Payment Profiles Documentation

Welcome to the Payment Profiles extension documentation. This extension allows you to restrict payment methods based on customer groups, individual customers, and sophisticated cart/customer conditions.

Quick Links

Getting Started

• Installation & Setup
• Configuration
• First Profile

Features

• Rule-Based Restrictions
• Customer Group Assignment
• Individual Customer Assignment
• Priority System
• Condition Builder
• Website Scope

Use Cases

• B2B Payment Terms
• Credit Limit Control
• Regional Payment Methods
• VIP Customer Benefits
• Risk Management

Troubleshooting

• Common Issues
• Debugging

Overview

The Payment Profiles extension gives you complete control over which payment methods are available during checkout. Create sophisticated rules based on:

• Customer Groups: Assign different payment methods to wholesale, retail, VIP customers
• Individual Customers: Override group rules for specific customers
• Cart Conditions: Restrict based on subtotal, quantity, product categories
• Customer Context: Filter by available customer, address, and cart-related conditions
• Priority System: Control rule evaluation order with priority-based processing
• Website Scope: Configure different profiles per website in multi-store setups
• Admin Operations: Manage profiles in grid view with available mass actions

Key Concepts

Payment Profiles

A payment profile defines which payment methods are available and under what conditions. Each profile contains:

• Name and priority
• Website scope
• Customer group assignments
• Individual customer assignments
• Payment method selections
• Condition rules (optional)

Priority System

When multiple profiles match a customer/cart, the profile with the lowest priority number wins. This ensures predictable behavior when rules overlap.

Intersection Logic

The extension intelligently combines:

• Rule-based methods: From condition matching
• Explicit assignments: From customer/group assignments

When both exist, only methods satisfying both criteria are shown.

Common Scenarios

B2B Store

Restrict invoice/purchase order payments to verified wholesale customers while retail customers see only credit card and PayPal.

Multi-Region Store

Show SEPA for EU customers, ACH for US customers, and local payment methods for each region.

High-Value Orders

Disable cash on delivery for orders over €1000, requiring secure payment methods.

VIP Customers

Provide exclusive payment terms (Net 30, Net 60) to premium customers.