| 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 | 103 |
| Technical Name |
nz_pos_customer_payment_methods |
| License | LGPL-3 |
| Website | https://www.nezam.co |
| 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 | 103 |
| Technical Name |
nz_pos_customer_payment_methods |
| License | LGPL-3 |
| Website | https://www.nezam.co |
NZ Solutions Apps for Odoo
POS Customer Payment Methods - Odoo 19
Restrict POS payment methods per customer to control which payment options are available for each client. Assign specific payment methods to any customer, and when they are selected in the Point of Sale, only their allowed payment methods will appear. If no payment methods are assigned, all available POS payment methods are shown — giving you complete flexibility and control over customer payment options.
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What does this module provide?
POS Customer Payment Methods gives you complete control over which payment methods are available for each customer in the Point of Sale. Assign specific payment methods directly on the customer form, and when that customer is selected at the POS checkout, only their allowed methods will be shown — hiding all other options automatically. If no payment methods are configured for a customer, all POS payment methods remain visible, ensuring maximum flexibility. This is ideal for businesses that need to restrict payment options based on customer agreements, credit policies, or payment preferences.
KEY HIGHLIGHTS
Customer-Specific Payment Methods
Assign specific payment methods to each customer. When selected in POS, only their allowed payment methods are displayed at checkout.
Automatic Payment Method Filtering
The POS payment screen automatically filters payment methods based on the selected customer — no manual intervention needed.
Flexible Configuration
If no payment methods are assigned to a customer, all available POS payment methods are shown — ensuring flexibility for walk-in customers.
Easy Customer Setup
Add payment methods directly from the customer form in a dedicated "POS Payment Methods" tab with a simple many2many tags widget.
View Customer Methods in POS
Open customer details directly from the POS interface to see which payment methods are configured for that customer.
Config-Aware Filtering
Only payment methods enabled in the current POS config are shown — customer restrictions are automatically synchronized with POS setup.
1) Available Payment Methods in POS
This screenshot shows all the payment methods available and configured for this Point of Sale. These are the default methods that will be displayed when no customer-specific restrictions are applied.
2) Assigning Payment Methods to Customer
From the customer form, you can select specific payment methods that will be available for this customer in the POS. Open the POS Payment Methods tab and choose the allowed payment methods using the many2many tags widget.
3) Payment Screen Before Customer Selection
When opening the payment screen without selecting a customer, or when selecting a customer who has no payment method restrictions configured, all available POS payment methods are displayed — ensuring complete flexibility for walk-in customers.
4) Payment Screen with Restricted Customer
After selecting a customer who has specific payment methods assigned, the payment screen automatically filters and displays only the allowed payment methods for that customer. All other payment methods are hidden, ensuring compliance with customer payment agreements.
5) Viewing Customer Payment Methods from POS
You can open the customer details directly from within the POS interface to verify which payment methods are configured for that customer. The POS Payment Methods field clearly shows all assigned payment options, confirming the restrictions that will be applied at checkout.
How do I assign payment methods to a customer?
Open the customer form from Contacts or Sales, go to the POS Payment Methods tab, and select the payment methods you want to allow for this customer using the tags widget. Save the customer record and the restrictions will be applied immediately in the POS.
What happens if I don't assign any payment methods to a customer?
If no payment methods are assigned to a customer, all available payment methods configured in the POS will be shown at checkout. This ensures maximum flexibility for walk-in customers or customers without specific restrictions.
Can I see which payment methods are assigned to a customer from within the POS?
Yes. When a customer is selected in the POS, you can open their details by clicking on their name or using the customer button. The customer form will open with all fields including the POS Payment Methods tab where you can see their assigned payment methods.
Does this module work with multiple POS configurations?
Yes. If you have multiple POS configurations with different payment methods enabled, the module will only show payment methods that are both assigned to the customer AND enabled in the current POS configuration. This ensures consistency across different POS setups.
What happens if a customer has payment methods assigned that are not enabled in the current POS?
The module automatically filters out any payment methods assigned to a customer that are not enabled in the current POS configuration. Only payment methods that are both assigned to the customer and available in the POS will be shown.
Can I restrict credit card payments for certain customers?
Yes. Simply don't include credit card payment methods in the customer's assigned payment methods. When that customer is selected, credit card options will not appear in the payment screen, forcing them to use only their allowed methods.
Does the filtering happen automatically when I select a customer?
Yes. As soon as you select a customer during checkout, the payment screen automatically filters and displays only the payment methods assigned to that customer. No manual action is needed — it happens in real-time.
Which Odoo editions and deployment modes are supported?
The module is compatible with Odoo 19 Community and Enterprise on On-Premise, Odoo Online, and Odoo.sh deployments.
Version 19.0.1.0.0
Initial Release- Customer-specific payment method assignment via Many2many field on customer form
- Dedicated "POS Payment Methods" tab on customer form with tags widget for easy selection
- Automatic payment method filtering in POS based on selected customer
- Default behavior: show all payment methods if none assigned to customer
- POS config synchronization: only show methods enabled in current POS configuration
- Real-time payment method filtering when customer is selected or changed
- View customer payment methods directly from POS interface
- Automatic cleanup of invalid payment method references during data loading
- JavaScript override of payment screen to implement filtering logic
- Support for multiple POS configurations with different payment methods
- Compatible with all Odoo payment methods (cash, bank, third-party providers)
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