Adding Payment Plans, Multi-Pay, and Payment Options

Adding a payment option to your Infusionsoft order forms can be a bit  confusing  your  first go around, but once you understand how products, order forms, and payment options work together, it is very easy to set up.

Here's how to add a payment option to your Infusionsoft Order Form:

  • Under the main navigation panel click on  Ecommerce  Setup
  • Under the Payment category, select Payment Plans
  • At the top right of the page, click Add a Payment Plan
  • Fill out the details of your payment plan and hit save but DO NOT leave this page. There's still one more step.
  • Below the save button you will see a box labeled Criteria, click on the drop down menu and make a selection.  Usually  you will select Product/Qty Criteria to add your payment plan to a specific product.
  • A window will pop up, select the product you wish to add this payment plan  to ,  and set the quantity limits. If you are selling a one-off product, set both the minimum and the maximum to 1, and click Save.
  • Open or refresh your order form and your customers will now be able to select that payment option at checkout!

If you have any questions, please contact us at  support@gospiffy.com and we can help!

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