Customer Group Assignment

Assign payment profiles to one or more customer groups.

Screenshot placeholder: payment profile edit form with customer groups and allowed methods File: ./_screenshots/customer-group-assignment.png

Overview

Customer group assignment is the primary way to roll out payment rules at scale. Instead of assigning customers one by one, you configure one profile for an entire segment.

Configuration

Customers >Payment Profiles > Edit Profile

1. Open or create a profile
2. In Customer Groups, select the groups that should use this profile
3. Save the profile

Notes:

• Group selection is explicit (multi-select).
• You can include NOT LOGGED IN to cover guest checkout.

Examples

B2B Invoice Profile

• Groups: Wholesale, Distributor
• Methods: Purchase Order, Invoice, Bank Transfer

Retail Secure Profile

• Groups: General, NOT LOGGED IN
• Methods: Credit Card, PayPal

Priority and Group Assignment

If multiple profiles can match the same customer/cart, the profile with the higher priority (lower number) is evaluated first. Keep priorities unique and predictable.

Related

• Individual Customer Assignment
• Priority System