Payment plans you run

A payment plan lets someone pay in parts: a first payment now, then the rest on a schedule. The first payment secures what they’re buying (their spot, their course, their order), and you carry the balance. You can add a plan to a single invoice, or offer plans on a course’s checkout.

Add a plan to an invoice

1. Open Money > Finances and open the invoice. It must be unpaid, with no payments yet.
2. Find the Payment plan card.
3. In Payments, enter how many (2 to 24).
4. In Every, choose Week, 2 weeks or Month.
5. Optional: enter a different First payment. Leave it blank for equal parts.
6. Press Set up the plan. The pay link now asks for one payment at a time and shows what’s paid and what’s left.

Offer plans on a course

1. Open the course under Selling > Courses. It needs a price above zero.
2. Under Payment plans on the public page, open Add a payment plan and pick 2, 3, 4, 5, 6, 9 or 12 monthly payments. Add as many as you like.
3. Leave the plan total blank to split the regular price. Or enter a higher total to charge a little more for spreading the cost.

At checkout, Pay in full is always the first choice, with your plans listed under it.

Good to know

• Once any payment is made, the schedule is locked. Before that, you can press Remove the plan.
• Your client gets an email the day each payment is due, and a nudge three days later if it hasn’t come through.
• Nothing is taken away automatically when a payment is missed. The invoice shows what’s past due, and what happens next is up to you.
• A plan total can’t be lower than the course’s one-time price. Spreading payments never gives a discount.
• Each payment is recorded on the invoice. When the last one lands, the invoice is marked paid.
• Would you rather be paid in full right away and let a provider handle the instalments? Use Klarna, Afterpay, Affirm or Zip instead. See Let buyers pay over time.
• For a deposit at sign-up and the balance on the day of a gathering, see Take a deposit now, the balance later.