Customizing payment methods in Checkout Blocks

Plan requirement

Checkout Blocks is available only to merchants on the Shopify Plus plan.

Checkout Blocks lets you customize payment methods in checkout in the following ways:

• Hide payment methods: Conditionally hide payment methods based on a number of cart rules, such as minimum spend, shipping destination, customer tag, or product collection.
• Rename payment methods: Rename payment methods, including adding a prefix or suffix.
• Reorder payment methods: Rearrange payment methods to change the default selected payment method.

Considerations for customizing payment methods

Before you create a payment customization, review the following considerations:

• You can have up to 5 payment method customizations active at one time across all apps.
• Draft orders aren't supported.
• Payment customizations don't run on Shop Pay, including Shop Pay Installments.
• Wallets within the express payment options section can be hidden, but not reordered.
• Hiding non-express payment methods is the only customization type that supports conditional rules.
• Renaming payment methods works only on payment methods that don't have a logo, such as Cash on Delivery.

Hide payment methods

You can create a payment method customization to hide payment methods in checkout from the Checkout Blocks app, or from your Payments settings in the Shopify admin.

Steps:

1. From your Shopify admin, go to Sales channels > Checkout Blocks.
2. Click Customizations.
3. Click Create customization.
4. In the Payment methods section, click Hide.
5. Optional: Click ↧ Import customization to upload a payment customization JSON file. Learn more about importing customizations.
6. In the Customization title section, type in a customization name. This isn't displayed to your customers.
7. In the Type section, select the type of rules you want to add to your customization. Refer to the list of supported rules to confirm which type to choose.
8. In the Hidden payment methods section, configure your ruleset:
   1. Click + Add method.
   2. Configure which payment methods you want the rule to apply to.
   3. Click ⊕ Add rule.
   4. Configure your rule for hiding the selected payment methods.
   5. Optional: Add more payment methods or rules as required.
9. Click Save.

By default, the customization is saved as a Draft. To activate the customization, select Active in the Status section.

Supported rules when hiding payment methods

Depending on the type of rules you require when creating a payment method customization, you need to select the appropriate Type of ruleset.

When creating a payment method customization, consider which rules that you want to apply to your customization and then select the Type that supports all of the rules that you want to add. You can't edit a customization's Type after it's been set.

Note

The Hide express payment options customization type doesn't support conditional rules in the same way that the other payment customization types do. You can choose one of the following options:

• Hide all express payment options
• Hide all express payment options, except for your choice of manually-selected express payments

List of payment method rules and which Type supports that rule.

Rule	Advanced rules editor	B2B & Customer rules	Hide express payment options	Product rules	Cart rules
Cart attributes	✘	✘	✘	✘	✔
Cart currency	✔	✘	✘	✘	✘
Cart has selling plan	✘	✘	✘	✔	✘
Cart subtotal Includes support for multi-currency.	✔	✘	✘	✘	✘
Cart total quantity	✔	✘	✘	✘	✘
Cart total Includes support for multi-currency.	✔	✘	✘	✘	✘
Company	✔	✔	✘	✘	✘
Customer email	✘	✔	✘	✘	✘
Customer has spent Refers to the lifetime spend of the customer.	✘	✔	✘	✘	✘
Customer is B2B	✔	✔	✘	✘	✘
Customer is logged in	✘	✔	✘	✘	✘
Customer order count	✘	✔	✘	✘	✘
Customer tag	✔	✔	✘	✘	✘
Delivery methods available	✔	✘	✘	✘	✘
Delivery method name	✔	✘	✘	✘	✘
No shipping options available	✔	✘	✘	✘	✘
Product collection	✔	✘	✘	✔	✘
Product type	✔	✘	✘	✘	✘
Product type is gift card	✔	✘	✘	✘	✘
Product vendor	✔	✘	✘	✘	✘
Shipping country	✔	✘	✘	✘	✘
Shipping state (province)	✔	✘	✘	✘	✘
Shopify Market	✔	✔	✘	✘	✘

Rename payment methods

You can create a payment method customization to rename payment methods in checkout from the Checkout Blocks app, or from your Payment settings in the Shopify admin.

Note

You can't rename payment methods that have logos as a name, such as Klarna or PayPal.

Steps:

1. From your Shopify admin, go to Sales channels > Checkout Blocks.
2. Click Customizations.
3. Click Create customization.
4. In the Payment methods section, click Rename.
5. Optional: Click ↧ Import customization to upload a payment customization JSON file. Learn more about importing customizations.
6. In the Customization title section, enter a customization name. This isn't displayed to your customers.
7. In the Renamed payment methods section, configure your renaming scheme:
   1. Click + Add payment method.
   2. In the From row, configure which payment methods you want the rule to apply to.
   3. In the To row, configure your rule for renaming the selected payment methods. You can select Replace with, Add prefix, or Add suffix.
   4. Optional: Add more payment methods or renaming rules as required.
8. Click Save.

By default, the customization is saved as a Draft. To activate the customization, select Active in the Status section.

Reorder payment methods

You can create a payment method customization to reorder the payment methods that display in checkout from the Checkout Blocks app, or from your Payment settings in the Shopify admin.

When you reorder payment methods, your manually-reordered payment methods display first, and all other payment methods display in the checkout last.

Steps:

1. From your Shopify admin, go to Sales channels > Checkout Blocks.
2. Click Customizations.
3. Click Create customization.
4. In the Payment methods section, click Reorder.
5. Optional: Click ↧ Import customization to upload a payment customization JSON file. Learn more about importing customizations.
6. In the Customization title section, enter a customization name. This isn't displayed to your customers.
7. In the Reordered payment methods section, click + Add payment method.
8. Configure your payment method ordering, from first to last, based on the name of the payment method.
9. Optional: Click + Add payment method to add more payment methods and configure their ordering based on the name of the payment method. Use the Ranking number system to manually move multiple payment methods up and down.
10. Click Save.

By default, the customization is saved as a Draft. To activate the customization, select Active in the Status section.