PayWhirl

Did you know that PayWhirl allows you to offer installment payments using payment plans for Shopify? Shopify customers can select a payment schedule that works for their budget and timeline. With Shopify + PayWhirl, customers can easily break purchases up into a predefined number of installments.One popular use for PayWhirl on Shopify is setting up layaway payment plans for expensive products or services. This gives your customers the option to purchase an item by making several payments over a period of time until the item is completely paid.In PayWhirl, when you create a payment plan, you specify the charge AMOUNT, FREQUENCY, and the number of INSTALLMENTS (aka payments) the plan should process before PayWhirl places an order in Shopify. Orders can also be placed after the first, last or all successful installment payments.Lets cover an example…4 Installments of $25 processed weekly Suppose you are selling a product for $100 with Shopify. Instead of only giving your customers the option to pay in full, you can offer them payment options using PayWhirl to break the order into smaller installments.On PayWhirl, you can set up as many plan(s) as you need to create different payment options for your Shopify customers. It’s common to set up multiple payment plans for each product so your customers have options. In our example below, we’ll create a single payment plan option that gives customers the option to pay in four weekly installments of $25 instead of having to pay $100 to check out in your shop.PayWhirl Installment Plan SettingsCharge: $25Frequency: Every 1 WeekInstallments: 4 PaymentsCharge $25 per week for 4 installments (layaway).Once you select save, a new section titled “Integration Settings” will appear, and “Shopify Settings” will show up below the main plan settings in an accordion.Here, you can select what PayWhirl does after each Installment bill.Since you are integrated with Shopify, you can configure the order frequency settings for the plan after it’s been saved.In our example, the customer will not finish paying for the item until all the installments have been paid in full. Therefore, we must ensure orders are only placed after the LAST successful installment has been paid.Next, we will save our settings and create a layaway plan for customers that will bill them $25 once a week for four total installment payments.The last steps are to add the payment plan to a WIDGET in PayWhirl, and then embed the widget (copy/paste) it into a Shopify product page or a traditional Shopify page.When a customer selects this plan on the product page, the system will collect the payments automatically, and the customer will be billed according to the plan settings we configured in PayWhirl. After the last installment of the layaway plan

Able to edit their custom subscriptions from the customer portal. To edit custom subscriptions, customers just need to find their most recent, unpaid subscription invoice, and then they can add/remove items as needed. Any changes made to unpaid invoices before they are processed will be carried forward onto future invoices and default selections.There is no limit to how many widgets can be connected to create custom upsell funnels on PayWhirl. If you get creative and break your products down into categories, you can create some sophisticated "build a subscription" type offerings for your customers. Related Articles:Please let us know if you have any questions. Sincerely, The PayWhirl TeamRelated ArticlesPayWhirl widgets & embed codesHow customers manage their own account informationHow to offer upsells to customers during checkout (recurring or one-time)Can I continue using the one time checkout cart already in my existing platform?How to add a recurring donation widget to your website with PayWhirl

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All PayWhirl payment widgets can be linked together to create an embedded, custom "checkout funnel," so your customers can select exactly what they would like to receive and build a customized subscription plan.Note: This is a feature exclusive to our multi-platform app and won't work on Shopify. That functionality is coming soon.It works like a "build-a-box" offering where customers start by selecting a "base" or "main" subscription plan to set the interval for their custom subscription and then continue to additional upsell widget(s) where they can continue to customize their subscription further before checking out.​It's very common to set up three "base plans" as frequency options for your customers in "build a plan" type scenarios to let the customer select their desired interval... ​For example, three common base plans are:It's also common to make the base plans cost $0 and to hide the pricing on the 1st widget where the customer selects their interval/base plan. You can build in a "base cost" for these base plans but, $0 works well because customers are just really setting the interval by choosing their desired base plan in the first widget. After the customer makes their choice in the initial widget and selects the main plan, they are forwarded to a series of upsell widgets. ​​Note: If you want everything the customer chooses to end up on ONE INVOICE for customers, then you will want to use a PRICING TABLE widget for the base plans. This way, the customer can only select ONE base plan, and therefore, the upsells will only have ONE plan to attach to and re-bill with.Pricing-Table Widget: This only allows customers to select ONE plan before proceeding. In other scenarios, you might want to use a different widget type.Once customers have selected their base subscription and set the frequency