Payment Rules Page

Control when to hide specific payment methods (e.g., COD) at checkout. Create simple, targeted rules by order total, shipping, location, or customer tag.

Overview

  • Lists all rules with status badges (Active/Inactive), a short summary, a toggle, and a Settings button.

  • Primary action: Add rule.

  • Empty state guides you to create your first rule.

Creating A New Rule

  • Click Add rule to open Create rule.

  • Choose a rule type:

    • Order: Hide payment by order total range.

    • Location: Hide payment by country (or show only for selected countries).

    • Shipping: Hide payment by shipping rate name(s).

    • Customer: Hide payment for tag cod_blocked.

  • A new rule is added with sensible defaults, ready to edit.

Customizing A Rule

  • Click Settings on any rule to open Edit rule.

  • Payment Method Name:

    • Set the exact payment method label to hide, e.g., Cash on Delivery (COD).

  • Order Total:

    • Min amount and/or Max amount to define a range. Leave blank to skip a bound.

  • Location:

    • Mode: Hide for or Show only for.

    • Countries: search and add ISO country options; remove with the × on each tag.

  • Shipping:

    • Shipping rate names (comma separated): match one or more rate titles.

  • Customer Tag:

    • Triggers when the customer has tag cod_blocked (no extra input).

  • Save changes to persist. You can also Delete a rule from the Edit modal.

Activating Rules

  • Use the toggle on each rule to turn it ON/OFF.

  • Active rules show a green “Active” badge and apply immediately at checkout.

Workflow Tips

  • One rule targets one payment method name. Create multiple rules if you hide different methods under different conditions.

  • Use the Customer rule for blacklist-style control: tag customers as cod_blocked to hide COD only for them.

  • Use Order/Shipping/Location rules to expand or narrow when payment methods are hidden.

Verification

  • After enabling a rule, start a test checkout that matches its conditions.

  • At the payment step, confirm the targeted method is hidden.

  • If it’s not:

    • Ensure the rule’s toggle is ON.

    • Check the payment method name matches your storefront label exactly.

    • Confirm the app is Activated (payment customization enabled).

    • Try a fresh checkout session.

Need help? Contact Support in‑app. We typically respond within 20 minutes—include your email and a short description of your test scenario.

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