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    Restricting Payment Types

    Actinic Business V7

    We have some customers who have credit accounts, and some which pay by credit card or cheque on delivery. How can we restrict credit card customers from selecteing "invoice with order" as payment type ???

    #2
    If you are using business and have customer accounts, you can limit certain payment types to registered customers only by clicking on a check box in the payment methods tab in view business settings.

    Regards,
    Jan Strassen, Mole End Software - Plugins and Reports for Actinic V4 to V11, Sellerdeck V11 to V2018, Sellerdeck Cloud
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      #3
      I've setup the payment types there, but check/unchecking restricts or allow all customers.

      I want to group the customers, and then allow/restrict certain payment methods from those groups.

      I could do by customer (if this is the only way).

      And Yes, We are using Business (V7)

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        #4
        I could do by customer (if this is the only way).
        It is. You can restrict payment method by individual customer - but not by customer group.

        As Jan says, in 'Business Settings | Payment and Security' select the 'Limit to Defined Customers' box in the grid for any payment methods you want to restrict. You then go into each customer account with a credit account and set the 'Default Payment Method' to 'Invoice with Order'.

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