Checkout IQ: Payment Rules

Checkout IQ helps merchants control which payment methods customers see at checkout. Create rules based on cart value, products, customers, shipping methods, and more to improve conversions and streamline checkout.
Key Benefits

Why Choose Checkout IQ: Payment Rules?

Checkout IQ helps merchants create smarter checkout experiences by controlling which payment methods customers see. Build advanced rules based on products, cart value, customer details, shipping methods, and more to reduce payment friction, improve conversions, and streamline the checkout process.

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    Control Payment Visibility

    Show or hide payment methods based on cart value, products, collections, customer tags, countries, and other checkout conditions.

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    Advanced Rule Logic

    Create powerful payment rules using flexible AND/OR conditions to handle even the most complex checkout scenarios.

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    Optimize Cash on Delivery

    Enable, restrict, or customize COD availability based on business requirements, reducing risk and improving order quality.

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    Customize Payment Methods

    Rename, reorder, and organize payment options to create a cleaner and more intuitive checkout experience.

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    B2B & Customer Segmentation

    Create payment experiences tailored to specific customer groups, companies, wholesale buyers, or tagged customers.

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    Easy Setup & Instant Activation

    Configure payment rules in minutes without coding and see changes applied instantly across your Shopify checkout.

Process

How does it work?

A simple process to control payment methods at checkout and create a seamless purchasing experience for your customers:

  • Install Checkout IQ: Payment Rules on your Shopify store
  • Connect the app and access the payment rule dashboard
  • Create custom rules based on cart value, products, collections, customer tags, and locations
  • Control when Cash on Delivery (COD) should appear or be hidden
  • Show or restrict payment methods for specific customer groups, wholesale buyers, or B2B accounts
  • Display relevant payment options based on country, region, or shipping destination
  • Automatically apply payment rules during checkout without any manual intervention
  • Reduce payment risks, improve checkout efficiency, and increase conversion rates
  • Deliver a personalized checkout experience for every customer segment
  • Customers see only the most relevant payment methods and complete purchases with confidence
Designer Workspace
FAQs

Frequently Asked Question

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What is Checkout IQ: Payment Rules?

Checkout IQ is a powerful Shopify app that gives merchants complete control over payment methods during checkout. Instead of displaying the same payment options to every customer, you can create intelligent rules that determine which payment methods appear based on cart contents, customer information, shipping methods, locations, and more.

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Why should I customize payment methods at checkout?

Every business has unique requirements. Some merchants want to limit Cash on Delivery for high-value orders, while others need different payment options for wholesale customers or international buyers. Checkout IQ helps you reduce risk, streamline operations, and create a more personalized checkout experience that can improve conversion rates.

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Can I hide payment methods for specific products or collections?

Yes. You can create rules that show or hide payment methods when specific products, product types, vendors, or collections are present in the cart. This is particularly useful for restricted items, custom products, or products with special payment requirements.

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Can I control Cash on Delivery (COD) availability?

Absolutely. Checkout IQ makes COD management simple. You can enable or disable COD based on cart value, customer location, shipping method, customer tags, products in the cart, and many other conditions. This helps reduce fake orders and optimize operational costs.

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Does Checkout IQ support advanced conditional logic?

Yes. The app supports both AND and OR conditions, allowing you to build sophisticated payment rules without writing code. Combine multiple conditions to create highly targeted checkout experiences for different customer segments.

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Can I customize payment methods for wholesale or B2B customers?

Yes. Checkout IQ supports Shopify B2B stores and company accounts. You can create dedicated payment experiences for wholesale buyers, distributors, and corporate customers by using customer tags, company profiles, and other customer attributes.

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Can I reorder payment methods during checkout?

Yes. You can rearrange payment methods to highlight preferred options, improve checkout usability, and encourage customers to choose payment methods that align with your business goals.

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Can I rename payment methods?

Yes. You can customize payment method labels to make them more descriptive and user-friendly. For example, you can rename payment methods to match your branding or provide additional clarity to customers.

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Can payment methods be customized by country or region?

Yes. Checkout IQ allows you to display different payment methods based on customer location. This is particularly useful for international stores that support different payment preferences across multiple countries and regions.

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Can I create rules based on shipping methods?

Yes. You can show or hide payment methods depending on the selected shipping option. For example, you may want to disable COD for express delivery services or restrict certain payment methods for local delivery orders.

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Is Checkout IQ compatible with Shopify Checkout?

Yes. Checkout IQ is built specifically for Shopify and integrates seamlessly with Shopify Checkout. Rules are applied automatically during the checkout process to ensure a smooth customer experience.

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Do I need technical knowledge to use the app?

No. Checkout IQ is designed for merchants of all experience levels. The app includes an intuitive interface that makes creating and managing payment rules simple, even if you have no technical background.

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Will the app impact store performance?

No. Checkout IQ is optimized for Shopify and applies payment rules efficiently during checkout. It does not affect storefront speed, browsing performance, or the overall shopping experience.

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How long does setup take?

Most merchants can configure their first payment rule within minutes. The app is designed for quick deployment, allowing you to start customizing checkout payment methods without a lengthy setup process.

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What support is available if I need help?

Our team provides email support, live chat assistance, onboarding guidance, and priority support to help you get the most out of Checkout IQ. Whether you need help creating rules or optimizing your checkout strategy, we're here to assist.