> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Create and manage Checkouts

# What is a Checkout?

A **Checkout** is the payment screen your customers see when they are about to pay. Each checkout can:

- **Show different payment methods** (card, Bizum, PayPal, crypto, etc.)
- **Be shown only to certain customers** based on segmentation rules (country, language, device type, currency...)
- **Have its own appearance** through reusable themes
- **Connect to Connections or Orchestrations** to process the payment

The conceptual chain is:

> **Checkout** → contains **Methods** → each method is assigned to a **Connection** or an **Orchestration** that decides how to process the payment.

# How to find and manage your Checkouts

In the panel: side menu → **Optimization** block → **Checkouts**.

## The list

The list has two tabs, **Active** and **Inactive**, and two view modes:

- **Grid view**: each checkout is shown as a card with a real preview of the payment screen (mockup with amount, methods and form), its name, the icons of the active methods and a badge with its segmentation constraint.
- **List view**: a table with the columns Name, Payment methods, Show for and Last modified.

## Creating a Checkout

Click the **"Create Checkout"** button in the top right. The editor opens directly with a new blank checkout ready to configure.

# The Checkout editor

When you open a Checkout (or create a new one) the **split-view editor** opens. The screen is divided into three areas:

- **Top header**: an arrow to go back to the list, the last updated date, the checkout name with its dropdown and the **Publish** button.
- **Left sidebar** with four vertical tabs: Segmentation, Methods, Appearance, Settings.
- **Right panel** with a live preview of the checkout that updates with every change.

> 🧐 The checkout is not enabled or disabled from the header. That is done from the **Settings** tab, with **Activate checkout**.

# Tab 1: Segmentation

Defines **who this checkout will be shown to**. Useful when you have several checkouts and want each one to appear under different conditions (for example, one for Spain and another for LATAM).

## How it works

The section is titled **Checkout segmentation**, and inside it, under the **"Show to:"** label, you add the conditions that are evaluated when showing the checkout. You add them with **Add condition**.

- If it is the **default** checkout, you cannot segment it. The panel says so: "Default checkouts cannot be segmented and are used only when the segmentation requirements of the custom checkouts are not met".
- If you add a variable, the checkout is only shown when that variable is met.
- You can add several variables; all of them are evaluated with AND.

## Available variables (18)

**Operation (9):** Price, Currency, Type (Single Payment / Subscription / Authorization), Language, Authorize only, MOTO, Partial approval, POS, POS Terminal.

**Customer (9):** Custom variable, Device type, OS, Browser, IP country, IP region, Country, Region, Email.

# Tab 2: Methods

Defines **which payment methods appear** in the checkout and in what order. The panel sums it up as: "Select and arrange the payment methods you want to appear in your checkout".

## Quick Payments

Fast methods based on browser or operating system wallets. They are only shown if there is a Card type method configured in the checkout:

- **Apple Pay** (on/off toggle)
- **Google Pay** (on/off toggle)

## Payment methods

The list of available methods. Each row leads with the method, not with whoever processes it. For each one you will see:

- **Drag handles** to reorder them by dragging.
- **The method logo and name** in bold (Card, Bizum, Pepper, Finance...).
- Below, in small text, the **source** of the method: **`Provider - Account`** if it goes against a direct connection (for example `Adyen - Adyen` or `Redsys - Bizum`), or **`Orchestration - Name`** if it goes against an orchestration (for example `Orchestration - Bizum`).
- A **toggle** to enable or disable the method.
- The **`|||` icon** that opens the per-method configuration.

You can add methods with the **"Add card"** and **"Add method"** buttons.

> 🧐 Besides card orchestrations, here you can use **Financing** and **Alternative method** orchestrations. In the list they are identified by their method, so a row tells you what the checkout offers, not who settles it.

# Per-method configuration (`|||` icon)

Clicking the **`|||`** icon opens the **"Payment method configuration"** modal, with two tabs and a **Preview** area at the top that reflects changes immediately.

At the bottom of the modal you have **Delete**, to remove the method from the checkout, plus **Cancel** and **Save**. Inside the Appearance tab there is also a **Reset default values** link.

## Appearance tab

Customize how the method looks in the checkout. The options vary depending on the method:

- **Card**: Text in selector and Icon in selector (recommended size 70x70px). It has no button mode because it is always rendered with its embedded form.
- **All other methods**, including **financing** and **alternative method** ones: the same as Card, plus the **Selector / Button** toggle, **Button background color** and **Logo in button**.

## Conditions tab

Defines who this method is shown to individually within the checkout. This creates a **two-level segmentation model**:

- At **checkout** level (Segmentation tab): you decide who to show the whole checkout to.
- At **method** level (this tab): you decide which methods appear inside the checkout for each customer.

Logic toggle:

- **Show if** → the method appears only if the condition is met.
- **Not show if** → the method is hidden if the condition is met.

The available variables are the same as in Segmentation: Operation (9) + Customer (9).

Typical use cases:

- Show Bizum only if `IP country = ES`.
- Show Pepper only if `Price > 60 EUR`.

# Tab 3: Appearance

Management of **reusable Themes** across checkouts.

- **"New theme"** button to create one from scratch.
- A gallery of existing themes with a visual preview, each one labelled by scope: **Company** or **Environment**.
- Each theme has a radio button to apply it to this checkout and a **"..."** menu to edit it.

> 🧐 Themes are global: if you modify a theme, the change is applied automatically to every checkout using it. You can learn more about theme management in [this guide](https://academy.zrupay.com/en/article/manage-checkout-themes-kmhait/).

# Tab 4: Advanced settings

Technical settings of the checkout:

- **Activate checkout**: lets you disable it. The default checkout cannot be deactivated.
- **Force MOTO option**: enforces the MOTO option on all transactions processed through this checkout.
- **Ignore SCA required error**: ignores the strong authentication error if the bank requires it.
- **Enforce in case of 3DS error**: enforces the payment attempt even if 3DS authentication fails because of an outdated version.
- **Recurring charges orchestration**: lets you use a different orchestration for the recurring charges generated from payments in this checkout.

# Live preview

The right panel shows a functional preview of the checkout in real time. You can control it along three axes:

- **Operation type**: Single Payment, Subscription or Authorization.
- **Viewport**: Desktop 🖥️ or Mobile 📱.
- **Mode**: Redirect (full view with the order summary) or iFrame (only the form, without the summary, for when you embed it in your own page).

You also have a **zoom selector** in the top right corner.

# Publishing changes

Once the checkout is configured, click **Publish** in the top right. Until you publish, the changes are not applied to the checkout in production.

# Practical use cases

## Checkouts by currency

- **EUR checkout** → Segmentation: Currency Equal to EUR → Spanish methods (Bizum, Card via Redsys).
- **USD checkout** → Segmentation: Currency Equal to USD → international methods (Card via Stripe, PayPal).

## Checkout with a unified theme

- In the Appearance tab, create a theme with your brand.
- Apply the same theme to every checkout of the merchant.
- If you update the theme, all checkouts inherit the changes automatically.