Configure Magento 2 Payment Restrictions

Configure Magento 2 Payment Restrictions

Want to set up payment methods based on your business requirements? Magento 2 payment restrictions improve the payment system based on specific conditions. Use it to optimise purchase funnels for your customer's varying needs. These conditions can include customer groups, store views, or cart items. Learn how to customize checkout processes with Magento 2 payment restrictions.

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Key Takeaways

  • Discover how Magento 2 payment restrictions enhance online shopping.

  • Learn to control payment methods for different customer groups and order sizes.

  • Learn how to tailor payment and shipping options for specific products or categories.

  • See how to improve checkout processes and customer satisfaction.

  • Understand the setup and configuration steps for payment restrictions.

What are Magento 2 Payment Restrictions?

Magento 2 restrictions for payments allow you to control available payment methods. You can specify methods for specific customer groups, products, and shipping methods. Additionally, you can set restrictions based on order totals. This flexibility helps tailor the checkout process for different types of customers.


Payment restrictions are useful for merchants. They can limit certain payment methods for high-value or wholesale orders. Meanwhile, all payment methods can remain available for regular customers. This approach can also help prevent fraudulent activities. It does this by limiting payment methods based on order totals and customer groups.

Why Should You Use the Payment Restrictions Module?

The Magento 2 payment restriction & shipping module allows admins to assign specific methods. They can set certain shipping and payment methods for products and categories. This feature restricts certain payment methods for specific products and categories. It does not disable them for the store.

Customers can see assigned methods for placing orders during Magento checkout. It provides customers flexibility and convenience, as well as control over payment methods.

Key Features

Feature Description
Versatile Control Over Payment and Shipping Methods Admins can activate or deactivate the module as needed. They can link specific shipping and payment methods to individual products. They can adjust methods for different product types. This includes Simple, Configurable, Virtual, and Downloadable products.
Category-Specific Settings Offers the ability to attach particular shipping methods to product categories. It connects specific Magento 2 payment methods with product categories. This enables targeted control over the shipping and payment of products.
Extensive Configuration Options Provides admins with the capability to configure shipping and payment methods. Connects options to products and categories for a custom Magento checkout experience.
Enhanced Checkout Process Ensures that only designated shipping and payment methods are accessible during checkout. It streamlines the purchasing process and improves customer satisfaction.
Seamless Integration and Compatibility This module is compatible with GraphQl. It allows for easy integration into existing Magento 2 setups. It ensures flexibility for future adjustments to shipping and payment methods.

Installing Magento 2 Payment Restriction Module

You'll receive a zip folder containing an app folder. Extract it and transfer the app folder to Magento 2 root directory on the server.

Module for Magento 2 Payment Restrictions

After installing, run these commands in the Magento 2 (Adobe Commerce) root directory.


php bin/magento setup:upgrade


php bin/magento setup:di:compile


php bin/magento setup:static-content:deploy


php bin/magento indexer:reindex

After running the commands, flush the cache. Do this in the Magento admin panel. Go to System > Cache Management.

Cache Management in Magento 2 Payment Restrictions

Configuring Language

To configure multilingual support, go to Store > Configuration > General > Locale Options. Choose your preferred language from the Locale option.

Locale Configuration in Magento 2 Payment Restrictions

Configuring Module

After installing the module, the admin can configure settings. Go to: Stores -> Settings -> Configuration -> Webkul -> Shipping and Payment Restriction.

Shipping and Payment in Magento 2 Payment Restrictions

Now, you need to:

  • Enable Module on Frontend

Select "Yes" to display restricted shipping and payment methods on the frontend.

  • Otherwise, choose "No" to display all shipping and payment methods.

Click the Save Config button to save the configuration.

Restricting Payment and Shipping for Each Category

To restrict payment and shipping methods by category, follow these steps:

Payment & Shipping Restriction in Magento 2 Payment Restrictions

On the category edit page, you will have two fields:

  • Shipping Method: Select the desired shipping methods to enable for that specific category.

  • Payment Method: Select the payment methods to enable for that specific category.

Finally, click the Save button to save the category.

Restricting Shipping & Payment Methods for Each Product

The admin can restrict payment and shipping options for each product. Follow these steps:

Shipping & Payment Product Resriction in Magento 2 Payment Restrictions

You need to edit two fields on the product edit page:

  • Shipping: Select the shipping methods to enable for that product.

  • Payment: Select the payment methods to enable for that specific product.

Mapping Payment Method with Shipping

You can map the payment method with the shipping methods. Navigate to the payment shipping mapping section. The image below will display the following mapping list:

Payment and Shipping Mapping in Magento 2 Payment Restrictions

Create a new mapping in the Add Mapping section. Save your preferred shipping and payment methods.

Add Mapping in Magento 2 Payment Restrictions

Front-End Appearance

Customers can now view restricted shipping methods at the front end. They can also see payment methods while placing orders. Only enabled shipping methods will be visible on the cart page.

Front-End Appearance in Magento 2 Payment Restrictions

The customer will choose the shipping method as they proceed. Customer Shipping Method Selection in Magento 2 Payment Restrictions

During payment, customers can only select from the available payment methods.

Available Payment Methods in Magento 2 Payment Restrictions

FAQs

1. How to limit payment methods by product attributes in Magento 2?

You can restrict payment methods based on product attributes. Go to the payment restriction settings in your Magento 2 extension. Here, you can assign payment methods to specific products based on their attributes. It limits the available payment options for a product during checkout.


2. Can specific cart attributes or shipping addresses limit payment methods?

Yes, the Magento 2 payment restrictions module exists. Store owners can limit payment methods. They can do this based on cart attributes and the customer's shipping address. It ensures that only appropriate payment gateways are available. It enhances the checkout process's efficiency and security.


3. Can we limit COD and bank transfers for specific products or categories?

The payment restriction Magento 2 extension allows you to limit payment methods. Some products or categories restrict methods like cash on delivery. They also limit bank transfers. This feature is useful for managing payments for high-value items. It's also helpful for categories that need specific payment methods.


4. What steps should a store owner take to limit payment based on shipping restrictions?

The store owner can configure the payment restrictions module. This is to restrict the payment process based on shipping restrictions. This module links shipping methods to payment gateways for seamless Magento hosting integration. When a customer chooses a shipping method with restrictions, the payment options change.


5. How does Magento 2's Payment Restrictions extension limit payment methods at checkout?

The payment restrictions extension lets you restrict payment methods at checkout. Several factors can base restrictions. These include cart total, customer group, specific products, or the chosen shipping method. This flexibility ensures that payment options align with store policies and order specifics.

Summary

Magento 2 payment restrictions are important for a secure online shopping experience. Here's why they are essential for ecommerce success.

  • Versatile Control: Customize payment and shipping methods for a tailored checkout.

  • Category-Specific Settings: Connect shipping and payment methods with categories for precise control.

  • Extensive Configuration: Link various payment options to products and categories.

  • Enhanced Checkout Process: Only show relevant shipping and payment methods, improving customer satisfaction.

  • Seamless Integration: Easy integration with Magento 2, thanks to GraphQl compatibility.

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Shivendra Tiwari
Shivendra Tiwari
Technical Writer

Shivendra has over ten years of experience creating compelling content on Magento-related topics. With a focus on the Magento community, he shares valuable tips and up-to-date trends that provide actionable insights.


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