B2BConversionAutomation
CB Payment Rules icon

CB Payment Rules

SMART PAYMENTS CLEAR RULES

Customize payment methods for B2B & DTC checkout

Get paid faster and smarter with Codebeans Payment Rules – customize payment methods for B2B & DTC, set company-specific rules, and display clear methods at checkout for smoother transactions.

  • B2B & DTC payment rules
  • Company-specific visibility
  • No-code setup
  • Shopify Plus ready
CB Payment Rules

Built for the Payment Rules flow

Smarter Rules, Smoother Checkout

Smart Payment Control

  • Segment-Based Methods

    Customize payment options for B2B and DTC customers based on business logic.

  • Company-Level Rules

    Assign specific payment methods to individual companies or groups.

  • Clear Payment Display

    Show only relevant payment methods to simplify checkout and boost clarity.

Flexible Rules, Better Conversions

Precision Payment Tools

  • Targeted Payment Profiles

    Set rules by customer type (B2B/DTC) to show or hide specific payment methods.

  • Company-Specific Customization

    Set unique payment methods, labels, and priorities for each client or partner.

  • Smart Rules Management

    Reorder, rename, and hide payment methods to streamline the checkout flow and reduce clutter.

Frictionless Checkout Across Regions

Global Support for Scalable Operations

  • Localized Payment Logic

    Tailor payment options based on country, customer type, or platform behavior.

  • Error-Free Transactions

    Ensure accurate payments by showing valid methods only.

  • Scalable for Growth

    Manage complex rules and growing customer needs with ease—no code required.

HOW IT WORKS

How CB Payment Rules Works

Set up payment logic in a few guided steps.

Setup Guide

Set up your payment logic in two easy steps: first, configure methods in Shopify, then define customer-specific rules in the app for B2B, DTC, or company-based payment control.

Payment Rule Management

Easily manage payment visibility by DTC, B2B, or company. Hide, rename, or reorder methods like COD or Bank Deposit to streamline the checkout experience and guide customer choices.

Assign Payment Rules to Specific Companies

Easily link selected payment methods to individual companies, allowing full control over how each business pays at checkout.

Browse Support Resources

Get help anytime with easy access to FAQs, guides, and expert support.

Setup Guide
Click the image to view it full size

What CB Payment Rules does

Payment Rules by Order Value

Display specific payment methods based on the cart total.

Customer-Specific Results

Shows only payment methods relevant to each customer type (B2B, DTC).

Rule Priority Handling

Prioritize overlapping rules to ensure the most relevant payment option is displayed.

Custom Labels & Sorting

Rename and reorder payment methods to match your brand voice and improve buyer understanding.

Error-Free Checkout

Reduces failed transactions by hiding unavailable or incorrect payment options.

Customer-Type Mapping

Easily assign or restrict payment methods based on DTC or B2B segments.

What you get

Everything below is in scope from day one — no surprise line items.

  • Rename payment methods
  • Reorder payment methods
  • Insert missing payment method
  • Set rules by customer type
  • Company-specific payment control
  • Instant live rule updates

What Our Clients Say

“Codebeans Payment Rules helped us reduce manual errors during checkout. Our ops team has full control, and shoppers only see relevant options. Huge win!”

GermanyClient

Since using this app, our checkout is faster and cleaner. No more customer complaints about unavailable or irrelevant payment methods.

RomaniaClient

Game-changer for our Shopify Plus store. One dashboard, full control. No more payment clutter—just smooth, smart checkout.

FranceClient

Codebeans Payment Rules has completely transformed our checkout experience. We now control which payment methods show for B2B and D2C customers, and it’s reduced confusion drastically. Setup was super easy—no coding at all. The app is reliable, fast, and works exactly as promised. Highly recommend for any Shopify Plus store managing multiple customer types.

LithuaniaClient

Codebeans Payment Rules gave us full control over which payment options show at checkout. Our B2B clients now only see approved methods, and D2C customers get relevant gateways. It’s super easy to use and saves our team so much time. Highly recommended for any growing Shopify store.

FinlandClient

This app is exactly what we needed. We’re now able to manage payment visibility by customer type. Checkout is cleaner, faster, and error-free. Setup was done in minutes and support was amazing. Codebeans Payment Rules is a must-have if you want to customize your store experience.

MexicoClient

Frequently Asked Questions

Codebeans Payment Rules is a Shopify Plus app that lets you control which payment methods appear at checkout based on rules like customer type (B2B).

Absolutely. You can easily reorder and rename payment methods to match your checkout flow and brand tone.

No coding is required. The app offers a simple, no-code interface to create and manage payment rules.

Yes, scroll down to the 'Insert missing payment method' field, type the name, and click 'Add a Payment Method.'

Yes, it works alongside most Shopify and Shopify Plus checkout customizations.

You can arrange the rule order—higher-priority rules will be applied first if multiple rules match the same conditions.

Yes, the app allows you to assign payment visibility rules for specific companies or business accounts.

Yes, the app interface allows you to test and preview rule behavior to ensure correct setup before making it live.

You can sort and reorder methods in your shipping rule settings to show the most relevant options first during checkout.

You can update, edit, or reorder rules anytime with instant effect on your live checkout.