How to Set Up WooCommerce Role-based Payment Methods

Are you searching for how to set up WooCommerce payments by user roles? You have landed in the right place, then. We have created a step-by-step guide for you to help you with this. 

In this tutorial, I’ll show you how to set up WooCommerce role-based payment methods in quick and easy steps. Throughout this tutorial, I will use the WooCommerce User Registration Plugin to create new user roles and the WooCommerce Dynamic Shipping and Payments Plugin to create payment rules. 

I’ll show you each step in detail with the help of images to help you understand the process better. So, continue reading to check out how to set up WooCommerce role-based payment methods. 

Read Also: How to Disable Payment Method For Specific Products (4 Easy Steps)

Why Might You Want to Set Up WooCommerce Role-based Payment Methods?

These are a few reasons you might want to set up WooCommerce role-based payment methods.

Wholesale Customers or B2B Buyers: If your WooCommerce store caters to wholesale and retail customers, you might plan to set up WooCommerce payments by user roles. You can set up different payment methods for both user roles. 

Offline Payment Options for Trusted Customers: If you have some long-term or trusted customers, you can offer them an exclusive payment method, which isn’t offered to other users. You can enable this for specific users of your WooCommerce store. For instance, you can enable COD for them, which isn’t available for other users. 

Different Payment Terms for Different Groups of Customers: You can set up different payment options for different user groups based on their purchase behavior. For instance, you can enable cash on delivery for long-term customers. 

These are why you might want to set up WooCommerce role-based payment methods. Offering varied payment options to different user roles helps you improve the user experience and relations with your customers. 

How to Setup User-Role-Based Discounts in WooCommerce?

Follow the given instructions to check how to set up WooCommerce payments by user roles. 

How to Set Up WooCommerce Role-based Payment Methods?

I will set up Check Payments for Wholesale USA Customers and Cash On Delivery for Retailer Customers for this tutorial. 

Follow the steps to set up payment options based on user roles. 

1. Navigate to Dynamic Shipping and Payments Plugin’s Payment Gateways Setting

Look for the ‘Woosuite’ option in the right sidebar of your WordPress toolbar. Then, click on the ‘Dynamic Shipping and Payments’ option. 

In the WordPress Admin Dashboard: Navigate to Woosuite > Dynamic Shipping and Payments > Payment Gateways

Then, click on the ‘Payment Gateways’ option. 

2. Click on the Add Restriction Button

Click on the ‘Add Restriction’ button to create a new payment restriction rule. 

3. Add a Short Description For Your New Payment Restriction Rule

Add a short description for your new payment restriction rule in the ‘Short Description’ field. This is for internal purposes only. 

4. Exclude Other Payment Methods

Now, exclude the payment options you don’t want a particular user’s role not to use. For instance, I want Wholesale USA Customers to use only Check Payments. So, I will exclude other payment methods like Direct Bank Transfer, Cash On Delivery, and others. 

So, choose from the given options. 

5. Select ‘Condition’ to ‘Customer Role’

Select the User Roles for which you want to exclude these payment options, and enable the not-selected ones. 

6. Select ‘Is Not’ From the Options

From the dropdown, select ‘Is Not.’ 

7. Select User Roles

Select the User Roles for which you want to exclude these payment options, and enable the not-selected ones. 

8. Click on the ‘Add Restriction’ Button

Click on the ‘Add Restriction’ button to create a payment restriction rule. You will again see the same fields below the previous one. You can see the same in the given image. 

9. Repeat the Same Steps Again

Now, repeat the same steps, from adding a short description to creating conditions. 

10. Click on the ‘Save Changes’ Button

In the end, click on the ‘Save Changes’ button to save all the settings you just made. 

Final Results

We have now figured out how to set up role-based payment methods in WooCommerce. We made all the settings correctly. Now, we will check whether everything is working fine or not. Here are the final results we got with the help of the WooCommerce Dynamic Shipping and Payments Plugin and the WooCommerce User Registration Plugin. 

I’m on the Checkout page of my Demo WooCommerce store. I had selected Cash On Delivery (COoD) for Retail Customers in the above settings. As you can see, the COD payment option is visible on the page, while others aren’t. Hence, all settings are working correctly. 

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Conclusion 

We finally checked out how to set up WooCommerce role-based payment methods. I hope you understood the steps properly and implemented the same on your WooCommerce store. If you faced any issues while creating payment method restrictions, leave a comment or contact Woosuite customer support. Our dedicated customer support team typically replies within 48 hours. 

Ready to Setup WooCommerce Role-based Payment Methods?

Install the WooCommerce Dynamic Shipping and Payments Plugin today.

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Brian
Brian

Welcome to the Woosuite blog, where we discuss all things WooCommerce. I hope we can help you achieve something today...