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Date-based payment plans guide
Date-based payment plans guide

Date-based plans in Paythen let you offer customers a payment plan where all customers are charged on the same dates in the future.

Kritika Whitaker avatar
Written by Kritika Whitaker
Updated over a week ago


Date-based payment plans are new type of plan in Paythen that let you collect payments from all customers on the plan on the same dates. With standard payment plans, each customer that signs up is charged on different dates based on when they signed up and at a specific billing interval – weekly, monthly, etc.

Date-based plans don't have any standard billing interval – they are tied to specific dates in the future. And you can set a different amount for each date too. For example, if you're selling a workshop that starts on 10 Feb 2024 and costs $10,000, you could collect payments like this:

  1. On sign up: $1,000 (this is optional and the only charge not tied to a specific date)

  2. On 1 September: $2,000

  3. On 15 October: $1,500

  4. On 20 November: $2,000

  5. On 10 December: $1,500

  6. On 10 January 2024: $3,000

Everyone signing up will get charged those same amounts on the same dates. You can set any dates and amounts that suit you. Here's a working demo you can sign up to. And here is an example of a customer on a date-based payment plan.

Getting started

You'll see a new menu option called Date-based plans.

This lets you access your dashboard for everything related to this new type of plan. At the moment, this is where you can create new date-based plans, view existing plans and customers, and see all date-based plan data. Over time this will be combined with existing plan and customer pages.

Create a plan

Click on the "Create a date-based payment plan" button to get started. You'll see the plan creation screen just like other payment plans, with a key difference – you'll now see fields to choose "Payment Milestone dates and amounts":

You can add as many payment milestone dates as you need. These can be any date in the future. You can optionally add a "Charge on sign up" which gets collected immediately when a customer signs up – this lets you collect a deposit upfront immediately and isn't tied to a specific date. You can optionally choose to have terms customers need to agree to when they sign up. Custom fields are not yet supported for this plan type.

Once you create a plan, you will get a unique plan link, just like you do for existing plans. You can share this with customers. Once a customer signs up, they will automatically get charged the relevant milestone amount on each milestone date.

Ongoing payments

When a customer signs up, they will get an email with their payment dates and amounts, just like for existing payment plans. This will include a link to their customer summary page (like this example) where they can view their dates, payment receipts and change their payment information.

Once customers sign up to a plan, their payments are automatically charged by Paythen – with no manual action required from you. Their status will update to Completed once they complete all payments.

Date-based payment plan templates

Date-based templates work similarly to standard payment plan templates. The key difference is instead of choosing a billing interval and number of payments, you instead choose the dates that all customers will be charged and assign a percentage to each date. This way, customers with varying payment amounts are still charged on the same dates. Eg:

25 October - 25%

15 November - 25%

12 December - 20%

14 January - 30%

You can add an optional sign up charge also as a percentage. The milestone amounts are automatically adjusted depending on how you've configured the sign up charge, if there is one.

Date-based plans FAQs

What happens if some milestone dates have already passed? Can customers still sign up to a date-based plan?

Yes. Customers who sign up after one or more milestone dates have passed just get charged the full amount of those milestones on sign up, along with any setup fees you have set. For any milestones in the future, they are charged on the same dates as all other customers on the plan.

Do date-based plans work with WooCommerce / templates?

Yes. You can create date-based payment plan templates as described above.

What happens if a scheduled milestone payment fails?

Failed payments are automatically re-attempted the next day, and both, the customer and you, as well as any other account admins are immediately notified via email. When a scheduled payment fails, the customer's status will change to "Overdue - Retrying" to let you easily identify them in the dashboard. Once the re-attempt succeeds, the status will change back to "In Progress".

Do date-based plans work with Zapier?

Yes, all our Zapier triggers and actions support date-based plans.

Can customers pay off their payment plan early?

Yes. Customers can choose to pay the full plan amount early or even just one or more milestones.

What are missing/upcoming features in date-based plans?

Here are some of the features existing payment plans have that we are expecting to add support for in the coming weeks and months (not in order). All of these are in active development or testing stages.

  • Date-based pay your way plans

  • Unified dashboard views for date-based and standard payment plans


Have questions, feedback, or need a hand?

Reach out to us via chat. or email We'd love to hear from you on how to improve date-based plans, what's missing for you, and any other feedback you might have. It really helps!

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