User guide

How to use the Payment Method Rules extension for Magento?

Name: Payment Method Rules
Brand: Wyomind
SKU: PMR
Price: 145 EUR
Availability: InStock
Rating: 5 (2 reviews)

The Payment Method Rules extension allows you to define which payment methods must be enabled in the checkout depending on simple rules. These rules can be defined according to the shipping methods, the customer groups, and the store views.

The extension is very simple to use and can be adapted to many cases. Thanks to a very intuitive interface, as well as to log files, you'll be able to quickly create and check your payment method rules.

Moreover, Payment Method Rules is fully compatible with Pickup@store. For example, you could define a different payment method for each point of sale.

STEP 1: Configure the extension

To enable the Payment Method Rules extension, go to:
STORESSETTINGSConfigurationWyomindPayment Method Rules

Settings

When the Payment Method Rules extension is enabled, you can also activate the payment method rules journal.

STEP 2: Create your rules

To create your own rules, go to:
STORESPayment Method RulesMANAGE RULES

All your payment method rules will be listed in the grid.

You can create a rule by clicking on Add a new rule.

Configuration

In the Configuration tab, configure:

Name
Fill in a title for your rule. This is internal, for you to differentiate your methods.
Status
You can enable or disable the rule whenever you want.
Position
Define the position among other rules. Note that a rule with a low position will be checked first.
Payment Method
Select one or more payment methods.

Note that all the payment methods displayed are the ones enabled in your store.

Conditions

In the Conditions tab, you have so many possibilities to create the rule you want.

Store View
Select the store view(s) targeted for that rule.
Customer Group
Select the customer group(s) targeted for that rule. You could select Wholesale and allow the Bank transfer payments only.
Shipping Method
Select the shipping method(s) targeted for that rule. You could define a payment method rule for each point of sale if you're using Pickup@Store.

STEP 3: Test your rules

You can test your payment method rules in the checkout where will be displayed the allowed payment methods depending on the settings of the rule.

You can also use the Testing tool from:
STORESSETTINGSConfigurationWyomindPayment Method Rules

Testing Tool

The testing tool will help you to check what payment method rules are allowed.

To test your Payment Method Rule:

Select:
a store view
a customer group
a shipping method
Click on Go

The list of allowed Payment Methods is displayed.

For example:

Here is what is displayed when there is no payment rule allowed:

STEP 4: Check your rules

You can easily check your rules when creating an order from your Magento frontend or backend.

For example, 2 rules are defined, and both target all customer groups and store views:

Flat: for Fixed and Table Rate shipping methods
The Check/Money order payment method is enabled.
Pickup method: for all pickup methods
The Cash On Delivery payment method is enabled.

Frontend

When ordering and choosing the Fixed shipping method, the payment method will be Check/Money order.

Backend

When creating an order from the Magento backend and choosing the Store Pickup shipping method, the payment method will be Cash On Delivery.

Quickly and easily define which payment methods must be enabled in the checkout of Magento^® 2 depending on simple rules!

Rules can be defined according to the shipping and payment methods, the customer groups, and the store views.

Lifetime license
12 months support & upgrade
60 days money-back guarantee
Extensible source code
Unlimited test domains
Free composer access
Marketplace approved

Want to know more?

Allow payment methods using basic filters

Filter payment methods by store view

Filter payment methods by customer group

Filter payment methods by shipping method

Quickly check your payment methods

Intuitive grid
All your payment method rules will be listed in the grid.

Understandable log file
Easily activate the payment method rules journal.

Do you want to know more?

Play with our demo

Get in touch with us

Explore our user guide

This extension can be used in combination with: Pickup@Store

Pickup@Store
Offer your customers the best of both worlds: Buy Online, Pickup in Store

Define specific payment methods for each store pickup point.

Are you interested in Pickup@Store?

See More details

Check the demo

Freqently Asked Questions

Pre-sales informations

Magento^® Open Source vs Magento^® Commerce vs Magento^® Commerce Cloud

Magento offers three variations of its product.

As their names have changed over the past few years, here is a recap:

Magento Open Source: previously Magento Community Edition (CE), is a free and non-hosted e-commerce platform.
Magento Commerce: previously Magento Enterprise (EE), is the paid version of Magento and offers support services.
Magento Commerce Cloud: is the paid version of Magento and offers support and hosting services.

License and domains

License validity

A license is valid for an unlimited period of time on one single installation

If you're using more than one installation, you will have to buy a separate license for each instance.
if you're running several domains on a same installation, you will need only one license for all of them.

Although your license doesn’t have a limited period of validity, your Support & Upgrade period does. By purchasing a module, you’ll be granted a 12-month support period for free. Passed this period, you will have to pay for a new one (see FAQ: Extend your Support period)

Domains pre-registration

You can pre-register your live domain to your license in advance.

Thanks to this option, you'll be able to get the module ready to use on your domain before it goes live.

To pre-register your production domain:

Go to:
mY accountLicenses & DOwnloads
Click on the Settings icon next to the module you want your domain to pre-register on.
Click on the link at the bottom of the page saying:
Do you want to pre-register your domain in order to be ready to go live?
Finally, enter your domain name and click on pre-register now .

Attention, this doesn't mean your license is activated. You'll still have to activate it on your new domain when the module is installed.

Testing environments

One license is valid for an unlimited period of time on one installation only. However, it is possible to extend or transfer your license in 2 cases:

If you would like to add your testing environments to your license.
In that case, it is possible to extend your license to an unlimited number of domains for free.
For mywebsite-staging.com or mywebsite-dev.com
If you want to transfer your license to another live domain.
In that case, the Support & Upgrade period for your license must still be active.

To be able to use Payment Method Rules on both your production and testing environments, follow the instructions below:

Download Payment Method Rules.
(see FAQ: Extensions download)
Install Payment Method Rules on your environment.
(see FAQ: Modules installation in Magento or in WooCommerce)
Activate the license.
(see FAQ: Licenses activation in Magento or in WooCommerce)

Also, if you are managing a large amount of domains, please contact us so that we can automatically whitelist these domains.

Modules versioning and download

Extensions download

In order to download Payment Method Rules, log into your Wyomind account:

Go to:
my accountLicenses & downloads
Click on the settings icon next to Payment Method Rules.

A new window opens.
Click on the download icon.

Only the latest extension version released within your Support & Upgrade period is available. In order to get the very latest extension version make sure your Support & Upgrade plan is up to date.

Modules upgrade

When purchasing a module from wyomind.com, you benefit from 12 months of upgrade. Within this period you can at any time download the latest version of the module directly from your account.

To upgrade Payment Method Rules, follow the steps below:

Go to:
my accountLicenses & Downloads
Click on the settings icon next to Payment Method Rules.
Click on the download icon.
Install the new version of Payment Method Rules in your Magento admin or your WooCommerce back-office.

Modules Installation/Uninstallation

Extensions manual installation

You can install Payment Method Rules manually.

Download Payment Method Rules (zip file) on:
mY ACCOUNTLicenses & Downloads

Refer to the FAQ: Extensions download
Once Payment Method Rules is downloaded, open the folder and unzip it.
Copy the content of the unzipped folder and paste all files and directories in your Magento 2 root directory.

In your Command Line Interface, execute:

bin/magento setup:upgrade

If you are using a production mode, execute also:

bin/magento setup:static-content:deploy

bin/magento setup:di:compile

Extensions installation via Composer

You can install Payment Method Rules using Composer software in two cases:

if you purchased Payment Method Rules on Magento Marketplace.
if you purchased Payment Method Rules on Wyomind.com AND requested access to our repository:
repo.wyomind.com

Add to your composer configuration our repository:

composer config repositories.wyomind composer https://repo.wyomind.com

Execute Composer command:

composer require wyomind/paymentmethodrules

Then go in your Command Line Interface and execute:
```
bin/magento setup:upgrade 
```

If you are using a production mode, also execute:

bin/magento setup:static-content:deploy

bin/magento setup:di:compile

Extensions uninstallation

To uninstall Payment Method Rules, start with disabling the extension running the following command:

bin/magento module:disable Wyomind_PaymentMethodRules

Then, you have 2 ways to uninstall the extension depending on how the extension has been previously installed:

Manual installation

Run the paymentmethodrules-uninstall.sh file (you can find it in the extension zip folder) from your Magento root directory:
```
sh paymentmethodrules-uninstall.sh
```
Installation via Composer

Run the below command line:
```
composer remove wyomind/paymentmethodrules
```

Once the uninstallation is over, refresh your cache and enable the compiler back again (if you use it).

Extensions installation via Web Setup Wizard

You can install Payment Method Rules via Web Setup Wizard if you purchased it from Magento Marketplace only.

To know how to proceed, all steps are described in the link below:
http://docs.magento.com/m2/ce/user_guide/system/component-manager.html

Next step is to activate your license:
Extension activation

Modules activation

Extensions activation from the back-office of Magento^®

Once Payment Method Rules is installed, you have to activate the license. For previous versions, you can activate the license from your back-office:

Go to your Magento admin panel. A message pops up at the top of the page.
If the message doesn't appear then you must check that:

1. The Adminhtml_Notifications and Wyomind_Core modules are well enabled.
2. The HTML output of the Adminhtml_Notifications and Wyomind_Core modules are not disabled in:
storesconfigurationadvanced advanced
3. The encryption key well exists in app/etc/env.php:
```
<?php
 return array(
 'backend' => array(
 'frontName' => 'admin'
 ),
 'crypt' => array(
 'key' => '1e8f3c6772b7a6a6689c3c8cefa4ccf0'
 ),
 /* ... */
 )
?>
```
Copy your activation key in:
StoresConfigurationWyomind Your extension

You can find your activation key in 2 different places:
- In the confirmation email that you received after purchasing Payment Method Rules.
- In your Wyomind account:My account Licenses & downloads
Select Payment Method Rules and click on .

A new page opens where you'll find your activation key (see below).
In your Magento admin go to:
StoresConfigurationWyomind Your extension

Paste the activation key in the Activation Key field and choose between the automatic (yes) or the manual (no) activation method:
- By choosing Yes, the connection to Wyomind license server will be automatic.
- By choosing No, you will have to log on to Wyomind license server yourself.
Click on Save config .
A message appears at the top of your admin panel. Click on that link:
Activate it now!
Copy and paste the license code in the License code field from your admin or simply click on Activate now!
Finally, refresh your cache, log out and log in back straight after, to complete the installation.

When the extension includes other modules, repeat the steps described above for each one, using the corresponding activation keys (each module has its own activation key).

Add another domain to your license

To activate the license on another domain (test, staging...):

Once the extension is installed on the new domain, copy your activation key in:
StoresConfigurationWyomind Your extension
After having saved the configuration, a notification appears. Click on Add this domain to my license.
A transfer request will then be sent to our team within an hour.
Once the request is taken care of, you will receive a confirmation email.
If your transfer request is accepted, you can use Payment Method Rules on both environments at the same time.

Note that the order in which you activate your license on your domains does not matter. You can start with your staging/dev/local environment or with your live domain, the process will be the same.

Also, if you have loads of staging domains, or if you are an agency managing load of domains for your customers, please contact us so that we can automatically whitelist these domains.

Extensions activation from the CLI

Once Payment Method Rules is installed, you have to activate the license.

For this, you can use the below command line (change the Activation key with the corresponding value):

bin/magento wyomind:license:activate Wyomind_PaymentMethodRules <YOUR_ACTIVATION_KEY>

To retrieve the list of all the available modules as well as the licenses status, please use:

bin/magento wyomind:license:status

Among the different status, you can find:

registered = your license is registered
pending = you need to run the activation command line
invalidated = the license has been invalidated due to a wrong activation key or a license infringement

To activate several licenses at the same time, use:

bin/magento wyomind:license:activate \
Wyomind_Extension1,Wyomind_Extension2 \
ACTIVATION_KEY_1,ACTIVATION_KEY_2

or:

bin/magento wyomind:license:activate \
Extension1,Extension2 \
ACTIVATION_KEY_1,ACTIVATION_KEY_2

Check how to add another domain to your license.

Magento 2 Compatibility

Magento 2^® Open Source

2.0
2.0
2.0.1
2.0.1
2.0.2
2.0.2
2.0.3
2.0.3
2.0.4
2.0.4
2.0.5
2.0.5
2.0.6
2.0.6
2.0.7
2.0.7
2.0.8
2.0.8
2.0.9
2.0.9
2.0.10
2.0.10
2.0.11
2.0.11
2.0.12
2.0.12
2.0.13
2.0.13
2.0.14
2.0.14
2.0.15
2.0.15
2.0.16
2.0.16
2.0.17
2.0.17
2.0.18
2.0.18
2.1
2.1
2.1.1
2.1.1
2.1.2
2.1.2
2.1.3
2.1.3
2.1.4
2.1.4
2.1.5
2.1.5
2.1.6
2.1.6
2.1.7
2.1.7
2.1.8
2.1.8
2.1.9
2.1.9
2.1.10
2.1.10
2.1.11
2.1.11
2.1.12
2.1.12
2.1.13
2.1.13
2.1.14
2.1.14
2.1.15
2.1.15
2.1.16
2.1.16
2.1.17
2.1.17
2.1.18
2.1.18
2.2
2.2
2.2.1
2.2.1
2.2.2
2.2.2
2.2.3
2.2.3
2.2.4
2.2.4
2.2.5
2.2.5
2.2.6
2.2.6
2.2.7
2.2.7
2.2.8
2.2.8
2.2.9
2.2.9
2.2.10
2.2.10
2.2.11
2.2.11
2.3
2.3
2.3.1
2.3.1
2.3.2
2.3.2
2.3.3
2.3.3
2.3.4
2.3.4
2.3.5
2.3.5
2.3.6
2.3.6
2.3.7
2.3.7
2.4
2.4
2.4.1
2.4.1
2.4.2
2.4.2
2.4.3
2.4.3
2.4.4
2.4.4
2.4.5
2.4.6
2.4.7

Magento 2^® Adobe Commerce

2.0
2.0
2.0.1
2.0.1
2.0.2
2.0.2
2.0.3
2.0.3
2.0.4
2.0.4
2.0.5
2.0.5
2.0.6
2.0.6
2.0.7
2.0.7
2.0.8
2.0.8
2.0.9
2.0.9
2.0.10
2.0.10
2.0.11
2.0.11
2.0.12
2.0.12
2.0.13
2.0.13
2.0.14
2.0.14
2.0.15
2.0.15
2.0.16
2.0.16
2.0.17
2.0.17
2.0.18
2.0.18
2.1
2.1
2.1.1
2.1.1
2.1.2
2.1.2
2.1.3
2.1.3
2.1.4
2.1.4
2.1.5
2.1.5
2.1.6
2.1.6
2.1.7
2.1.7
2.1.8
2.1.8
2.1.9
2.1.9
2.1.10
2.1.10
2.1.11
2.1.11
2.1.12
2.1.12
2.1.13
2.1.13
2.1.14
2.1.14
2.1.15
2.1.15
2.1.16
2.1.16
2.1.17
2.1.17
2.1.18
2.1.18
2.2
2.2
2.2.1
2.2.1
2.2.2
2.2.2
2.2.3
2.2.3
2.2.4
2.2.4
2.2.5
2.2.5
2.2.6
2.2.6
2.2.7
2.2.7
2.2.8
2.2.8
2.2.9
2.2.9
2.2.10
2.2.10
2.2.11
2.2.11
2.3
2.3
2.3.1
2.3.1
2.3.2
2.3.2
2.3.3
2.3.3
2.3.4
2.3.4
2.3.5
2.3.5
2.3.6
2.3.6
2.3.7
2.3.7
2.4
2.4
2.4.1
2.4.1
2.4.2
2.4.2
2.4.3
2.4.3
2.4.4
2.4.4
2.4.5
2.4.6
2.4.7

User's reviews

Log into your account to leave your review and get up to 3 months of free Support & Upgrade.

5th May 2021

Perfect Solution to manage Payment rules
We are using this solution to manage our payment method between the online Store and the Storepickup in our Showroom. So we can be sure to have no orders with Methods we don't want to have it for each "Shipping Method". Very useful and easy configurable module!
Christoph - Merchant - User for more than 4 years |Magento 2https://www.zigarren-online.ch

18th July 2019

Great company and great service
Extension works super and support is more than helpfull
Pawel - Merchant - User for more than 5 years |Magento 1https://4care.eu/nl/

Changelog

master v4.0.2 released on 20/09/2024

master v4.0.1 released on 28/12/2023

Compatibility

PHP 8.1 compatibility

master v4.0.0 released on 07/07/2023

Initial release for the master version

legacy v3.0.0 released on 07/07/2023

Initial release for the legacy version

master v2.0.1 released on 22/03/2023

Compatibility

Compatibility with Magento v2.4.6 + PHP v8.2

master v1.5.0 released on 31/10/2022

Improvements

Apply database upgrade and database install from patches instead of the setup scripts
Remove drop table instruction in setup patches

master v1.4.6 released on 08/11/2021

Fix for applicating the rules when multi shipping

master v1.4.5 released on 10/05/2021

Fix not to filter the payment methods by the shipping method if the order contains only products that do not require delivery

master v1.4.4 released on 23/07/2020

Minor fix on code

master v1.4.3 released on 14/07/2020

Minor fix for using rules with virtual orders

master v1.4.2 released on 13/07/2020

Enhancements

Rules are also applied on virtual orders

master v1.4.1 released on 13/07/2020

Enhancement

Improved sample data

master v1.4.0 released on 19/05/2020

Enhancement

Improved license management system (Clear code)

master v1.3.1 released on 24/02/2020

Scenario added for the demo

master v1.3.0 released on 29/01/2020

New method used to retrieve the payment methods

master v1.2.1 released on 09/12/2019

Compatibility with WebShopApps MatrixRate

master v1.2.0 released on 14/10/2019

Compatibility fix for Magento 2.3.3

master v1.1.0 released on 06/06/2019

Enhancement

Use of rules when creating orders from Magento backend

Patch v1.1.0.2

Sample date available for the demo

Patch v1.1.0.1

Minor fix for Advanced Inventory compatibility

master v1.0.1 released on 23/08/2019

Enhancements

Sample data available for the demo

master v1.0.0 released on 18/04/2018

First public release

Patch v1.0.0.7

Fix on the payment method rules in the checkout
New Payment method column in the grid
Code refresh

Patch v1.0.0.6

List of the payment methods according to all scopes

Patch v1.0.0.5

Update of the access control list

Patch v1.0.0.4

Fix for compatibility with Pickup@Store

Patch v1.0.0.3

Fix for the compilation

Patch v1.0.0.2

Minor fix

Patch v1.0.0.1

Fix when retrieving the quote in the checkout

Demo store

Front-end

Url

https://demo2.wyomind.com

Back-end

Url

https://demo2.wyomind.com/admin

PaymentMethodRules

Password

PaymentMethodRules123

solutions for e-commerce

Payment Method Rules

Easily refine which payment methods are enabled or disabled in checkout depending on the customer groups, the store-views and the shipping methods selected by customers.

How to use the Payment Method Rules extension for Magento?

STEP 1: Configure the extension

Settings

STEP 2: Create your rules

Configuration

Conditions

STEP 3: Test your rules

Testing Tool

STEP 4: Check your rules

Frontend

Backend

Quickly and easily define which payment methods must be enabled in the checkout of Magento^® 2 depending on simple rules!

Allow payment methods using basic filters

Quickly check your payment methods

Do you want to know more?

Pickup@Store
Offer your customers the best of both worlds: Buy Online, Pickup in Store

Magento 2^® Open Source

Magento 2^® Adobe Commerce

Terms and Conditions of Sale

Licenses

Extension upgrades

Extension download

Refunds

Support

Reviews

Privacy Policy

Product Disclaimer

Terms and Conditions of Sale

Licenses

Extension upgrades

Extension download

Refunds

Support

Reviews

Privacy Policy

Product Disclaimer

Payment Method Rules

Easily refine which payment methods are enabled or disabled in checkout depending on the customer groups, the store-views and the shipping methods selected by customers.

How to use the Payment Method Rules extension for Magento?

STEP 1: Configure the extension

Settings

STEP 2: Create your rules

Configuration

Conditions

STEP 3: Test your rules

Testing Tool

STEP 4: Check your rules

Frontend

Backend

Quickly and easily define which payment methods must be enabled in the checkout of Magento® 2 depending on simple rules!

Allow payment methods using basic filters

Quickly check your payment methods

Do you want to know more?

Pickup@StoreOffer your customers the best of both worlds: Buy Online, Pickup in Store

Magento 2® Open Source

Magento 2® Adobe Commerce

Quickly and easily define which payment methods must be enabled in the checkout of Magento^® 2 depending on simple rules!

Pickup@Store
Offer your customers the best of both worlds: Buy Online, Pickup in Store

Magento 2^® Open Source

Magento 2^® Adobe Commerce