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How to offer flexible payment plans for your products

payment methods, installment plan, offer payment plans, multiple payments, recurring payments, split payments, payment options, payment plan

Eduardo Stewart avatar
Written by Eduardo Stewart
Updated today

You can offer an installment plan to give your customers a more flexible way to pay for your products—such as spreading the total cost over several monthly payments. This can be configured when setting up a payment method in your payment form.

Steps to Set Up an Installment Plan

Step 1: Access Your Payment Form

  • Navigate to Sales Offers

  • In the Forms tab, select the payment form where you want to offer the installment plan.

  • Open the Payment Methods tab.

Step 2: Add or Edit a Payment Method

  • Click Add payment method, or edit an existing one.

  • In the Payment configuration section, set the following:

    • Payment Type: Select Multiple payments (installment plan)

    • Number of Payments: Set how many payments the customer will make.

    • Payment Frequency: Set how often each payment should be made (e.g., every 15 days, once per month, etc.)

  • Configure additional options as needed (discount on initial payments, trial period, etc.)

Step 3: Save Your Changes

  • Click Confirm to save and apply your changes.

  • Your installment plan will now be available as a payment option at checkout.

Offer Both One-Time and Installment Payments

To give your customers more flexibility, you can add multiple payment methods to the same form—such as one-time payment and installment plans. For more details on combining multiple payment options within a single form, see:

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