Hide Resolve from non-B2B Customers in Shopify Checkout
The following guide details how to conditionally display the net terms payment method in Shopify Checkout.
Overview
Shopify payment customizations allow store owners to conditionally hide or show various payment methods based on customer tags, cart totals, and various other parameters. If you're managing a unified B2C and B2B storefront, then it's likely that you might only want approved B2B customers from seeing the 'Pay with net terms' payment method at checkout.
In this guide, we'll be using Shopify Apps to conditionally display Resolve at checkout. It's also possible to create a Shopify Function to replicate similar logic as detailed here.
Requirements
We'll be using Payfy for this guide, however there are numerous Shopify Apps that can achieve a similar result.
Before following the steps in this guide, ensure you've completed the following steps:
Installed and configured the Resolve Shopify App as detailed here
Installed the Payfy App from the Shopify App Store
Instructions
1. Select Payment Customization Rule Set
Select the Payfy app from the "Apps" section on the Shopify dashboard.
Select Create Payment Customization.
From the options shown, select Create Customization under Hide - Rule Set 2.
Create a name for your rule and select Create.
2. Configure Payment Customization
Once you've selected the correct rule set, create the payment customization with the following parameters.
Enter Payment Method
Select Exact (Non Case) and enter "Pay with net terms" in the Payment Method text field.
Select Default hide? to hide the payment method until the customer enters their email.
Payment Rules
Select All Below.
From the Rule Type dropdown, select Customer tags and Does not contains.
Enter "B2B" in the text field.
Select Create
3. Test the Payment Customization Rule
Navigate to Customers in your Shopify dashboard and select or create a new customer.
In the Tags section, add a "B2B" tag.
Navigate to your checkout page, enter the customer's email for the B2B account that was recently modified or created. You should be able to see the "Pay with net terms" payment method.
Enter a new email in the email field and select a different field in the checkout, the "Pay with net terms" payment method will now be hidden in Shopify Checkout.
4. Update Shopify Customers
If B2B customers are missing the "B2B" tag, then they will not be able to select the Resolve payment method at checkout.
Ensure the payment customization is Active and update your customers in Shopify with the "B2B" tag to ensure they can checkout with Resolve. Shopify allows you to bulk edit customer records to speed up this process.
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