DocumentationRecipesWholesale customers pay no card fee

Wholesale customers pay no card feePro

A B2B account paying a four-figure invoice by card should not meet a 1.4 % surcharge. Put the card fee on one rule and exclude the wholesale role from it, and those customers never see it. Pro.

ProUpdated for 3.0.0

The rule

One rule on the card gateway:

Fee labelAmountConditions
Card fee1.4 % + 0.25, max 8User role excludes Wholesale customer

The exclusion goes on the fee itself. A separate “fixed 0” rule above it would not work: a rule with no amount is not a fee, so the plugin skips it without reading its conditions.

About the role

The picker lists every role on the site, including the ones B2B and wholesale plugins register. A customer with several roles matches if any of them is listed. Guests have no role, so matches Wholesale is false for them and excludes Wholesale is true — which is how you would write the inverse rule, “a fee for everyone except trade”.

What each customer sees

A wholesale customer checking out by card sees no fee line — not a zero row, nothing. Everyone else sees Card fee as before. With Pro’s display controls on, the wholesale customer’s card option simply shows no amount beside it.

Going further

  • A bank-transfer discount for the same accounts. On Direct bank transfer, one rule: −2 % with user role matches Wholesale customer. Nothing else is needed — everyone else simply matches no rule and pays list price. The bank-transfer recipe has the arithmetic.
  • Fees on the invoices themselves. Trade orders are often raised in the admin and paid later through a pay-for-order link, where core never adds fees; Pro’s off-checkout charge covers both, and the product-line mode gets the fee onto the invoicing export.

Role, cart total and the other seven condition types are Pro.

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