Set payment method availability for a customer

In this tutorial, we will guide you through the step-by-step process of configuring payment method availability for customers in Business Hub. Efficiently managing payment methods is crucial for providing a seamless purchasing experience for your customers. DecoNetwork offers robust features that allow you to customize which payment methods are available at the customer level, ensuring flexibility and convenience in transactions.

If you have configured DecoPay to process payments on your website, you gain the flexibility to select which payment methods enabled in DecoPay will be accessible to your customers. This capability empowers you to tailor payment options based on customer preferences, regional considerations, or specific business agreements.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

To set payment method availability for a customer:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   
3. Click View to open a customer account you want to edit.
   

   You can also click anywhere within a customer's row to load it.

4. Scroll down to the Account Details section and click the All Default Methods link next to Payment Methods.
   

   The Customer Payment Options popup will be displayed.

   

   The popup will show all the possible payments that are available in DecoPay with the payment methods that you have made available by default in DecoPay enabled.

5. Untick the Use Default Payment Methods checkbox to customize the payment options for the customer.
   
6. Tick/Untick the payment methods you want to make enable/disable for the customer.
7. Click OK.