What you will need:

Step One: Create Your Plan In EasyPayDirect

  • From within your EasyPayDirect account, click on "Recurring" in your left navigation. 
  • Select "Add Plan." 
  • Enter the Amount to charge each time (make sure to include 2 decimals in this format 00.00).
  • Chose how often you want to charge the customer. 
  • Set whether you Charge Until Cancelled, or Charge A Specific Amount of Times.
  • Give your Plan a Plan Name/Description.
  • Give your Plan a Plan ID (you will want to copy this for use in step two). 

Step Two: Create Your Product In ClickFunnels

  • From within your Order Form step, select the "Products" tab.
  • Click "Add Product."
  • Enter your product Name.
  • Select "EasyPayDirect" from the billing integration dropdown.
  • Enter Your Amount
  • Set your Currency.
  • Enter your Price Display Override (optional; will impact how your price displays on the Order Page.)
  • Select "Subscription"
  • Enter your Subscription Plan ID as created in Step One. 
  • Enter the Trial Period (this can be used to offer a free trial. I.E. if you put 14 in here it will offer a 14 day trial and charge $0.00 the first payment before charging the plan amount after 14 days.) 

Learn how to test your ClickFunnels Order Page using EasyPayDirect
Learn how to create a one-time product ClickFunnels using EasyPayDirect

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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