Step 1: Create New Billing Plan in NMI

  • Click on Recurring.
  • Click on Add Plan.
  • Enter New Billing Plan Settings.
  • Enter the amount you wish to charge.
  • Select whether to charge the customer every ___ Days or charge the customer on a certain day of each month.
  • Select whether to charge until canceled or a set number of payments.
  • Enter your Plan Name / Description
  • Enter your Plan ID.

    Note: Your plan ID will be copy and pasted into your Payment Gateway Subscription within the Clickfunnels editor. 

Step 2: Create Subscription Product in Clickfunnels

  • Within your Clickfunnels account, go to the order funnel step or upsell/downsell funnel step.
  • Click on the Products tab.
  • Click on Add Product.
  • Enter a Name for your product.
  • Select NMI from the Billing Integration drop down.
  • Enter Product Description in the Price display On Order Form. [Optional]
  • Select Subscription.
  • Enter your Plan ID from NMI into Payment Gateway Subscription.
  • Click on Create Product.

**NOTE: If your Trial Period is zero days, leave the Trial Period field BLANK. If you enter "0" for the Trial Period (Days) field it may break your Order Form page. 

Step 3: Test Your NMI Order Form

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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