Magento 1

Payment Method Rules

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

marketplace approved
95,00€excl. VAT

5.0/5 rated 2 reviews

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

Quickly and easily define which payment methods must be enabled in the checkout depending on simple rules

Allow payment methods using basic filters

  • Filter payment methods by shipping method
  • Filter payment methods by customer group
  • Filter payment methods by store view

Quickly check your payment methods

  • Intuitive grid of all rules
  • Understandable log file

Fully compatible with Pickup@store

  • Define payment methods for each pickup point

Content

    How to use the Payment Method Rules extension for Magento?

    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 in a general way

    To enable the Payment Method Rules extension, go to:
    System › Configuration › Wyomind › Payment Method Rules

    Settings

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

    STEP 2: Create your rules

    To create your own rules, go to:
    System › Payment Method Rules

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

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

    General
    In the General tab, configure:
    • Title
      Fill in a title for your rule. This is internal, for you to differentiate your methods. 
    • Position
      Define the position among other rules. Note that a rule with a low position will be checked first.
    Allowed payment methods
    In that tab, choose the allowed Payment Method for that rule. You can select one or more payment methods. 
    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

    In the checkout will be displayed the allowed payment methods depending on the settings of the rule. 

    You can also test your rules using the Testing Tool in:
    System › Configuration › Wyomind › Payment Method Rules

    Testing Tool

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

    To test your Payment Method Rule:

    1. Select:
          a store view
          a customer group
          a shipping method
    2. 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:

    FAQ

    License and domains

    License validity

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

    If you use more than one Magento installation, you will have to buy a separate license for each one.

    If you run several domains on the same Magento installation, you will need only one license for all of them.

    Although your license doesn’t have a limited period of validity, your support period does. By purchasing an extension, you’ll be granted a 6-month support period for free. Passed this period, you will have to renew your Support plan (see FAQ: How to extend my 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 extension ready to use on your domain before it goes live.

    To pre-register your production domain: 

    1. Go to:
      mY account › Licenses & DOwnloads
    2. Click on  next to the extension you want your domain to pre-register on.
    3. 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?
    4. Finally, enter your domain name and click on pre-register now .
    Testing environments

    One license is valid for an unlimited period of time on one Magento installation only.  

    It is possible, however, to extend or transfer your license in 2 cases: 

    • If you'd like to add your testing environments to your license.
      In this case, it is possible to extend your license to an unlimited number of domains for free.
      For example mywebsite-staging.com or mywebsite-dev.com
    • If you want to transfer your license to another live domain.
      In that case, the support 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:

    1. Download Payment Method Rules.
      (see FAQ: Extensions download).
    2. Install Payment Method Rules on your production environment.
      (see FAQ: Extensions installation)
    3. Activate the license.
      (see FAQ: Extensions activation).
    4. From your Magento admin panel, enter your current Activation Key in:
      syStem › CONFIGuration › WYOMING › YOUR EXTENSION 
    5. Save your configuration.


    Now that you can use Payment Method Rules on your production environment, repeat the same steps as above on your testing environments.

    The only difference this time: a notification will appear in your Magento admin. 

    You will be given a choice between:

    1. buy a new license now
    2. add this domain to my license


    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.

    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.

    Modules versioning and download

    Extensions download

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

      1. Go to:
        my account › Licenses & downloads 
      2. Click on the  icon next to Payment Method Rules.

        A new window opens.

      3. Choose the version of Payment Method Rules.
        You will be able to choose the most recent version of Payment Method Rules (for both Magento 1 and Magento 2).
      4. Click on  .

    Your download can start.

    Extensions upgrade

    When purchasing an extension from wyomind.com, you benefit from a lifetime upgrade. You can at any time download the latest version of the extension directly from your account. 

    To upgrade Payment Method Rules, follow the steps below:

    1. Go to:
      my account › Licenses & Downloads
    2. Click on  next to Payment Method Rules.
    3. Choose the latest version of Payment Method Rules (for Magento 1 and Magento 2).
    4. Click on download .
    5. Install the new version of Payment Method Rules to update your Magento admin. 

    Modules Installation/Uninstallation

    Extensions uninstallation

    To uninstall Payment Method Rules, go on its zip folder and open it.

    You will find a shell file (such as: yourextension-uninstall.sh) that you must execute on both your server and Magento root directory.

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

    Extensions installation

    Before installing Payment Method Rules, you’ll have to:

    • Backup your Magento installation in:
      system › tools › backups
    • Disable the compiler in your Magento admin panel if it’s not already disabled:
      system › tools › COMPILATIONS
    • Refresh your cache in:
      system › select cache type › actions › refresh › submit


    Now you can install Payment Method Rules:

    1. Download Payment Method Rules (zip file) from:
      my account › my downloads
      Refer to FAQ here: Extensions download
    2. Once Payment Method Rules is downloaded, open the folder and unzip it.
    3. Copy the content of the unzip folder and paste all files and directories in your Magento root directory (the folder content can vary according to the extension but it generally includes app, lib and skin folders).
    4. Once your installation is complete, don't forget to enable the compiler back (if it was already enabled before the installation) and run compilation process.
    5. Refresh your cache, logout from your admin panel and log back in right after.

    Next step is to activate your license, to do so, click here: Extension activation

    Modules activation

    Extensions activation

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

    1. 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:

      Wyomind's License Manager has not been removed from your installation.
      Wyomind's License Manager is enabled in: app/etc/modules/Wyomind_Licensemanager.xml
      The HTML output for Wyomind_Licensemanager and/or Adminhtml_Notification are not disabled in your system under:  system  

      configuration › advanced › advanced

    2. Copy your activation key.

      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 › My downloads, select Payment Method Rules and click on  . A new page opens where you'll find your activation key (see below).
    3. In your Magento admin go to:
      SysteM › Configuration › Wyomind › 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.

    4. Save the configuration.
    5. Clear your caches. 
    6. A message appears at the top of your admin panel: Activate it now!  Click on that link.
    7. Copy and paste the license code in the License code field from your admin or simply click on  Activate now! 
    8. Finally, refresh your cache, log out and log back in straight after, to complete the installation.

    To activate the license of an extension that includes other modules, you’ll have to repeat the steps described above for each extension, using the corresponding activation keys (each module has its own activation key).

    Troubleshooting

    White page using the extension

    If you're getting a white page using the extension, you should enable the error reporting in order to display the error. You can do that from index.php.

    User's reviews

    Christoph

    Merchant · Switzerland · User for 6 years

    ★★★★★

    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!

    Pawel

    Merchant · Netherlands · User for 7 years

    ★★★★★

    Great company and great service

    Extension works super and support is more than helpfull

    July 18, 2019Magento 1 / Openmage4care.eu

    Magento 1 / OpenMage Compatibility

    Supported by our master extension versions

    • 1.14.4
    • 1.14.3
    • 1.14.2
    • 1.14.1
    • 1.14.0
    • 1.9.4
    • 1.9.3
    • 1.9.2
    • 1.9.1
    • 1.9.0

    Supported by our legacy extension versions

    • 1.13.1
    • 1.13.0
    • 1.12.0
    • 1.11.2
    • 1.11.1
    • 1.11.0
    • 1.10.1
    • 1.10.0
    • 1.8.1
    • 1.8.0
    • 1.7.0
    • 1.6.2
    • 1.6.1
    • 1.6.0
    • 1.5.1
    • 1.5.0
    • 1.4.2
    • 1.4.1
    • 1.4.0
    • 1.3.3
    • 1.3.2
    • 1.3.1
    • 1.3.0
    • 1.2.1
    • 1.2.0
    • 1.1.8
    • 1.1.7
    • 1.1.6
    • 1.1.5
    • 1.1.4
    • 1.1.3

    Changelog

    3.0.0

    Initial release for the master version

    2.0.0 legacy

    Initial release for the legacy version

    1.1.1

    • Fix the list of payment methods in the backend depending on the storeview

    1.1.0

    Bug fix

    • Fix on delete button in the edit form

    Improvement

    • New tool for testing rules in:
      System > Configuration > Payment Method Rules

    1.0.0

    First stable release

    Feature request

    Specific needs or any ideas of enhancements and new features to add to the extension? Tell us more, we'll get back to you shortly!

    Thank you

    That’s a wrap.

    We will get back to you as soon as possible.

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