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Rotate your payment methods

Rotating your payment methods is a great way to spread your transaction volume across multiple payment accounts, reducing the risk of hitting volume limits or encountering payment gateway issues. ShopBase allows you to rotate your payment methods for each checkout session, ensuring that payments are switched within accounts of the same payment method.

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, we will give you an overview of payment method rotation and how it works on your store.

In this article

A. Enable payment rotation
B. Payment rotation rules
C. Frequently asked questions

A. Enable payment rotation

Before you start, the preferred payment methods to your store.

You need to fill in a name for the payment account 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

To enable payment rotation on your store, please follow the steps below:

From your ShopBase admin, go to Settings > Payment providers.

In Payment rotation, toggle the switch to enable payment rotation.

B. Payment rotation rules

Once you've enabled payment rotation, payments will be rotated within the same payment method as follows:

Credit card method: Payments will be rotated among Stripe, PayPal Pro, Braintree, Unlimint,, ShopBase Payments, and ShopBase Marketplace Payments accounts.
PayPal method: Payments will be rotated among PayPal accounts.
Custom methods: Any additional custom method accounts will be rotated among accounts of the same method.

It's important to note that payments will be switched per checkout session, including successful, unsuccessful, and abandoned checkout sessions. This means that each new checkout session will start with the next payment account in the rotation, regardless of whether the previous session was successful or not.

C. Frequently asked questions

What happens when a payment account is disabled?

When one payment account is disabled on your store, new visitors on the checkout page will find other conditionally rotated payment methods. In case the payment account 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 the Settings icon next to the account you want to remove > Delete.

Click 'Settings' next to the account you want to remove
Then, click 'Delete'

What happens if I disable payment rotation?

If you disable payment rotation, you cannot activate multiple accounts of the same payment method.
If you have multiple payment accounts of the same payment method activated and then disable payment rotation, only the most recently activated payment account will remain active.

Overview of Payment

Updated on: 15/09/2023

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