Payment script examples

Payment scripts interact with payment gateways, and can change a gateway's title, visibility, and display position. These scripts run each time that your customer accesses the payment method page at checkout. Payment scripts don't interact with accelerated checkouts, because accelerated checkouts are displayed to your customers before they reach the checkout page.

To use the templates on this page, create a new script with a blank template.

Steps:

  1. From your Shopify admin, go to Apps > Script Editor.
  2. Click Create script.
  3. Click Payment gateways.
  4. Select Blank template, then click Create script.
  5. In the Ruby source code section, delete the default line of code: Output.cart = Input.cart
  6. Copy a script from this page and paste it into the Ruby source code section.
  7. Edit the Customizable Settings section of the script to function in your store.
  8. Test your script. For more information, refer to Testing and debugging Shopify Scripts.
  9. After testing:
    • click Save draft to save an unpublished draft of the script, or
    • click Save and publish to create and publish the script.

Show gateways to specific customers

Use this script to show a gateway option only to specific customers.

For example, you can use this script to show a particular gateway only to customers with the VIP tag.

# ================================ Customizable Settings ================================
# ================================================================
# Show Gateways For Customer Tag
#
# If a customer is tagged (or not, depending on the setting below)
# with the entered tag(s), the entered gateway(s) will be shown, and
# all others will be hidden. Otherwise, the entered gateway(s) will
# be hidden.
#
#   - 'customer_tag_match_type' determines whether we look for the customer
#     to be tagged with any of the entered tags or not. Can be:
#       - ':include' to check if the customer is tagged
#       - ':exclude' to make sure the customer isn't tagged
#   - 'customer_tags' is a list of customer tags to trigger the
#     campaign
#   - 'gateway_match_type' determines whether the below strings
#     should be an exact or partial match. Can be:
#       - ':exact' for an exact match
#       - ':partial' for a partial match
#   - 'gateway_names' is a list of strings to identify gateways
# ================================================================
SHOW_GATEWAYS_FOR_CUSTOMER_TAG = [
  {
    customer_tag_match_type: :include,
    customer_tags: ["customer_tag", "another_tag"],
    gateway_match_type: :exact,
    gateway_names: ["Gateway", "Other Gateway"],
  },
]

# ================================ Script Code (do not edit) ================================
# ================================================================
# CustomerTagSelector
#
# Finds whether the supplied customer has any of the entered tags.
# ================================================================
class CustomerTagSelector
  def initialize(match_type, tags)
    @comparator = match_type == :include ? 'any?' : 'none?'
    @tags = tags.map { |tag| tag.downcase.strip }
  end

  def match?(customer)
    customer_tags = customer.tags.map { |tag| tag.downcase.strip }
    (@tags & customer_tags).send(@comparator)
  end
end

# ================================================================
# GatewayNameSelector
#
# Finds whether the supplied gateway name matches any of the
# entered names.
# ================================================================
class GatewayNameSelector
  def initialize(match_type, gateway_names)
    @comparator = match_type == :exact ? '==' : 'include?'
    @gateway_names = gateway_names.map { |name| name.downcase.strip }
  end

  def match?(payment_gateway)
    @gateway_names.any? { |name| payment_gateway.name.downcase.strip.send(@comparator, name) }
  end
end

# ================================================================
# ShowGatewaysForCustomerTagCampaign
#
# If the customer has any of the entered tags, the entered gateways
# are shown/hidden depending on the entered settings
# ================================================================
class ShowGatewaysForCustomerTagCampaign
  def initialize(campaigns)
    @campaigns = campaigns
  end

  def run(cart, payment_gateways)
    @campaigns.each do |campaign|
      customer_tag_selector = CustomerTagSelector.new(
        campaign[:customer_tag_match_type],
        campaign[:customer_tags],
      )

      customer_match = cart.customer.nil? ? false : customer_tag_selector.match?(cart.customer)

      gateway_name_selector = GatewayNameSelector.new(
        campaign[:gateway_match_type],
        campaign[:gateway_names],
      )

      payment_gateways.delete_if do |payment_gateway|
        gateway_name_selector.match?(payment_gateway) != customer_match
      end
    end
  end
end

CAMPAIGNS = [
  ShowGatewaysForCustomerTagCampaign.new(SHOW_GATEWAYS_FOR_CUSTOMER_TAG),
]

CAMPAIGNS.each do |campaign|
  campaign.run(Input.cart, Input.payment_gateways)
end

Output.payment_gateways = Input.payment_gateways

Hide gateways for specific products

Use this script to hide gateways when specific items are added to the cart.

For example, you can hide a gateway if the customer orders a particular hat, showing only the other gateway options they qualify for.

# ================================ Customizable Settings ================================
# ================================================================
# Hide Gateway(s) for Product
#
# If the cart contains any "matching" items, the entered gateway(s)
# are hidden.
#
#   - 'product_selector_match_type' determines whether we look for
#     products that do or don't match the entered selectors. Can
#     be:
#       - ':include' to check if the product does match
#       - ':exclude' to make sure the product doesn't match
#   - 'product_selector_type' determines how eligible products
#     will be identified. Can be either:
#       - ':tag' to find products by tag
#       - ':type' to find products by type
#       - ':vendor' to find products by vendor
#       - ':product_id' to find products by ID
#       - ':variant_id' to find products by variant ID
#   - 'product_selectors' is a list of strings or numbers to
#     identify products by the above selector type
#   - 'gateway_match_type' determines whether the below strings
#     should be an exact or partial match. Can be:
#       - ':exact' for an exact match
#       - ':partial' for a partial match
#   - 'gateway_names' is a list of strings to identify gateways
# ================================================================
HIDE_GATEWAY_FOR_PRODUCT = [
  {
    product_selector_match_type: :include,
    product_selector_type: :product_id,
    product_selectors: [1234567890987, 1234567890986],
    gateway_match_type: :exact,
    gateway_names: ["Gateway", "Other Gateway"],
  },
]

# ================================ Script Code (do not edit) ================================
# ================================================================
# ProductSelector
#
# Finds matching products by the entered criteria.
# ================================================================
class ProductSelector
  def initialize(match_type, selector_type, selectors)
    @match_type = match_type
    @comparator = match_type == :include ? 'any?' : 'none?'
    @selector_type = selector_type
    @selectors = selectors
  end

  def match?(line_item)
    if self.respond_to?(@selector_type)
      self.send(@selector_type, line_item)
    else
      raise RuntimeError.new('Invalid product selector type')
    end
  end

  def tag(line_item)
    product_tags = line_item.variant.product.tags.map { |tag| tag.downcase.strip }
    @selectors = @selectors.map { |selector| selector.downcase.strip }
    (@selectors & product_tags).send(@comparator)
  end

  def type(line_item)
    @selectors = @selectors.map { |selector| selector.downcase.strip }
    (@match_type == :include) == @selectors.include?(line_item.variant.product.product_type.downcase.strip)
  end

  def vendor(line_item)
    @selectors = @selectors.map { |selector| selector.downcase.strip }
    (@match_type == :include) == @selectors.include?(line_item.variant.product.vendor.downcase.strip)
  end

  def product_id(line_item)
    (@match_type == :include) == @selectors.include?(line_item.variant.product.id)
  end

  def variant_id(line_item)
    (@match_type == :include) == @selectors.include?(line_item.variant.id)
  end

  def all(line_item)
    true
  end
end

# ================================================================
# GatewayNameSelector
#
# Finds whether the supplied gateway name matches any of the
# entered names.
# ================================================================
class GatewayNameSelector
  def initialize(match_type, gateway_names)
    @comparator = match_type == :exact ? '==' : 'include?'
    @gateway_names = gateway_names.map { |name| name.downcase.strip }
  end

  def match?(payment_gateway)
    @gateway_names.any? { |name| payment_gateway.name.downcase.strip.send(@comparator, name) }
  end
end

# ================================================================
# HideGatewayForProductCampaign
#
# If the cart contains any "matching" items, the entered gateway(s)
# are hidden.
# ================================================================
class HideGatewayForProductCampaign
  def initialize(campaigns)
    @campaigns = campaigns
  end

  def run(cart, payment_gateways)
    @campaigns.each do |campaign|
      product_selector = ProductSelector.new(
        campaign[:product_selector_match_type],
        campaign[:product_selector_type],
        campaign[:product_selectors],
      )

      next unless cart.line_items.any? { |line_item| product_selector.match?(line_item) }

      gateway_name_selector = GatewayNameSelector.new(
        campaign[:gateway_match_type],
        campaign[:gateway_names],
      )

      payment_gateways.delete_if do |payment_gateway|
        gateway_name_selector.match?(payment_gateway)
      end
    end
  end
end

CAMPAIGNS = [
  HideGatewayForProductCampaign.new(HIDE_GATEWAY_FOR_PRODUCT),
]

CAMPAIGNS.each do |campaign|
  campaign.run(Input.cart, Input.payment_gateways)
end

Output.payment_gateways = Input.payment_gateways

Show gateways for specific countries

Use this script to show payment gateways only when a customer is ordering from a specific country.

For example, you could use this script to offer a gateway only if a customer is ordering from Canada. The gateway is hidden for addresses in any other country.

# ================================ Customizable Settings ================================
# ================================================================
# Show Gateway(s) for Country
#
# If the shipping address country matches any of the entered
# countries, the entered gateway(s) will be shown, and all others
# will be hidden. Otherwise, the entered gateway(s) will be hidden.
#
#   - 'country_code_match_type' determines whether we look for the cart
#     country to match the entered selectors or not. Can be:
#       - ':include' to look for a country in the list
#       - ':exclude' to make sure the country is not in the list
#   - 'country_codes' is a list of 2-character abbreviations for
#     the applicable countries
#   - 'gateway_match_type' determines whether the below strings
#     should be an exact or partial match. Can be:
#       - ':exact' for an exact match
#       - ':partial' for a partial match
#   - 'gateway_names' is a list of strings to identify gateways
# ================================================================
SHOW_GATEWAYS_FOR_COUNTRY = [
  {
    country_code_match_type: :include,
    country_codes: ["CA"],
    gateway_match_type: :exact,
    gateway_names: ["Gateway", "Other Gateway"],
  },
]

# ================================ Script Code (do not edit) ================================
# ================================================================
# CountrySelector
#
# Finds whether the supplied country code matches the entered
# string.
# ================================================================
class CountrySelector
  def initialize(match_type, countries)
    @match_type = match_type
    @countries = countries.map { |country| country.upcase.strip }
  end

  def match?(country_code)
    (@match_type == :include) == @countries.include?(country_code.upcase.strip)
  end
end

# ================================================================
# GatewayNameSelector
#
# Finds whether the supplied gateway name matches any of the
# entered names.
# ================================================================
class GatewayNameSelector
  def initialize(match_type, gateway_names)
    @comparator = match_type == :exact ? '==' : 'include?'
    @gateway_names = gateway_names.map { |name| name.downcase.strip }
  end

  def match?(payment_gateway)
    @gateway_names.any? { |name| payment_gateway.name.downcase.strip.send(@comparator, name) }
  end
end

# ================================================================
# ShowGatewaysForCountryCampaign
#
# If the shipping address country matches any of the entered
# countries, the entered gateway(s) will be shown, and all others
# will be hidden. Otherwise, the entered gateway(s) will be hidden.
# ================================================================
class ShowGatewaysForCountryCampaign
  def initialize(campaigns)
    @campaigns = campaigns
  end

  def run(cart, payment_gateways)
    address = cart.shipping_address

    @campaigns.each do |campaign|
      country_selector = CountrySelector.new(
        campaign[:country_code_match_type],
        campaign[:country_codes],
      )

      country_match = address.nil? ? false : country_selector.match?(address.country_code)

      gateway_name_selector = GatewayNameSelector.new(
        campaign[:gateway_match_type],
        campaign[:gateway_names],
      )

      payment_gateways.delete_if do |payment_gateway|
        gateway_name_selector.match?(payment_gateway) != country_match
      end
    end
  end
end

CAMPAIGNS = [
  ShowGatewaysForCountryCampaign.new(SHOW_GATEWAYS_FOR_COUNTRY),
]

CAMPAIGNS.each do |campaign|
  campaign.run(Input.cart, Input.payment_gateways)
end

Output.payment_gateways = Input.payment_gateways

Hide gateways for specific countries

Use this script to hide payment gateways only in specific countries.

For example, you can use this script to hide a gateway only from customers in Canada. The gateway remains available for orders from all other countries.

# ================================ Customizable Settings ================================
# ================================================================
# Hide Gateway(s) for Country
#
# If the shipping address country matches any of the entered
# countries, the entered gateway(s) will be hidden.
#
#   - 'country_code_match_type' determines whether we look for the cart
#     country to match the entered selectors or not. Can be:
#       - ':include' to look for a country in the list
#       - ':exclude' to make sure the country is not in the list
#   - 'country_codes' is a list of 2-character abbreviations for
#     the applicable countries
#   - 'gateway_match_type' determines whether the below strings
#     should be an exact or partial match. Can be:
#       - ':exact' for an exact match
#       - ':partial' for a partial match
#   - 'gateway_names' is a list of strings to identify gateways
# ================================================================
HIDE_GATEWAYS_FOR_COUNTRY = [
  {
    country_code_match_type: :include,
    country_codes: ["CA"],
    gateway_match_type: :exact,
    gateway_names: ["Gateway", "Other Gateway"],
  },
]

# ================================ Script Code (do not edit) ================================
# ================================================================
# CountrySelector
#
# Finds whether the supplied country code matches the entered
# string.
# ================================================================
class CountrySelector
  def initialize(match_type, countries)
    @match_type = match_type
    @countries = countries.map { |country| country.upcase.strip }
  end

  def match?(country_code)
    (@match_type == :include) == @countries.include?(country_code.upcase.strip)
  end
end

# ================================================================
# GatewayNameSelector
#
# Finds whether the supplied gateway name matches any of the
# entered names.
# ================================================================
class GatewayNameSelector
  def initialize(match_type, gateway_names)
    @comparator = match_type == :exact ? '==' : 'include?'
    @gateway_names = gateway_names.map { |name| name.downcase.strip }
  end

  def match?(payment_gateway)
    @gateway_names.any? { |name| payment_gateway.name.downcase.strip.send(@comparator, name) }
  end
end

# ================================================================
# HideGatewaysForCountryCampaign
#
# If the shipping address country matches any of the entered
# countries, the entered gateway(s) will be hidden.
# ================================================================
class HideGatewaysForCountryCampaign
  def initialize(campaigns)
    @campaigns = campaigns
  end

  def run(cart, payment_gateways)
    address = cart.shipping_address

    return if address.nil?

    @campaigns.each do |campaign|
      country_selector = CountrySelector.new(
        campaign[:country_code_match_type],
        campaign[:country_codes],
      )

      next unless country_selector.match?(address.country_code)

      gateway_name_selector = GatewayNameSelector.new(
        campaign[:gateway_match_type],
        campaign[:gateway_names],
      )

      payment_gateways.delete_if do |payment_gateway|
        gateway_name_selector.match?(payment_gateway)
      end
    end
  end
end

CAMPAIGNS = [
  HideGatewaysForCountryCampaign.new(HIDE_GATEWAYS_FOR_COUNTRY),
]

CAMPAIGNS.each do |campaign|
  campaign.run(Input.cart, Input.payment_gateways)
end

Output.payment_gateways = Input.payment_gateways

Show gateways by spend

Use this script to show a specific gateway if a customer spends over a certain amount.

For example, show the Bank Deposit gateway if a customer spends $1000 or more, otherwise hide it.

# ================================ Customizable Settings ================================
# ================================================================
# Show Gateway(s) for Spend Threshold
#
# If the cart total is greather than, or equal to, the entered
# threshold, the entered gateway(s) are shown.
#
#   - 'threshold' is the dollar amount the customer must spend in
#     order to see the entered gateway(s)
#   - 'gateway_match_type' determines whether the below strings
#     should be an exact or partial match. Can be:
#       - ':exact' for an exact match
#       - ':partial' for a partial match
#   - 'gateway_names' is a list of strings to identify gateways
# ================================================================
SHOW_GATEWAYS_FOR_THRESHOLD = [
  {
    threshold: 500,
    gateway_match_type: :exact,
    gateway_names: ["Gateway", "Other Gateway"],
  },
]

# ================================ Script Code (do not edit) ================================
# ================================================================
# GatewayNameSelector
#
# Finds whether the supplied gateway name matches any of the
# entered names.
# ================================================================
class GatewayNameSelector
  def initialize(match_type, gateway_names)
    @comparator = match_type == :exact ? '==' : 'include?'
    @gateway_names = gateway_names.map { |name| name.downcase.strip }
  end

  def match?(payment_gateway)
    @gateway_names.any? { |name| payment_gateway.name.downcase.strip.send(@comparator, name) }
  end
end

# ================================================================
# ShowGatewaysForThresholdCampaign
#
# If the cart total is greather than, or equal to, the entered
# threshold, the entered gateway(s) are shown.
# ================================================================
class ShowGatewaysForThresholdCampaign
  def initialize(campaigns)
    @campaigns = campaigns
  end

  def run(cart, payment_gateways)
    @campaigns.each do |campaign|
      next unless cart.subtotal_price < (Money.new(cents: 100) * campaign[:threshold])

      gateway_name_selector = GatewayNameSelector.new(
        campaign[:gateway_match_type],
        campaign[:gateway_names],
      )

      payment_gateways.delete_if do |payment_gateway| 
        gateway_name_selector.match?(payment_gateway)
      end
    end
  end
end

CAMPAIGNS = [
  ShowGatewaysForThresholdCampaign.new(SHOW_GATEWAYS_FOR_THRESHOLD),
]

CAMPAIGNS.each do |campaign|
  campaign.run(Input.cart, Input.payment_gateways)
end

Output.payment_gateways = Input.payment_gateways

Reorder gateways

Use this script to change the default order of the payment gateways offered to your customers.

# ================================ Customizable Settings ================================
# ================================================================
# Reorder Gateways
#
# The order in which you would like your gateways to display
# ================================================================
DESIRED_GATEWAY_ORDER = [
  "Payment Gateway 1", "Payment Gateway 2", "Payment Gateway 3",
]

# ================================ Script Code (do not edit) ================================
# ================================================================
# ReorderGatewaysCampaign
#
# Reorders gateways into the entered order
# ================================================================
class ReorderGatewaysCampaign
  def initialize(desired_order)
    @desired_order = desired_order.map { |item| item.downcase.strip }
  end

  def run(cart, payment_gateways)
    payment_gateways.sort_by! { |payment_gateway| @desired_order.index(payment_gateway.name.downcase.strip) || Float::INFINITY }
  end
end

CAMPAIGNS = [
  ReorderGatewaysCampaign.new(DESIRED_GATEWAY_ORDER),
]

CAMPAIGNS.each do |campaign|
  campaign.run(Input.cart, Input.payment_gateways)
end

Output.payment_gateways = Input.payment_gateways

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