address-card-duotoneapple-payarrow-right-to-bracket-duotonearrow-up-dotsbell-duotonebox-taped browser-duotonebullhorncalendar-week-duotonecart-shopping-duotonecircle-check-duotonecircle-chevron-right-duotonecircle-info-duotonecredit-cardear-duotonefile-chart-pie-duotonefile-invoice-duotonefilter-list-duotone-solid-fullfire-duotonehandshakekeyboard-duotonelayer-plus-duotonelist-duotonemap-duotonemenumoney-check-duotonemoney-uppaypalrepeat-duotonerobotrocketscreen-users-duotoneserver-duotonespiffy-logo-whitestripetags-duotonewand-magic-sparkles-duotonewindow-restore-duotone
Feature

Payment Plans

Increase conversions on higher‑priced offers with payment plans at checkout. Add deposits, split payments, or flexible installment schedules in minutes.

Payment Plans

Let customers pay in flexible installments over any timeframe you choose.

3 payments of

$499

Take Deposits

Allow upfront deposit payments for a flexible checkout experience.

$997 + 4 payments of

$397

Pay-in-Full Discount

Offer a discounted single pay option for added convenience, giving customers a choice that fits their needs.

3 payments of

$1,999

Save $1,00

Single payment of

$5,000

Payment Plan Option Automation

Offer bonuses for the pay-in-full option at checkout, like adding them to a list or triggering automated actions.

Bonus Perks

Single payment of

$3,500

5 payments of

$700

Sarah Laws

Founder of Laws Marketing

I love how easy it is to create beautiful order forms that are geared towards conversions. I am not a coder and within minutes I had incredible order forms.

Plan Automation

Billing Automation

25+ billing events that help automate customer follow up for various billing-related events, and multiple reports to help forecast and manage revenue. Includes failed payment automations and dunning management.

Learn more
Automatic Failed Payment Recovery + Dunning

Easily send reminders for failed payments and expiring cards, and let customers update their card info. Use your own custom email campaigns or our default reminders.

Revenue Management

Track revenue and follow up with customers using detailed reports on cash flow and outstanding balances.

Payment Plan Management

Pay Over Time,
Without Third‑Party BNPL

Offer BNPL‑style "pay over time" directly in your checkout—no third‑party providers or hidden fees. Set your own terms, intervals, and deposit options.

Installment Tracking

Monitor Payment Plan Progress

Track payment plan progress with detailed installment tracking, payment history, and upcoming payment schedules to ensure successful payment plan completion.

  • Payment plan installment tracking
  • Upcoming payment notifications
  • Payment history and status
  • Missed payment management
Payment Modifications

Adjust Active Payment Plans

Make adjustments to active payment plans including amount changes, schedule modifications, and early payoff options to accommodate customer needs.

  • Payment amount modifications
  • Schedule and frequency changes
  • Early payoff processing
  • Payment plan extensions
Payment Management

Ensure Payment Success

Automatically manage payment issues and ensure successful transactions with intelligent retry logic, card updates, and recovery automation for maximum payment success rates.

  • Automatic payment retry logic
  • Card expiration notifications
  • Failed payment recovery
  • Payment method updates
Payment Plan Analytics

Track Performance & Success

Track payment plan performance with detailed analytics on completion rates, payment success, and revenue forecasting to optimize your payment strategies.

  • Payment plan completion rates
  • Payment success analytics
  • Revenue forecasting
  • Customer payment behavior

Frequently Asked Questions

Can I combine a deposit with a payment plan?

Yes—set an upfront deposit and schedule the remaining installments. Create flexible payment plans at checkout with deposits, split payments, and custom intervals. This is particularly useful for project retainers and services with specific payment timelines.

What happens if an installment fails?

Built‑in dunning retries and email prompts; customers can update cards in the portal. Our failed payment automations and customer portal help recover revenue automatically. You can also manually retry failed payments and manage comprehensive payment plan adjustments from your dashboard.

Can I set custom intervals and lengths?

Yes—choose frequencies, number of payments, and grace periods. Create flexible payment plans at checkout with custom terms that work for your business model. Add finance fees to cover financing costs and round payments to convenient amounts for better customer experience.

Can customers change payment methods mid‑plan?

Yes—through the self‑serve customer portal. Customers can update cards and change payment methods. Merchants can also update payment information directly from their dashboard for comprehensive payment plan management.

Ready to create checkout experiences that convert?

Risk-free for 30-days. 100% money-back guarantee.