Filter Existing B2B Payment Methods

Payment Profile can restrict an existing invoice, purchase-order or bank-transfer method to approved B2B customers. It does not create that method or define its due date.

Example

Assume the store already has working Bank Transfer and Purchase Order payment methods.

• Create Main Website - Wholesale Terms.
• Assign the Wholesale customer group.
• Select Bank Transfer and Purchase Order.
• Add a subtotal condition only if the business policy requires one.
• Give the profile a unique priority.

Create a separate profile for other customer groups if strict no-match behavior is enabled. Otherwise a customer without a match will have no payment method.

Terms such as Net 30 must be configured and enforced by the payment method, ERP or credit system that owns them. Payment Profile only decides whether the method may appear.