Configure Payment Profile

Open Stores > Configuration > MageB2B > Payment Profile at the scope you intend to change.

Enable

When disabled, Payment Profile does not filter payment-method availability. Magento and each payment integration continue to apply their normal rules.

Hide all payment methods when no allowed method is resolved

• Yes: if profile evaluation produces no allowed payment method, every payment method is hidden.
• No: if profile evaluation produces no allowed payment method, Magento's normally available methods remain visible.

An empty result can mean that no profile matched, a matching profile contains no payment methods, or two applicable restrictions have no method in common. Use Yes only after testing each intended checkout audience and website. Otherwise, a missing assignment or configuration gap can leave the buyer unable to pay.

For an incremental rollout, use No, begin with one customer group and test both matching and non-matching carts. Change to strict no-match behavior only if that is the deliberate business policy.

Scope

The settings can be scoped, while each payment profile itself belongs to one website. Always test in the website where the profile was created.

Before launch

• Confirm the underlying payment methods are enabled and work without Payment Profile.
• Build a matrix of website, customer group, cart condition and expected methods.
• Use unique priorities.
• Include exact boundary tests for amount and quantity conditions.
• Test a customer with no matching profile.
• Test a virtual quote if the store sells virtual products, because its billing address is used for conditions.

Continue with Create the First Profile.