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User Guide: Payment Restrictions Page 1
Payment Restrictions
Magento Extension
User Guide
Support: http://amasty.com/support.html
Official extension page: Payment Restrictions
Table of contents:
Page 2
Support: http://amasty.com/contacts/
User Guide: Payment Restrictions
1. General settings ………………………………………….......................................... 3
2. Create payment restriction …………………………………………......................... 4
3. Choose methods to restrict ………..…………………...…………………………….…. 5
4. Choose store views and customer groups …………………………..……………… 6
5. Choose days and time to restrict ……....……………..………………………………. 7
6. Specify conditions of rule application …..……………………………..……………. 8
7. Example of rule conditions …...……………………………………………………..…. 10
8. Apply or cancel payment restrictions with coupons …………………………... 12
9. Create shipping areas …………………………………………………………………….. 13
Page 3
Support: http://amasty.com/contacts/
User Guide: Payment Restrictions
1. General settings
Set these options to ‘Yes’, if
you’d like to calculate subtotal
with discount and tax in
conditions.
To configure the extension, please go
to System -> Configuration ->
Payment Restriction.
Page 4
Support: http://amasty.com/contacts/
User Guide: Payment Restrictions
2. Create payment restrictions
To create rules for
Payment Restrictions
please go to admin
panel -> Sales ->
Payment Restrictions.
To add a new rule
please click ‘Add
Rule’ button.
Page 5
Support: http://amasty.com/contacts/
User Guide: Payment Restrictions
3. Choose methods to restrict
Select payment methods, usage of
which you would like to restrict. You
can limit use of payment methods by
country, state, groups, store view,
customer and product attributes.
User Guide: Payment Restrictions Page 6
Support: http://amasty.com/contacts/
4. Choose store views and customer groups
Choose to which store views
and customer groups the
restriction should apply.
User Guide: Payment Restrictions Page 7
Support: http://amasty.com/contacts/
5. Choose days and time to restrict
Specify particular days of the week
to restrict payment with the rule on
these days. To apply the rule every day
please leave empty or select all days.
Specify particular time
period to restrict payments if
needed.
User Guide: Payment Restrictions Page 8
Support: http://amasty.com/contacts/
6. Specify conditions for rule application
At the conditions tab you
can specify the number of
parameters, by which the
rule will be applied.
Create rules based on Cart
and Customer attributes.
See the next page for more
details.
User Guide: Payment Restrictions Page 9
Support: http://amasty.com/contacts/
6. Specify conditions for rule application
Restrict payments to all
orders, to backorders only
or to ‘non backorders
(orders that are in stock
and can be ordered right
now).
User Guide: Payment Restrictions Page 10
Support: http://amasty.com/contacts/
7. Example of rule conditions
For example, you can restrict
payments when order subtotal is
more than 50, items quantity is less
than 100, delivery method is [dhl]
Express Saturday. You can specify
brands, categories and other
product attributes to limit delivery
options for particular products.
User Guide: Payment Restrictions Page 11
Support: http://amasty.com/contacts/
7. Example of rule conditions
Create complex rules
using condition
combinations.
User Guide: Payment Restrictions Page 12
Support: http://amasty.com/contacts/
8. Apply or cancel payment restrictions with coupons
You can specify restrictions that
will apply when coupons are
used. Please, notice that you
should configure the rule in
Promotions/Shopping Cart Price
Rules first. Otherwise this
option will not be available.
You can also define situations when
restrictions won’t be applied when
coupons are used. Please, notice that the
rule should be configured in Promotions
or Shopping Cart Price Rules first.
User Guide: Payment Restrictions Page 13
Support: http://amasty.com/contacts/
Shipping areas tool allows you to
group any number of countries
into specific areas. Payment
restrictions can be applied to the
whole area.
To create an area, please click
‘Add new’ button. Click ‘Edit’ if
you need to make changes to the
existing areas.
9. Create shipping areas
User Guide: Payment Restrictions Page 14
Support: http://amasty.com/contacts/
Name your new
shipping area.
Check all the countries you’d
like to include into the area.
8. Create shipping areas
User Guide: Payment Restrictions Page 15
Support: http://amasty.com/contacts/
When a shipping area is
created, it’s possible to set rules
and restrictions for all
countries included in the area.
8. Create shipping areas
User Guide: Payment Restrictions
Thank you!
Your feedback is absolutely welcome!
Page 16
Support: http://amasty.com/contacts/
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/

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Payment Restrictions: Magento Extension by Amasty. User Guide

  • 1. User Guide: Payment Restrictions Page 1 Payment Restrictions Magento Extension User Guide Support: http://amasty.com/support.html Official extension page: Payment Restrictions
  • 2. Table of contents: Page 2 Support: http://amasty.com/contacts/ User Guide: Payment Restrictions 1. General settings ………………………………………….......................................... 3 2. Create payment restriction …………………………………………......................... 4 3. Choose methods to restrict ………..…………………...…………………………….…. 5 4. Choose store views and customer groups …………………………..……………… 6 5. Choose days and time to restrict ……....……………..………………………………. 7 6. Specify conditions of rule application …..……………………………..……………. 8 7. Example of rule conditions …...……………………………………………………..…. 10 8. Apply or cancel payment restrictions with coupons …………………………... 12 9. Create shipping areas …………………………………………………………………….. 13
  • 3. Page 3 Support: http://amasty.com/contacts/ User Guide: Payment Restrictions 1. General settings Set these options to ‘Yes’, if you’d like to calculate subtotal with discount and tax in conditions. To configure the extension, please go to System -> Configuration -> Payment Restriction.
  • 4. Page 4 Support: http://amasty.com/contacts/ User Guide: Payment Restrictions 2. Create payment restrictions To create rules for Payment Restrictions please go to admin panel -> Sales -> Payment Restrictions. To add a new rule please click ‘Add Rule’ button.
  • 5. Page 5 Support: http://amasty.com/contacts/ User Guide: Payment Restrictions 3. Choose methods to restrict Select payment methods, usage of which you would like to restrict. You can limit use of payment methods by country, state, groups, store view, customer and product attributes.
  • 6. User Guide: Payment Restrictions Page 6 Support: http://amasty.com/contacts/ 4. Choose store views and customer groups Choose to which store views and customer groups the restriction should apply.
  • 7. User Guide: Payment Restrictions Page 7 Support: http://amasty.com/contacts/ 5. Choose days and time to restrict Specify particular days of the week to restrict payment with the rule on these days. To apply the rule every day please leave empty or select all days. Specify particular time period to restrict payments if needed.
  • 8. User Guide: Payment Restrictions Page 8 Support: http://amasty.com/contacts/ 6. Specify conditions for rule application At the conditions tab you can specify the number of parameters, by which the rule will be applied. Create rules based on Cart and Customer attributes. See the next page for more details.
  • 9. User Guide: Payment Restrictions Page 9 Support: http://amasty.com/contacts/ 6. Specify conditions for rule application Restrict payments to all orders, to backorders only or to ‘non backorders (orders that are in stock and can be ordered right now).
  • 10. User Guide: Payment Restrictions Page 10 Support: http://amasty.com/contacts/ 7. Example of rule conditions For example, you can restrict payments when order subtotal is more than 50, items quantity is less than 100, delivery method is [dhl] Express Saturday. You can specify brands, categories and other product attributes to limit delivery options for particular products.
  • 11. User Guide: Payment Restrictions Page 11 Support: http://amasty.com/contacts/ 7. Example of rule conditions Create complex rules using condition combinations.
  • 12. User Guide: Payment Restrictions Page 12 Support: http://amasty.com/contacts/ 8. Apply or cancel payment restrictions with coupons You can specify restrictions that will apply when coupons are used. Please, notice that you should configure the rule in Promotions/Shopping Cart Price Rules first. Otherwise this option will not be available. You can also define situations when restrictions won’t be applied when coupons are used. Please, notice that the rule should be configured in Promotions or Shopping Cart Price Rules first.
  • 13. User Guide: Payment Restrictions Page 13 Support: http://amasty.com/contacts/ Shipping areas tool allows you to group any number of countries into specific areas. Payment restrictions can be applied to the whole area. To create an area, please click ‘Add new’ button. Click ‘Edit’ if you need to make changes to the existing areas. 9. Create shipping areas
  • 14. User Guide: Payment Restrictions Page 14 Support: http://amasty.com/contacts/ Name your new shipping area. Check all the countries you’d like to include into the area. 8. Create shipping areas
  • 15. User Guide: Payment Restrictions Page 15 Support: http://amasty.com/contacts/ When a shipping area is created, it’s possible to set rules and restrictions for all countries included in the area. 8. Create shipping areas
  • 16. User Guide: Payment Restrictions Thank you! Your feedback is absolutely welcome! Page 16 Support: http://amasty.com/contacts/ Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/