Payment Plans
Docs
Guides for setting up and running Payment Plans on your Shopify store.
01
Getting started
- Install the app Install the app, pick a plan and work through the four-step setup guide so payment plans can appear on your store.
- Create a payment plan Set up a payment plan template with its installments, schedule, down payment and discount, then publish it.
- Apply a plan to products Choose products by hand or with rules on title, tags, product type and vendor, and keep them in sync as your catalogue changes.
02
Payment plans
- Down payments How the first installment is worked out at checkout with the Auto, Percentage and Fixed options.
- Installments and intervals Set how many payments a customer can choose and how far apart they fall.
- Charge on a fixed day Charge weekly plans on a set weekday and monthly plans on a set date, with an optional minimum wait before the first charge.
03
Fulfillment
04
Failed payments
05
Refunds and cancellations
06
Customer experience
07
Help
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