Rules
Hide payment methods, show them only under conditions, reorder or rename them.
What a rule is made of
A rule has a name, conditions and an action with payment methods.
- Name: only for you. It doesn't appear at checkout.
- If: one or more conditions. Choose "All conditions must match" or "One condition is enough". Without a condition, the rule always applies.
- Then: the action and the payment methods it affects.
The four actions
- Hide: the payment methods disappear when the conditions match.
- Show only if: the payment methods appear only when the conditions match. Otherwise they're hidden. When they match, the payment method stays where it was.
- Custom order: when the conditions match, this order applies instead of the base order.
- Rename: when the conditions match, the payment methods have a different name at checkout. Payment methods whose name is a logo (Shop Pay, Apple Pay, Google Pay) can't be renamed.
Adding a rule
- Next to the "Rules" heading, click "Add rule". On a phone, the button is below the list.
- Enter a name, choose conditions and the action, and add the payment methods.
- Click "Done". If something is missing, it's shown in red at the field. Otherwise the dialog closes, and the rule appears in the list as a sentence: "If … then …".
- Click "Save" in the bar at the top.
In the list, you turn a rule on and off, edit it, move it with the handle on the left and delete it. A rule that's off has no effect.
When several rules match
- Hiding beats showing: if a matching rule hides a payment method, it stays hidden, even if another rule would show it.
- For order and name, the first matching rule from the top applies.
- Positions are counted without the hidden payment methods.
The safety net
If your rules would hide every payment method in a situation, the app hides none. Order and names still apply. A checkout without any payment method would be worse than a rule that doesn't apply for once.
Examples
- Invoice only for returning customers: condition "Customer has the tag"
invoice-ok, action "Show only if", payment method "Invoice". - No bank transfer under €30: condition "Subtotal under" 30, action "Hide", payment method "Bank Deposit".
- Twint first in Switzerland: condition "Country is" CH, action "Custom order", payment methods "Twint", then the others.