Configure installments
Installments let eligible card buyers split payment into multiple charges when the plan and offer support that model. Installments affect checkout copy, buyer expectations, support explanations, and how purchases appear in Sales.
Use installments when the offer price benefits from split payments and your margin supports the payment model.
When installments make sense
| Use installments when | Avoid or delay installments when |
|---|---|
| The product price is high enough that split payment may improve conversion | Checkout copy cannot explain total price and installment terms clearly |
| Your margin supports installment fees or timing | Support is not ready to explain card split charges |
| The offer is card-based and supported for installments | The product should be one-time with simpler payment expectations |
| You can test the buyer path before launch | You are changing plans during an active campaign |
Installments are not a substitute for subscription billing periods. They solve a different buyer expectation.
What installments affect
| Area | Impact |
|---|---|
| Plans and offers | Installment settings attach to the offer buyers purchase |
| Checkout | Buyers must see total price and installment count clearly |
| Payment methods | Installments apply to eligible card flows, not every method |
| Sales | Support must know how to identify installment purchases |
| Financial Overview | Revenue recognition may not match buyer mental model of one purchase |
| Refund conversations | Refunds may need extra explanation for split charges |
Setup workflow
- Confirm the correct business workspace and product.
[Screenshot: App header — correct business before pricing changes.]
- Decide whether the offer should remain one-time with installments or use another model. See one-time vs subscription pricing.
[Screenshot: Pricing reference notes — one-time with installments selected as model.]
- Open the plan or offer that should allow installments.
[Screenshot: Offer settings page — installment section visible.]
- Enable or configure installment options supported for the offer.
[Screenshot: Installment toggles — enabled with number of installments set.]
- Review the buyer-facing total price and installment count.
[Screenshot: Offer summary — total price and per-installment amount displayed.]
- Save pricing changes and confirm the offer still connects to the intended checkout link.
[Screenshot: Saved offer linked to checkout link row.]
- Open checkout as a buyer and confirm installment options appear.
[Screenshot: Checkout — installment options visible on card payment.]
- Review mobile layout so installment terms remain readable. See mobile checkout preview.
[Screenshot: Mobile checkout — installment terms readable above pay button.]
- Complete a test purchase when possible.
[Screenshot: Card checkout — installment payment submitted.]
- Confirm the purchase appears correctly in Sales.
[Screenshot: Sales detail — approved installment purchase.]
- Brief support on how installment purchases should be explained.
[Screenshot: Internal support note — installment explanation for agents.]
What to verify before launch
| Check | Why it matters |
|---|---|
| Installments appear only on supported offers | Prevents buyer confusion on the wrong plan |
| Checkout shows total price and installment terms | Reduces disputes and support load |
| Checkout is published | Draft changes are not buyer-facing |
| Card payment path is enabled | See payment methods |
| Support can find installment purchases in Sales | Speeds ticket resolution |
| Campaign links point to the correct offer | Avoids campaign attribution gaps |
Best practices
- Keep installment language simple above the payment area.
- Test desktop and mobile before paid traffic starts.
- Document which offers allow installments so support does not guess.
- Do not enable installments on every offer by default without margin review.
- Pair installment launches with checkout design planning.
Common mistakes
- Enabling installments on an offer that checkout does not expose.
- Hiding installment terms below long marketing copy on mobile.
- Treating installment purchases like subscriptions in support scripts.
- Changing installment settings during a live promotion without retesting links.
- Explaining installment declines with subscription language. Use card payment declines.
FAQ
Do installments work with PIX?
Installments are an eligible card payment pattern. Review payment methods for the methods enabled on the checkout.
Can installments be combined with trials?
Trials belong to subscription offers. Confirm the payment model first in trial periods and one-time vs subscription pricing.
Where do I configure the base plan?
Start in create plans, offers, installments, and trials, then validate on checkout.