Introduction

Official documentation for Codebeans Payment Rules Pro — hide, reorder, and rename the payment methods your customers see at Shopify checkout, with no code. Shopify shows every payment method you have enabled, to everyone, all the time. That is rarely what you want. Cash on Delivery makes sense in one country and not another. Bank transfer is fine on a €2,000 order and a nuisance on a €20 one. A wholesale customer should not be paying by PayPal. This app lets you write those rules. Each rule has two halves:

• A condition — when should this apply? (cart total over ₹5,000; customer tagged wholesale; shipping to Germany)
• An action — what should happen? (hide a method, sort it to the top, or rename it)

Rules run inside Shopify’s own checkout using Shopify Functions, so they apply instantly and cannot be bypassed from the browser.

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What you can build

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Before you start

You need payment methods already set up in Shopify Settings → Payments. This app organizes what is there; it does not add new gateways.

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Explore the documentation

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Get up and running

• Installing the app and choosing a plan — permissions, plans, and what each badge means
• Understanding the Home page — what each card does
• Finding your way around — the navigation, and the layout every editor shares
• How payment customizations work — the order of events at checkout

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Build rules

• Choosing a rule type — which of the seven entries fits your rule
• Simple customization — one condition, one action
• Advanced customization — multiple conditions, sub-conditions, function inputs
• Conditions reference — every condition and operator
• Hide, sort and rename — the three actions, and per-method settings

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Organize by country and customer

• Country Payments Organizer — zones by shipping country
• Shopify Market Payments Organizer — zones by Market
• Customer Tag Payments Organizer — zones by customer tag
• Customer Company Payments Organizer — zones by B2B company

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Manage what you have built

• Turning rules on and off — Draft vs Active, and how to test
• Import and export — move rules between stores
• Deleting a rule — permanent, so read first

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Get help

• Common questions — the FAQ, answered in full
• Troubleshooting — my rule has no effect, and five other causes
• Getting help — what to send support