Conditional Shipping and Payments

1. Download the .zip file from your WooCommerce account.
2. Go to WordPress Admin > Plugins > Add New.
3. Click Upload Plugin at the top.
4. Choose File and select the .zip file you downloaded in Step 1.
5. Click Install Now.
6. Activate the plugin.

Depending on how you have set up WooCommerce, the checkout page of your store probably offers at least a few:

• Payment Gateway options.
• Shipping Method options.
• Shipping Country/State options.

Conditional Shipping and Payments allows you to create rules to disable these options when certain conditions are met. It is possible to create both store-wide rules, as well as rules associated with specific products.

Moreover, you can set up and display helpful notices when customers attempt to use a restricted option, in order to:

• advise them on how to proceed, or to
• communicate a helpful message in your own voice.

Here are some examples of what’s possible with Conditional Shipping and Payments:

• Disable the Direct Bank Transfer payment option when the order total is below $1000.
• Enable the Direct Bank Transfer payment option for specific customers or customer roles only.
• Disable the PayU payment option if the selected billing country is not Poland.
• Disable the Express Mail Europe add-on flat-rate shipping option if the selected shipping country is not a European country and the order total is lower than $50.
• Disable the Continental US Express Mail add-on flat-rate shipping option when customers select a non-continental US State.
• Prevent orders from being shipped abroad if they contain products from the Fresh Foods category.
• Prevent products in the Batteries category from being shipped with the Royal Mail shipping option.

In this guide you will find a handy reference of all conditions available for creating payment/shipping option restrictions.

The plugin supports two types of payment/shipping restrictions:

• Global, store-wide restrictions.
• Product-level restrictions.

Every restriction is accompanied by one or more conditions. A restriction is activated when all defined conditions are satisfied.

Global Restrictions

Global restrictions are always evaluated during checkout. To create and manage global restrictions navigate to WooCommerce > Settings > Restrictions.

There are 4 sections dedicated to creating and managing restrictions:

• Overview
• Payment Gateways
• Shipping Methods
• Shipping Destinations

To create a global restriction:

1. Navigate to WooCommerce > Settings > Restrictions.
2. Navigate to the Payment Gateways, Shipping Methods, or Shipping Destinations section, depending on the type of restriction you want to create.
3. Click the Add Restriction button.
4. Configure options.

Here’s a Payment Gateway restriction that hides the Direct Bank Transfer option if the order total is lower than $1000:

Note that you can add multiple rules to disable the same payment/shipping option. When using conditions, you can use multiple rules to create logical “or” expressions. In the previous example, a second rule has been added to hide the Direct Bank Transfer option if:

• the order total is lower than $1000; or
• a product on backorder has been added to the cart.

Product-level Restrictions

Product-level restrictions can be created in the Product Data > Restrictions tab of individual products. They are only evaluated for products contained in the cart.

To add a new product-level restriction:

1. Navigate to Product Data > Restrictions.
2. Choose the restriction type in the Choose restriction... drop-down.
3. Click the Add button.
4. Configure options.

Here’s a restriction that prevents customers from choosing the United States as a shipping destination for this particular product, if the cart total is lower than or equal to $50:

As with global restrictions, you can:

• set up product-level restrictions for Payment Gateways, Shipping Methods, and Shipping Destinations, and
• create multiple rules for the same restriction type.

Payment Gateway restrictions allow you to conditionally hide certain payment gateways, or display a notice when customers attempt to use them.

Basic Options

Adding a Payment Gateway restriction reveals the following options:

• Short Description — Identifies this rule. As you add more rules, short descriptions will make it easier for you to manage them effectively.
• Exclude Gateways — The Payment Gateways you wish to disable by this new rule.
• Show Excluded — When enabled, excluded Payment Gateways are visible at checkout. Select this option if you prefer to have a notice displayed when customers attempt to place an order using an excluded Payment Gateway.
• Custom Notice — Custom notice displayed to customers when they attempt to place an order using an excluded Payment Gateway. Overrides the default notice.
• Show Static Notices — By default, when Show Excluded is enabled, a notice is displayed when customers attempt to place an order using a restricted Payment Gateway. Select this option if you also want to display a static notice under each restricted Payment Gateway.

Global Conditions

The following table lists all Conditions available in global Payment Gateway restrictions:

¹ Available if WooCommerce Memberships is installed and activated.
² Requires WooCommerce Subscriptions.
³ Available if WooCommerce Multi-Currency is installed and activated.
⁴ Available if WooCommerce Gift Cards is installed and activated.

Product-level Conditions

When configuring Payment Gateway restrictions for specific products, you will find that some of these Conditions are unavailable. However, there is an additional Item Quantity condition:

Shipping Method restrictions allow you to conditionally hide certain shipping methods, or display a notice when customers attempt to use them.

Basic Options

Adding a Shipping Method restriction reveals the following options:

• Short Description — Identifies this rule. As you add more rules, short descriptions will make it easier for you to manage them effectively.
• Exclude Methods — The Shipping Methods that you wish to disable by this new rule.
• Exclude Rate IDs — Advanced option for excluding Shipping Method options generated by external APIs.
• Show Excluded — When enabled, excluded Shipping Methods are visible at checkout. Select this option if you prefer to have a notice displayed when customers choose an excluded Shipping Method.
• Custom Notice — Custom notice displayed to customers when choosing an excluded Shipping Method. Overrides the default notice.
• Show Static Notices — By default, when Show Excluded is enabled, a notice is displayed when customers attempt to place an order using a restricted Shipping Method. Select this option if you also want to display a static notice under each restricted Shipping Method.

Global Conditions

The following table lists all Conditions available in global Shipping Method restrictions:

¹ Available if WooCommerce Memberships is installed and activated.
² Requires WooCommerce Subscriptions.
³ Available if WooCommerce Multi-Currency is installed and activated.

Product-level Conditions

When configuring Shipping Method restrictions for specific products, you will find that some of these Conditions are unavailable. However, there is an additional Item Quantity condition:

Shipping Destination restrictions allow you to conditionally prevent customers from shipping their order to specific countries or states.

Basic Options

Adding a Shipping Destination restriction reveals the following options:

• Short Description — Identifies this rule. As you add more rules, short descriptions will make it easier for you to manage them effectively.
• Exclude Countries — The Shipping Countries excluded by this rule.
• Exclude States/Regions — Specific Shipping States/Regions excluded by this rule.
• Custom Notice — Custom notice displayed to customers when choosing an excluded Shipping Country/State. Overrides the default notice.

Global Conditions

The following table lists all Conditions available in global Shipping Destination restrictions:

¹ Available if WooCommerce Memberships is installed and activated.
² Requires WooCommerce Subscriptions.
³ Available if WooCommerce Multi-Currency is installed and activated.

Product-level Conditions

When configuring Shipping Destination restrictions for specific products, you will find that some of these Conditions are unavailable. However, there is an additional Item Quantity condition:

When creating Payment Gateway or Shipping Method restrictions, you have the option to:

• leave Show Excluded disabled, and hide the restricted option(s); or
• enable Show Excluded and display a notice to customers who want to use the restricted option(s).

When choosing to display a notice, it is vital to communicate the right message to your customers. Helpful notices provide a smooth customer experience and minimize cart abandonment.

Conditional Shipping and Payments supports 2 types of notices:

1. Validation notices, which are shown to the customer when they attempt to place an order using a restricted option.
2. Static notices, which are shown on the checkout form next to the restricted option(s).

Both types of notices can be customized to provide an accurate message to your customers, while maintaining your brand voice.

Custom Notices

When Show Excluded is enabled, the displayed validation notices are auto-generated:

The Custom Notice option allows you to convey a more customized message:

Static Notices

Static notices can be enabled by checking the Show Static Notices box in the restriction options: 

To help you to identify and resolve (i) mistakes with conditional logic, or (ii) conflicts with other plugins, Conditional Shipping and Payments offers the following troubleshooting options:

Disable all global restrictions and Disable all product-level restrictions — Use these troubleshooting options whenever you need a quick way to disable all global/product restrictions you have set up.

Debug mode — Enable this option if you need help to identify the rule(s) responsible for excluding any shipping or payment option. When this option is enabled, a debug message appears on the checkout page. This message can be viewed by all customers on your store.

To enable any of these troubleshooting tools:

1. Navigate to WooCommerce > Settings > Restrictions.
2. Locate the Troubleshooting section.
3. Enable the troubleshooting option(s) you want.
4. Save your changes.

The extension can be used to conditionally disable entire shipping methods, or exclude method instances attached to specific Shipping Zones.

Here, it is assumed that the General Options of WooCommerce have been set to use 3 Selling Locations – Canada, Mexico, and the United States (including non-continental States).

2 Shipping Zones have been created:

The objective is to offer 2 shipping options per zone, and make them conditionally available depending on the shipping package (order) weight:

Follow the WooCommerce Shipping Zones documentation to:

1. Create the 2 Zones.
2. Add 2 instances of the Flat-Rate shipping method in each Zone. Use the data from the previous table to fill in the Method Title and Cost fields of each Flat-Rate method instance you create.
3. Create the necessary Shipping Method restrictions by navigating to Settings > Restrictions > Shipping Methods.

Here’s an overview of the required restrictions, 3 in total:

Rule #1 hides Zone A Standard and Zone B Standard if the shipping package weight is greater than or equal to 2kg:

Rule #2 hides Zone A Heavy and Zone B Heavy if the shipping package weight is lower than 2kg:

Rule #3 hides all shipping options if the shipping package weight is higher than 5kg:

Courier companies require merchants to comply with specific policies for certain types of products, such as “dangerous goods”. Depending on the shipping destination, shipping method, and package contents, a courier company may refuse to ship an order or may have specific pricing, packaging, handling, or forwarding requirements.

In the following example, Zone A Standard and Zone B Standard are restricted when a shipping package contains products from the Batteries category:

Depending on what you are selling and how, compliance with Payment Gateway terms and conditions may require some effort on your part as some payment service providers may:

• refuse to process payments for specific types of products, or
• require merchants to present some kind of proof-of-shipment in order to resolve disputes that may arise between buyers/sellers, such as shipment tracking IDs.

In the following example, a Payment Gateway restriction is created to prevent customers who choose the Unregistered Postal Delivery shipping method from paying with PayPal:

To calculate live shipping rates, some Shipping Methods may connect WooCommerce to an external API. The returned rates often include options for different services, such as ground/air, or standard/express. Often these rates are not known to WooCommerce in advance, and you may find that Conditional Shipping and Payments does not make them individually available for selection when creating Shipping Method restrictions.

As a workaround, you can search for and exclude these live shipping rates by ID. However, you will need to do some extra work to find the IDs associated with each shipping rate:

1. Activate your browser’s Developer Tools/Console. If you are using Chrome press Shift+CTRL+J  (or Option+Cmd+J on OS X) to toggle the console. If you are using Firefox, press Ctrl+Shift+K (or Cmd+Option+K on OS X). If you are using Safari, press Option+Cmd+C on OS X.
2. Right-click on the shipping option you want to exclude and choose Inspect Element.
3. Copy the value seen in the following screenshot. In most cases, it should be something like fedex:priority_air.
4. Paste it into the Excluded Rate IDs field.

No, WooCommerce does not support multiple payment methods per order.

The order total includes the shipping cost and tax, whereas the cart total only includes tax.

Yes, unless you are using a plugin that splits the cart into multiple shipping packages. 

To identify the restriction rule(s) responsible for hiding/excluding any payment or shipping option:

1. Log into your WordPress dashboard and navigate to WooCommerce > Settings > Restrictions > Overview > Troubleshooting.
2. Enable the Debug Mode option.
3. Go to the checkout page.
4. Examine the messages rendered by the Debug Mode tool at the top of the page.

The information provided on the checkout page when Debug Mode is enabled helps you identify:

• all shipping/payment options currently excluded by Conditional Shipping and Payments;
• for each excluded shipping/payment option, the rule(s) currently in effect.

For more details on how to activate Debug Mode please visit Troubleshooting.

Note: We are unable to provide support for customizations under our Support Policy. If you need to further customize a snippet, or extend its functionality, we highly recommend Codeable, or a Certified WooExpert.

How to create new conditions that include multiple modifiers

To create new conditions that include multiple modifiers (for example: Package Item count for specific category), use the following snippet:

<?php

add_filter( 'woocommerce_csp_conditions', function( $condition_classes ) {
class WC_CSP_Condition_Package_Item_Quantity_Bottles extends WC_CSP_Condition_Package_Item_Quantity {

    public function __construct() {
        parent::__construct();
        $this->id = 'bottles_in_package';
        $this->title = __( 'Bottles Count', 'woocommerce-conditional-shipping-and-payments' );
    }
  }

  $condition_classes[] = 'WC_CSP_Condition_Package_Item_Quantity_Bottles';
  
  return $condition_classes;
} );


add_filter( 'woocommerce_csp_package_item_quantity_count', 'wc_sw_csp_bottles_items_count', 10, 4 );
function wc_sw_csp_bottles_items_count( $total_quantity, $package, $data, $args ) {
  
  $total_quantity = 0;
  if ( 'shipping_methods' === $args[ 'restriction_data' ][ 'restriction_id' ] && 'bottles_in_package' === $data[ 'condition_id' ] ) {

    foreach ( $package[ 'contents' ] as $cart_item_key => $cart_item_data ) {
        $product_id = $cart_item_data[ 'product_id' ];
        $terms = get_the_terms( $product_id, 'product_cat' );
        $terms_slugs = array();
        foreach ( $terms as $term ) {
          $terms_slugs[] = $term->slug;
    }

    if ( in_array( 'wine', $terms_slugs ) ) {
      $total_quantity += $cart_item_data[ 'quantity' ];
}
    }
  }

  return $total_quantity;
}

The above example snippet creates a custom Condition under the WooCommerce > Settings > Restrictions tab named Bottles count.

This condition will evaluate the total number of items added into the cart from a category named wine (which needs to be updated in the code example, on line 33, to match the slug of your product category).

Yes. Use the following snippet:

To use this snippet, download the linked file and activate it as you would with any other plugin. Alternatively, copy the contained copy the contained code into your child theme’s functions.php file, or activate it using this plugin.

Yes. Use the following snippet to change the default plugin behavior:

To use this snippet, download the linked file and activate it as you would with any other plugin. Alternatively, copy the contained code into your child theme’s functions.php file, or activate it using this plugin.

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