Quick Answer
How do payment plans work in BizStackPro funnels?
Payment plans are created with an Order Form product using Recurring pricing. You can choose the billing frequency and optionally configure a trial period, number of payments, setup fee, and variant-specific pricing before adding the product to your funnel Order Form.
Giving Customers Flexible Ways to Pay
A payment plan lets you divide an offer into recurring charges rather than requiring the full amount at one time.
In BizStackPro, payment plans are configured through recurring pricing on an Order Form product. The product can include a billing frequency, trial period, set number of payments, setup fee, and optional variant pricing.
After the product is configured, it is added to the funnel step containing the Order Form and tested before publishing.
Order Form Products Only
Payment plans that use recurring pricing plus a defined number of payments can only be used with Order Form products in BizStackPro.
Payment Plans at a Glance
Before You Begin
Decide how the payment plan should be structured before creating the recurring product.
- Know the recurring billing frequency and price.
- Decide whether the plan includes a trial period, fixed number of payments, or setup fee.
- Confirm the funnel uses an Order Form and that a supported payment gateway is connected.
Step 1: Create a Recurring Product
Open Products
Go to Payments → Products.
Create the Product
Click + Create Product.
Add the Product Details
Add the Title, Description, image, and any applicable tax settings.
Choose Recurring Pricing
In the pricing section, choose Recurring.
Select the Billing Frequency
Choose the billing frequency, such as Monthly.
Enter the Price and Optional Settings
Enter the recurring price and configure any optional fields you need, including:
- Trial period
- Number of payments
- Setup fee
- Compare-at price
Enable Membership Offer if Needed
If the product should unlock a membership, enable Membership Offer.
Save the Product
Click Create or Save to finish the product setup.
Trials Count as One Payment
The trial period counts as one payment. For example, a 7-day trial plus 4 monthly payments equals 5 total payments.
If Your Product Has Variants
If the product includes variants, complete the pricing details for each variant option before saving.
Different variants can use different prices, setup fees, and payment counts even when the billing frequency remains the same.
Check Each Variant
Confirm the correct pricing fields are completed for every variant and preview the Order Form to make sure the expected pricing appears.
Step 2: Add the Product to Your Funnel Order Form
Open the Funnel
Go to Sites → Funnels and open the funnel.
Select the Order Form Step
Open the funnel step that contains the Order Form.
Open Products
Open the step settings and select Products or the available product area.
Add the Recurring Product
Add the product you created or edit an existing product.
Confirm the Payment Details
Review the price, trial period, number of payments, and setup fee to make sure the product is configured correctly.
Save and Preview
Click Save, then preview the funnel step and verify the checkout behavior.
Step 3: Confirm Your Payment Gateway Supports Recurring Billing
Recurring products require a connected payment gateway that can process subscriptions or scheduled charges.
Review Payments Settings
Open your Payments settings and confirm the payment gateway is connected.
Confirm the Gateway
Supported options listed for this setup include Stripe, PayPal, NMI, and Authorize.Net.
Test the Purchase
Run a test purchase or use a low-cost test product to confirm the expected billing behavior.
Payment Plan Tips
Be Clear About the Total
Explain how the trial period and number of payments work so buyers understand the full payment structure.
Label Promotional Offers
Use product labels for promotions when helpful, such as “Limited Time.”
Call Out Setup Fees
Make setup fees visible near the price so the additional charge is clear before checkout.
Preview Variant Pricing
Check the Order Form regularly to confirm the correct price appears for each variant.
Frequently Asked Questions
Can I use payment plans with all types of products?
No. Payment plans (recurring pricing + number of payments) can only be used with Order Form products in BizStackPro.
How does the trial period affect the payment plan?
The trial period counts as one payment. For example, a 7-day trial plus 4 monthly payments equals 5 total payments.
What should I do if I have product variants?
If your product includes variants, add pricing details for each variant option and confirm the correct fields are completed for each one before saving.
How do I integrate a payment gateway for recurring products?
Connect a supported gateway (Stripe, PayPal, NMI, or Authorize.Net) under your Payments settings so recurring charges can process correctly.
Continue Learning
Continue with related payment guides for testing checkout behavior and reviewing card authorization for subscription and payment plans.
