Payment rules let you control which payment methods are shown at checkout based on conditions for language, customer, product, and order.
Before creating a payment rule, choose a pricing plan from "Pricing" in the app admin.
Prerequisite: Even when testing on a development store, you need a test pricing plan contract. Under Shopify's specifications, test contracts are free.
Set the display mode and target conditions, then enable the payment rule.
(1) Open Payment rules
Open the app admin → "Payment rules".
(2) Create a payment rule
Select "Create rule".
(3) Set the payment methods and conditions and save
Configure the required fields and save.
You can configure the following for a payment rule.
Field | Description |
|---|---|
Title | An internal name for the rule |
Display mode | Hide the specified payment methods, or show only the specified payment methods |
Payment methods | The payment methods to show or hide, and how they are matched |
Languages | All languages, or specific languages |
Customers | All customers, customers with accounts, or guests |
Products | All items, specific collections, specific products, or pre-order items |
Orders | Order price, weight, delivery options, or cart attributes |
Note: If you enable multiple "Show only the specified payment methods" rules, all payment methods may be hidden when the conditions overlap.
Prerequisite: Using "Pre-order items" as a product condition requires the RuffRuff Pre-Orders app.
(4) Enable the payment rule
In the payment rules list, select the target rule and choose "Enable rules", or select "Enable" in the edit screen.
Proceed to checkout while meeting the configured conditions, and check how the payment methods are displayed.
With "Hide the specified payment methods," the specified payment methods are not shown
With "Show only the specified payment methods," only the specified payment methods are shown
If the configured conditions are not met, the payment methods available in Shopify are shown as they are
Note: With "Show only the specified payment methods," if none of the specified payment methods exist in the checkout, the rule is not applied — to prevent checkout from having no available payment method — and all payment methods are shown.
Check the following to make sure setup is complete.
Chose a pricing plan
Set the display mode, payment methods, and applicable conditions
Enabled the payment rule
Checked the behavior at checkout both when the conditions are met and when they are not