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Checkout Buddy Help

Payment methods for certain customers

What you’ll build: a “Pay by invoice” payment method that only customers tagged net30 can see.

Requirements: Free, Deals & Rules, or Buddy. Works on every Shopify plan.

  1. Set up the payment method in Shopify admin first (Settings → Payments), for example a manual payment method called “Pay by invoice”.

  2. In Checkout Buddy, on the Checkout rules tab, click Create customization, choose Payment methods, then Hide payment method.

  3. Payment method name: invoice. The first payment method whose name contains this text is hidden, ignoring capitals.

  4. Choose Apply only when conditions pass, Condition set 1, and add Customer tags, does not include, net30.

  5. Save. It’s live immediately.

  6. Test it logged in as a tagged customer (you see the method) and as a guest (you don’t).

Variations

Section titled “Variations”
  • B2B only: use the condition B2B customer does not exist instead of customer tags.
  • Hide a method from B2B buyers: B2B customer exists.
  • Several tags: enter them comma-separated, for example net30, net60. does not include hides the method unless the customer has one of them.
  • By company location: create the function with Condition set 2 and use Company location metafield, for example namespace custom, key payment_terms, is not equal to invoice. This hides the method for company locations with a different value. Locations without the metafield, and buyers who aren’t B2B, still see it. is empty and is not empty aren’t offered here, because the function can’t read them.
  • Hide cash on delivery for large orders: Payment method name Cash on Delivery with Cart subtotal is more than 500. The Hide cash on delivery over $500 template, under Templates, opens it filled in.
  • Hide card payments for companies: the Hide card payments for companies template, under Templates → Wholesale.

Things to know

Section titled “Things to know”
  • Guests have no tags. A customer must be logged in, or recognized by Shopify, for tag conditions to see their tags. With does not include, guests never see the hidden method.
  • Each setting hides one method. If your text matches two payment methods, only the first is hidden. Tick Hide every matching payment method, or add a setting per method.
  • Tags are matched as whole tags, ignoring capitals: net30 doesn’t match net300.
  • See payment method functions for all options.