Magento extensions & Pay-as-you-go development

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User guide

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

To enable the Payment Method Rules extension, go to:
STORESSETTINGSConfigurationWyomindPayment Method Rules

Settings

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

STEP 2: Create your rules

To create your own rules, go to: 
STORESPayment Method RulesMANAGE RULES

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

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

Configuration

In the Configuration tab, configure:

  • Name
    Fill in a title for your rule. This is internal, for you to differentiate your methods. 
  • Status
    You can enable or disable the rule whenever you want. 
  • Position
    Define the position among other rules. Note that a rule with a low position will be checked first.
  • Payment Method
    Select one or more payment methods.
Note that all the payment methods displayed are the ones enabled in your store. 

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

You can test your payment method rules in the checkout where will be displayed the allowed payment methods depending on the settings of the rule. 

You can also use the Testing tool from:
STORESSETTINGSConfigurationWyomindPayment 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:

STEP 4: Check your rules

You can easily check your rules when creating an order from your Magento frontend or backend. 

For example, 2 rules are defined, and both target all customer groups and store views:

  • Flat: for Fixed and Table Rate shipping methods
    The Check/Money order payment method is enabled.
  • Pickup method: for all pickup methods
    The Cash On Delivery payment method is enabled.

Frontend

When ordering and choosing the Fixed shipping method, the payment method will be Check/Money order

Backend

When creating an order from the Magento backend and choosing the Store Pickup shipping method, the payment method will be Cash On Delivery

Quickly and easily define which payment methods must be enabled in the checkout of Magento® 2 depending on simple rules!

Allow payment methods using basic filters

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

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

Freqently Asked Questions
License and domains

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

  • If you're using more than one Magento installation, you will have to buy a separate license for each instance.
  • if you're running several domains on a 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 pay for a new one (see FAQ: Extend your Support period)

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 accountLicenses & 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 .
Attention, this doesn't mean your license is activated. You'll still have to activate it on your new domain when the extension is installed. 

One license is valid for an unlimited period of time on one Magento installation only. However, it is possible to extend or transfer your license in 2 cases: 

  • If you would like to add your testing environments to your license. 
    In that 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 environment.
    (see FAQ: Extensions installation)
  3. Activate the license.
    (see FAQ: Extensions activation from the backoffice or Extensions activation from the CLI)

Also, if you are managing a large amount of domains, please contact us so that we can automatically whitelist these domains.
Extension versioning and download

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

    1. Go to:
      my accountLicenses & 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.

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 accountLicenses & 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. 

Extensions Installation/Uninstallation

You can install Payment Method Rules manually.

  1. Download Payment Method Rules (zip file) on:
    mY ACCOUNTLicenses & Downloads
     
    Refer to the FAQ: Extensions download
  2. Once Payment Method Rules is downloaded, open the folder and unzip it.
  3. Copy the content of the unzipped folder and paste all files and directories in your Magento 2 root directory.
  4. In your Command Line Interface, execute:
    bin/magento setup:upgrade 

    If you are using a production mode, execute also:

    bin/magento setup:static-content:deploy  
    bin/magento setup:di:compile  

You can install Payment Method Rules using Composer software in two cases:

  • if you purchased Payment Method Rules on Magento Marketplace.
  • if you purchased Payment Method Rules on Wyomind.com AND requested access to our repository:
    repo.wyomind.com
  1. Add to your composer configuration our repository:
    composer config repositories.wyomind composer https://repo.wyomind.com 

  2. Execute Composer command:
    composer require wyomind/paymentmethodrules
  3. Then go in your Command Line Interface and execute:
    bin/magento setup:upgrade ​
  4. If you are using a production mode, also execute:
    bin/magento setup:static-content:deploy  ​
    bin/magento setup:di:compile​

To uninstall Payment Method Rules, start with disabling the extension running the following command:

bin/magento module:disable Wyomind_PaymentMethodRules

Then, you have 2 ways to uninstall the extension depending on how the extension has been previously installed: 

  • Manual installation

    Run the paymentmethodrules-uninstall.sh file (you can find it in the extension zip folder) from your Magento root directory:

    sh paymentmethodrules-uninstall.sh

     

  • Installation via Composer

    Run the below command line:

    composer remove wyomind/paymentmethodrules

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

You can install Payment Method Rules via Web Setup Wizard if you purchased it from Magento Marketplace only.

To know how to proceed, all steps are described in the link below: 
http://docs.magento.com/m2/ce/user_guide/system/component-manager.html

Next step is to activate your license:
Extension activation

Extensions activation

Once Payment Method Rules is installed, you have to activate the license. For previous versions, you can activate the license from your back-office:

    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:

         1. The Adminhtml_Notifications and Wyomind_Core modules are well enabled.
         2. The HTML output of the Adminhtml_Notifications and Wyomind_Core modules are not disabled in:
      storesconfigurationadvanced advanced
         3. The encryption key well exists in app/etc/env.php:
      <?php
       return array(
       'backend' => array(
       'frontName' => 'admin'
       ),
       'crypt' => array(
       'key' => '1e8f3c6772b7a6a6689c3c8cefa4ccf0'
       ),
       /* ... */
       )
      ?>​
    2. Copy your activation key in:
      StoresConfigurationWyomind Your extension

      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 Licenses & 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:
      StoresConfigurationWyomind 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. Click on Save config .
    5. A message appears at the top of your admin panel. Click on that link: 
      Activate it now!
    6. Copy and paste the license code in the License code field from your admin or simply click on Activate now! 


    7. Finally, refresh your cache, log out and log in back straight after, to complete the installation.

When the extension includes other modules, repeat the steps described above for each one, using the corresponding activation keys (each module has its own activation key).

Add another domain to your license


To activate the license on another domain (test, staging...):

  1. Once the extension is installed on the new domain, copy your activation key in:
    StoresConfigurationWyomind Your extension
  2. After having saved the configuration, a notification appears. Click on Add this domain to my license.

  3. 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.

Note that 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.

Also, if you have loads of staging domains, or if you are an agency managing load of domains for your customers, please contact us so that we can automatically whitelist these domains.

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

For this, you can use the below command line (change the Activation key with the corresponding value):

bin/magento wyomind:license:activate Wyomind_PaymentMethodRules <YOUR_ACTIVATION_KEY>

To retrieve the list of all the available modules as well as the licenses status, please use:

bin/magento wyomind:license:status

 Among the different status, you can find: 

  • registered = your license is registered
  • pending = you need to run the activation command line
  • invalidated = the license has been invalidated due to a wrong activation key or a license infringement
 
Check how to add another domain to your license.
Magento® Compatibility

Magento® Open Source

(Magento® Community Edition)

  • 2.4.3
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  • 2.0.12
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  • 2.0

Adobe® Commerce

(Magento® Enterprise Edition)

  • 2.4.3
  • 2.4.2
  • 2.4.1
  • 2.4
  • 2.3.7
  • 2.3.6
  • 2.3.5
  • 2.3.4
  • 2.3.3
  • 2.3.2
  • 2.3.1
  • 2.3
  • 2.2.9
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  • 2.1.9
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  • 2.1.7
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  • 2.1.4
  • 2.1.3
  • 2.1.2
  • 2.1.18
  • 2.1.17
  • 2.1.16
  • 2.1.15
  • 2.1.14
  • 2.1.13
  • 2.1.12
  • 2.1.11
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  • 2.1.1
  • 2.1
  • 2.0.9
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  • 2.0.7
  • 2.0.6
  • 2.0.5
  • 2.0.4
  • 2.0.3
  • 2.0.2
  • 2.0.18
  • 2.0.17
  • 2.0.16
  • 2.0.15
  • 2.0.14
  • 2.0.13
  • 2.0.12
  • 2.0.11
  • 2.0.10
  • 2.0.1
  • 2.0
User's reviews
Log into your account to leave your review and get up to 3 months of free support.

5th May 2021

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!

18th July 2019

Great company and great service

Extension works super and support is more than helpfull

Changelog
  • Fix not to filter the payment methods by the shipping method if the order contains only products that do not require delivery
  • Minor fix for using rules with virtual orders

Enhancements

  • Rules are also applied on virtual orders

Enhancement

  • Improved sample data

Enhancement

  • Improved license management system (Clear code)
  • Scenario added for the demo
  • New method used to retrieve the payment methods
  • Compatibility with WebShopApps MatrixRate
  • Compatibility fix for Magento 2.3.3

Enhancement

  • Use of rules when creating orders from Magento backend
Patch v1.1.0.2

  • Sample date available for the demo

Patch v1.1.0.1

  • Minor fix for Advanced Inventory compatibility

Enhancements

  • Sample data available for the demo

First public release

Patch v1.0.0.7

  • Fix on the payment method rules in the checkout
  • New Payment method column in the grid
  • Code refresh

Patch v1.0.0.6

  • List of the payment methods according to all scopes

Patch v1.0.0.5

  • Update of the access control list

Patch v1.0.0.4

  • Fix for compatibility with Pickup@Store

Patch v1.0.0.3

  • Fix for the compilation

Patch v1.0.0.2

  • Minor fix

Patch v1.0.0.1

  • Fix when retrieving the quote in the checkout

Demo store
Front-end
Back-end
Login
PaymentMethodRules
Password
PaymentMethodRules123

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