling them afterwards that they can't use it is not acceptable as that just upsets people.

[ShushiSocal]

I would like to have this feature to only allow bank-transfer/invoice payment option to wholesale customers. I don't want to offer this to regular customer as cash-collection becomes a headache otherwise.

It seems Shopify-plus enables this but it is way too expensive for SMB while wholesale channel is a very common way to sell for SMB.

Any updates on this?

[Blacksmith]

I would also like this feature for trade customers where we give a discount and want these customers to pay by bank transfer as we cannot bear the cost of payment fees in addition to the discount.

[trickkiste]

Yes, same here.
We want to allow our resellers to select payment per invoice but certainly don't want all other customers to be able to use this method!

This is NEEDED BADLY!!!

Currently we tell these customers to create their carts and abandon them, then contact us, so we finish their order.

An ugly hack.

Especially, as you do not allow the shop owner to convert an abandoned cart into an actual order. So we have to copy everything by hand. SUCKS!!!

[chrisjazz]

+1 to this. It would be ideal to be able to set different payment options for different user groups and help automate the management of Wholesale /VIP customers

[chadnl]

This is a glaring omission to Shopify! We too need to be able to restrict the manual payment to certain customers only. Please add this capability.

[JOLIVER]

+1 for another site owner who needs this functionality

[redbeerd]

+1 We also need this feature very badly so that we can show Net 30 as an option to our wholesale customers. I figured there must be some way to show the option to customers based on their tag(s), but it seems there isn't. There seems to be a really strong desire for this feature by at least some segment of your customers. Can we at least have a decent workaround, please? A way to hack it together using liquid to suppress or enable based on the customer's tag? Something?

[Pashlich]

I’ve just had a chat with Shopify support who agree this would be a very good feature for many users and is going to submit it to the developers, he suggested they will look at demand from this thread too so if this is a feature you want please reply and give it a +1 so we can show Shopify we need it!!

[VonAden]

+10 this work makes life so much less of a pain. We having to do this all manually right now, not even able to run the order through Shopify because of the fact that we can't select payment methods that are not available everywhere!

[FriedFish]

+100 we need this for our wholesale clients, we have managed to be creative with different hack, but its still not nice to show all the options in the checkout. 

[Swiss3DC]

+10!

specific users/buyers for wholesales shops should be able to have this option to ON

[redbeerd]

What’s your hack?

[WillHike]

Whats your hack?

+10000000000

[ethan-rci]

Click to expand...

+1!!!! REALLY need this feature. Shopify, please help us out here??

[redbeerd]

@FriedFish , what's your current hack for getting around the lack of ability to let wholesale customers select different payment terms?

[ShushiSocal]

Not sure if @FriedFish uses same workaround but I create manual order and make the payment pending status. 

Obviously, it would be better if customers can just complete by themselves...

[purplemonkey]

I would love to hear about your hack!!

[CraftBuddy]

we need this too +1

[AdrienS]

+1 mandatory request for B2B shop

[Alvinm011]

Try a payment hiding app, select manual payments on shopify to be active, then in the payment hiding app, select to display the "manual payment" option only if the customer tag is ... (whatever you update your wholesale customer tag to)

UPDATE: Free app to use: extreme checkout customizer, 

[dentrotec]

Yes. We need this too. Currently we are telling our most trusted customers to mail us manually if they want to pay upon invoice. This is really ugly and against the ease of use and customer friendly features that Shopify known for.

Please add this feature sooner than later. +1

[woland]

Highly recommend to add Tags to customers which will set the condition for the payment methods they'll see.

The reason for this is because we want some valuable customers to be able to have the Net 30 Payment or Payment Terms - Manual Payment toggle as a choice. This would get rid of the Net30 problem needing to use other apps.

Very useful for Wholesale websites that allows more flexibility in Payment Types.

[woland]

I think the solution to this is very easy where you can use simple customer matching with tags

https://shopify.dev/api/liquid/objects/customer#customer-tags

And to show or not show the Manual Payment Methods depending on that Customer Tag for Checkout pages.

We can't do it ourselves because we don't have access to the checkout.liquid page. But it's totally possible if the Shopify team can do this for us.

[Vihan]

What is the progress on this feature? Any updates? 

[cgnz]

It's quite silly how Shopify includes alternative payment methods but no method to restrict them

We want to add a manual payment method for select customers, and we can't do it - not even with an app?

Shopify allows us to have the manual method for everyone, or not at all. So our choice is between a massive financial liability, or not implementing basic features that all our non-Shopify based competitors offer.

In this regard our business is now at a competitive disadvantage, for no reason other than that we chose Shopify for our platform.

[Pashlich]

+1 to this, we need to be able to offer alternative payment methods to our wholesale customers that are not to be available to the general public. Crude workarounds are not ideal, Shopify you should really look into implementing this.

[kevin_mart]

+1 This is a very needed feature, I have worked in an IT company before, they have a shitty e-commerce system that was created 10 years ago but already included this feature plus setting customers into different categories without any plug-in (shopify app).

I honestly cannot believe Shopify as nowadays one of the leaders in this sector being so outdated cannot includes this feature.

[KASWE]

+1 This feature is well needed for our business!!!!!

[carlsmith-wow]

+1 - want to be able to restrict "Bank Transfer" payment option to select customers

[philippd]

I just stumbled upon this as this seems like a pretty standard feature and was surprised to not see that. This blocks our switch to Shopify for now.

[Cakechris]

+ 1 here as well.   This makes it very difficult to support key customers

[SueAxon]

+1 for this please. At the momnet we have made a TRADE payment button, but there isnt anything stopping anyone else using it. I cant think this would be too difficult for Shopify to add? why is it taking so long?

[Giants_Fan]

Yes +1 we need this too.  Along with:

1. Being able to add "company name" as a column to the orders page, I mean we can't filter our orders by company name?? We have many companies with dozens of employees who order, would be nice to filter or sort by company name..
2. Being able to create a draft order/order for pickup on the backend, currently you can only "fullfil" the order no "ready for pickup" button available

3. One default box size for your whole store?  This is so messed up, like who sells only one sized product?  

Tired of needing an app for everything.  So close to having my whole business switched over to shopify platform, but just might not fully do it.  It's fine for orders that come in online, but we were a brick and mortar first, have many established customers.  We were hoping to get all sales on one platform for ease, but shopify I feel has purposely left these gaping holes so we can buy more apps and they can collect.  But who knows, maybe a lot more "brick & mortars" are trying to make the switch.  Shopify, pay attention, add these basic features that multi-channel stores need.  

[Tielka]

+100 we definitely need this too. We can't offer Afterpay or Paypal to wholesale customers as the fees are too expensive. And although Shopify Plus has this feature, it is WAY too expensive, starting at $2000USD/month!!! And their tagline is "Fair pricing. Unfair advantage." Maybe for Shopify, it's an unfair advantage, but definitely not for small businesses, many of which have wholesale as a significant portion of their sales.

[BertK]

Agreed! We need this feature too so we can deny PayPal from wholesale customers and people with regular discounts, such as reps and such. Would like to offer also option payment options to wholesale customers that don't want to offer to retail ones. 

[Alvinm011]

try: Free app to use: extreme checkout customizer,

[jslym777]

I was told that if I want this functionality I would need to pay $24,000 per year and upgrade to Shopify Plus...

[Pashlich]

This seems even more needed now that Shopify is actively charging transaction fees on alternative payment methods (eg afterpay etc). Stores need to have the flexibilty to restrict or allow various payment methods for various commercial reasons. SHOPIFY, YOUR USERS ARE SPEAKING BUT ARE YOU LISTENING??

[jordanbdavis6]

ANyone gotten an update on this functionality or a solution? 

[Peter_Wooster]

+1 Our client needs this as well.  The ability to choose payment methods by customer tag is a basic e-commerce feature.

[chadnl]

To my knowledge there has yet to be a cost-effective, i.e. non-custom programmed, solution. We had to go with a different e-commerce vendor.

[Alvinm011]

yep, i use this app

Free app to use: extreme checkout customizer,

[Kalaubre]

Talked with Shopify on 8/25/22 and they said this is still not a feature and they recommend contacting a Shopify Expert, but there's no guarantee that expert would be able to make a workaround. Maybe everyone should contact Customer Support who has this issue so they dev team gets overwhelmed with this topic in their queue (although I'm not sure they even exist since there are so many lacking features I would expect to be included as a standard).

[jslym777]

I contacted Shopify developers and they said there is no way to do this as
Shopify doesn’t allow developers to get to the code they need in order to
change it. The only way to get access to the specific code is to have the
highest tier Shopify plan that starts at $2,000 per month.

[Alvinm011]

Free app to use: extreme checkout customizer,