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How do I limit certain payment methods to certain user groups?

This article requires the Customer Groups addon from the Neto addon store.

  1. From the Neto dashboard, navigate to Setup & Tools > Payment Methods and select the payment method you want to edit.

  2. Scroll down to the User Groups section. Each customer user group has a switch. If it is blue, the payment method is available to that group. If it is grey, it is not available to that group. Click on the switch to toggle it.

  3. Save your changes.

  4. You can assign a customer to a user group from the customer’s card. To do this, go to Customers > View Customers and click on the customer you want to edit. Then select the User Group in the User Details section.

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Last Modified: 28/09/2017 Neto Version: 6.6