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Orders and order documents (e.g. invoices) remain in place unchanged to comply with Services' legal obligations of retaining those records.

Restricting a User’s Access to Payment Methods by Setting the Trust Status

As an organization admin, you can set a user’s trust status to be either of “Basic” or “Trusted”. This setting has an impact on which payment method is available to this user during checkout.

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Example

A Service has two payment methods configured:

  • Credit card payment

    • Customer Type: Everyone

  • Invoice payment

    • Customer Type: Only Trusted

User A has the setting Customer Type = Basic. During checkout only the payment option Credit card payment is available to User A.

Info

The Customer Type and the associated trust level is not visible to customers.

For more information see https://3yourmind.atlassian.net/wiki/spaces/PD/pages/276627570/Configuring+Payment+Methods#Customizing-Payment-Options-for-Different-Customer-Segments.