Customizing payment methods and delivery options at checkout

Enhancing the checkout experience through customized payment methods and delivery options can help improve customer satisfaction and streamline your transactions. Depending on your subscription plan and geographic location, certain customization elements are available to you.

Eligibility requirements for customizing payment methods and delivery options at checkout

Before you begin customizing your payment methods and delivery options, ensure your store meets the following criteria:

• Subscription plan: Your store must be subscribed to at least the Basic Shopify plan.
• Checkout app installation: You must have a compatible checkout app installed from the Shopify App Store.
• Checkout extensibility (Shopify Plus only): Advanced customizations are available for stores on the Shopify Plus plan, which include direct editing capabilities through checkout extensibility features.
• App type compatibility: Depending on whether your store is on a Shopify Plus plan or Basic Shopify plan or higher, different types of apps might be available to you:
  • All plans (Basic Shopify or higher): Access to apps built with web pixel app extensions, post-purchase app extensions, and public apps built with Shopify Functions.
  • Exclusive to Shopify Plus: Access to custom apps built with Shopify Functions and apps built with checkout UI extensions.

Understanding payment method customizations

Payment method customization at checkout is a feature that allows you to tailor how payment options are presented to your customers, enhancing the checkout experience and potentially increasing conversion rates. These customizations include the ability to hide, rename, or sort payment methods. However, the specific functions available can vary by app, as not all apps offer the same level of customization.

Availability based on subscription and geography

The ability to rename, hide, or sort payment fields at checkout is subject to certain limitations:

• Shopify Plus merchants: If you're on the Shopify Plus plan, then you have the added capability to customize credit card fields directly. This means that you can hide, rename, or sort credit card options in addition to other payment methods.
• Non-Shopify Plus merchants: Merchants with Basic Shopify plans or higher, but not on Shopify Plus, still have access to payment method customization apps. However, in the United States and Canada, these customizations are limited to non-credit card payment methods. While you can hide, rename, or sort alternative payment methods, any custom settings applied to credit card fields won't apply at checkout, and credit card options will remain standard as offered by Shopify. To access credit card field customizations in the United States and Canada, upgrading to Shopify Plus is required.

Adding a payment method customization

If you want to customize your payment methods at checkout, then you need to install a third-party app that supports payment method customizations, and then configure your customizations.

Step 1: Install a payment method customization app

You can install multiple checkout customization apps that provide different customization options.

Steps:

1. Go to the Shopify App Store, and search for the payment methods app that suits your business.
2. Click Add app.
3. Click Install app.

Step 2: Configure and activate your customizations

After you install a payment method customization app, you can configure and activate your customizations.

Steps:

1. From your Shopify admin, go to Settings > Payments.
2. In the Payment customizations section, click Manage.
3. Add your customization:
   1. Click Add customization.
   2. Select a customization.
   3. Configure the customization, and then click Save.
4. Optional: If you want to add more customizations, then click Add customization.
5. Select the customizations that you want to use.
6. Click Activate.

Adding a delivery customization

If you want to customize your delivery options at checkout, then you need to install a third-party app that supports delivery customization, and then configure your customizations.

Step 1: Install a delivery customization app

You can install multiple checkout customization apps that provide different customization options.

Steps:

1. Go to the Shopify App Store, and search for the delivery customization app that suits your business.
2. Click Add app.
3. Click Install app.

Step 2: Configure and activate your customizations

After you install a delivery options customization app, you can configure and activate your customizations.

Steps:

1. From your Shopify admin, go to Settings > Shipping and delivery.
2. In the Delivery customizations section, click Manage.
3. Add your customization:
   1. Click Add customization.
   2. Select a customization.
   3. Configure the customization, and then click Save.
4. Optional: If you want to add more customizations, then click Add customization.
5. Select the customizations that you want to use.
6. Click Activate.

Adding cart and checkout validation

If you want to validate information about a customers cart or checkout, then you need to install a third-party app that supports cart and checkout validations.

Apps that support cart and checkout validations can let you enforce rules at checkout such as limiting the quantity of a product that customer can purchase, or ensuring that customers fill out custom fields at checkout.

After you install a cart and checkout validation app, you can configure and activate your validation rules.

Steps:

1. From your Shopify admin, go to Settings > Checkout.

2. In the Checkout section, click Checkout rules.

3. Add your validation rule:

   1. Click Add rule.
   2. Select a validation rule to add.

4. Optional: If you want to add more validation rules, then click Add rule.

5. Optional: If you want to edit a validation rule, then for that rule, click ... and then click Edit rule.

6. For the validation rule that you want to activate, click ... and then click Activate

Third-party app support

If you encounter issues with a third-party app, then you need to contact the app developer for assistance.

If you're an app developer or Shopify Partner specializing in payment customizations or delivery customizations, then you should consider geographic and plan-specific guidelines to tailor your app offerings appropriately.