Discount Validation Extension at Checkout (Shopify + Account Editor)

The Discount Validation Extension ensures your discount codes are applied correctly during checkout and remain valid even after customers edit their orders using Account Editor.

It adds advanced validation rules that Shopify does not support by default — creating a smooth, error-free discount experience.

What Is the Discount Validation Extension?

Shopify already performs standard discount checks, but many merchants need more control. The Discount Validation Extension adds a 

smart validation layer that checks your custom rules before the customer completes checkout.

Here’s what it enables:

• Validate discount codes using customer tags
• Restrict code usage based on shipping method, country, or order type
• Ensure discounts remain valid even after order edits
• Prevent incorrect discounts from being applied
• Provide consistent behavior across:
• Checkout
• Order Status Page
• Thank You Page
• Post-purchase edits

Why Do You Need This If Shopify Already Validates Discounts?

Shopify does this on its own:

• ✔ Validates if a code exists
• ✔ Checks conditions you configured in Shopify Discounts (min value, min items, specific products)

But Shopify does not support deeper logic:

This is why the Account Editor Discount Validation Extension exists.

How the Extension Works

1️⃣ Add the Extension in Shopify Checkout (Shopify Plus Only)

1. Open Shopify Admin → Online Store → Customize → Checkout
2. Click Add App Block
3. Select Account Editor → Discount Validation Extension
4. Position it under the discount field
5. Save your checkout

Add the extension → Go to Shopify Admin block.

→ Settings

→ Checkout → Customize

→and add the Discount Validation

What Happens After Checkout? (Revalidation During Order Edits)

This is where Account Editor becomes essential.

But Account Editor re-validates every time an order is edited.

Example Scenario

Discount rule: Code requires minimum 2 products

1. Customer checks out with 2 shirts → Discount applies
2. Later, the customer edits the order and removes 1 shirt

Shopify Behavior

❌ 

Shopify does not revalidate → Discount remains applied incorrectly

Account Editor Behavior

✔ 

Revalidates rule → Discount removed (correct behavior)

Best Practices for Using Discount Validation

• Always enable: Enable Discount Recalculation in Account Editor settings

→ Ensures correct discount behavior after edits

• Use Shopify Discount rules for standard conditions (min spend, product eligibility, quantity)
• Use Account Editor Discount Validation for advanced logic:
• Customer tags (VIP, wholesale, loyalty tiers)
• Country restrictions
• Shipping method restrictions
• Custom logic based on your flows
• Test simple scenarios first

Example: Set a rule “Minimum cart value $50”, then try applying a discount with a $30 cart to verify behavior

Summary 

• Shopify checks basic discount validity
• Account Editor adds advanced rule validation + post-purchase revalidation
• Protects exclusive discounts like VIP codes
• Prevents incorrect discounts after item edits, shipping changes, or cancellations
• Simple setup: Add the block in checkout → Configure rules in Account Editor

This ensures discounts stay accurate, fair, and fully aligned with your business rules — before and after checkout.

Upsell Block at Checkout (Shopify Plus Only)

The Upsell Block can also be placed directly inside the Shopify Checkout, but only for Shopify Plus merchants.

This allows customers to see relevant product recommendations during checkout before completing their purchase — dramatically increasing pre-conversion and post-purchase AOV.

Where This Block Appears

You can place the Upsell block on the following surfaces:

• Checkout Page (Shopify Plus only)
• Thank You Page
• Order Status Page (OSP)

How It Works Inside Checkout

When a Shopify Plus customer reaches checkout, the Upsell block displays:

• Recommended products
• Pricing and discounts
• “Add to Cart” or “Add to Order” buttons

If the customer clicks an upsell inside checkout:

1. The customer is redirected to the Order Status Page (OSP)
2. The upsell is processed and added directly to the existing order
3. Account Editor recalculates pricing, taxes, and shipping
4. The customer returns to the OSP with the updated order

Why Add Upsells to Checkout?

✔ Shows recommendations at the highest-intent moment

✔ Increases pre-purchase AND post-purchase AOV

✔ Reduces friction — customers see upsells earlier

✔ Works seamlessly with Thank You Page and OSP upsells

✔ Ideal for Shopify Plus stores seeking maximum revenue lift

Real-world examples:

• Customer buying a bottle sees matching “Bottle Sleeve” or “Bottle Bag” in checkout
• Customer buying headphones sees upsells like a “Hard Case” or “Aux Cable”
• Customer buying a camera sees “Memory Card” or “Tripod” inside checkout

How to Add the Upsell Block to Checkout (Plus Only)

1. Go to Shopify → Online Store → Customize
2. Switch to Checkout in the top surface selector
3. Click Add App Block → Account Editor → Upsell
4. Position it anywhere in the checkout layout
5. Click Save

• Upsell displays in checkout (Plus only)
• The upsell executes on the Order Status Page
• Multi-language and multi-currency supported
• Follows your discount and shipping rules
• Automatically logged in AE Analytics

Best Practices

• Add different upsells for Checkout vs Thank You Page
• Keep product suggestions tightly relevant
• A/B test placement for maximum conversion
• Pair Checkout Upsell + OSP Upsell for strongest revenue gain

Frequently Asked Questions (Checkout Page – Account Editor)

1. Can all Shopify stores add Account Editor blocks inside Checkout?

No.

2. Do upsells added in Checkout immediately update the order?

Yes — but the action itself executes on the Order Status Page (OSP) because Shopify only allows order updates on the OSP.

Customers see the upsell in checkout → click → redirect → upsell is added.

3. Why does Shopify require the redirect to Order Status Page for upsells?

Shopify restricts post-purchase order modifications to the Order Status Page for security and consistency.

4. Can I show different upsell products on Checkout vs. Thank You Page?

Yes.

You can configure Checkout Upsell, Thank You Upsell, and Order Status Page Upsell as three separate recommendation blocks.

This lets you optimize each surface for maximum AOV.

5. What happens if a customer edits their order after applying a discount at checkout?

Account Editor re-validates the discount.

Example:

A discount requires buying 2 items.

Customer removes 1 item in post-purchase editing → the discount is automatically removed.

6. Does the Discount Validation Extension override Shopify discount rules?

No.

It extends Shopify rules, adding extra custom validation such as:

• Customer tags (VIP-only code)
• Country / region restrictions
• Shipping method restrictions
• Cart-value logic beyond Shopify’s built-in rules

Both systems work together.

7. What happens if a non-eligible customer tries applying a protected discount code?

They see an error message and the discount is rejected.

Example:

Code: VIP20

Customer tag required: VIP

Regular customer → ❌ rejected

VIP customer → ✅ accepted

8. Do upsells inside checkout affect the original checkout total?

No.

Checkout total remains unchanged because Shopify finalizes that amount.

The upsell is added as a post-purchase action, and the order is re-priced afterward.

9. Will customers get confused seeing upsells before completing payment?

No — because:

• They are redirected automatically
• Upsell confirmation is instant
• The Order Status Page clearly shows the updated order

10. Can I disable Checkout Upsells but keep them on Thank You Page?

Yes.

You can enable/disable each surface independently in the Shopify Theme Editor. As Well As From Upsell setting inside account editor.

11. Are checkout upsells tracked in Account Editor Analytics?

Yes.

AE logs:

• Number of upsell triggers
• Accepted upsells
• Revenue generated
• Discount interactions
• Editing behavior post-checkout

This gives you full visibility into checkout → OSP → final order behavior.

12. Does Discount Validation slow down checkout?

No.

It runs client-side and server-side optimizations without impacting Shopify checkout speed.

13. Can customers apply discount codes after checkout if they miss them?

No — discount codes after checkout are handled by the Post-Purchase Discount block on the Order Status Page, not in checkout.

Checkout is only for initial validation, not post-purchase corrections.

14. Does the Checkout Upsell Block support multi-language stores?

Yes.

All labels, buttons, and product content respect Shopify translations + AE language settings.

15. Do I need to configure anything inside Account Editor after adding the checkout blocks?

Only if you want to use:

• Custom discount validation rules
• Custom upsell rules
• Editing-window restrictions
• Tag-based logic

Basic checkout upsell behavior works immediately after adding the block.

16. Why isn't the Upsell block appearing in my Checkout Editor?

Two possible reasons:

1. Your store is not Shopify Plus
2. The block wasn’t added under Online Store → Customize → Checkout

17. Can I use both Checkout Upsell AND Order Status Upsell together?

Absolutely — and you should.

This creates a two-stage revenue funnel:

1. Checkout upsell
2. Order Status Page upsell

Merchants see the highest AOV lift when both are active.

18. What if a customer adds an upsell but then cancels the order?

The entire order — including upsell items — follows Shopify’s cancellation rules.

Inventory, taxes, and refunds apply normally.

19. Can customers remove an upsell after adding it?

Yes.

They can remove items using Edit Order Items on the Order Status Page, as long as the editing window is active.

20. Does Checkout Upsell support subscription products?

Shopify Checkout Extensions do support subscription product modifications .

Summary

The Upsell Block for Shopify Plus allows merchants to show recommended products directly inside checkout. Customers see upsells before order completion, but the action executes on the Order Status Page. This upgrade significantly improves AOV, conversion, and overall post-purchase revenue.

Updated on: 15/12/2025