How To Set Up Payment Plans In HighLevel’s Funnels
Key Takeaways
- You may want to set up a payment plan with an end date for products in a HighLevel funnel, to charge a recurring amount over a period of time.
- Maybe you have a product that is $100.
- 00 total and you want to charge $50.
- 00 per week for 2 weeks.
You may want to set up a payment plan with an end date for products in a HighLevel funnel, to charge a recurring amount over a period of time. Maybe you have a product that is $100.00 total and you want to charge $50.00 per week for 2 weeks. Or perhaps you have a product that costs $50.00 total that you want to split into two $25.00 payments. Or, you could have a product that is $300.00 and you wish to charge $50.00 per month for 6 months. Whatever the scenario may be, you can set that up in your Stripe account and HighLevel’s Funnel Builder. Read on to learn how!
Step 1: Set up the Stripe account product.
- Navigate to Stripe > Products and create the product with the recurring price.
- Set a price and toggle on “recurring”. Choose a billing period (ex. every 2 weeks, every 30 days).
Step 2: Set up HighLevel Funnel product to match the Stripe account.
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- Navigate to Funnels in HighLevel.
- Click into the Funnel you wish to update, and choose “Products”
- Click Edit (for an existing product) or the + icon (for a new product).
- Fill out the details as you need.
- NOTE: There are two options for how your product page may display.
If it looks like this:
- Choose the product type (subscription, one-time, or payment plan) and fill in the appropriate details.
- Establish the number of payments. If you want to charge $100 in 2 $50 installments over 2 weeks, set the “Number of Payments” to 2. This will automatically stop the payments after 2 weeks of $50.00 payments have been made.
- Click Update to save your changes.
If it looks like this:
- Enter the product name, price display override, and choose a product (or create a new one in Stripe).
- Save to confirm your changes.
You’re now ready to use the payment plan in the funnel.
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