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POS Customer Wise Payment Method | POS Customer Payment Method Restriction | Customer Payment Method Control for POS | POS Payment Method Per Customer

by
Odoo

$ 27.99

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Point of Sale (point_of_sale)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
Lines of code 122
Technical Name pos_customer_payment_method
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Point of Sale (point_of_sale)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
Lines of code 122
Technical Name pos_customer_payment_method
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse

POS Customer Payment Method Restriction

Control which payment methods each customer can use at the Point of Sale perfect for credit limits, payment terms, and customer specific agreements



Key Features
  • PerCustomer Payment Method Control Define exactly which payment methods each customer can use at POS checkout.
  • Automatic Filtering When a customer is selected, the POS interface automatically shows only their allowed payment methods.
  • Existing Payment Cleanup If a customer is selected after payments were already added, any disallowed payment lines are automatically removed.
  • Configurable per Partner New tab on the customer form allows easy assignment of allowed POS payment methods.
  • Flexible Default Leave empty to allow all payment methods (no restrictions).
  • Realtime Sync Restrictions are sent to the POS frontend and enforced immediately.
How It Works

The module allowing you to assign specific POS payment methods to each customer.

At the POS frontend, when a customer is selected:

  • The payment methods available in the interface are filtered to only those assigned to the customer (if any).
  • If no methods are assigned, all methods remain available.
  • If a customer is selected after payments have already been added, any payment lines using disallowed methods are automatically removed.
  • A visual indicator message appears to remind cashiers that this customer has restricted payment options.

This ensures that customers with specific payment agreements (e.g., credit only, no cash) cannot accidentally be processed with disallowed methods.

Module Screenshots

Customer Form POS Payment Methods Tab

Assign allowed payment methods directly on the customer record


Before All Payment Methods Visible

All POS payment methods are shown regardless of customer



After Restricted Methods Only

Only allowed methods appear with clear visual feedback







Installation & Configuration Guide

Step 1: Install the Module

  1. Copy the module folder to your Odoo addons directory.
  2. Update the apps list (Apps → Update Apps List).
  3. Search for “POS Customer Payment Method Restriction” and click Install.

Step 2: Configure Payment Methods per Customer

  1. Go to POS Customers Customers (or Contacts).
  2. Open a customer record and go to the new “POS Payment Methods” tab.
  3. Select the payment methods this customer is allowed to use at POS checkout.
  4. Leave empty to allow all methods (no restrictions).
  5. Save the customer.

Step 3: Use in POS

  1. Open a POS session.
  2. Add products to the order.
  3. Select the customer.
  4. The payment methods available will be filtered automatically.
  5. A lock icon and message will appear indicating restrictions are active.

Note: If a customer is selected after payments were already added, any payments using disallowed methods are automatically removed.

Use Cases

Credit Only Customers

Corporate accounts that must use credit terms (post‑paid). Restrict them to “Account” or “Invoice” payment methods only.

Cash Discount Program

Customers enrolled in a cash‑only discount program should only pay with cash to get the discount.

Gift Card Only

Customers who received store credit or gift cards should only be able to use those methods until exhausted.

Company Policy Compliance

Some corporate customers have agreements that prohibit cash payments. Enforce compliance automatically.

High‑Value Transactions

For customers making large purchases, require bank transfer or certified check only, preventing cash/credit card.

Subscription Billing

Recurring subscription customers should only use auto‑debit or card payments – restrict them accordingly.

Testing Scenarios
Scenario Setup Expected Result
No Restrictions Customer has no payment methods assigned All POS payment methods are available
Single Method Restriction Customer assigned only “Cash” Only Cash method appears; others hidden
Multiple Methods Customer assigned “Cash” + “Card” Only Cash and Card methods appear
Existing Payments Payment added with “Card”, then customer with only “Cash” selected Card payment line automatically removed; only Cash available
UI Feedback Customer with restrictions selected Lock icon + message: “Allowed Payment Method for [Customer]”
Attempt Disallowed Payment Cashier clicks a disallowed method button Payment line not added; method remains unavailable
FAQ

Q: Does this affect all POS sessions globally?

A: Yes, the restrictions are sent to all POS sessions via the POS data sync and apply wherever the customer is selected.

Q: Can a customer have no payment methods assigned?

A: Yes, if the list is empty, all methods are allowed (default behavior).

Q: Does this work with split payments (multiple payment lines)?

A: Yes, all payment lines added must use allowed methods. If a customer with restrictions is selected, only allowed methods can be added.

Q: What happens if a cashier selects a customer after payments are already made?

A: The module automatically removes any payment lines using methods not allowed for that customer, preventing validation errors.

Need Custom or Have Questions?

Contact Support 
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agreement from the authors of the Software (see the COPYRIGHT file).

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