ClickFunnels Payment Plans - How it Works

Payment Plans allow your customers to pay in installments over time, instead of the full price upfront. In this article, we will walk you through the process of setting up payment plans for your products in ClickFunnels.

Before Getting Started with Payment Plans

Using Payment Plans is not recommended for physical products. If you use this feature on a physical product and send the product before the item is fully paid for, you run the risk of losing a payment should the customer's card decline during the payment plan.

For digital products, Payment Plans act like subscriptions. To ensure proper management of declined payments it is recommended to set up customized dunning rules within Payments AI so that the system can re-try declined payments based on criteria you set, and also cancel access should the payment not be collectible over a period of time. 

It is important to note that if no dunning rules are in place and a payment within an active payment plan declines no automated actions will be taken and you would have to manually re-try the payment or manually remove access to the product.

Setting Up a Payment Plan for New Products

From your ClickFunnels dashboard, navigate to the Products > All Products from the left-side menu:

Click Create, name your product and enter a description, then move to the next screen where you will select Payment plan under Price type.

Enter the amount per payment, how often to charge the customer, as well as the total amount of payments.

If you wan to offer a trial period, check the Product has a trial box.

If the product has a trial, you can choose a free trial or paid trial and sent the trial length and price if applicable.

Click Set Price to confirm or Set Later to decide later.

Payment Plan for Existing Products

From your ClickFunnels dashboard, navigate to the Products > All Products from the left-side menu and search for the product you want to set up the payment plan for.

Scroll down to the pricing section and click Add price:

Select Payment plan then complete all required fields.

You can set a compare at amount if applicable. When your product is on sale, enter the original price here. The Compare at amount should be higher than the Amount per payment.

There are some additional settings you can configure like a set-up fee and if the customer can cancel, upgrade or downgrade.

Lastly, toggle Visible to make your payment plan visible and click Save.

For additional help with setting up products, please reach out to ClickFunnels support.