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Payment Restrictions

Description

Payment Restrictions for Magento 2 allows store owners to restrict payment choices of customers by shipping address, product attributes, store views, customer groups and more. Thanks to Aitoc Payment Restrictions extension, you will be able to fully control the use of in-store payment methods and improve efficiency.

You can adjust the payment process in accordance with your business needs and boost your Magento 2 store productivity with the Magento 2 limit payment method.

Key features:

  • Improve the payments management and Optimise your payment process
  • Use shipping info to restrict payment methods
  • Disable certain methods based on product and customer data
  • Each restriction rule applied for both Frontend or Backend Orders
  • Get rid of risks and close out payment issues

Find out how to install the Payment Restrictions for Magento 2 via Composer.

Note

All Aitoc extensions can be customised to fit particular business needs. If you have questions about any customization, please drop a message at [email protected]

Compatibility

Payment Restrictions module is compatible with the following Magento platforms:

Community Edition (Open Source) Enterprise Edition (Commerce) Cloud Edition
2.3.0 - 2.4.* 2.3.0 - 2.4.* 2.3.0 - 2.4.*

Installation

Installing module using zip file

  • Unzip and paste the extension file into your root Magento folder.
  • Connect to your server by SSH.
  • Go to your Magento root folder.
  • To install the extension, perform this command:
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy

Composer installation

If you haven't installed any Aitoc module before, in that case first you will need to add your Aitoc composer repository. Please go through the document to see how you can add composer repository.

To install the module, you will need to run following commands:

composer require aitoc/payment-restrictions
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy -f
  • To switch the extension on/off, perform these commands:
php bin/magento module:enable Aitoc_PaymentRestrictions
php bin/magento module:disable Aitoc_PaymentRestrictions
  • To update the module, use below command:
composer update aitoc/payment-restrictions

Configuration

General Settings

Before configuring the restrictions, be sure you’re at Admin Panel and please go to STORES → CONFIGURATION → AITOC EXTENSIONS → PAYMENT RESTRICTIONS → GENERAL SETTINGS.

Choose 'Yes' to enable Aitoc Payment Restrictions on. If 'No' - payment restrictions won't work despite the extension itself is enabled.

Also, you can go to ADMIN → AITOC → PAYMENT RESTRICTIONS → CONFIGURATION → GENERAL SETTING, for accessing the configuration.

Payment Restrictions Grid

Payment Restrictions are set up in SALES → PAYMENT RESTRICTIONS RULES and also ADMIN → AITOC → PAYMENT RESTRICTION RULES

Here all rules are displayed.

Also, on this handy grid you can find:

  • ID
  • Status
  • Priority
  • Name
  • Shipping Methods
  • Store Views
  • Customer Groups
  • Action

In the Action column, you can Edit payment restrictions.

Moreover, you can tick the restrictions in the Actions dropdown menu and Delete them or Change status to Active/Inactive.

Click to create a new restriction.

Payment Restriction Settings

General

With the Payment Restrictions extension, you can set up suitable payment conditions, in addition to managing access to the payment methods for different product parameters and customer groups.

Field Specification
Enabled (Status) Set the restriction as active or inactive.
Name Specify the name of the payment restriction, which will be used in the admin area. It is also displayed on the grid.
Description Fill in the description for the restriction.
Stores Select store or multiple stores at the same time. Only the products in the selected store will apply the rule.
Customer Groups Apply the rule to the customers of the selected group or multiple groups.
Priority Define the priority of the rule. The smaller the number is, the earlier the rule will be applied in comparison with others.
Stop Rule Processing If the system reaches a restriction with the Stop Further Rules Processing flag it will stop going through any lower priority restrictions. This allows you to make some restrictions exclusive.
From Date/To Date Choose the date/month/year to start/to end applying the restriction.

Payment and Area Settings

Here you can select payment methods which you need to ban. Also allow to apply a Payment Restriction in selected store areas (Backend & Frontend, Frontend, Backend).

Conditions

In this tab, set the conditions according to which the rule will be applied.

Click on the plus sign to see the dropdown list and choose a condition to add.

Condition tree - determines the conditions necessary to be met for the application of a rule. If no conditions are specified, the rule will be applicable to all products.

Warning

Please make sure that in the rule you have created, there are no conditions available where no value/option has been selected. If there will be any conditions available in the rule, the payment restriction rule won't work.

The conditions may include Product Attribute Combination, Products Subselection, Conditions Combination, Cart Attribute.

In addition, you have ability to Include Tax in Subtotal and Use Subtotal After Discount. Also, you can apply the rule to:

  • All orders. The rule will be triggered ignoring the backorder items in the cart.
  • Backorders only. The rule will be activated when there are only backorder items in the cart.
  • Non backorders. The rule will be activated when there are no backorder items in the cart.

Field Specification
Available Days Select the day or several days when the rule will be active.
Available Time From/Available Time To Indicate the time period during which the rule will apply.
Active if these Cart Price Rules are applied Make the rule active when the selected Cart Price rule is applied to the cart.
Inactive if these Cart Price Rules are applied Make the rule inactive when the selected Cart Price rule is applied to the cart.

Apply the rule depending on Cart Price Rules (It will override the condition above).

By clicking on 'Save' button you can:

Examples

THANK YOU FOR CHOOSING AITOC EXTENSIONS!