> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/bss-b2b-lock-login-password-hide-price/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/bss-b2b-lock-login-password-hide-price/other-locks/hide-payment-methods.md).

# Hide Payment Methods

Hide Payment Methods lets you conditionally remove specific payment options from your checkout — based on who is buying, how much they are spending, or what is in their cart.

You stay in control of the checkout experience without touching your Shopify payment settings.

This feature is available on all BSS B2B plans. One platform limitation applies: credit card options cannot be hidden for stores based in the US or Canada — this is enforced by Shopify, not the app.

{% hint style="success" %}
**⭐ Best Practice**

Always review the Rule Summary (IF/THEN panel) before saving — it shows exactly what the rule will do.

Test every new rule in an incognito window using a buyer account that matches your condition.

Start with 'Hide specific methods' rather than 'Hide all methods' to avoid accidentally blocking all buyers.
{% endhint %}

### **On This Page**

1. [Eligibility Requirements](#eligibility-requirements)
2. [Understanding Hide Payment Methods](#understanding-hide-payment-methods)
3. [Availability & Limitations](#availability-and-limitations)
4. [Adding & Configuring Hide Payment Methods](#adding-and-configuring-hide-payment-methods)
5. [Real-World Examples](#real-world-examples)
6. [Managing Existing Rules](#managing-existing-rules)
7. [Common Issues & Fixes](#common-issues-and-fixes)
8. [Still Need Help?](#still-need-help)

## **Eligibility Requirements**

Before you set up your first rule, confirm all of the following:

• BSS B2B app is installed on your Shopify store.

• Your store uses Shopify's standard checkout (not a headless or fully custom checkout).

• You are on any BSS B2B plan — Hide Payment Methods is available on all plans.

• You have Admin-level access to your Shopify store.

• Your store is B2B-only or a hybrid B2B/C setup.

## **Understanding Hide Payment Methods**

### **What It Is**

This feature creates rules that hide one or more payment options or accelerated checkout buttons — only when specific conditions are met. If conditions are not met, all payment methods remain visible. Nothing in your Shopify payment gateway settings is changed.

### **What You Can Do**

• **Hide Standard Payment Methods at Checkout:** Remove Cash on Delivery (COD), Bank Deposit, or Wire Transfer for high-value orders, specific customer tags, or guest shoppers.

• **Hide Accelerated Checkout Buttons across 3 Storefront Scopes:** Remove express/dynamic checkout buttons (*Buy It Now*, Shop Pay, Apple Pay, Google Pay, PayPal Express) on **Product Pages (PDP)**, **Cart Pages / Drawers**, and at **Checkout**.

• **Prevent B2B Rule Bypassing:** Stop wholesale or trade customers from using 1-click accelerated checkout buttons that bypass custom quote steps, minimum order quantities (MOQ), or tax-exempt checkout workflows.

• **Hide All Methods for Guests:** Block guest buyers from seeing any payment methods, requiring them to sign in or register first.

### **Where It Applies (Supported Scopes)**

Hide Payment rules support **three distinct application scopes**:

| Scope                  | Supported Methods                                                      | How It Works                                  | Where It Runs                                |
| ---------------------- | ---------------------------------------------------------------------- | --------------------------------------------- | -------------------------------------------- |
| **Checkout**           | Standard gateways (COD, Bank Deposit, Wire) + Express buttons          | Shopify Payment Customization                 | Final Shopify Checkout step                  |
| **Product Page**       | Accelerated checkout buttons (*Buy It Now*, Shop Pay, Apple Pay, etc.) | Storefront Theme Script                       | Product Details Page (PDP) below Add to Cart |
| **Cart Page & Drawer** | Accelerated / Dynamic checkout buttons                                 | Storefront Theme Script (Cart Drawer support) | Cart page and slide-out Cart Drawer          |

## **Availability & Limitations**

| **Scope**                       | **Detail**                                                            | **Status**                        |
| ------------------------------- | --------------------------------------------------------------------- | --------------------------------- |
| Plans                           | All BSS B2B plans                                                     | ✅ Included                        |
| Application Scopes              | Checkout, Cart Page / Drawer, Product Page                            | ✅ Supported                       |
| Credit cards — US/Canada stores | Cannot be hidden at checkout — Shopify platform restriction           | ❌ Not supported                   |
| Express checkout methods        | Shop Pay, Apple Pay, Google Pay, Amazon Pay, Meta Pay, PayPal Express | ✅ Supported                       |
| Standard checkout methods       | Loaded from your Shopify checkout config (e.g. COD, Bank Deposit)     | ✅ Supported (Checkout scope only) |
| Manual methods                  | Add any method not auto-detected by entering its exact display name   | ✅ Supported                       |
| Headless / custom checkouts     | Standard Shopify checkout and Liquid theme storefronts only           | ❌ Not supported                   |

| **⚠️ Important:** Credit card options cannot be hidden for stores based in the US or Canada. This is a Shopify platform limitation and cannot be overridden by the app. |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

## **Adding & Configuring Hide Payment Methods**

#### 1. **Select the Rule Type**

1\. Go to your **Shopify Admin** → **Apps** → **BSS B2B Lock**

2\. Click **Checkout locks** in the left navigation.

3\. Click Add rule in the top-right corner.

4\. In the 'Select rule type' modal, select Hide payment methods.

5\. Click Select to continue.

<figure><img src="https://684288492-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJh4ZJQcYHPWkPeDOGrHj%2Fuploads%2FHUtlrHraG8ZN18KCpZjm%2Fimage.png?alt=media&amp;token=12794422-d50a-4f6b-b7b4-20c485f61169" alt="Figure 1 — Select rule type modal: select &#x27;Hide payment methods&#x27; (highlighted in purple) and click Select."><figcaption><p>Figure 1 — Select rule type modal: select 'Hide payment methods' (highlighted in purple) and click Select.</p></figcaption></figure>

#### **2. Name the Rule & Set the Toggle**

You are now on the New Payment Customization page. The Rule Summary panel on the right shows your rule logic in real time.

1. Set the Rule name — use something descriptive, e.g. 'Hide COD over $500' or 'Hide Express Pay for Wholesale'.
2. Set the On/Off toggle to On to activate immediately, or leave it Off to save as a draft.<br>

   <figure><img src="https://684288492-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJh4ZJQcYHPWkPeDOGrHj%2Fuploads%2FRlK6YPu7O573wRkkRnRk%2Fimage.png?alt=media&amp;token=2eca3963-af4c-459e-a6e4-55b36fb8aa75" alt="Figure 2 — New Payment Customization page: Rule Basics on the left, Rule Summary (IF/THEN) on the right, and the Need help? panel below."><figcaption><p>Figure 2 — New Payment Customization page: Rule Basics on the left, Rule Summary (IF/THEN) on the right, and the Need help? panel below.</p></figcaption></figure>

| **⚠️ Caution:** The US/Canada credit card warning banner appears automatically on this page. It is informational — it does not block you from saving other rules. |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |

3. #### **Add Conditions (Optional)**

Conditions decide which buyers and cart states trigger payment method hiding:

| **Category**      | **Condition Type** | **What It Checks**                                | **Example**                             |
| ----------------- | ------------------ | ------------------------------------------------- | --------------------------------------- |
| **General**       | Always             | Applies rule universally to all checkout sessions | Hide COD for all checkouts              |
| **Customer**      | Customer tag       | Buyer customer tag(s)                             | Hide Bank Deposit for `retail`          |
|                   | Customer logged in | Whether buyer is signed in                        | Hide Net Terms for guests               |
|                   | Customer email     | Exact buyer email address                         | Special payment terms for VIP email     |
|                   | Customer phone     | Buyer phone number                                | Regional restriction based on phone     |
| **Cart & Amount** | Cart total         | Order total value (incl. shipping/tax)            | Hide COD for orders > $500              |
|                   | Cart subtotal      | Order line item subtotal                          | Require credit card if subtotal < $50   |
|                   | Cart quantity      | Total item count across entire cart               | Block high-risk bulk checkouts          |
| **Product**       | Product in cart    | Specific product(s) in cart                       | Hide COD when ordering custom products  |
|                   | Product quantity   | Quantity of individual items or total cart items  | Enforce wire transfer if quantity ≥ 100 |

1. Click **+ Add condition**.
2. Select your desired condition category (Popular / Customer / Cart / Product).
3. Specify the comparison operator and threshold/value.
4. Add multiple conditions using **ALL (AND)** or **ANY (OR)** logic.

#### **Live Preview Sidebar**

The right sidebar features an interactive **Live Preview** showing:

* Accelerated Checkout buttons (Shop Pay, Apple Pay, Google Pay, PayPal Express).
* Standard payment gateways (Cash on Delivery, Wire Transfer, Credit Card).

As you configure which methods to hide, the preview updates in real time so you can inspect the checkout layout without completing test orders on your live store.

#### **Expired Trial Policy**

{% hint style="info" %}
**Paid Plan Required**:

* Once your app trial period ends, existing Hide Payment rules enter **Read-Only** mode (Save button disabled).
* The rule status chip displays **Only available on Paid plans** with a **Subscribe Now** button linking to the pricing page.
  {% endhint %}

#### **4. Configure Actions & Scopes**

The Actions section decides what gets hidden and where the rule takes effect:

**• Hide all methods —** Removes every payment option at checkout. Buyers see *'This store can't accept payments right now.'*

**• Hide specific methods —** Lets you choose exactly which methods or express buttons to hide across target scopes.

When configuring specific methods, define:

1. **Target Scope (Checkout, Product Page, Cart Page):**
   * **Checkout:** Applies to both Standard Gateways (COD, Bank Transfer, Wire) and Express checkout buttons during the checkout flow.
   * **Product Page (PDP):** Hides dynamic checkout buttons (*Buy It Now*, Shop Pay, Apple Pay) displayed directly on product pages below the Add to Cart button.
   * **Cart Page / Drawer:** Hides accelerated checkout buttons located in the main Cart page and slide-out AJAX Cart Drawer with dynamic drawer support.

<figure><img src="https://684288492-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJh4ZJQcYHPWkPeDOGrHj%2Fuploads%2FHOHLQor70J0rDF2mZG2V%2Fimage.png?alt=media&amp;token=4fddade8-8e98-48fe-9dac-3da6eb26913b" alt=""><figcaption></figcaption></figure>

2. **Select Methods Type:**

| **Methods Type**                       | **Applicable Scopes**                    | **What It Includes**                                    | **Examples**                                                  |
| -------------------------------------- | ---------------------------------------- | ------------------------------------------------------- | ------------------------------------------------------------- |
| **Express / Dynamic Checkout Methods** | Checkout, Product Page, Cart Page/Drawer | One-click accelerated payment buttons                   | *Buy It Now*, Shop Pay, Apple Pay, Google Pay, PayPal Express |
| **Standard Checkout Methods**          | Checkout only                            | Payment gateways configured in Shopify Payment settings | Bank Deposit, Cash on Delivery (COD), Wire Transfer           |

1. Select **Express Checkout Methods** or **Standard Checkout Methods**.
2. Check the box next to each method you want to hide.

<figure><img src="https://684288492-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJh4ZJQcYHPWkPeDOGrHj%2Fuploads%2FEEJZS6Wz1BK5zgjvfgw2%2Fimage.png?alt=media&amp;token=4bbee390-3996-4870-a36d-cde505caea40" alt=""><figcaption></figcaption></figure>

#### **Add Manual Methods (If Needed)**

If a payment method you want to hide does not appear in the detected list, you can add it manually.

1. Click + Add manual method in the Manual Methods section.
2. Enter the exact display name of the payment method as it appears in your Shopify checkout (e.g. 'Wire Transfer', 'Bank Account').
3. Click Add.

<figure><img src="https://684288492-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJh4ZJQcYHPWkPeDOGrHj%2Fuploads%2F8CL33zqbxhLrbXy6V70X%2Fimage.png?alt=media&amp;token=03144844-37f8-4503-b6f3-7ea1b42934d5" alt=""><figcaption></figcaption></figure>

| **⚠️ Caution:** The name must match exactly — including capitalization and spacing. If it does not match, the method will not be hidden. |
| ---------------------------------------------------------------------------------------------------------------------------------------- |

#### **5. Save & Verify**

1. Click **Save** in the top bar.
2. Confirm the rule appears in your Checkout locks list.
3. Set the On/Off toggle to On if not already active.
4. Open your storefront in a private/incognito browser window.
5. Sign in (or stay as a guest) with an account that matches your condition.
6. Test both the Product Page, Cart Drawer, and Checkout page to verify target payment buttons are hidden.

<figure><img src="https://684288492-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJh4ZJQcYHPWkPeDOGrHj%2Fuploads%2FnAQ61GQlKWxMogCHZnMr%2Fimage.png?alt=media&amp;token=d2bc931d-d420-4f89-af80-c097911b076c" alt="Figure 7 — Storefront result when all methods are hidden: Payment section shows &#x27;This store can&#x27;t accept payments right now.&#x27;"><figcaption><p>Figure 7 — Storefront result when all methods are hidden: Payment section shows 'This store can't accept payments right now.'</p></figcaption></figure>

{% hint style="success" %}
**✅ Verification Checklist**

Rule appears in the Checkout locks list — ✓

On/Off toggle is set to On — ✓

Rule Summary shows the correct IF/THEN logic — ✓

Targeted buyer sees the payment method / express button hidden on PDP, Cart Drawer, or Checkout — ✓

Non-targeted buyers can still see all payment methods — ✓
{% endhint %}

## **Real-World Examples**

{% hint style="info" %}
**Example 1 — Hide COD for Orders Over $500 (Checkout Scope)**

1. Click + Add condition → select Cart total.
2. Set condition: Cart total is greater than 500.
3. Select Hide specific methods → Standard Checkout Methods.
4. Check Cash on Delivery (COD).
5. Click Save.

**Result:** Customers with a cart over $500 will not see the COD option at checkout.
{% endhint %}

{% hint style="info" %}
**Example 2 — Hide Accelerated Buttons on PDP & Cart for Wholesale (Scope: Product & Cart)**

1. Click + Add condition → select Customer tag.
2. Set condition: Customer has tag 'wholesale'.
3. Select Hide specific methods → Express Checkout Methods.
4. Check 'Buy It Now', Shop Pay, Apple Pay, PayPal Express.
5. Set Scope: Product Page + Cart Page.
6. Click Save.

**Result:** Wholesale buyers do not see 'Buy It Now' on product pages or express buttons in the cart drawer, ensuring they proceed through the standard cart flow where B2B tiered pricing, MOQ, and tax rules apply.
{% endhint %}

{% hint style="info" %}
**Example 3 — Hide All Methods for Guest Buyers (Checkout Scope)**

1. Click + Add condition → select Customer tag.
2. Set condition: Customer is not logged in.
3. Select Hide all methods.
4. Click Save.

**Result:** Guest buyers see no payment options and cannot complete checkout — forcing them to log in first.
{% endhint %}

## **Managing Existing Rules**

From the Checkout locks list in the app:

**• Edit a rule —** Click the pencil icon in the Actions column.

**• Delete a rule —** Click the trash icon. This cannot be undone.

**• Enable or disable —** Open the rule and use the On/Off toggle at the top.

**• Update logic —** Re-open the rule, change conditions or actions, and click Save.

## **Common Issues & Fixes**

| **What You See**                              | **Why It Happens**                                                           | **What to Do**                                                                                 |
| --------------------------------------------- | ---------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Payment method is still visible after saving. | The On/Off toggle is set to Off, or the buyer doesn't match the condition.   | Check the toggle is On; test with a buyer account that matches your condition exactly.         |
| Credit card cannot be hidden.                 | US/Canada Shopify restriction — platform enforced.                           | This cannot be overridden. Remove credit card from the rule and hide other methods instead.    |
| A method doesn't appear in the detected list. | It may not be auto-detected by the app.                                      | Use + Add manual method and enter the exact name as shown in your Shopify checkout.            |
| All buyers see 'no payment methods'.          | No condition was set, or 'Hide all methods' is selected without a condition. | Edit the rule, add a specific condition to target only the intended buyer group.               |
| Manual method not being hidden.               | The name entered doesn't match exactly.                                      | Check the exact display name in your Shopify checkout, including capitalization.               |
| Rule summary shows unexpected logic.          | Conditions or actions were misconfigured.                                    | Review the IF/THEN panel. Edit the rule and correct the conditions or action before re-saving. |

## **Still Need Help?**

The fastest way to get help is through the in-app support panel. Our team can configure the rule for you.

• Click Get assistance in the Need help? panel on the rule configuration page.

• Or email **<support-sbc@bsscommerce.com>** with the details below.

When contacting support, include:

• Your shop URL (e.g. yourstore.myshopify.com)

• The name of the rule that is not working

• What you expected vs. what actually happened

• A screenshot or screen recording if possible

{% hint style="info" %}
**�� Try This First**

Toggle the rule Off, wait 10 seconds, then toggle it back On.

Open a private/incognito window and test with a buyer account that matches your condition.

Check the Rule Summary (IF/THEN panel) before saving — it shows exactly what will happen.
{% endhint %}
