Fee for orders to one state

What you’ll build: a fee that’s added to the order in checkout once the buyer enters a shipping address in one state, for example 3% of the cart for orders to California. It comes out if the buyer changes to another state, and buyers see it as a line in the order summary.

Requirements: Shopify Plus, the Buddy plan, and fees and price changers switched on for your store. To get them, use Contact us on the Help page in the app and tell us what the fee is for.

1. Create the fee product in Shopify, for example “California fee”, priced at 0. Keep it on the Online Store sales channel and set it to Unlisted. Untick This is a physical product and Track quantity. Choose whether it Charges tax.

2. Create the offer. In Checkout Buddy, go to Customizations → Upsells → Create customization → Product offers → Start blank, and give it a Name, for example “California fee”. Under Offer type, choose Fee.

3. Set up the fee. Under Fee:

   • Fee product: click Pick a product and pick your fee product.
   • How it’s added: Automatically.
   • Amount: A percentage of the cart, and Percentage 3.

4. Choose the state. Under Who sees it, choose Only checkouts that match conditions, and add:

   • Shipping country US
   • And Shipping province or state CA

5. Save the offer. It saves as a Draft.

6. Create the price changer. Under Fee, click Create price changer. A Line item price changer opens with your fee product, Only lines a Fee offer added, Percentage (of cart total, excluding selected items) and 3. Save it, then go back to the offer. The card now reads Priced by your price changer, at 3%.

7. Publish. Under Status, turn on the switch so it reads Published, and save.

8. Place the app block. In Shopify’s checkout editor, add the Product offers app block, turn on Include block in Shop Pay, and save the editor. The fee shows nothing in checkout, but the app block is what adds it.

9. Test it with a real checkout. Enter a California address: the fee is added at 3% of the cart. Change to a New York address: it comes out. Remove it on the cart page and come back: it’s added again.

Note

Your store already has a Line item price changer? Step 6 reads Add to and its name instead: it opens your price changer with a setting for the fee added. Save it.

Variations

• Show it in checkout: tick Show the offer in checkout under Fee, and add a Heading or a Note under the fee, for example {{percent}}% for orders to California.
• A fixed fee: price the fee product at the fee, and choose The product’s price. No price changer needed.
• Per item: choose The product’s price for every few items, for example 1 for every item, up to 10.
• Several states: list them in one condition, for example CA, NY.
• Buyers choose: for an optional charge like rush handling, choose When the buyer ticks it.

Troubleshooting

• The fee is added at the product’s price, not the percentage: check the Fee card reads Priced by a price changer, and that the price changer is turned on. Price changers need Shopify Plus.
• The fee isn’t added: check that the offer is Published, the Product offers app block is in your live checkout with Block IDs empty or listing this offer, and the address is in the state. Apple Pay and Google Pay from the cart page skip checkout, so no fee is added there.
• The amount is off: the percentage counts prices before discounts, and leaves out fees and Product offers’ gifts.