How To Set Up Payment Plans In Funnels

July 31, 2024•2 min read

In this article, you will learn how to create products with a payment plan. This will allow you to charge your customer a specific number of payments for your product or service.

What you will need:

Make sure your payment gateway is integrated (Stripe, PayPal, NMI, or Authorize Net)
An order form

Step 1: Set up your product

Navigate to Payments > Products > Fill out the first details (product name, description, type, image)
Click on Additional Options if you want to set up the Statement Descriptor

In the pricing area, there is a section where you will add the pricing name, type, amount, and billing period.
Set a price and select "Recurring" on the product type.
Choose a billing period (Ex. every 30 days, monthly).
Click again in Additional Options
Here you can add a price description if there is a trial period, the number of payments, and the setup fee.

Note: If you will add a trial period, it will count as one payment.

You can also toggle the option "Membership Offer" if this product belongs to a membership offer and filter by the name of the offer.
Click on Create

In the example above, the customers will have a 7-day trial period and will have to pay $50, for 4 months. This will give the customer access to the Demo Course. Once the 7-day trial + 4 months have passed, their access will be revoked. Remember that the trial period counts as 1 payment, that’s why there are 5 payments (1 for the trial period + 4 for the monthly fees).

Step 2: Set up the product in the funnel

Navigate to Sites > Funnels
Click in the funnel and the step where you have the order form and choose "Products"
Click edit if you have an existing product or add a product
Fill out the details you need

Click on Save

Note: The payment plans can only be used in order form products.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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