Creating Your First Offer

An offer defines the payment plan terms you make available to customers — things like how many installments, the minimum down payment, and any fees. You need at least one offer before you can create a payment plan.

How to create an offer

Go to Offers in the left navigation menu
Click the New Offer button.
Update the "Create a New Offer" variables with your preferred terms.
Click Create Offer.

Example: A Simple monthly plan

Down payment: 10%
Additional Fee : 0%
Payment Schedule: Automatic
Frequency: Monthly
Term Length: 6 Months

This creates a 6-month plan where the customer pays 10% upfront and the rest in 6 equal monthly installments.

After creating an offer

After you click Create Offer, You will be lead to the integration tool where you will have options on how to use your offer.

Note Some of our direct integrations do not require the integration tool (ex. Woocommerce)

Multiple Offers

You can create multiple offers to give customers different options (e.g. a 3-month plan and a 12-month plan).