With our WooCommerce plugin, you can offer payment plans to your customers as one of the options on the checkout page. Please note this plugin only works with WooCommerce. To embed plan payment links on normal WordPress pages, you don't need this plugin.
👉 Check out our demo store and try the flow yourself 👈
Overview
You install our WooCommerce plugin and configure a few options
On the checkout page, your customers will see a new payment plan option
You can let customers choose the number of payments (within a range you define)
They will place the order and be taken to the Paythen plan page to complete payment. Your WooCommerce order status will be "On-hold" while they complete payment.
Once they have successfully signed up to the payment plan, they'll be brought back to the WooCommerce order confirmation page and the order status will change to "Processing".
Customers will get an email from Paythen with their payment plan details and dates, in addition to any emails you have configured in WooCommerce
You can see their payment plan and information in the Paythen dashboard
Your customers will automatically be charged for each future payment
Getting started & installation
To get started with Paythen and WooCommerce, in your Paythen account go to Settings > Integrations and switch WooCommerce ON. Then click on the "Click here" link to download the latest version of the plugin (currently v0.8.2). You can also download it here directly. This will download a zip file to your computer.
You won't see the plugin in the default WordPress plugins store - but its easy to upload it.
On your WooCommerce site
Once you've logged in as an admin, go to plugins > add new, and click on the "Upload Plugin" button on the top left.
Click on "Choose file" and upload the plugin .zip file you downloaded above.
Click on "Activate Plugin"
Now go to WooCommerce > Settings, and the "Payments" tab and click on "Manage" next to Paythen Payment Plan. You can also drag and drop to adjust the order payment options are displayed in on the checkout page.
👉 Check out our demo store and try the flow yourself 👈
Add in the parameters and text you want to show on the checkout page and configure the options you'd like to enable for your site.
The only required fields are:
Payment method title (what will show on the checkout page)
Business name (will be used as part of the payment plan title)
Description (the description that shows on the checkout page below the title)
Paythen template url: (the template link from your Paythen dashboard. Read more)
Here's how they show on your checkout (the exact design and styling will match your store):
Most other settings shown below are optional and give you more granular control over how payment plans work on your WooCommerce site. If you're not sure about anything, just ask us via the chat icon – we'll help you get things configured just how you need.
Here is a preview of the settings you'll see in your WordPress dashboard:
Please note this image shows version 0.8.2 of the plugin. The actual options available are constantly evolving so your settings screen might look a bit different. You can offer multiple payment plan options, offer different payment plans based on the cart total, only show payment plans when certain products are in the cart, let customers choose their own installments and much more!
If you enable the "Show payment plans available" text on product pages checkbox, this is what customers see on the product page:
And this is what they see when they click on it:
For the Paythen template url field, you need to create a template in your Paythen dashboard and paste in the template link here. Read more about templates below 👇
Paythen templates
Our WooCommerce plugin automatically generates a payment plan for each customer based on their cart total including any shipping, tax or other charges. To do this automatically, you define some rules in advance like the billing interval, the number of payments and a few other details. You do this by creating a template in Paythen (at the moment, only the "Payment plan" type is available). Many of these fields you set are just defaults. You can overwrite them and pass different values based on your WooCommerce plugin settings.
To create a new template, go to the "Templates" tab in your Paythen dashboard and click the "New template" button, or just go here. You'll be able to choose from three different template options. We explain how templates work in more detail here.
Once you create a template, paste the template link that is generated into your WooCommerce plugin settings.
When you're ready, click the blue "save changed" button and test your flow. If you run into any issues or things aren't working as they should, we can help. Just reach out!
Compatibility
While the Paythen plugin is compatible with most other plugins, it is specifically tested ongoing for compatibility issues with these common ones that affect the checkout / purchase flow directly.
Combine standard payment plans with Wait for it plans to boost sales even more!
To maximize your conversion rate, use our separate Wait for it plugin along with a Wait for it payment plan template to offer two separate checkout options in your WooCommerce store. With this second option, you can offer it as a traditional layaway or lay-by option where customers will pay all installments first, then receive the item or service. Read more about Wait for it plans here.