How to Use Stripe for Recurring Payments & Payment Plans (Tutorial)

I've got another Stripe tutorial coming your way today! Some of you guys have asked me how to set up recurring payments on Stripe as well as how to do payment plans on stripe, if you are for example charging 12 payments of $XXX for a course or coaching program. So Stripe calls this subscriptions - so I will show you how to set up subscriptions on Stripe but have it have an actual end date, rather than recurring forever.
So this tutorial is super to the point! I already talked about how to do this in the original Stripe tutorial but I know that one was a bit longer, so I figured doing one JUST for this purpose may be easier.
So this is how to do it. As a heads up though I personally do not set up my payment plans directly in Stripe. Instead, I integrate Stripe with my checkout software that automates it all for me, as well as integrating other payment gateway merchant options together such as Paypal and Apple Pay.
I use Thrivecart for my checkout software: heartbehindhustle.com/thrivecart
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[@TheMindfulPlate]

THANK YOU! This is the most comprehensive video I've seen.....I searched google and KZbin and I'm so grateful that you broke it down for a newbie like me!

[@heartbehindhustle]

Awww so glad t hear this!

[@frugaldude1111]

YES!! really great explanation! Good idea on testing the recurring payments with your own email. Thanks! 🥰

[@katyewen9341]

Thank you SOOOOOO much for this. Exactly what I've been looking for and going to make life much easier

[@talye]

This was brilliant. Exactly what I was looking for. Thank you

[@tessfranklin5649]

This is the video I've been looking for! Needed to figure out how to set an end date for a subscription. Stripe should pay you - this is much better than the info on their site. Thank you!

[@heartbehindhustle]

Awww thank you so much 😊

[@kidworx5680]

Loving the video. Came in very handy. Thanks

[@taterathje]

So good, this is exactly what I was looking for. Thanks so much!

[@heartbehindhustle]

So glad to hear that

[@molaralex5721]

Thank you so much. It gave me exactly what I was looking for

[@beatriceyakubu2587]

This video saved my day. Thanks for sharing, Kamila

[@bridgetteh9513]

You made this so clear for me, thank you!

[@heartbehindhustle]

Happy to hear it!

[@alexhoare5624]

The goods start at 2:25. Thank you for this :)

[@courtneyclarke3549]

Super helpful...exactly what I needed

[@heartbehindhustle]

Glad to hear it

[@heartbehindhustle]

Join my BRAND NEW Free Masterclass: How to book your first or next 10 clients without feeling guilty for charging what you want. Join us here: heartbehindhustle.com/getclients

[@CivilianWarrior]

This is really helpful thank you! Been looking into getting this for my channel

[@heartbehindhustle]

Glad to hear it helps!

[@davisk4815]

Thank you so much, you made my headache go away :)

[@grazyeletiburcioreges4846]

Thank you! This help me a lot :)

[@GetBizzyLLC]

Sweet!! Great info!

[@frangipani1956]

Thank you so much for this. One question- if the payment is recurring but the first 3 months compulsory ,how do you set that up?

[@roberthayes9697]

Thank you, very helpful

[@guillaumeleon]

Thank you for this!

[@MindandSoil]

Hey!! This video has been SUPER helpful! BUT! I think Stripe changed their UI and the "Schedule Subscription" box isn't showing up for me. Is it still there or does it need to be done differently now? If it does need to be done differently, would love to know how! (from poking around it seems like it needs to be done via Phases?

[@CivilianWarrior]

Pls keep up the good work

[@PropertyManagement-hy1po]

Hi! Thanks for this. How about when I need to send payments? Thank you!

[@iitiantradingsage]

Hi @kamila I want to subscribe to the monthly plan in appsheet through stripe but not able to as of now. can you recommend any video to solve the issue?

[@ExcelVbaIsFun]

Very cool, thanks!

[@jaydensuede]

Thank you! Quick question - what if they are a new customer & this is their first time clicking? That means I don’t have them already listed as a customer, so how do I set it up ahead of time for them to fill in their information at checkout? ☺️

[@wilsonmasih8578]

Hi Kamila, Do we need to add the names, email addresses of clients or do we automatically get their names and email address when someone subscribes to our product?Please help

[@naturallyimani]

This video is just what I’ve been looking for! So informative!! One question.. if the customer pays for the subscription via a button or a link, would you be able to change the scheduled billing date afterwards? So if a customer paid the initial payment any day out of the month, you could then recharge them on the first of every month from then on?

[@diamondtakeslife2382]

Yes you can

[@pagallery2969]

@@diamondtakeslife2382 I have the same question. Customer makes first payment at the end of the month but thereafter should pay on 25th of month. How do you change the payment date - I can't work it out. Thankd for the video - really helpful

[@ericmckelvey1264]

I'm so glad I found you. Thank you for this video. Do you think this would work for lawn care business? I am looking to have all clients have a credit card on file . The goal is "pay as you go." I wonder if I could set up recurring payments for this

[@heartbehindhustle]

For sure! I don’t see why not

[@Christine.Slater]

With doing a monthly subscription. HOW would you ? If a customer wanted to end the subscrition early - can they do that when they receive their month invoice?

[@lisa-annechung7892]

If I am using charge the card route, do I send the customer a link that they need to click after I have setup the subscription? Or just tell them that it will be charged to their card? I didn't see that part addressed.

[@nataliekratochwil8095]

Second question - if i wanted to send them a link to take initial payment to "lock them in" and then start a recurring payment from a few weeks later and have it end on a certain date how would i do that?

[@rpaextreme]

So what I'm understanding I need to create 2 products, one for the initial payment and a second product to recover the remaining balance due in payments, is that correct?

[@jasperzhao3710]

How can I use Stripe to first charge customer for $1 then after I'm done coaching with them I then charge the rest of e.g. $497 automatically?

[@Adventuressinthewild]

When clicking into a product. Is there any way to see specifically how many customers have bought that that product? So I can see who and how many are signed up to my subscription in one place, rather than looking down the customer list? Many thanks

[@therealsongwritersofmelbou7515]

Hi Kamila, How do we then bring this onto Calendly? I am wanting to create a payment plan for people who book Zoom calls with me via Calendly? Do you know if this can be done? Thank you :)

[@danbartley9387]

Is there a way to do this automatically without having to do it for every customer. Seems like a simple ask but I can't find how to do it anywhere.

[@heartbehindhustle]

See my newest video about payment links: kzbin.info/www/bejne/hnSVkI2kaJJonNk

[@DrwandaP]

if you archive a product will the customers that are already on recurring at the price continue to get billed? Also is there a way to limit the number of customers for a certain product.?

[@mazeygirl13]

I know I am late to the game but.....if I sell a product with a following subscription can I do that here? For instance...I make a small site for $175 then we follow with monthly payments at $19.99. Can that happen. Just yes or no cause that would be another video... I just need to know where to go with this. Thanks...Tom

[@conor6126]

Great video, do you know a way to charge a higher initial/commitment fee with a lower recurring fee for the months after?

[@readings-and-mentoring]

hi connor you would just set up a one time fee to join etc, send that link first, then send the second link (so just send 2 seperate links) at least thats what i did for my weekly group coaching, until i find an alternative...hope it helps!

[@LiviaPewtress]

Quick Question.... Is there a way in Stripe to have an invoice for the full amount, log a deposit that wasn't paid in stripe, then apply subsciption payments, and stop when it hits a certain number??? maybe it's too much to ask, but it's my hope.

[@nataliekratochwil8095]

this was wonderful!! i have a question - inside the product you can create a "new payment" that has different payment schedules. so for example you can add a weekly, monthly and once off option inside the same product. When I send the link for the product, Will the client be /able to choose which option they want to go for? and then once the clinet has "signed up" and paid under one of the payment options in the product, you can go into the customer to change the date it starts, ends, recommences etc?

[@susanbaker1622]

I looked at this but when it came up it added all the prices together :/

[@ahmadjaber2940]

Is using both return value from stripe and updating my backend + using webhooks as a redundant a good solution?

[@ZLcomedickings]

how do i ask for a card to put on file using stripe, I would like to send them a form rather then just have them email me the number, is that possible?

[@simplylove5984]

May I know how to add hourly services and services without a fixed rate?

[@laylavitoria8651]

So once the client gets that invoice, they add the card details themselves is it ? or do we have to collect their card details ?

[@susanbaker1622]

I want to have a link to my product online that people can sign up to who aren't already my clients in Stripe. Ideally a 12 month plan *** per month. How can I do this without me manually getting involved? If I have 30 people sign up to a 12 month plan do I then have to go into each and and manually add the subscription and end date? Or note in my calendar when to end it? This seems insane Stripe doesn't have this availability?

[@spatespaintingkitchencabin5810]

What screen share software do you use? Thanks

[@HisLoveArmy]

Is there a way to turn off the invoice email that is sent to them and have them only get a "receipt" ?

[@AndrewNottage]

video starts at 2:25

[@coach-antonio]

Is this the only way to set up recurring payments that end after 2 or 3 months?

[@amandioka]

Do i have to add the card details for the customer?

[@SquawkTradeFX]

How could we create a payment plan, let's say a yearly membership payable in 2 cycles. ie: 12 month membership; month 1 invoice = $500, Month 2 invoice = $500 for a total of $1k?

[@joannebrown7862]

Can you use this in Canada?

[@adelinadimitrovachanneling]

How can I add a recurring discount on a recurring payment? Tnx

[@marjetka01]

Great explanation of setting the recurring payment! What about drop servicing when I have a freelancer from Fiverr to pay him/her his share? How does a freelancer get a payment once the payment is done through my website? Thank you for your help in advance!

[@heartbehindhustle]

I’m not sure on that. Sounds like you’d need advanced functionality

[@haellykirk3444]

my stripe doesnt have the schedule subscription button. am i missing something?

[@giovannisantiago5426]

What if the recurring is different from the initial charge

[@houseofhairUK]

Hi can you create a subscription link that can be sent to several people and then they join the subscription in own time?

[@heartbehindhustle]

Yes! I will be making a video tutorial on how to do this. Super easy.

[@crisie]

Hi! I have a question, is there a simple way for the clients to change their own credit card details in Stripe? We currently do it manually on our end. And we want them to be able to change it on their own, and I can't seem to find a video about it. Thank you!

[@heartbehindhustle]

I just create an invoice for them for like $1 and then that updates their card. You do have to manually make it as the default card though.

[@crisie]

@@heartbehindhustle Ohh! Thank you!

[@tessie_tracy]

Is there a way to edit a subscription like if they've made a first payment? I'm confused on how to do this with a new customer whose pmt info is not in my stripe yet. I've created a program with 2-pay and 3-pay options and links to the payment as a "subscription" but will I just have to track it manually to stop their payments after 2 or 3 months?

[@susanbaker1622]

This is the biggest issue. I am shocked Stripe can't set up a product with a set amount of cycles that automatically starts on payment without us having to put the customers name in. If you have 30 clients all signing up to the product it looks like you have to manually adjust each client after.

[@cory5233]

Thanks

[@DMarcoTheBeast]

How do I do this WITHOUT doing that "schedule subscription" thing for specific customers? I'm only using Stripe as a payment processor, so I need the button on my website to take them to the monthly payment for X amount of months.

[@heartbehindhustle]

Check out my video on creating payment links with stripe - I think that what you’re asking about.

[@TheMaleRoleModel]

If I want to take a deposit from a client, can you use the payment tab to set up an impromptu deposit amount?

[@heartbehindhustle]

If you have their card info yeah

[@GeraldConfienza]

Starts 2:25

[@shardjosemito]

Hi Kamila! Is the "After XX billing cycles" Does that include or exclude the immediate payment. For example, for 6 installments, is it after 5 billing cycles, As the first payment is immediate? Or do I put in after 6 billing cycles?? Thank you so much for the clarification :-)

[@shardjosemito]

Clarification: when I saw 12 cycles/months, I noticed it was until September 2022. This would make 13 months including the immediate payment of September 2021, hope this makes sense! Thank you so much for answering my question in advance, whether the billing cycles include the immediate payment tor not @heartbehindhustletv

[@heartbehindhustle]

I have tried doing research on this and it’s impossible to find an answer which is why I usually just set the end date myself. But I am 90% sure it doesn’t include the initial payment.

[@asupplevoice]

It does include the initial payment. I just tested this on myself charging myself a $1 a day to figure this out. I set it for 3 cycles and after I paid the initial invoice it did charge me for 3 more invoices making it 4 payments in total. So I think you have to subtract one if you wanted them to pay over 3 months. Then they pay the first invoice then you set the cycle for 2 more months then that would make 3 payments.

[@nurturedbirth]

Taking this information unto account (subtracting 1 for billing cycles) using the current payment link set up; If i want implement an 8 month installment plan for a package, do I use package pricing for 8 units, not 7?

[@nurturedbirth]

The end product now says ZAR 500 for group of 8/month?..

Hi Kamila, can you avoid clients from canceling a 12 month subscription? If they want to opt out but terms say they have to stay for a year?

[@heartbehindhustle]

That comes down to your contact and the terms. But in terms of stripe, there is no option for clients to cancel their own subscription without your permission as far as I know.

[@juliosoares4880]

@@heartbehindhustle please, is there any way the clients can cancel the membership for themselves? I think having this available would give them more confidence to sign up, right? Having more control. Thanks for the video btw!

[@GoalInspiredCareerCoaching]

Thanks for your video. Quick question. When I set up a recurring invoice, the system is giving me an invoice for less than the amount. Do you know why?

[@heartbehindhustle]

No idea sorry!

[@manianouniversity2242]

I had the same issue - delete it and re add it again Ect

[@focusedmessagemarketing958]

One Q. Are CUSTOMERS added automatically when they buy my SASS from the Stripe buy link? Or must I ADD each customer MANUALLY? I’m new to Stripe and i’m finding that it has MANY areas to learn. THANKS for your Videos! 👍👍👍

[@MrBrittasaurusRex]

I'm trying to find a tutorial that will just show me how to connect multiple products with different pricing with daily or monthly payments. There is no way we can manually assign subscriptions to customers. Its like I cant find a video that a. is for multiple prices, B. Multiple billing options, and C. how to automize all of it. Why cant I find a video with those elements? They're real life, no one has a website with only one product, one price, and one billing option.

[@nataliekratochwil8095]

@@MrBrittasaurusRex hey! ive discovered you can have multiple pricing options inside one product, with different payment links you can generate for each option - my guess is you can use each link seperately as a seperate button on the sales page for the product. im just trying to fogure out how to change the freqency of the billing. for example i want to charge someone initially to lock them in - but then they cant start the program for another few weeks so i want to change the date the next payment comes out to be the date we agree on

[@tdsimpson]

Hi Kamila, thanks for the video. Do you know if there is a no-code way to capture a customer's credit card without actually charging them immediately? I want to capture and have their card on file, but only "flip the switch" later.

[@heartbehindhustle]

Maybe creating a trial should do it

[@tdsimpson]

​@@heartbehindhustle Hi thanks for the reply! I took a look at that. Do you know if there is a way for the free trial to be for an indefinite period of time? Right now I only see an option for a set number of days.

[@paulongorok280]

Hi, Thanks for the tutorials. I have client who owns a Counselling Centre, however, when she bills her clients, she wants the payment to be distributed to her Business Account and to a Therapist who worked on that particular client. The client should not ne bothered about this distribution. It should be automatically done by stripe. How can I help her. Thanks😉

[@heartbehindhustle]

She’ll need something like thrivecart and set up JV partners for that to work. Stripe won’t do that on its own. heartbehindhustle.com/thrivecart

[@majidpervaiz1982]

What if customer is paying through my website… and what if they cancel their credit card ?

[@PrettyInPinkWithPennieB]

I need some assistance with finding a service provider that will allow my clients to pay my fee in installments. Does Stripe offer that and if they do, will you guide me through the steps or make another video piggy backing off this one?

[@heartbehindhustle]

I have a video on payment links with stripe or use Thrivecart

[@puyahariri6518]

Hi Can you please spell out the name of the checkout software you use? I keep playing that bit over and I can't make out what you say. Sounds like "The rife card?"

[@heartbehindhustle]

It’s www.heartbehindhustle.com/thrivecart

[@gleerious]

What is the name of the first background music from 2:11 min. to 4:10 min. please?:)

[@heartbehindhustle]

Sorry I don’t remember! It’s been a while since I filmed this

[@Josh-di3rc]

How to add it on your website? And how to redirect another page after paying?

[@heartbehindhustle]

You’ll have to use something like thrivecart with it if you want that - www.heartbehindhustle.com/thrivecart

[@shelbeyosborne1829]

Is it possible to have this set up without having an actual customer decided and just putting out a link on a sales page of a recurring payment?

[@heartbehindhustle]

Yes you’ll want to create a payment link for that, I have another video that explains how to do it although I think it’s gotten even easier since I made that video.

[@mohamadariffmohdlatip5861]

Hi..if recurring payment is declined. What is the step to charge and make sure the invoice is updates and show next recurring date?

[@heartbehindhustle]

It doesn’t update the date, the original date for re bill stays unless you pause or cancel it so if it fails it will continue to attempt the charge but it will still get the next payment billed as scheduled regardless

[@mohamadariffmohdlatip5861]

@@heartbehindhustle got it. Thanks n appreciate it.

[@CivilianWarrior]

And you look great!!

[@heartbehindhustle]

Thank you!

[@soulfullyroyalnita4446]

Greetings Kamila, I appreciate your knowledge. Please help me out. I offer style services and I.e if a package is $800 and I require 50% deposit. If the person does two installments will that mean stripe will be charging me twice for their fees I believe? Services will be completed in 1-3 days so I don’t see an option for that. Thanks in advance for getting back 😊

[@heartbehindhustle]

They take 30 cents plus 2.8% of each transaction so if you have 2 payments then they’ll take fees from each payment

[@antoniocioffi4410]

The question is, if I don’t have my costumer’s payment cards, I need to send him an invoice like you did. But once he pays with that invoice. It starts to charge him automatically next months ? Or every month he will receive and invoice ?

[@heartbehindhustle]

It would charge him automatically as long as you set it up that way. You can then go back into the subscription and change it to bill automatically once the person has their CC on file

[@antoniocioffi4410]

@@heartbehindhustle so, first I have to send to him the invoice.. after that I have to go to the customers subscription and change it to pay automatically ?? And next bill will be automatically charged without sending him another invoice

[@heartbehindhustle]

Correct

[@karinebelanger1471]

@@antoniocioffi4410 You don't have to send an invoice. You can send to him a payment link where he'll enter his credit card info, and the subscription will automatically begins

[@santavictorio4226]

Thank you so much for asking this question. I was wondering the same!

[@frankmoyer8337]

What I’m trying to figure out is there a way to transfer any available funds to your bank account automatically at end of each day

[@heartbehindhustle]

Yes change it to daily transfers in settings

[@deborahdapo3210]

Can you tell me how to setup an account just to make payments as a buyer not a business

[@heartbehindhustle]

Stripe is made for businesses to collect payments. There isn’t a buyer login that I’m aware of

[@SAS2022]

Can I use one stripe account on multiple stores ?

[@heartbehindhustle]

I believe so

[@SAS2022]

@@heartbehindhustle Hope so too

[@subchan6595]

What happens when you DONT know the customer and you have links in your emails or on you website that users can click on to sign up etc. Point being, after you filled out "product" in your vid, you said " now we need to go to customer" etc But what happens if you just want to create a product and link to have on your site for potential customers to subscribe with, whereby their month starts on the day they sign up?

[@heartbehindhustle]

Then you need something like thrivecart on top of this www.heartbehindhustle.com/thrivecart

[@jameyc4430]

I need a business cach

[@bradleymaravalli2851]

What is your "checkout software that automates everything"?

[@heartbehindhustle]

Thrivecart :) www.heartbehindhustle.com/thrivecart I have several videos about it on the channel too

[@wherearetheanswers]

The first 2.5 minutes is a commercial FYI

[@heartbehindhustle]

Lol

[@jaymarnigo]

can I work for you?

[@jameyc4430]

I need a business coach

[@Dr.Chenelle]

This isn't working for me actually.

[@bringtheseo]

None of this makes any sense? How do you just put a button onsite that users can click on and all of this happens automatically?

[@heartbehindhustle]

I use thrivecart to do it front end. This is the back end way to do it manually. Like i said in the video.

[@jacobs492]

Thrive cart or something like that is no longer needed. Stripe has made several in house solutions.

[@heartbehindhustle]

I wouldn’t agree. Thrivecart is still a great tool to use in addition. Stripe on its own doesn’t have affiliate management, Course hosting, funnels, or even offering PayPal as an option for some payments.

[@luisamaury4644]

Next time please go straight to the point instead of wasting a 8 minute video

[@heartbehindhustle]

Next time, maybe be a little nicer. It’s free.

[@SJGFitness]

Thank you for this!

[@thaisgesterling]

video starts at 2:27