From "Create Rule" to live in five screens
Here's what the wizard actually looks like inside the BigCommerce control panel. We've followed a real rule — a Minnesota road-improvement fee on shipping orders over $100 — all the way through.
Pick a starter template — or build from scratch
Click Create Rule and PaymentPutty offers a few proven starting points: Shipping Insurance, State-Based Shipping Fee, and Donation. Each one pre-fills the wizard with sensible defaults so you can be live in under a minute. If none of them fit, choose Custom rule and you'll start from a blank wizard.
- Templates are just shortcuts — every option is still editable.
- Custom rules give you the full pick-list across all four steps.
- You can save a rule as a draft at any point and come back later.
Name it. Tell it where to appear.
Give the rule a name your team will recognize on the orders list and inside the admin — something like "Minnesota Road Improvement Fee" — then pick which step of checkout it belongs to. PaymentPutty supports every native BigCommerce step plus the sidebar order-summary panel.
- Customer Step — email, sign in, account creation
- Shipping Step — address and method selection
- Billing & Payment Steps — addresses and payment
- Entire Page or Sidebar — appears across the whole flow
Decide when the rule should fire
A rule can run on every order, or only when checkout state matches conditions you set. Mix and match attributes like shipping state, cart total, product category, customer group, or anything else PaymentPutty exposes — joined with AND or OR.
- Pick a field (Shipping State, Cart Total, Product SKU, etc.)
- Pick an operator (equals, is greater than, contains, …)
- Enter a value, and add more conditions as needed.
Choose what the rule actually does
Pick an action type and PaymentPutty handles the rest. Available actions cover the most common checkout customization needs — messaging, custom HTML, forced acknowledgements, file uploads, form fields, and (with the Fee Engine add-on) generic fees, product-custom-field fees, and weight-based fees.
- Message, Banner, or Callout — promotional or informational copy
- Forced Acknowledgement — checkbox the customer must check
- Form Field — capture data at checkout
- File Upload & HTML / Script — Pro-tier extensibility
- Generic / Product / Weight-Based Fee — Fee Engine add-on
Fill in the details and save
The final step changes shape based on the action you picked. For a fee, you'll set the calculation method (fixed amount or percentage), whether it's forced or optional, and where it should be inserted in the checkout layout. The name you enter here also shows up as the line item on the order itself.
- Fixed amount or percentage-based
- Forced (always applies) or optional (customer opt-in)
- Pick the insertion point — preferred location, or pin it before/after a specific element
- Hit Save and the rule is live on the next checkout pageload.
