2.5 years after this post. I need this too.
Topic summary
Goal: Restrict payment methods by customer tag (e.g., show manual/bank transfer/Net 30 to trusted wholesale customers; hide for retail). Customer tags are labels on accounts; “manual payment” means bank transfer/invoice.
Platform status: Shopify staff confirmed it’s not natively possible to segment payment methods by customer tag; payment options are store‑wide. Several users note Shopify Plus can handle this but is prohibitively expensive (~$2,000/month). Demand for a built‑in solution is high.
Impact/workarounds: Merchants report operational headaches, fees (e.g., PayPal/Afterpay for wholesale), and hacks like abandoned carts and manual order entry. Developers/Experts can’t modify checkout at this level on standard plans.
Recent solutions (third‑party apps):
- Payfy – Conditional Payments: Create rules by customer tag (use “does not contain” to hide when no tag). Confirmed working; low cost (~$3.99/month). Enables B2B-only bank transfer while keeping full B2C methods. Screenshots provided.
- Extreme Checkout Customizer: Free; can hide payment methods based on tags.
- PayRules – Hide Payment Methods: Select methods and “Hide if found” for specified tags. Screenshot included.
Notes: One user reported conflicts with a wholesale pricing app; others use a bundle-based pricing setup.
Status: No native feature; effective app-based solutions exist. Thread remains open.