Payment methods for certain customers

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

Requirements: any Checkout Buddy plan, including Free. 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, click Create customization and choose Hide payment method.

3. Payment method name: invoice. Payment methods whose name contains this text are hidden, ignoring capitals.

4. Choose Apply only when rules pass, Rule Set 1, and add Customer tags, does not include, net30.

5. Save function. 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

• B2B only: use the rule 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 Rule 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. Don’t use is empty or is not empty here: they stop the whole function from working.
• Hide cash on delivery for large orders: Cart total is more than 500.

Things to know

• Guests have no tags. A customer must be logged in, or recognized by Shopify, for tag rules 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. 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.