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

[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