Checkout Experience

When a customer qualifies for payment plans, they'll see options at checkout to either pay in full or select a payment plan.

Payment Plan Selection

Customers see a payment plan selector with:

1. Pay in Full - Standard single payment for the order total
2. Available Payment Plans - One or more plan options with details

Here's an interactive example of what customers see at checkout:

What Customers See

When a customer selects a payment plan, the display shows:

• Deposit Due Today - Amount charged immediately
• Number of Installments - Total payments in the plan
• Payment Schedule - Dates and amounts for each payment
• Auto-Deduction Notice - Reminder that future payments are automatic

Example Display

For a $500 order with a 20% deposit and 4 monthly payments:

Due Today: $100.00 (Deposit)

Payment Schedule:
- March 15, 2025: $100.00
- April 15, 2025: $100.00
- May 15, 2025: $100.00
- June 15, 2025: $100.00

Your card will be automatically charged on each date.

Payment Methods

Customers can complete their purchase using:

Customer Payment Flow

At Checkout

1. Customer adds products to cart
2. Proceeds to checkout
3. Sees payment plan options if eligible
4. Selects preferred payment option (full or plan)
5. Enters payment details
6. Completes order

After Checkout

1. Deposit (or first payment) is charged immediately
2. Order confirmation shows the full payment schedule
3. Customer receives order confirmation email
4. Payment reminders are sent before each due date (if enabled)
5. Future payments are charged automatically

Order Confirmation

After checkout, customers see:

• Confirmation of deposit/first payment
• Full payment schedule with dates and amounts
• Remaining balance
• Link to view order details

Customer Account

Customers can view their payment plans in their WooCommerce account:

• Active Plans - Plans with pending payments
• Payment History - Completed payments
• Upcoming Payments - Next scheduled payment date and amount
• Remaining Balance - Total left to pay

Order Status

Orders with payment plans follow this status flow:

Payment Status Badges

The plugin uses color-coded badges to show payment status. Click each badge below to learn what it means:

Managing Failed Payments

When a scheduled payment fails:

1. Automatic Retry - System retries based on your retry settings
2. Customer Notification - Customer receives email about the failure
3. Admin Notification - You're notified of the failed payment
4. Manual Resolution - Customer can update payment method

Common Failure Reasons

• Insufficient funds
• Expired card
• Card reported lost/stolen
• Bank declined transaction

Next Steps