How to Set Up Recurring Payments

[Note: This feature is available on the Standard (plus the Page Importer) / Pro / Agency / Scale and Maximize Plans. If you need this feature and you would like to upgrade to a different plan please contact us at support@convertri.com]

Video Tutorial:

Article:

A product with recurring payments lets you offer subscriptions, paid newsletters, membership sites and more. Here’s how to set it up:

  1. In the Dashboard, click on Cart on the upper right corner, then select Products from the left-hand menu.
  2. Click New Product to create a new product, or click on an existing product to edit it.
  3. Select the ‘Price’ option on the left hand side, and then check the box labelled ‘This product is recurring’.

  1. Enter the details of the amount, billing cycle and frequency of the recurring payment. You can also set one or two free or paid trials here by checking the ‘offer trial’ box.
  2. Click Create.

Now, when a customer checks out on your page, their payment details will be stored and billed according to these settings.

NOTE: If you decide in the future that you want new customers to pay more for your product, but you want old users to stay at their old price, you can do this. Make the price change in the Product modal, click Save and republished affected pages. Convertri creates separate subscriptions for the two, so this will cause future users to pay the higher price, but the old users will stay on the amount they were before.

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