Updated September 2026 · Written and maintained by the Progression Agency strategy team
Shopify’s checkout is the most constrained surface on the store and the least available to change — which is convenient, because it is rarely where the biggest losses are. Most recoverable loss sits before it: unexpected shipping cost, forced account creation, missing payment methods and slow mobile pages. This covers what is genuinely changeable, what to fix first, and how to test so a winning conversion rate does not quietly cost you money.
The short answerMeasure revenue per session, not conversion rate. Checkout is the one place where a change that increases conversion and reduces average order value leaves you worse off — express checkout buttons are the clearest example, since they lift completion while skipping the steps where upsells and delivery choices would have appeared. And check refunds and support volume afterwards: a win that creates cost elsewhere is not a win.
Progression Agency is based in New York City and works with clients across the United States and worldwide. Shopify’s checkout capabilities, extension points and configuration options change regularly — verify what is currently available in Shopify’s own documentation and your store admin rather than relying on any third-party description, including this one.
Where are Shopify checkout losses actually happening?
Mostly before the checkout — in the cart, in unexpected costs, and in the decision to start checking out at all — and then in a small number of specific friction points inside it.
The checkout itself is the most constrained surface on a Shopify store and the least available to change. Which is convenient, because it is rarely where the biggest losses are.
What can you actually change about Shopify checkout?
Configuration, branding, extensions at supported points, and server-side logic for discounts, delivery and payment — rather than arbitrary edits to the page.
Knowing the boundary saves time: a large share of checkout optimization advice written for other platforms describes changes that are simply not available here.
| Element | Changeable? | How |
|---|---|---|
| Branding and colors | Yes | Checkout branding settings |
| Field order and layout | Partly | Within supported configuration |
| Adding trust messaging | Yes | Checkout UI extension |
| Custom fields such as PO numbers | Yes | Extension |
| Delivery and shipping logic | Yes | Shopify Functions |
| Discount logic | Yes | Functions |
| Payment customization | Partly | Functions, within limits |
| Arbitrary page markup | No | Not a supported surface |
| Removing required steps | No | Structurally fixed |
| Post-purchase page | Yes | A separate extension surface |
The two rows marked no are where a lot of wasted effort goes. If a proposal depends on either, it was written for a different platform.
What are the biggest recoverable losses?
Unexpected shipping cost at the last step, a forced account creation, too few payment methods, and slow pages on a phone.
These four account for a large share of abandoned carts across ecommerce generally, and three of them are configuration rather than development.
Show shipping cost before checkout
Cost appearing at the final step is the most cited reason people abandon a cart, and the fix is to surface it earlier rather than to argue for it later.
Do not force account creation
Guest checkout removes a decision that has nothing to do with wanting the product.
Offer the payment methods your customers use
Including accelerated wallets, which remove most of the typing on a phone.
Make it fast on a phone
Most traffic is mobile, and the checkout is the worst place on the site to be slow.
Reduce the fields to what you genuinely need
Every optional field is a small tax paid by every customer.
Make errors recoverable
A validation error that clears the form is worse than the original mistake.
Show what happens next
Delivery expectations at the point of payment reduce both abandonment and subsequent support contact.
Does the express checkout button help or hurt?
It usually helps, particularly on mobile — and it also skips the steps where you would normally present upsells and delivery choices.
That trade is worth making deliberately rather than by default: measure whether the conversion gain exceeds the lost order value.
How much do trust signals matter at checkout?
They matter most for unfamiliar brands and least for established ones, which is why generic advice about them is unreliable.
The useful version is specific: state the return policy, the delivery timescale and how to contact somebody, at the moment payment is requested.
How should you test checkout changes?
Against a real baseline, with enough volume to reach a conclusion, changing one thing at a time, and measuring revenue rather than only conversion rate.
Checkout is the one place where a test that increases conversion and reduces average order value can leave you worse off, and conversion-only measurement hides that entirely.
| Practice | Why | What goes wrong without it |
|---|---|---|
| Measure revenue per session | Not conversion rate alone | A winning test that loses money |
| Change one thing at a time | Attribution | You learn nothing from a bundle |
| Run to a planned sample | Stopping early | Random noise read as a result |
| Watch average order value | Alongside conversion | Express checkout hides this |
| Segment by device | Mobile and desktop differ | One masks the other |
| Segment new versus returning | Very different behavior | Averages mislead |
| Check refunds and support volume | After, not during | A win that creates cost elsewhere |
| Keep a record of every test | Institutional memory | The same test run three times |
The refunds row is the one nobody checks. A checkout change that increases orders while increasing returns or support contacts has not necessarily improved anything.
What should you fix before touching the checkout at all?
The product page, the cart, the delivery information and the mobile experience — because most of the decision is made before the checkout begins.
Optimizing a checkout that only three per cent of visitors ever reach is a smaller opportunity than fixing the reasons the other ninety-seven never got there.
How much does page speed matter here?
A great deal, and disproportionately on mobile, because a customer who has decided to buy is the most expensive person to lose.
Speed work on the product and cart pages frequently produces a larger commercial return than any checkout change available on the platform.
What about abandoned cart recovery?
It recovers a meaningful share of otherwise lost orders and should be set up before any optimization work, because it is the cheapest available improvement.
The sequence matters more than the copy: a prompt first message does most of the work, and the later ones recover progressively less.
Does adding upsells at checkout help?
It raises average order value and adds friction at the point of highest intent, which is a real trade rather than a free gain.
Post-purchase offers are usually the better instrument: they capture additional value without risking the order you have already secured.
What about B2B and wholesale checkouts?
They frequently need custom fields, purchase order numbers, tax handling and approval steps, all of which are extension work rather than configuration.
These are also the flows where a missing field blocks the order entirely, which makes end-to-end testing more important than anywhere else on the store.
| Requirement | Why it matters | Where it lives |
|---|---|---|
| Purchase order number field | Orders are unprocessable without it | Checkout UI extension |
| Tax exemption handling | Legal and commercial accuracy | Configuration plus extension |
| Net payment terms | Standard in B2B | Payment configuration |
| Customer-specific pricing | Contractual | Functions and catalogs |
| Minimum order quantities | Operational | Functions |
| Approval workflow | Buyer’s internal process | Frequently outside checkout |
| Multiple shipping destinations | Common in B2B | Depends on setup |
| Account-based access | Not public pricing | Store configuration |
The approval row is worth planning around rather than solving: the buyer’s internal process is not yours to control, and the useful response is making it easy to share a cart or quote rather than trying to model their sign-off inside your store.
What is the single most common mistake?
Optimizing the checkout while ignoring why so few people reach it — and measuring the result on conversion rate alone.
Both are avoidable by looking at the whole path from product page to confirmation before deciding where to spend.
What should you look at in your own checkout data first?
The drop between cart and checkout start, the drop between checkout start and payment, and both of those split by device.
Those three numbers point at the problem faster than any general advice, because they separate ‘they never started’ from ‘they started and stopped’, which have entirely different causes.
| What you see | What it usually means | Where to look |
|---|---|---|
| Cart views high, checkout starts low | Cost or delivery surprise | Cart page, shipping display |
| Checkout starts high, completion low | Friction inside the checkout | Fields, payment, errors |
| Mobile much worse than desktop | Speed or input burden | Page weight, wallets |
| New customers much worse | Trust or account friction | Guest checkout, policy visibility |
| Drop at the payment step | Method missing or declined | Payment options, error handling |
| Drop at shipping step | Cost or timing unacceptable | Rates, thresholds, expectations |
| High completion, low revenue per session | Order value falling | Upsell placement, express checkout |
| Completion fine, refunds rising | Expectation mismatch | Product pages, delivery promises |
The last row is the one that only shows up weeks later, and it is why a checkout change should be reviewed again after a full returns cycle rather than declared successful on day ten.
Losing orders and not sure where?
We work with ecommerce clients across the United States and worldwide, and the first thing we look at is where people actually stop — which is usually earlier than the checkout and cheaper to fix than anybody expects.
Where checkout abandonment actually happens
Unexpected cost at the shipping step, a forced account creation, and a form that loses entered data on an error. Those three account for most of it, and all three are fixable without a redesign.
Guest checkout is not optional
Forcing account creation is the single most reliably measured conversion loss in ecommerce.
Show total cost early
Surprise at the final step is the most common stated reason for abandonment.
Field count and autofill
Every field removed helps; correct autocomplete attributes help more than removing fields does.
Error handling decides recovery
A validation failure that clears the form loses the sale outright.
Getting found in search
AI, AEO and what is changing
Paid media and lead generation
Websites and design
- Hire PHP developers
- Bankruptcy lawyer website design
- Web design in North Carolina
- Web design in Seattle
- Ecommerce web development
- Ecommerce development services
- Squarespace customization
- Consulting websites
- Beauty stores on Shopify
- Content commerce
- 404 and bad request errors
- FTP clients
- Website design and development
- Design, development and management
- Creating a gallery
- Custom CSS
- Summary blocks
- Website maintenance services
- Web design agency, San Jose
- WordPress outsourcing
- StoryBrand website framework
- StoryBrand websites
- StoryBrand website design
- Squarespace logos
- Product configurators
- Web development services
- How much does a website cost?
- What to include on a homepage
- Website redesign services
- Website maintenance
- Shopify ecommerce agency
- Ecommerce website design
- BigCommerce vs Shopify
- Service business website design
- Healthcare website design
- Websites for restaurants
- Squarespace design services
- Squarespace vs WordPress
- Wix vs WordPress
- Web design in Queens
- Web design for small business
- Shopify agency
- Headless commerce and Hydrogen
- Shopify pricing guide
- Shopify checkout extensibility
- Squarespace pricing
- Publishing a Squarespace site
- What Squarespace is
- Learning Squarespace
- Squarespace dropdown menus
- Domain vs website
- Videography websites
- Ecommerce product configurators
- Negative space in design
- YouTube channels for web designers
- How to back up a Squarespace website
- Best dental websites
- Website dimensions and image sizes
- Web design in Charlotte NC
- Web design in Nashville
- Web design in Seattle
- Web design in Atlanta
- Retail consulting
- Product design agencies
- Digital product agencies
Choosing and working with an agency
Social, content and brand
By industry and by situation
Frequently asked questions
How do I optimize checkout on an existing store?
What does Shopify checkout optimization actually involve?
Where are Shopify checkout losses actually happening?
What can I actually change in Shopify checkout?
Why does knowing that boundary matter?
What is the biggest single recoverable loss?
Should I force account creation?
Do payment methods matter that much?
How much does mobile speed matter?
Does the express checkout button help?
Do trust signals help at checkout?
Are trust badges enough?
How should I test checkout changes?
Why measure revenue rather than conversion?
Should I segment test results?
What should I check after a winning test?
What should I fix before touching checkout?
Is abandoned cart recovery worth setting up?
What matters most in cart recovery?
Where should a recovery message link to?
Should I add upsells at checkout?
What about B2B or wholesale checkouts?
Why does B2B need more testing?
Can I model a buyer’s internal approval inside my checkout?
How many fields should a checkout have?
What should happen when validation fails?
Should delivery expectations appear in checkout?
What is the single most common mistake?
How do I know which to fix first?
Where should I verify what is currently possible?
Get a free marketing proposal
Tell us what you are trying to grow and we will come back with a plan, not a pitch deck. Same-day reply on weekdays.
