Getting started, step by step
Three modules, set up independently. Start with the one you installed the app for — you don't need the other two to get value from it.
Payment method rules
Control which payment methods buyers see, and in what order. This is the one module with a visual canvas, because a payment rule combines conditions and actions.
Switch the module on
From the home page, find Payment customization in the module list and switch it on. That creates the payment customization on your store — the Shopify Function that applies your rules at checkout.
Add the payment methods you offer
Open the payment methods page and tick the methods you want to control, for example Shopify Payments, PayPal, and any manual methods. The names you pick here are what your rules target, so this comes before the first rule rather than after it.
Start from a template, or an empty canvas
The rules page offers ready-made rules — hide a method above a cart value, reorder for a country, and so on. Applying one opens it in the builder as a draft so you can see exactly what it does before anything reaches checkout. Or click Create rule for a blank canvas.
Add a trigger and its conditions
Drag a trigger onto the canvas — Hide payment methods, Sort payment methods, or Rename payment methods — then connect a condition. Cart value, country, customer tag, and cart product are the common ones, and several conditions on one canvas act as AND.
Pick the method the rule acts on
In the action node, name the payment method. Matching is case-insensitive and partial, so "credit card" matches "Shopify Payments (Credit Card)". Watch for the warning badge: Shopify won't rename wallets, or reorder anything in the Express section.
Save, enable, then test both ways
Name the rule, save it, and switch it from draft to active. Then check your storefront twice: once with a cart that meets the condition, and once with a cart that doesn't, to confirm the method disappears and comes back.
Address checks
Stop orders you can't deliver before they're paid for. This module is a checklist rather than a canvas — each check is switched on and configured on its own.
Set it up at checkout
From the home page, open Address validation and use Set up at checkout. That creates the validation on your store. Until it exists, nothing can be checked.
Turn on the checks you need
PO boxes, missing house numbers, postal code format, and countries or regions. None is on by default, so no address is blocked until you choose one. Switch on only what you actually need — every check you enable is another way an order can fail.
Set your countries and regions
The countries page works either way round: allow only the places you ship to, or block the ones you don't. Allow mode is the safer choice if your shipping list is short, and blocking is easier if you ship almost everywhere.
Check the postal code presets
Most countries come with a pattern already, shown with that country's own term — ZIP code, PIN code, postcode, whichever applies. You can replace one with your own pattern. If a pattern is refused when you save, it's a repeat nested inside a repeat, which can stall the check at checkout.
Write the buyer messages
Each check has its own message, and the buyer sees it against the field they need to fix. Add translations for the languages you sell in — buyers get their own language when you've written it, and your default otherwise.
Decide what happens if a check can't run
The block-on-failure setting chooses between stopping checkout and letting the buyer through when a check can't complete. Letting them through is the default. Change it if the check is a legal or compliance requirement rather than a preference.
Order limits and cart rules
Sixteen rules covering the order, the customer, timing, and delivery. Like address checks, it's a checklist — switch on what you need and give each rule its numbers.
Set it up at checkout
Open Cart rules from the home page and use Set up at checkout, the same as address validation. Nothing is enforced until this exists.
Start with the order itself
Minimum and maximum order total, total item count, and per-product quantity caps. A rule that's switched on but has no number in it does nothing, and the page tells you so rather than reporting the module as running.
Add product restrictions if you need them
Block products by tag, or use collections to allow or block groups of products. One thing to know about allow-only collection rules: they permit nothing until a usable collection is selected, and a deleted or empty collection doesn't count. The page warns you when a rule is in that state.
Restrict who can check out
Require sign-in, allow or block customer tags, or gate on past order count, amount spent, or email domain. Guests are treated as customers with no history — no past orders, nothing spent, no tags — so an allow-list excludes them and a block-list doesn't.
Set B2B and timing rules
Require a company on the order and set company order totals for wholesale. Ordering windows and blackout dates use your store's timezone, not the buyer's, so 25 December means that whole date where your store is set.
Write the messages, then test at checkout
Each of the sixteen rules has its own buyer message and its own translations. Then test with a real cart: build one that breaks the rule and confirm the message appears at checkout, and one that satisfies it and confirm it goes through.
Payment method limits to know up front
Hide, rename, and reorder each have different limits set by Shopify. The builder warns you per method, but it saves time to know these before you build a rule:
- Hide works on every payment method — credit cards, wallets, accelerated checkout, gift cards, and buy-now-pay-later. No exceptions. On Shopify Plus you can also choose whether to hide an accelerated method from the first or last step of checkout.
- Rename works on most methods — credit card gateways (Stripe, Shopify Payments, Adyen, Authorize.net), PayPal, manual methods (Cash on Delivery, Bank Deposit), regional methods (Sofort, Bancontact, iDEAL), and buy-now-pay-later (Klarna, Afterpay). The only methods that can't be renamed are wallets and accelerated checkout (Shop Pay, Apple Pay, Google Pay, Meta Pay) and the native gift card field, because Shopify shows them with a logo instead of a text name.
- Reorder works on most methods, but not on wallets and accelerated checkout (Shop Pay, Apple Pay, Google Pay, Meta Pay, Amazon Pay, Cash App Pay, PayPal). They live in a fixed Express checkout section. Credit card gateways, COD, and buy-now-pay-later can be reordered.
If a rename or reorder doesn't appear at checkout but the rule ran, the method is almost certainly in one of the restricted groups above. See the FAQ for the full breakdown.
Going further
- Combine conditions on one payment rule. Chain condition nodes on the canvas to build AND logic — hide PayPal only when the cart is over $500 and shipping to Canada.
- Stack rules instead of overloading one. Separate goals want separate rules: one to hide express methods, another to surface a preferred method first. Payment rules run in priority order and you can re-prioritize them in the list.
- Pause instead of deleting. Every rule, check, and limit has a toggle. Switch one off for a holiday promotion and switch it back on later with the configuration intact. Removing a module is a different thing — read the confirmation before you do it, because address checks are stored on the validation being removed.
- Know where a module's config lives. Payment rules are stored by the app, so removing that module and adding it back leaves your rules intact. Address checks and order limits are stored on the validation Shopify creates, so removing those modules deletes their configuration.
Need more help?
Read the FAQ for common questions, or contact support and we'll walk you through it.