B2B Payment Rules on Shopify
B2B customers need different payment options (invoicing, net terms, purchase orders) that retail customers should never see. Shopify has no built-in way to conditionally show payment methods based on customer type.
How Payflow solves this
- Show invoice or net-terms payment only for customers tagged 'wholesale' or with a B2B company
- Works with native B2B conditions or customer tags — on all Shopify plans
- Hide COD for B2B accounts where it's not appropriate
Setup
- 1
Create customization > Hide payment methods.
- 2
Add Customer is B2B → Is false, or Customer tag → Is not any of →
wholesale. This hides the method for non-B2B customers. - 3
Target the B2B-only method: Pre-defined or Text contains → e.g.
Bank Transfer. - 4
Active, Save, and verify at checkout.
Set this up in minutes
Payflow is free to install. No theme edits. No code. Built for Shopify certified.
Install free on Shopify- Free to install
- 50+ conditions
- Built for Shopify certified
- No theme edits required