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DocsPayment Methods: Creating Rules

Payment Methods: Creating Rules

Create a rule to hide, reorder, or rename payment methods at Shopify Checkout, with no code.

Creating Rules in Nexo Payment Methods

A rule tells Shopify Checkout what to do with your payment methods and when to do it. With Nexo Payment Methods every rule combines one or more actions (hide, reorder, rename) with optional conditions that decide when the action applies. If you have not installed the app yet, start with Getting Started.

The three actions

Hide a payment method

Hiding removes a method from the checkout list when your conditions match. Common uses:

  • Hide Cash on Delivery (COD) when the cart total is above a threshold.
  • Hide bank transfer for international orders.
  • Hide a manual gateway for specific products or collections.

Pick Hide, choose the method (COD, bank transfer, card, or any manual gateway), and add the conditions that should trigger it.

Reorder (sort) payment methods

Reordering changes the order methods appear in. Customers tend to pick whatever sits at the top, so put your preferred method first.

  • Move card above COD to encourage prepaid orders.
  • Push a slow or costly method to the bottom of the list.

Pick Reorder, then drag the methods into the order you want, or set a priority per method.

Rename a payment method

Renaming changes only the label shown to the customer; the underlying gateway is unchanged.

  • Rename a generic manual gateway to Pay by bank transfer.
  • Add instructions to a label, such as Cash on Delivery (exact change appreciated).

Pick Rename, select the method, and type the new display name.

Build a rule step by step

  1. Open Apps → Nexo Payment Methods and click Create rule.
  2. Pick a template that matches your goal, or start from a blank rule.
  3. Choose the action: hide, reorder, or rename.
  4. Select the payment method(s) the action applies to.
  5. Add conditions so the action only runs when you want it to. See Targeting Conditions for the full list.
  6. Preview the result to confirm the checkout list looks right.
  7. Publish to push the rule live through Shopify's Payment Customizations API.

Combine actions

A single rule can do more than one thing — for example, hide COD over a total and rename the remaining bank transfer label. Keep each rule focused so it stays easy to read later.

Conditions in brief

Conditions decide when an action runs. You can target on cart total, discounts, products, variants, collections, customer tags, order count, shipping address, market or country, and B2B data. Conditions combine with AND logic within a rule, so add only the constraints you need.

Avoid hiding everything

If your conditions could hide every available method, a customer may be left with no way to pay. Always preview an edge case (for example an empty or very large cart) before publishing a hide rule.

Editing and rolling back

Rules are not permanent. Open any rule to change its action, methods, or conditions, then preview and publish again. To remove a rule's effect, unpublish it; the customization is withdrawn from checkout immediately.

Next steps