General information

Unlike the free version, the premium one adds the following features:

  • Create a set of different price rules for each payment method available
  • Apply a cart surcharge or discount based on the selected payment method
  • The price variation can be either a fixed or a percent amount based on the cart subtotal
  • Add a note concerning the selected payment method in the checkout form
  • Choose the user roles to which the rule will apply
  • Enable the rule only if the cart subtotal matches the minimum and maximum values defined
  • Include or exclude tax from the cart amount, on which the price variation applies after selecting the payment method
  • Schedule a payment-method-based rule by selecting start and end date

The automatic increase and reduction of the order amount occur as a result of the rules created and configured in YITH Plugins -> Dynamic Pricing per Payment Method.

Set payment rules

To learn about how to configure a new payment rule correctly, we recommend reading this page of the documentation.

It is possible to apply more than one rule to the same payment method: learn about how to do it.

How to create and configure a new payment rule

Go to YITH Plugins -> Dynamic Pricing per Payment Method and click on the Add new button.

Add new rule

Configure the settings for the new rule.

new rule

  • Payment method: payment method to which the rule will apply
  • Type: Choose to increase or apply a discount to the cart total. In either case, the value can be fixed or calculated as a percentage basing on the cart amount.
  • Custom text: custom text to show on the “Checkout” page when the payment method linked to the rule is selected.
  • User role: user roles with which associate the rule
  • Include tax: by enabling this option, the discount or surcharge value is calculated basing on the cart total, taxes included.
  • Min and max cart total: these two fields allow applying the payment rule only when, after selecting the linked payment method, the cart value falls within the configured spending range
  • Product in cart: apply rule if selected products are in cart
  • Schedule from: by leaving the field empty, the rule becomes valid when saving it
  • Schedule to: by leaving the field empty, the rule will not have any expiration
  • Tax rule: the percentage that will be applied based on the amount rule. Leave empty to apply the tax class to the rule
  • Tax class: tax class that will be applied on the amount rule. This class is applied if “Tax rule” field is empty. Choose from: standard rate, reduced rate, zero rate
  • Amount include tax: apply tax to a payment method fee

Assuming we have already created our payment rules, we will view the linked amount (increase or reduction) for each payment method at the checkout

Payment methods

 

Go to this page to learn about some examples of how to use.

 

Various rules for the same payment method

The premium version of the plugin allows applying different rules to the same payment method.
Each increase or reduction is applied to the cart total value and generates the final amount of the order.
Here is an example of how it works.  
We chose to apply the following rules for payments through bank transfer: 

  • €10 discount for all the users (rule 1)
  • 10% for orders exceeding €100 (rule 2)
  • €3 surcharge for users with “shop manager” role (rule 3)

All the rules are applied to the total amount of the cart (taxes excluded) 

Rule 1
Rule 1

Rule 2

Rule 2

Rule 3

Rule 3

Assuming that:

  • our cart total is €180 (taxes excluded)
  • we represent a “shop manager” user

In this example, all the configured rules match with all the parameters and are applied.

The rules are applied as follows:

  • Rule 1 : – €10
  • Rule 2: – €18 (10% on €180)
  • Rule 3: + €3

– €25 (-10-18+3) variation is applied to the total amount of the cart, as highlighted in the following screenshot.

Checkout page

Examples of how to use

20% discount for “Customer” users who pay through bank transfer from January 15th to 20th.

Create 1 rule with the following parameters:

  • Payment method: Direct Bank Transfer
  • Type: decrease by percentage
  • Amount: 20
  • Role: Customer
  • Schedule from: 2017-01-15
  • Schedule to: 2017-01-20

€5 surcharge for all the users paying with PayPal

Create 1 rule with the following parameters:

  • Payment method: PayPal
  • Type: increase by value
  • Amount: 5
  • Role: leave the field empty to include all the roles

30% discount for users paying orders exceeding €100 by cheque, taxes included 

Create 1 rule with the following parameters:

  • Payment method: Check Payments
  • Type: decrease by percentage
  • Amount: 30
  • Include tax: active option
  • Min cart total: 100

Payment with Paypal: €2 surcharge for all the users and an additional 10% for “vendors” users. 10% must be applied to the price already increased by €2.

Create two rules.
Rule 1: €2 surcharge for all the users

  • Payment method: PayPal
  • Type: increase by value
  • Amount: 2
  • Priority: 1

Rule 2: 10% surcharge on the price previously edited by the rule 1

  • Payment method: PayPal
  • Type: increase by percentage
  • Amount: 10
  • Priority: 2