How To Setup Multiple Payment Options In Infusionsoft

TUTORIAL VIDEO

How to Setup Infusionsoft Payment Options

Infusionsoft Order Forms: How To Setup Multiple 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!

See, that wasn’t too bad was it? The “Payment Plans” settings are a little difficult to find and the “Criteria” section showing up after you hit save the first time is a little tricky, but once you know those two things, setting up a Payment Plan is quick and easy!

I hope this information has helped you, if you’d like to experience how Spiffy can help increase your revenue from sales you’re currently missing, sign up for an account today. Try it out risk-free for 30 days with our 100% money-back guarantee. Get started today!

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