Payment Profile Conditions

The Conditions section uses Magento's sales-rule condition builder. Conditions are evaluated against the quote's shipping address and items. A virtual quote uses its billing address instead.

Common practical conditions include:

• subtotal or total quantity thresholds
• shipping country or region
• shipping method
• product attributes available through Magento's rule conditions
• combinations using ALL or ANY

The available choices come from the Magento installation and its installed modules. Payment Profile does not add credit balance, payment history, risk score, customer lifetime value or order-count fields.

Build conditions safely

1. Start with one condition.
2. Test a value below, at and above its boundary.
3. Add a second condition only after the first behaves as expected.
4. Check both shippable and virtual quotes when address conditions are used.
5. Keep a written example of a matching and non-matching cart.

Conditions decide whether a profile matches. They do not perform actions such as setting payment terms or changing a customer's credit limit.