How do i make it "Trade" and "Retail" for methods of payment

[Tess Tickle]

In Business, Under Business Settings/Payment and Security/Payment Method you have various options.
For "Trade" I need the ability to offer afew different options,(on account Pro-Forma etc) but for "Retail" I only want to offer Credit Card Payment, How do I do this?

[TraceyG]

Hi,

To limit certain payment methods to customer accounts tick the 'limit to defined customers' option in 'View | Business Settings | Payment & Security' - it is the last column in the 'payment method' grid (you may have to expand the column to see the whole name). So if you have:

on account - limit
pro-forma - limit
credit card

your Trade customers will see all three options and retail will only see credit card. You can set the default that your trade customers will use in the customer account | payment method field.

I hope this helps.

[Tess Tickle]

Brilliant,Thank you Tracey.

allan