Restricting payment method based on customer tag/email

[LionNZCJ]

I need to restrict a payment method to only customers with a certain tag or even by a list of customer emails.

We are a wholesale store that offers credit accounts to approved customers. Currently anyone can select the ‘1 Month Credit’ option at checkout whether they are approved or not. We have been monitoring this manually which has worked for the most part but some have slipped through. We’ve considered upgrading to Shopify Plus but I don’t think I can quite justify it just yet and I really need a solution asap.

Does anyone have a solution for this? Open to using an app with a small charge or editing code if necessary, any input is appreciated

[Kalaubre]

I contacted Shopify Support about this and they said “there is no solution, try contacting a Shopify Expert.” There are other threads about this dating back multiple years and no changes have been made. They said the best way to get our voices heard it to contact Shopify support so they can escalate the request to their dev team (which I don’t believe exists since Shopify lacks so many basic features)

[MiraPatil]

Hello @LionNZCJ

Yes, It is now possible with APP: Payfy: Control Payment methods.

See, below steps to setup payment method hide for specific customer tags.

1. Create customizations:

2. set payment method names, and rule with customer tag.

Using this app you can hide payment methods using many conditions, like cart total, address, customer tag, etc…

Also possible to rename payment method or re-order payment methods at checkout without having PLUS.

Yes, it works with any Shopify plan.

i hope this works for you.

NOTE: correctly does not support draft orders.

[AlexHeard]

Monitoring manually this type of thing takes time and yes, sometimes you will miss few orders too. Luckily, now there is an affordable solution to overcome this problem.

You can restrict 1 Month Credit option at the checkout page based on customer tag by using PayRules: Hide Payment Methods app. Suppose your tag name is Wholesale and you want that only the customers tagged with Wholesale can see the 1 Month Credit option at checkout. Here is how you can do it:

1. Write 1 Month Credit in the Additional payment methods field.
2. Select Hide if not found and write Wholesale in the Customer tags field options like the screenshot below.

Now only your wholesale customers can use the 1 Month Credit option at checkout. I hope it helps. Thanks.

[bonyecommerce]

Hello there,

Now you can try with Bony Checkout Rules & COD . After you installed, please follow these steps:

1. On the home page, please click “Create a payment rule” to navigate to payment rule page

2. On the payment rule page, please follow the image below to setup:

Hope this help!