WooCommerce provides a variety of payment options for online stores, but sometimes store owners need to control which payment methods appear based on specific conditions. For example, you might want to hide PayPal for high-value orders or disable cash on delivery for international customers.
This is where the Conditional Shipping and Payments for WooCommerce plugin comes in. With this plugin, you can create custom rules to enable or disable payment methods based on cart conditions, user roles, billing/shipping location, product categories, and more.
In this guide, we’ll walk you through the step-by-step process of setting up conditional payments in WooCommerce to enhance your store’s flexibility and improve the checkout experience.
Why Use Conditional Payments in WooCommerce?
Conditional payment rules allow you to:
- Restrict payment methods based on order total, cart weight, or quantity.
- Enable or disable payment options for specific customer roles.
- Set payment restrictions based on shipping address, country, or state.
- Control payments for certain products or categories.
- Improve security and fraud prevention by restricting risky payment methods.
- Streamline customer experience by showing only the most relevant payment options.
Now, let’s get started with setting up conditional payments in WooCommerce.
Step 1: Install and Activate the Plugin
- Go to your WordPress dashboard.
- Navigate to Plugins > Add New.
- Search for Codiepress WooCommerce Conditional Shipping and Payments.
- Click Install Now and then Activate the plugin.
- Once activated, the plugin settings will be available under WooCommerce > Settings > Payments > Payment gateway Item.
Step 2: Configure Conditional Payment Rules
1. Navigate to Payment Conditions
- Go to WooCommerce > Settings > Payments.
- Click and go Payment item settings.
- Here, you can create new payment restrictions by clicking Add Condition.
2. Define Conditions for the Restriction
- You can apply conditions based on various parameters such as:
- Cart Subtotal: Hide PayPal for orders above $500.
- Cart Weight: Disable COD if the order weight exceeds 10kg.
- Product Category: Allow Bank Transfer only for wholesale customers.
- Shipping/Billing Address: Restrict COD for international orders.
- User Role: Enable Stripe for logged-in users only.
- Click Add Condition and specify the required rules.
- For multiple conditions, use AND/OR logic to refine your rule further
3. Save and Test the Settings
- Click Save Changes after configuring your rules.
- Go to your WooCommerce store and add products to the cart.
- Proceed to checkout and verify that the payment methods appear based on your rules.
Step 3: Advanced Use Cases for Conditional Payments
1. Restrict Payment Methods Based on Coupon Usage
- If a discount coupon is applied, disable specific payment methods like Cash on Delivery.
- Example: Disable COD when a 20% off coupon is used.
2. Allow Bank Transfer for Wholesale Customers Only
Use the User Role condition to enable Bank Transfer only for wholesale buyers.
3. Disable PayPal for High-Value Orders
Set a condition to hide PayPal for orders over $1000 and encourage direct bank transfers.
4. Block Risky Payment Methods for Certain Locations
Restrict Cash on Delivery for orders outside your local country to prevent fraud.
Step 4: Enhancing Performance and User Experience
1. Test Different Scenarios
- Before going live, test checkout with different conditions to ensure that payment rules work correctly.
- Create test orders using different addresses, products, and cart totals.
2. Monitor Analytics
- Use Google Analytics or WooCommerce Reports to track how different payment restrictions impact conversion rates.
- Optimize settings based on customer behavior.
By setting up Conditional Payments in WooCommerce, you can create a seamless and customized checkout experience for your customers. Whether you want to restrict payment methods based on cart contents, user roles, or location, the Conditional Shipping and Payments for WooCommerce plugin provides a flexible solution to manage payment rules effectively.
Start optimizing your store today and ensure that your customers only see the most relevant and secure payment options!