Assigning Custom Payment Method per Customer

If you have selected the Create separate Payment Method for every customer option when creating a new payment system of the Custom type (refer to the Adding Payment System in Billing section), assign the Custom payment method to a customer as follows:

Note: Before assigning this method to customers, make sure that it is enabled for processing payments (refer to the Setting Payment Methods for Actual Payment Processing section).

1. In the control panel, go to Operations > Customers. The list of existing customers is displayed.
2. Click the name of the necessary customer. The customer General properties are displayed.
3. Switch to the Payment Methods tab. The list of available methods is displayed.
4. Click Add New Payment Method. The adding new method form opens.
5. Fill in the form fields in this way:
   • Payment System – Select the name of the payment system that you want to use for this customer.
   • Auto Payments – Specify whether the new method is to be used for automatic payments for this customer.
   • In the Payment Method Information section, specify values of the payment system parameters and click Save.
6. The method is assigned to the chosen customer.