{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-guides/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Hide Resolve from non-B2B Customers in Shopify Checkout","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"hide-resolve-from-non-b2b-customers-in-shopify-checkout","__idx":0},"children":["Hide Resolve from non-B2B Customers in Shopify Checkout"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The following guide details how to conditionally display the net terms payment method in Shopify Checkout."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"overview","__idx":1},"children":["Overview"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Shopify payment customizations allow store owners to conditionally hide or show various payment methods based on customer tags, cart totals, and various other parameters. If you're managing a unified B2C and B2B storefront, then it's likely that you might only want approved B2B customers from seeing the 'Pay with net terms' payment method at checkout."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["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 ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://shopify.dev/docs/apps/build/checkout/payments"},"children":["here"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"requirements","__idx":2},"children":["Requirements"]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," We'll be using Payfy for this guide, however there are numerous Shopify Apps that can achieve a similar result."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before following the steps in this guide, ensure you've completed the following steps:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Installed and configured the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"/guides/shopify"},"children":["Resolve Shopify App"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Installed the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://apps.shopify.com/payfy-conditional-payments"},"children":["Payfy App"]}," from the Shopify App Store"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"instructions","__idx":3},"children":["Instructions"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"1-select-payment-customization-rule-set","__idx":4},"children":["1. Select Payment Customization Rule Set"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payfy"]}," app from the \"Apps\" section on the Shopify dashboard."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create Payment Customization"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the options shown, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create Customization"]}," under ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Hide - Rule Set 2"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Create a name for your rule and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/shopify-hide-step-1-ruleset.d5cd6eafcc72013c4dffa717cf39c97cd138f231deda76ff1c6437cd48126d5b.9bb1daa4.png","alt":"Select Rule Set 2"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"2-configure-payment-customization","__idx":5},"children":["2. Configure Payment Customization"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once you've selected the correct rule set, create the payment customization with the following parameters."]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter Payment Method",{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select Exact ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["(Non Case)"]}," and enter \"Pay with net terms\" in the Payment Method text field."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Default hide?"]}," to hide the payment method until the customer enters their email."]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Payment Rules",{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["All Below"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the Rule Type dropdown, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Customer tags"]}," and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Does not contains"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter \"B2B\" in the text field."]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/shopify-hide-step-2-payment-customization.eba3470cc811ec21d97a216421516841adcaa74c9066ce5b67bc22550a785eda.9bb1daa4.png","alt":"Payment Customization Settings"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"3-test-the-payment-customization-rule","__idx":6},"children":["3. Test the Payment Customization Rule"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Navigate to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Customers"]}," in your Shopify dashboard and select or create a new customer."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Tags"]}," section, add a \"B2B\" tag."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Navigate to your checkout page, enter the customer's email for the B2B account that was recently modified or created. You should be able to see the \"Pay with net terms\" payment method."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["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."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/shopify-hide-step-3-verify.f80470bb1f5d1dbdcb60c000583d3a57e8a1051ed41686aa7228b0a5f937cdaa.9bb1daa4.png","alt":"Pay with net terms will be hidden for non-b2b customers"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"4-update-shopify-customers","__idx":7},"children":["4. Update Shopify Customers"]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Warning:"]}," If B2B customers are missing the \"B2B\" tag, then they will not be able to select the Resolve payment method at checkout."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Ensure the payment customization is ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Active"]}," and update your customers in Shopify with the \"B2B\" tag to ensure they can checkout with Resolve. Shopify allows you to ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://help.shopify.com/en/manual/shopify-admin/productivity-tools/bulk-editing"},"children":["bulk edit customer records"]}," to speed up this process."]}]},"headings":[{"value":"Hide Resolve from non-B2B Customers in Shopify Checkout","id":"hide-resolve-from-non-b2b-customers-in-shopify-checkout","depth":1},{"value":"Overview","id":"overview","depth":2},{"value":"Requirements","id":"requirements","depth":2},{"value":"Instructions","id":"instructions","depth":2},{"value":"1. Select Payment Customization Rule Set","id":"1-select-payment-customization-rule-set","depth":3},{"value":"2. Configure Payment Customization","id":"2-configure-payment-customization","depth":2},{"value":"3. Test the Payment Customization Rule","id":"3-test-the-payment-customization-rule","depth":2},{"value":"4. 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