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One of the biggest problems for sellers is that receiving a large amount of payment (for example: a winning campaign, sales periods) 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.

In this article

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 Unlimint 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, Unlimint, and ShopBase Payments) and PayPal section will be switched within the same section.

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. Only accounts that are activated (with a green button on) could receive payments.

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.

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

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Overview of Payment
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