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One of the biggest problems for sellers is that receiving a large amount of payment (a winning camp, high season for example) can be a sign of fraud to payment gateways. Payment rotation is an awesome solution to split this risk between different payment methods, and even when one account is disabled, the customers can still check out with other payment methods.

Cancellation and refund requests will be sent to the correct payment methods. With PayPal, tracking numbers will be automatically updated to the methods that received the order's payment. Please refer to this article about how to send tracking to PayPal automatically.

On this page
A. Connect your payment methods
B. Set rules to rotate payment methods
C. What happens when a payment method is disabled

A. Connect your payment methods

Before you start, it's required that you have connected the payment methods to your store. Please follow the below instructions to add your account:

Connect PayPal to your store
Connect Stripe to your store
Connect PayPal Pro to your store
Connect Braintree to your store
Connect CardPay to your store
Connect to your store

You need to fill in a name for the payment method when activating a new one. This name will be shown on order detail page and on CSV file when you export orders to indicate which account received the payment.

Payment method name on Order detail page

B. Set rules to rotate payment methods

Accounts in the Accept credit cards section (including Stripe, Paypal Pro, Braintree, Cardpay, and ShopBase Payments) and PayPal section will be switched within the same section.

There are two rotation modes on ShopBase: sequentially and percentage. The second mode's expected to release soon.

1. Rotate payment methods sequentially

In this mode, payment methods will be switched per ascending order. For example, your first order will be paid through the first payment method you connected, then payment method 2 for order 2, etc.

This rotation mode will be automatically activated when you add the second payment method. Kindly remember to activate your payment account after adding a new one to your account list to switch on sequentially mode. Only accounts that are activated (with a green button on) could receive payments.

Sequentially mode is activated by default. However you can always switch between modes anytime (this is to be released soon).

2. Rotate payment methods by percentage

This mode is to be released soon.

C. What happens when a payment method is disabled

When one payment method is disabled on your store, new visitors on the checkout page will find other conditionally rotated payment methods. In case the payment method is disabled right when a visitor is checking out, they will see a warning as follows to refresh their page and be directed to another available account.

Remove disabled account

To delete the disabled account from your account list, please go to your admin page >> Settings >> Payment providers >> Click on account you want to remove >> Remove account

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