Payment Plans Aren't Showing Up

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 and we can help!

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