How do I setup Customer Specific Payment Methods?

• Overview
• The Setup

Overview

This article explains how to configure and assign a custom payment method to specific customers. This is useful when you want to offer methods such as Purchase Order only to customers who have been approved to use them.

The Setup

1. Create the custom payment method.

   Go to Settings > Payments > Custom Payment Types. Then, click New" in the top right corner. 

   Note: Make sure the Admin Only box remains unchecked.

    

2. Mark the custom payment method as inactive.

   Navigate to Settings > Payments > General and mark the method as inactive.

   This is required — if the method is active for the whole store, it cannot be assigned to specific customers.

   

    

3. Assign the custom payment method to a customer.

   Open the customer record and enable the payment method under:
   Customers > Edit Customer > Payments and Taxes.

   

Summary

By creating a custom payment method, marking it inactive for the store, and enabling it per customer, you can offer special payment options only to customers who are approved to use them. This ensures better control and flexibility over your store’s custom payment options.