How do I setup Customer Specific Payment Methods?

Follow

You can use the customer editor to allow custom payment methods for specific customers.    This can be used to enable methods like "Purchase Order" only for customers who are approved to use them.  

 

1.  Create the custom payment method.  

Settings > Payments & Taxes > Custom Payment Types  

Note: The "Admin Only" box should remain unchecked.

2. Mark the custom payment method inactive under  Settings > Payments & Taxes > General.  
(If the method is Active for the whole store then you will not be able to assign to specific customers.)  

 

3.  Pull up the customer record you want to assign the custom method to and check the enable box. People > Customers

Have more questions? Submit a request

Comments

  • Avatar
    Madhavan Narasimhan

    Can the same thing be done using API?

  • Avatar
    Austin Smith

    Yes! This can be done using the `store_payment_methods_enabled` field on the `/api/v1/customers` endpoint.

    --Austin
    SPOS Support