Only some payment methods for a sale or a customer
The customer asks: No store credit for a walk-in customer, no on-account for a cash customer, and methods that may not be combined
- Verdict: Ready, with limits (2)
- Door: Check before payment · area: Till controls and approvals › Payment
- Recipe: A rule checked before payment (a check before payment)
- Sample: S18 — Members-only rule guard (a check before payment)
- Checked: carried 2026-10-16 · not re-run
What you build
Your service answers the check before payment with allow and exclude_tenders: the payment methods this sale may not use.
Limits
- Answered when the cashier presses Pay, not when the line is entered.
- The excluded methods show dimmed, with your reason.
Tell the customer
At Pay the till offers only the payment methods this sale and this customer may use; the others are dimmed with the reason.
What next
- Tell the customer the 2 limits above, and write them into the proposal.
- Follow the recipe: A rule checked before payment (a check before payment).
- Copy the sample: S18 — Members-only rule guard (a check before payment), and change it.
- Build and test it on your sandbox (request one if you have none; what is on it).
- Run the checks: your own tests, the kit's checks and the money kit's release gate (testing and release).
- Release through the customer's own release gate (14. Testing and release); an app other shops install goes through the App library.
Test it with your service stopped: the till applies the answer you declared for when it is down.
Related needs
- A coupon or a loyalty points balance pays no more than part of the sale — Ready, with limits (1)
- No more than a set number of lines on one sale — Ready, with limits (1)
- A prescription number is required before a prescription item is paid for — Ready, with limits (1)
- A coupon only a new customer may use, or only customers of one group — Ready, with limits (6)
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