How to block a payment method for specific customer

[hlmo]

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

[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,

[stedes]

I don't understand how this request is over two years old and still not implemented. @Dirk any updates on this? I'm currently in the process of convincing a client to switch to Shopify and was surprised to see that this is not a standard option (it will be a dealbreaker for the client).

[brendaanne3]

+10000000!! PLEASE implement this! My company is also in desperate need of this option. It's ridiculous that store owners don't have control over this for their businesses. Our site works as a "catalog" with wholesale and B2C options but does not produce enough revenue to justify $2000/month JUST for this feature!!

[simonski]

Need this feature as well! Please Shopify, make it available to all plans, not only for Shopify Plus! It's very frustrating to constantly cancel orders from customers who are using manual payment even it's clearly described that only certain customers are allowed to use it! Frustrating to me and to customers!

[JulienFlexyWeb]

Hi all,

As a Shopify developer, I had to find a workaround for one of my client. I thought I would help some of you by sharing the workaround I thought of. This solution is depending only on the payment provider you want to allow for your Wholesale customer


Almost all of the payment providers have APIs or embedding solutions you can use to allow customers to pay directly on your website. The solution here is to add a condition to your "go to checkout" button and redirect to a custom page where you embbed the payment form from your payment provider by transfering the JSON data from the cart to their form. However, you won't be able to track the sales in your dashboard (except if you add them manually or create an automatic process but it would take some time to develop it).

Hopefully this will help some of you who know how to code

[purplemonkey]

2.5 years after this post. I need this too.

[chadnl]

I found an e-commerce site that ends with "wid" works well for what I needed. I can place customers into specific groups. Then restrict special payment methods to group members. Whether or not this will work for your needs is something you will need to review.

[JacquiTrumpet]

+1 Really need this feature!

[3NodeSoftware]

As a Shopify Partner agency we can develop a custom page for making wholesale orders. This page could be restricted only for your business partners accounts. That is the only way how to do it.

If you want just send me a message to info@3node.cz and we can do this for you.

[miabchdave]

Does your agency have access to the checkout template?  We have this same issue, and we just need "If Customer Tag != ApprovedNetTerms and Payment ID is 'Net 30', then don't display." on the checkout page.  Simple, but seems so complicated that this isn't built-in? 

Doesn't seem like it would be something to withhold like Full Self-Driving software for a Tesla.  Come on, Shopify.  We are a new customer, have the Advanced plan, and there's nothing for this.

[verkil]

Is there still no solution for this?

[DanWallace]

Adding ourselves to list of stores desperately needing this feature.

Shopify will never add it since adding useful features goes against Shopify policy so go ahead and open it up to developers for an app solution. Forcing everything to an app is poor policy (unless Shopify itself becomes free) but it's better than the $2000/month Shopify plan just to get what should be a basic feature.

[mv5]

Bump, looking for this too

Eating losses as my wholesale customers are discounted and I have to pay higher fees when they use Shop Pay

I still want regular customers to have the option

[Alvinm011]

Hi all, have you tried this app: Hidepay

Looks like you can Hide certain payment methods using many rules, so perhaps you can hide manual payments to general customers and have the manual payment methods showing only to your wholesale customers,  based on the rules you choose (Value, customer)

[Alvinm011]

Free app to use: extreme checkout customizer, 

use a rule in the app: Hide payment methods when tag is not the same as your wholesale customers, i only allow my wholesale customers to pay manually

[RicardoKEDGE]

This sounds great, but then it will show when there is no tag available... (new customers or customers without an account)

How did you tackle this?

[Alvinm011]

Hi, yes you will have to get creative with how you apply this, so in my
case I don’t want any new or regular retail customers being able to select
manual payment options as this results in a lot of orders placed with the
customers never making bank payments, but I wanted to give this option only
to my approved wholesale customers. So I will create an account for the
wholesale customer and use the tag: “wholesale” under the customer
maintenance screen

And using this free app I create a rule: hide manual payment for all,
except for those tagged “wholesale”

The wholesale customers will have to then log in or if using their
designated name in the order , at the checkout they will be able to see the
manual payment option they can click

[MiraPatil]

Hello @RicardoKEDGE 

Please take a look with this app: https://apps.shopify.com/payfy-conditional-payments

It has easy way to restrict payment method by customer tag.

1) in the app create a rule

2) and set a rule like below screenshot:

choose does not contain if you want to hide payment method if customer has not tag.

I hope this helps you.