Offering payment plans allows you to break up the total price of your product into automatic monthly payments.
With Podia, you can manage these payment plans easily—view failed payments, retry charges, or cancel upcoming payments when needed.
Viewing payment plans
You can easily view all of the payments plans in your account. Here's how to view your payment plans:
From your Podia dashboard, click on Sales in the sidebar menu and select Payment Plans.
From the Payment plans page, you'll see a list of all of your active payment plans, their start and end dates, amount and status.
Canceling payment plans
You can cancel upcoming payments on a payment plan if you want to stop it before it’s completed.
When you cancel a payment plan, you'll get the choice to retain product access for the customer or not. Also, any previous installments won’t be automatically refunded.
If you'd like to also refund previous installments, check out this article.
Here's how to cancel payment plans:
From your Podia dashboard, click on Sales in the sidebar menu and select Payment Plans.
Use the search bar to search or manually locate a specific payment plan.
Click on "..." next to the payment plan you'd like to cancel and select Cancel plan.
Choose whether you want the customer to keep access to the product after canceling the payment plan, then click Cancel to confirm.
Once you cancel the payment plan, any remaining payments will be stopped and the customer will no longer be charged.
Managing failed payment plans
Whenever a customer’s payment plan fails, you’ll receive an email notification. This email will include helpful details to identify which customer and purchase were affected.
You'll be also able to view failed invoices for payment plans directly from your Invoices page.
Once a customer’s installment fails, Podia will automatically try to charge them again.
These retries follow your Stripe account’s Smart Retries settings, which use machine learning to pick the best time and days to attempt the charge again.
By default, Stripe will retry up to 8 times over a 2-week period, but you can adjust this schedule anytime in your Stripe Revenue Recovery settings.
Customers with past due installments won't be able to view their products until their payment goes through.
If all retry attempts fail, the payment plan will be canceled automatically, and the customer will lose access to the product.
FAQs
Is it possible to pause or reschedule upcoming payments?
Is it possible to pause or reschedule upcoming payments?
At this time, it is not possible to pause or change the billing date for future payments.
Still need help?
If you have any questions, send an email to [email protected] or click the purple help icon to send us a message 😄