Products: How to Set Up a Payment Plan

Payment plans allow your customers to buy products by paying in installments over time, instead of the full price upfront. This feature can make your higher-priced items more accessible to a wider range of customers, potentially boosting your sales and customer satisfaction. In this article, we’ll walk you through the process of setting up payment plans for your products.

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Requirements

• An active ClickFunnels account

• A Product created in the Products section

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Setting Up a Payment Plan for New Products

You can make a payment plan the first price of a new product, right in the Create Product dialog.

1. Navigate to Products in the side navigation menu, then select All Products.

2. Click Create Product. For detailed instructions on creating a product, refer to our article How to Create and Manage Products.

3. Under What are you selling?, choose Digital or Physical, and enter the Product name.

4. Under How will customers pay?, select Payment plan.

5. Enter the Amount per payment in the workspace currency.

6. Under Bill every, enter a number and choose an interval (e.g., 1 Month).

7. In Payments, enter the total number of payments.

8. Check the billing summary and the example billing schedule under the fields. They update as you type, so you can see each charge and when the plan ends.

9. Click Create Product.

Note

The Create Product dialog only sets the amount, interval, and number of payments. To add a trial, a setup fee, or other options, edit the price afterwards on the product’s Pricing tab, as described below. To learn more, refer to How to Manage Pricing.

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Setting Up a Payment Plan for Existing Products

1. Navigate to Products in the side navigation menu, then select All Products.

2. Locate the product you want to set up a payment plan for, and click its name, image, or ⚙️ icon to open it.

3. Click the Pricing tab, then click Add Price.

4. Under Payment type, select Payment plan.

5. In the Billing section:

   1. Enter the Amount per payment in the workspace currency.

   2. Enter the total Number of payments.

   3. Under Charge customers every, choose how often to charge the customer (e.g., 1 Month).

   4. To offer a trial period, turn on Trial. Set its Length, choose whether the Trial is Free or Paid, and for a paid trial enter the Trial price.

   5. To add a setup fee, turn on Setup fee and enter the Setup fee amount. It’s added to the first payment.

6. In the Shown to customers section, optionally add a Name for the plan and a Compare-at amount. When your product is on sale, enter the original price as the compare-at amount; it must be higher than the amount per payment.

7. Check Customers can cancel from their Customer Center if customers should be able to cancel the plan themselves.

8. Turn on Visible to customers to show the plan on your Product page, Store, and Customer Center.

9. Optionally, enter the Cost per sale and a Price key in the Internal section.

10. Click Save Price.

The new price appears on the Pricing tab with a Payment plan label and its terms written out, for example “3 payments of $99.00 every month.”

Note

Once someone buys the payment plan, its amount, billing, trial, setup fee, compare-at amount, cost, and price key are locked. You can still rename it, hide it, or change customer self-service. Refer to How to Manage Pricing.

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Setting Up a Payment Plan on a Price Imported From Stripe

Stripe prices are either one-time or recurring — Stripe has no payment plan concept — so a subscription price you import from Stripe arrives in ClickFunnels as a subscription, with no number of payments attached.

You can turn one into a payment plan afterwards, provided the price has never been sold:

1. Open the product and click the Pricing tab.

2. On the imported subscription price’s card, click Convert to payment plan. The card shows this option only while the price has no orders.

3. Enter the total Number of payments.

4. Click Save Changes.

The amount and the billing interval stay read-only, because Stripe manages them. Only the number of payments is yours to set, and the cap is applied by ClickFunnels — nothing is written back to your Stripe account.

Note

A converted price’s card offers Convert to subscription if you need to undo it, again only while the price is unused. For the full procedure, refer to Managing Products Imported From Stripe.