How to create invoices with 'Trial Period'?

In Payfunnels, you can create invoice links(Recurring & Payment plan invoices) with a trial period and offer your customers to try your product/service before the first payment comes out.


Follow the below steps to create an invoice with the 'Trial Period' option.

  • Click on the new invoice and enter the name and description of your Product/Service, select invoice type, enter the invoice amount, and go to the advanced options and you will see an option to add trial days. Below is the screenshot.
  • Add trial days according to your needs and save the invoice.

  • Once you create and send the invoice to your customer, they'll see the trial period on the checkout page. Below is the screenshot.

  • When your client subscribes to the invoice by entering the name email and payment information, the first payment will be taken after the 7-day trial period is over.
  • Note: The 'Trial Period' option is available only in recurring and payment plan invoices.

Email us at support@payfunnels.com if you have queries and we'll be happy to help.