Configuration

Screenshot placeholder: payment profile system configuration File: ./_screenshots/configuration.png

System Configuration

Navigate to Stores >Configuration > MageB2B > Payment Profile to access the global settings.

General Settings

Enable

Path: payment_profile/general/enabled
Type: Yes/No
Default: Yes
Description: Master switch to enable/disable the entire extension

When disabled, all payment profiles are ignored and payment methods behave normally.

Skip Payment Profile When No Entry Matched

Path: payment_profile/general/disable_no_match
Type: Yes/No
Default: Yes
Description: Controls how profile filtering behaves when no profile matches the current customer/cart

Options:

Yes: Profile filtering is skipped when no profile matches
No: Filtering continues only with matched profile data

Use Cases:

Yes: Recommended for gradual rollout
No: Use only with fully tested profile coverage and a clear fallback strategy

Configuration Scope

All settings can be configured at different scopes:

Default Config: Global settings for all websites
Website: Override settings per website
Store View: Override settings per store view

Best Practices

Development Environment

Enable: Yes Skip on No Match: Yes

This allows testing profiles without affecting customers who don't match any profile.

Production Environment (Gradual Rollout)

Enable: Yes Skip on No Match: Yes

Start with specific profiles for certain customer groups, gradually expanding coverage.

Production Environment (Strict Control)

Enable: Yes Skip on No Match: No

Use only after validating all important customer/cart scenarios. In practice, a dedicated fallback profile is still recommended for predictable results.

Configuration Examples

Example 1: B2B Store with Fallback

Enable: Yes Skip on No Match: Yes

Create profiles for:

B2B customers → Invoice, Bank Transfer
VIP customers → All methods + Net 30
(No profile for retail) → All standard methods

Example 2: Strict Multi-Region Store

Enable: Yes Skip on No Match: No

Create profiles for:

EU customers → SEPA, Credit Card
US customers → ACH, Credit Card
APAC customers → Local methods, Credit Card
Default profile (priority 999) → Credit Card only

Example 3: Development/Testing

Enable: Yes (on staging website only) Skip on No Match: Yes

Test profiles on staging website without affecting production.

Clearing Cache

After changing configuration:

php bin/magento cache:flush # or php bin/magento cache:clean config

Troubleshooting Configuration

Extension Not Working

Verify Enable is set to "Yes"
Clear cache
Verify module is enabled: php bin/magento module:status

All Payment Methods Hidden

Check Skip on No Match setting
Verify at least one profile matches the customer
Check profile conditions are not too restrictive
Review priority order - higher priority profiles may be applied first

Configuration Not Saving

Check for JavaScript errors in browser console
Clear browser cache
Retry save in a fresh admin session