Payment Method Restrictions for Certain Users

Question

Hello everyone,
Odoo V17.2 - We have a third party payment processor enabled (Stripe) to pay with credit card and we have enabled online payments for our customers to be able to pay their invoice when emailed. How can we restrict certain customers to NOT be able to see or use our Payment Provider (both in portal and through emailed invoices). Please let me know if we have missed any details in explanation of the issue. Thank you!

Elina · Answer

Step 1: Create a selection field in contact module with two option as shown in the image. And set "Do not allow" for the customers you do not want to get paid online. This will apply a restriction and these type of customers will not be able to pay through portal or email link.
image [1]
Step 2: Create a related field for the same in Sales order.
image [2]
Step 3: Add the following automated action.
image [3]

[1] /web/image/52746644-0c4f0d00/image.png?access_token=aaadf51d-97ef-45e5-bb0d-20bd

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
You can use the Customer Wise Payment Provider In Website [1] app to restrict certain customers from seeing or using specific payment providers.

Hope it helps

[1] https://apps.odoo.com/apps/modules/17.0/customer_wise_payment_provider

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