Learn how to set up payment plans on your Ezypay account.

#1 Tool Used by Ezypay Clients to Increase Recurring Revenue
A payment plan allows any business to automate payment collection by choosing pre-defined payment instructions. Using an Ezypay payment plan means:
payment plan

Increased sales

Breaking your service fees into smaller amounts makes it more affordable.

payment plan


Empower your customers to pay online anywhere, anytime.

payment plan

Impressive layouts

Ezypay online forms are responsive and can be accessed from any device.

payment plan

No more double entry

All customer information will go straight into your online Ezypay account.

payment plan

Time and cost savings

Increase efficiency so you can spend more time on business expansion.

Pricing plans for every sales volume

We have a pricing plan that’s perfect for you.

Adding a customer to your Ezypay account
using a payment plan

Create a main payment plan to specify a new direct debit instruction, or an add-on payment plan to specify a separate amount that can be added to a main payment plan. This is a template in which the payment type, amount, date and frequency of the debits are fixed, so all you need to do is add your customer’s details.

Create a payment plan in your online Ezypay account

Within your Ezypay account you have the option to create a payment plan. A payment plan is a way of setting up pre-defined payment instructions at the business level and can be used during the “add customer” process or the “customer online signup” feature.

payment plan
payment plan

Adding a Payment Plan

As shown in the payment plan example, set up the debit amount and the frequency in the plan. Copy and paste the unique URL (generated on the payment plan) into an email, onto the business website or under an image file.

Payment plans are the first step to using the online customer sign up

When the customer clicks on the url provided in the email, they will be taken to an online sign up form that has the debit frequency, and amount you have just set up in the payment plan.

Here is more detailed information on how the online sign up works.

payment plan
payment plan

Create a payment plan
in 5 steps

1. Access your Ezypay account

2. Click on the “Payment Plans” tab on the top navigation bar.

3. Click on the “+Add” button.

4. Once you have completed all the required fields, the orange Confirm button will be activated. Select Confirm to add the payment plan.

5. You can now add customers to the payment plan under the “Customer” tab.

Read this help article for more details on how to build your payment plan. Need more help? Contact our friendly customer service team today.

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