NovaPay Checkout Rules knowledge base

What NovaPay can do

• Payment methods: hide, rename, or reorder payment methods (for example hide Cash on Delivery above an order amount or for certain cities).
• Payment methods by shipping: hide or allow only certain payment methods based on the selected shipping method, shipping country, province/state, or postal code.
• Shipping methods: hide, rename, or reorder delivery options (including sorting by price).
• Checkout validation: block checkout with a custom error message when requirements are not met (P.O. Boxes, minimum order, blocked countries, address quality, phone/email, and more).
• Discounts: conditional order, product, and shipping discounts, rejecting discount codes, and combined multi-action discounts.

What NovaPay does not do

• It does not create, install, or process payment gateways. Payment providers must already be set up under Shopify Settings > Payments.
• It does not create shipping rates. Rates come from Shopify Settings > Shipping and delivery or your carrier apps; NovaPay only hides, renames, or reorders them.
• It never sees or stores customer card or payment credentials.
• Rules only affect checkout. They do not change the cart page, product pages, or the theme.

Install NovaPay

1. 1Open the Shopify App Store listing: https://apps.shopify.com/novapay-checkout-rules
2. 2Click Install and select the store.
3. 3Review and approve the requested permissions (checkout, payment customizations, delivery customizations, discounts, validations, products, orders, shipping, markets, and customers - read access to target rules, write access only to create checkout customizations, discounts, and validations).
4. 4NovaPay opens inside Shopify Admin. Go to Settings > Billing to start a plan (a 3-day free trial is included for eligible stores).
5. 5Go to Rules > Create rule to build your first rule.

App navigation (left menu in Shopify Admin)

• Home - dashboard and quick start.
• Rules - the rule library: view, create, edit, duplicate, activate, deactivate, and delete rules.
• Support - contact form to reach the NovaPay support team (attach up to 5 screenshots, 5 MB each).
• Settings - General (store name, primary support email, secondary email, product-update email preference) and Billing (plans and subscription).
• Bulk Discount Importer - only appears for stores where this feature is enabled.

Per-rule safety limits

• Up to 20 payment or shipping methods per rule.
• Up to 12 active conditions per rule.
• Up to 50 countries, 30 cities/areas, 30 SKUs, and 20 values for tags, title values, variant titles, and customer tags.

Rules list actions

• Edit - open the rule builder to change the rule.
• Duplicate rule - copy the configuration. If no active slot is free, the copy is saved as Deactivated.
• Set as active / Set as inactive (Activate / Deactivate) - publish or unpublish the rule from checkout.
• Delete - permanently removes the rule and its Shopify checkout customization. This cannot be undone.

1. 1In NovaPay, open Rules and click Create rule.
2. 2Under Payment methods, choose Hide payment methods.
3. 3Enter a Rule name, for example 'Hide COD on orders above 50k'.
4. 4Select the payment methods to hide. Pick from the list or search by name, or type a custom name. The name must match the label customers see at checkout (check Shopify Settings > Payments).
5. 5Choose Condition logic: All conditions (every condition must match) or Any condition (at least one must match).
6. 6Click Select condition and add the conditions you need (see the Conditions reference). Add at least one condition; use Always if the rule should run on every checkout.
7. 7Optional: add Internal notes for your team. Customers never see notes.
8. 8Set Status. Choose Deactivated while you test, or Active to publish it to checkout (Active requires a free slot on your plan).
9. 9Click Save. Then test one checkout that should match and one that should not.

Popular examples

• Hide COD above an amount: condition Order amount > Greater than > 50000; method Cash on delivery.
• Hide COD for certain cities: condition City / Area with each city; method Cash on delivery.
• Allow COD only in certain countries: condition Buyer country, Country match 'is not one of' your COD countries; method Cash on delivery.
• Hide COD for pre-order or custom products: condition Product tags > Contains any of > preorder.
• Hide COD for flagged customers: condition Customer tags > Contains any of > no-cod.
• Hide COD when a discount is used: condition Discount percentage > Greater than > 0.

1. 1Open Rules > Create rule > Rename payment methods.
2. 2Enter a Rule name, for example 'Rename COD to Cash on Delivery above 50k'.
3. 3In Current checkout label, select or type the exact payment label shown at checkout.
4. 4In Rename to, enter the new customer-facing name, for example 'Pay securely by card' or 'Cash on Delivery (+ fee may apply)'.
5. 5Choose Condition logic: All conditions (every condition must match) or Any condition (at least one must match).
6. 6Click Select condition and add the conditions you need (see the Conditions reference). Add at least one condition; use Always if the rule should run on every checkout.
7. 7Optional: add Internal notes for your team. Customers never see notes.
8. 8Set Status. Choose Deactivated while you test, or Active to publish it to checkout (Active requires a free slot on your plan).
9. 9Click Save. Then test one checkout that should match and one that should not.

1. 1Open Rules > Create rule > Reorder payment methods.
2. 2Enter a Rule name, for example 'Show card payments first'.
3. 3Choose the Payment method name match (Exact match is safest; Contains works when a label has variable text).
4. 4Add the payment methods and drag them into the desired order. Methods you place first appear higher in checkout.
5. 5Choose Condition logic: All conditions (every condition must match) or Any condition (at least one must match).
6. 6Click Select condition and add the conditions you need (see the Conditions reference). Add at least one condition; use Always if the rule should run on every checkout.
7. 7Optional: add Internal notes for your team. Customers never see notes.
8. 8Set Status. Choose Deactivated while you test, or Active to publish it to checkout (Active requires a free slot on your plan).
9. 9Click Save. Then test one checkout that should match and one that should not.

1. 1Open Rules > Create rule > Payment methods by shipping.
2. 2Enter a Rule name, for example 'No COD with Express shipping'.
3. 3Choose a Condition: Selected shipping method, Shipping country, Province / state, or Postal / ZIP code.
4. 4Choose an Operator: Equals, Does not equal, Contains, Does not contain, or Starts with. For shipping method you can pick a Store shipping method from the list.
5. 5Choose the Behavior: Hide selected methods, or Allow only selected methods (every other method is hidden).
6. 6Select payment methods (search, or add a Custom payment method) and choose Payment method name match: Exact match, Contains, or Does not contain.
7. 7Set Status (Deactivated to test, Active to publish) and click Save.

Examples

• Selected shipping method Contains 'Express' -> Hide selected methods: Cash on delivery.
• Postal / ZIP code Starts with '75' -> Allow only selected methods: Credit card, PayPal.
• Shipping country Does not equal 'PK' -> Hide selected methods: Cash on delivery.

Hide shipping methods

1. 1Open Rules > Create rule > Hide shipping methods.
2. 2If prompted, click Update access and approve the shipping scopes so NovaPay can load your store's shipping methods.
3. 3Enter a Rule name, for example 'Hide Express for heavy carts'.
4. 4Choose the Target: All shipments except subscriptions, All shipments, or Pick up.
5. 5Select the shipping methods to hide from your store list, or type the exact checkout title.
6. 6Choose Condition logic: All conditions (every condition must match) or Any condition (at least one must match).
7. 7Click Select condition and add the conditions you need (see the Conditions reference). Add at least one condition; use Always if the rule should run on every checkout.
8. 8Optional: add Internal notes for your team. Customers never see notes.
9. 9Set Status. Choose Deactivated while you test, or Active to publish it to checkout (Active requires a free slot on your plan).
10. 10Click Save. Then test one checkout that should match and one that should not.

Rename shipping methods

1. 1Open Rules > Create rule > Rename shipping methods.
2. 2Select the current shipping method title and enter the new name, for example 'Standard (3-5 business days)'.
3. 3Add conditions, set Status, and Save.

Reorder shipping methods

1. 1Open Rules > Create rule > Reorder shipping methods.
2. 2Choose Reorder using: Custom shipping method order, Shipping price: high to low, or Shipping price: low to high.
3. 3For custom order, add the methods and drag them into order.
4. 4Add conditions, set Status, and Save.

1. 1Open Rules > Create rule > Validate / Block Checkout.
2. 2Pick a template from the validation library (or Empty rule to start blank). The template pre-fills the name, conditions, and message.
3. 3Adjust the Rule name and conditions. Each condition has a field, an operator, and a value. Use All (AND) or Any (OR) logic for multiple conditions.
4. 4Write the error message customers will see, for example 'We don't ship to P.O. Box addresses.'
5. 5Choose where the error appears: Automatically choose affected field, Top of checkout page, or a specific field (address line 1/2, company, city, province, country, billing country, postal code, email, phone, shipping phone, customer name).
6. 6Set Status (Deactivated to test, Active to publish) and Save.
7. 7Test: try a checkout that should be blocked and one that should pass.

1. 1Open Rules > Create rule and choose the discount type.
2. 2Enter a Discount title. It appears in Shopify Admin and as the checkout discount label. Shopify requires automatic discount titles to be unique.
3. 3Choose the Discount method: Automatic discount (applies automatically when conditions match) or Activation code (requires one exact Shopify discount code; wildcards are not allowed for activation codes).
4. 4Choose Condition logic (All conditions / Any condition) and add conditions: Always, Order subtotal, New customer, Repeat customer, Customer email, Shipping country, Province / state, City / area, ZIP / postal code.
5. 5Configure the Discount action: Action type, Discount operation, value, and Apply to (see the table below). Use Add another action in Discount all rules.
6. 6Choose the Discount strategy: First eligible discount, All eligible actions (product discounts only), or Maximum customer saving.
7. 7Under Combinations, tick which Shopify discount classes this can combine with: Product discounts, Order discounts, Shipping discounts.
8. 8Under Schedule, set the start date/time and Schedule timezone. Turn on Set end date only if the discount should stop automatically; otherwise it runs until you deactivate it.
9. 9Set Status and Save.

Examples

• 10% off orders over 100: Discount order amount, Automatic, condition Order subtotal greater than or equal 100, Percentage 10.
• Free shipping for repeat customers: Discount shipping methods, condition Repeat customer, Set eligible shipping free, All shipping methods.
• Block influencer codes for a region: Reject discount codes, condition Province / state, codes INFLUENCER*.

Tips for reliable conditions

• Start with one condition, test it, then add more.
• All conditions narrows targeting; Any condition broadens it.
• Customer tags only work for signed-in customers; guests have no tags.
• Text values (cities, titles) depend on what customers type or what Shopify sends; add spelling variants.
• Amounts use the checkout currency. Test above and below each threshold.

Included on every paid plan

• All rule types: payment, shipping, payment-by-shipping, validation, and discounts.
• Unlimited draft (deactivated) rules.
• Unlimited conditions within the per-rule safety limits.
• Monthly or annual billing.
• 3-day free trial for eligible new subscriptions.

How to choose or change a plan

1. 1Open NovaPay > Settings > Billing.
2. 2Pick Monthly or Yearly and click the plan you want (Starter, Advanced, or Premium).
3. 3Shopify opens an approval screen. Review the price and click Approve.
4. 4You return to NovaPay and the new plan is active immediately.

How am I charged?

NovaPay is billed through Shopify. App charges appear on your regular Shopify invoice in USD. NovaPay never asks for card details.

Is there a free trial?

Yes. Eligible stores get a 3-day free trial the first time they subscribe. The trial can be used once per store. If you change plans during the trial, the remaining trial days carry over. After the trial, the plan price is charged by Shopify.

Is there a free plan?

Without a subscription the store is on Free. You can build and save unlimited draft rules, but 0 rules can be active, so nothing affects checkout until you subscribe.

What does 'active rule' mean for limits?

Only Active rules count. Deactivated rules never count. Starter's 2 rules are shared across all categories; Advanced and Premium limits apply separately to each category (payment, shipping, validation, discount).

What happens when I upgrade?

The higher limit applies immediately. Deactivated rules are not reactivated automatically; activate the ones you want from the Rules list.

What happens when I downgrade?

If you have more active rules than the new plan allows, NovaPay keeps the most recently updated active rules up to the limit and automatically deactivates the rest (they are removed from checkout but stay saved as drafts). You will see a message with how many rules were deactivated.

How do I cancel?

Open Settings > Billing and cancel the subscription, or uninstall the app (Shopify cancels app subscriptions on uninstall). After cancelling, the store returns to Free and all active rules are deactivated and removed from checkout.

Can I switch between monthly and yearly?

Yes. Select the other billing cycle on Settings > Billing and approve the new subscription in Shopify. Shopify replaces the previous subscription.

Do you offer refunds?

Charges are processed by Shopify. For refund or billing-error requests, contact NovaPay support from the in-app Support page with your store domain and the charge details; each request is reviewed by the team.

Why can't I activate a rule?

Your plan has no free active slot (or the store is on Free). Deactivate another rule in the same category, or upgrade on Settings > Billing. You can still save the rule as Deactivated.

1. 1Save the rule as Deactivated and review every method and condition.
2. 2Activate the rule.
3. 3Open your storefront in a private/incognito window and build a cart that should match every required condition.
4. 4Go to checkout, enter an address that matches, and confirm the method is hidden, renamed, moved, blocked, or discounted.
5. 5Repeat with a cart/address that should NOT match and confirm checkout is unchanged.
6. 6Test on mobile if wording or order matters.

My rule is saved but nothing changes at checkout

Check that the rule is Active, that the plan allows it (Settings > Billing), and that your test checkout satisfies every required condition (All conditions requires all of them). Refresh checkout after changing the cart or address.

The payment or shipping method is not matched

The method name must match the checkout label exactly. Copy it from checkout or Shopify Settings > Payments / Shipping. Use Contains only when a label includes variable text.

Shipping methods do not load in the builder

Click Update access, approve the Shopify scopes, return to NovaPay, and reload. Also confirm the store has active shipping rates for the market.

The rule saved as Deactivated even though I chose Active

The active-rule limit is reached or the store is on Free. Deactivate another rule in that category or upgrade.

A discount cannot be saved

Use a unique title, check the start time and timezone, and complete all required value and eligibility fields. Activation codes must be one exact code with no wildcards.

Conditions produce an unexpected result

Deactivate the rule, reduce it to one condition, test, then add conditions back one at a time. Check All vs Any logic and the operator (for example 'is one of' vs 'is not one of').

City / Area condition is not matching

Matching uses the text the customer enters. Add spelling variants (for example Karachi, Karāchi, KHI).

Customer tag condition is not matching

The customer must be signed in at checkout, and the tag must exist on their customer record.

Express wallet buttons still show

Accelerated checkout buttons (Shop Pay, Apple Pay, Google Pay, PayPal express) can appear before the payment step and are controlled by Shopify, so some cannot be hidden or renamed by payment customizations.

Two rules conflict

Avoid overlapping rules that rename the same method differently or hide and reorder the same method. Keep conditions specific.

Rules disappeared after a plan change

Downgrades and cancellations deactivate extra rules. They are still saved; activate them again after upgrading.

1. 1Open NovaPay in Shopify Admin and click Support.
2. 2Enter your name, email, subject, and a description of the issue.
3. 3Attach up to 5 screenshots (JPG, PNG, WEBP, or GIF, up to 5 MB each) of the rule builder and checkout.
4. 4Submit. The NovaPay team replies by email.

Information that speeds up support

• Store domain (your-store.myshopify.com).
• Rule name and rule type.
• What you expected to happen and what actually happened.
• Test cart contents, shipping address/country, and customer type (guest or signed in).
• Screenshots of the rule and the checkout.
• Never share customer payment card details or passwords.

Other resources

• Documentation: https://novapay-pi.vercel.app/docs
• Tutorials: https://novapay-pi.vercel.app/tutorials
• FAQ: https://novapay-pi.vercel.app/faq
• Plans: https://novapay-pi.vercel.app/plans
• Feature requests: https://novapay-pi.vercel.app/feature-requests
• Privacy policy: https://novapay-pi.vercel.app/privacy

Answering style

• Answer only from this knowledge base. If something is not covered, say so and offer to connect the merchant with the support team.
• When a merchant asks how to create one specific rule, give only that rule's numbered steps (from the matching 'How to...' section), then one realistic example with their values. Do not list every rule type.
• If the goal is unclear, use the 'Choosing the right rule type' table to recommend one rule type, and ask one short clarifying question if needed.
• Use the exact UI labels from this page (Rules > Create rule > Hide payment methods, Settings > Billing, Status: Active / Deactivated).
• Always remind merchants to save as Deactivated first, then test a matching and a non-matching checkout.
• For plan questions, quote exact prices and limits from Plans and pricing. Starter = 2 active rules in total; Advanced = 5 per category; Premium = 25 per category; Free = 0 active.
• Keep answers short: steps first, explanation after.

Hand over to a human when

• The merchant reports a billing error, double charge, or asks for a refund.
• A rule is Active, the plan allows it, and checkout still does not change after following Troubleshooting.
• The merchant asks for the Bulk Discount Importer, a custom feature, or a feature not described here.
• The merchant reports an app error message, a blank page, or data loss.
• The merchant is upset or asks for a person.

Never

• Never promise refunds, discounts, new features, or delivery dates.
• Never ask for passwords, staff account access, API keys, or customer payment details.
• Never claim NovaPay can create payment gateways or shipping rates, or change the cart page or theme.
• Never guess Shopify behavior that is not documented here; offer human support instead.