Set Up Payment Plans in Funnels

What “Payment Plans” Mean in BizStackPro

Payment plans are created by setting a product to Recurring pricing, choosing a billing frequency, and (optionally) defining a trial period, number of payments, and a setup fee.

• Recurring billing: charge weekly, monthly, yearly, etc.
• Trial period: gives a reduced-cost or delayed first charge (and counts as one payment).
• Setup fee: one-time charge added at checkout.
• Variants: different pricing per option (if your product has them).

Step 1: Create a Recurring Product

1. Go to Payments → Products.
2. Click + Create Product.
3. Add the basics: Title, Description, image, and any tax settings.
4. In the pricing section, choose Recurring.
5. Select your billing frequency (example: Monthly).
6. Enter the recurring price, and any optional fields:
   • Trial period (if applicable)
   • Number of payments (if you want a set payment plan vs ongoing subscription)
   • Setup fee (one-time)
   • Compare-at price (optional)
7. If this product unlocks a membership, toggle Membership Offer (optional).
8. Click Create (or Save) to finalize.

If Your Product Has Variants

Variants let you offer different pricing for options (like Basic vs Pro, or different tiers). Make sure you complete the pricing fields for each variant so checkout calculates correctly.

Step 2: Add the Product to Your Funnel Order Form

1. Go to Sites → Funnels and open your funnel.
2. Select the step that contains your Order Form.
3. Open the step settings and click Products (or the product area).
4. Add your newly created product (or edit an existing product).
5. Confirm pricing, trial, number of payments, and setup fee details are correct.
6. Click Save, then preview the step to verify checkout behavior.

Step 3: Confirm Your Payment Gateway Supports Recurring Billing

Recurring products require a properly connected gateway that can process subscriptions or scheduled charges.

• Go to your Payments settings and confirm your gateway is connected.
• Common supported options include Stripe, PayPal, NMI, and Authorize.Net.
• Run a test purchase (or a low-cost test product) to verify billing behavior.

Pro Tips

• Be clear on totals: explain trial + number of payments so buyers aren’t surprised.
• Label your offers: use product labels for promos (example: “Limited Time”).
• Setup fees: call them out near the price to reduce abandonment.
• Preview often: confirm variant pricing shows correctly on the order form.