How to hide payment methods from wholesale customers
Process Wholesale can hide specific payment methods from wholesale customers (B2B customers) at checkout, for example a cash on delivery option you do not want to offer on large orders. You type the name of each payment method in the Process Wholesale app under Settings > Checkout rules > Hide payment methods. The name must match the payment method's name at checkout exactly, including capitalization. The rule applies only to logged-in customers tagged B2B and needs the Enterprise or Professional plan.
At a glance
- Plan: Enterprise or Professional
- Where: Process Wholesale > Settings > Checkout rules > Hide payment methods
- Applies to: Logged-in customers with the
B2Bcustomer tag. Retail customers, guests and pending customers see every payment method. - Matching: Exact name, case-sensitive
- Default: Off, no names
Steps to hide payment methods#
- Start a test checkout on your store and write down the payment method's name exactly as checkout shows it, including capital letters, spaces and punctuation.
- In Shopify admin, open the Process Wholesale app.
- Select Settings, then select Checkout rules in the list on the left.
- In the Hide payment methods card, check Hide specific payment methods from B2B customers.
- Click in the field "Enter payment methods name then press 'enter' (must be exact)", type the name and press Enter. The name appears below the field as a tag. There is no add button: Enter adds the name.
- Repeat for each payment method to hide.
- Select Save.
To remove a name, select the x on its tag and select Save. To stop hiding all methods, clear the checkbox and select Save; the names stay in the list for later.
Video walkthrough: How to set up a MOQ, minimum order amount, and hide payment methods (4 minutes) shows these settings in the app.
What wholesale customers see#
A logged-in wholesale customer does not see the hidden payment methods in Shopify checkout. No message is shown; the method is not in the list. Every other payment method stays available. Customers who are not tagged B2B see all payment methods as usual.
How names are matched#
Process Wholesale hides a payment method when its name at checkout is identical to a name in your list. Spaces at the start and end of what you type are removed. Everything else must match.
The payment method names in the table and the example are illustrations only. Your checkout may name its methods differently: always copy the name exactly as your own checkout shows it.
| Name in your list | Payment method at checkout | Hidden for wholesale customers? |
|---|---|---|
Cash on Delivery (COD) |
Cash on Delivery (COD) | Yes |
cash on delivery (cod) |
Cash on Delivery (COD) | No, capitalization differs |
Cash on Delivery |
Cash on Delivery (COD) | No, the name is incomplete |
Bank Deposit |
Bank Deposit | Yes |
Example. Suppose your checkout shows methods named "Cash on Delivery (COD)" and "Bank Deposit", and your list is Cash on Delivery (COD) and Bank Deposit. A wholesale customer sees every payment method except those two. A retail customer sees all of them.
How to test the setting#
- Save the setting.
- Log in on the storefront as a customer with the
B2Btag, add a product and go to checkout. The listed methods should be missing. - Log out, or log in as a customer without the tag, and repeat. All methods should appear.
If a method still shows for the wholesale customer, compare its name at checkout with your entry character by character.
Limits and things to know#
- Hide only. The setting hides methods from wholesale customers. It cannot show a payment method only to wholesale customers or hide one from retail customers.
- Exact names. Partial names and different capitalization do not match.
- Only customers tagged
B2B. Pending customers taggedB2B_Registeration, guests and retail customers are not affected. - No duplicate check. The field accepts the same name twice. Remove duplicates with the x on the tag.
- The plan is Enterprise or Professional. On Starter the controls are disabled and show Upgrade to Enterprise.
- Payment terms are separate. To let wholesale customers pay later, use net payment terms in Quick Buy.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| The method still shows for a wholesale customer | The name does not match exactly | Copy the name from checkout, including capitalization, add it again and select Save. |
| The method still shows for a wholesale customer | The customer is not logged in or lacks the B2B tag |
Log in as a customer with the B2B tag and test again. |
| The method still shows for everyone | Hide specific payment methods from B2B customers is not checked, or the change was not saved | Check the box and select Save. |
| A method is missing for a wholesale customer that should see it | Its name is in the list | Remove the name with the x and select Save. |
| The field is greyed out | The checkbox is off, or the plan is not Enterprise or Professional | Check the box, or upgrade under Plan. |
Frequently asked questions#
Is the payment method name case sensitive?#
Yes. For example, cash on delivery (cod) does not hide a method named "Cash on Delivery (COD)". Type the name exactly as your own checkout shows it.
Does hiding a payment method affect retail customers?#
No. Process Wholesale hides the listed methods only for logged-in customers with the B2B tag. Retail customers and guests see every method.
Can I show a payment method only to wholesale customers?#
No. The setting only hides methods from wholesale customers. It has no option to hide a method from retail customers.
How do I find the exact name of a payment method?#
Start a test checkout on your store and read the name in the payment section, then type it exactly into the field and press Enter.