> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/price-list/payment-and-delivery-rules.md).

# Payment & delivery rules

Make pricing conditional — only on orders above a threshold, only when paying on account, only for a particular delivery method.

Rules decide **whether** pricing applies, based on how the buyer is paying, how they are shipping, and how big the cart is.

They exist in two places:

* **Price list settings** — the condition applies to all pricing.
* **A tag's settings** — the condition applies to that tag only.

Set them where the condition actually belongs. A minimum order value that applies to every trade customer belongs on the price list; one that applies only to distributors belongs on the Distributor tag.

## What you can match on

### Payment method rules

Match against the name of the payment method the buyer selects. Match types:

* **None** — do not match on payment method
* **Equal to**
* **Contains**
* **Starts with**
* **Ends with**

### Delivery method rules

The same match types, against the delivery method name.

### Cart subtotal conditions

* **None (always apply)**
* **≥ (greater or equal)**
* **≤ (less or equal)**
* **= (equal to)**

You can add several rules. Use **Add payment method rule** and **Add delivery method rule** to build the list.

## Worked examples

**Minimum order value for wholesale pricing**\
Cart subtotal **≥** `250`. Below that, the buyer pays retail — which is exactly how most trade minimums work in practice.

**Account-only pricing**\
Payment method **Contains** `invoice`, so your best pricing applies only when the buyer pays on account rather than by card.

**Excluding express shipping from a deal**\
Delivery method **Starts with** `Standard`, so promotional wholesale pricing does not subsidise an expensive courier.

## Getting the matching right

Match values are compared against the method name as Shopify presents it at checkout, which is not always what you expect.

* **Prefer *****Contains*****.** Payment and delivery method names carry rate names, carrier names and prices that vary by market. `Contains` survives that; `Equal to` breaks the first time a rate name changes.
* **Check the real names.** Place a test order and read the exact strings at checkout rather than guessing them.
* **Watch multi-currency and multi-market stores.** Delivery method names are frequently localised. A rule matching an English name will silently stop applying in another market.

{% hint style="warning" %}
A rule that never matches means pricing never applies, and it fails quietly — the buyer just sees retail prices. If wholesale pricing has stopped working for one segment, check its rules before anything else.
{% endhint %}

## How rules interact

* A rule on the **price list** gates everything.
* A rule on a **tag** gates that tag's pricing.
* Both must be satisfied for that tag's pricing to apply.

Because [the lowest price wins](/dollarlabs-b2b-custom-pricing/getting-started/how-pricing-works.md), a tag whose rules fail simply drops out of consideration. If a customer's only priced tag is gated out, they pay retail.

## Testing

Rules are the hardest part of the product to verify by inspection, so test them:

1. Build a cart that **should** qualify. Confirm the wholesale price at checkout.
2. Build one that **should not** — one item below the subtotal threshold, or a different delivery method. Confirm retail pricing.
3. Do both as a genuinely tagged customer. An untagged customer proves nothing about rules.