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How to Rename Payment/Delivery Methods?

Overview

Learn how to customize the display names of payment and delivery methods in your checkout to enhance clarity and improve the customer experience.

What You Can Rename

  • Payment methods (e.g., "Bank Deposit" to "Direct Bank Transfer")
  • Delivery methods (e.g., "Standard Shipping" to "5-7 Day Delivery")

Step-by-Step Guide

1. Access Checkout Rules

  1. Log into your admin panel
  2. Navigate to App > Rules
  3. Look for the Rules section

2. Create or Edit Rule

  • For a new rule: Click the "+ Add Rule" button -> "Rename payment/delivery method"
  • For existing rules: Find the rule in the list and click "Edit" -> "Rename payment/delivery method"

3. Configure Basic Settings

  • Rule title: Choose a clear, descriptive name (e.g., "Payment Method Display Names")
  • Status options:
    • Active: Rule is live and affecting checkout
    • Deactivated: Rule is saved but not affecting checkout

4. Set Up Method Renaming

  1. Under "Actions", select "Rename Method"
  2. Configure the rename:
    • Original name: Enter the exact current method name
    • New name: Enter your desired display name
  3. For multiple renames: Use the "+ Add Method" button

5. Configure Conditions (Optional)

Set when the rename should apply:

  • All conditions: Every condition must be true
  • Any condition: At least one condition must be true

Available conditions:

  • Product details (name, type, vendor)
  • Customer information (tags, groups)
  • Order properties (total, items)
  • Store settings
  • Custom conditions

6. Save and Test

  1. Click "Save Rule"
  2. Test the checkout flow to verify the new names
  3. Make adjustments if needed
tip

Best Practices:

  • Keep new names clear and concise
  • Test the checkout flow after changes
  • Consider your target audience when choosing names
warning

The original method functionality remains unchanged - only the display name is modified.