# Set up your checkout: prices, order bumps, coupons and payment plans

Source: https://sofunnels.com/guide/checkout-setup
Last updated: 2026-10-05

Each checkout is set up in one place: open the checkout page, select the checkout and press **Edit Checkout**. There you name your product, set the price and currency, choose one-time payment, a payment plan or a subscription with an optional free trial, add order bumps and coupon codes, pick the payment methods, and decide where buyers go after paying.

- **Plan:** Build on any plan; taking payments needs Basic or Pro
- **Where:** Open the checkout page, select the checkout, press Edit Checkout
- **Currencies:** USD, EUR, GBP, BRL, CAD and AUD

## Set your product and price

1. On the flow builder, select your **Checkout & Bump** step and press **Open in Page Builder**.
2. Select the checkout on the page and press **Edit Checkout**.
3. Under **Main Product Details**, enter the product name, a short tagline and description, the price and the currency.
4. Add a **Compare-at Price** if you want to show the regular price crossed out.
5. Watch the **Live Interactive Preview** update, then press **Save Checkout**.

> **Good to know:** the price your buyer pays is always the one saved in your checkout. Nothing a visitor changes in their browser can alter it.

## One-time, payment plan or subscription

| Billing model | What the buyer pays | Good for |
| --- | --- | --- |
| **One-Time Payment** | The full amount today | Courses, downloads, books, one-off services |
| **Split Payment Plan** | A set number of instalments, such as 3 monthly payments of $37, then it stops | Higher-priced programs |
| **Recurring Subscription** | A price every week, month or year until they cancel | Memberships, software, retainers |

You can offer several payment plans on one checkout, each with its own label, and let the buyer choose. For subscriptions, set **Free Trial Days** (up to 90) to charge nothing today and start billing when the trial ends. Add **Rebill Disclaimer Copy** so buyers know exactly when they will be charged.

## Order bumps

An order bump is a small extra offer shown as a tick box on the checkout. Buyers add it with one tick, and it is charged with the main product in the same payment.

1. In **Edit Checkout**, open **Order Bumps** and press **Add Order Bump Offer**.
2. Enter the bump title, price and a one-line description, and add a **Highlight Badge** such as "One-time offer" if you like.
3. Save the checkout and check it in the preview.

> **Tip:** the best bumps cost a fraction of the main product and make it easier to use, such as templates for a course or a workbook for a book. On a subscription checkout, a bump is charged once, not with every renewal.

## Coupon codes

1. Turn on **Enable Coupon / Promo Code Field**.
2. Press **Add Promo Code**, type the code, and choose **Percentage off** or **Fixed amount off**.
3. Choose whether it **Applies To** the main product only or to the product and upgrades.
4. Optionally set an expiry date, then save.

A code that is not on your list is simply refused, and the price stays the same.

## Layout, fields and payment methods

- **Layout Mode:** a **2-Step** checkout asks for contact details first and payment second, which captures the email of people who do not finish. A **1-Step** checkout shows everything on one screen.
- **Customer Fields:** collect a mobile phone number, and a full shipping address for physical products.
- **Accepted Payment Methods:** credit and debit cards, plus Apple Pay and Google Pay for one-tap payment on phones.
- **Button text:** change the words on the step one button and the final order button.

## What happens after payment

Under **After Purchase**, choose where buyers go once they have paid:

- **Go to Next Funnel Step (Automatic)**: the next page on your flow builder, usually an upsell or thank-you page.
- **Go to Specific Funnel Page**: any page in the same funnel.
- **Redirect to Custom External URL**: a page outside soFunnels, such as your course platform.
- **Stay on Page & Show Confirmation Receipt**: a confirmation message on the checkout itself.

## Frequently asked questions

### Can I sell physical products?

Yes. Turn on **Collect Full Shipping Address** under Customer Fields, and use the order details on your Orders page or send them to your fulfilment tool with a [webhook](https://sofunnels.com/guide/zapier-make-webhooks).

### Does soFunnels calculate sales tax or VAT?

No. soFunnels charges the price you set. If you need to collect tax, include it in your price, and keep your tax records with the payment history in your Stripe account.

### Does a free trial take the card today?

Yes. The card is saved and checked today, nothing is charged, and billing starts automatically when the trial ends.

### Can a checkout be free?

Yes. A checkout that prices to zero records the order without taking a payment, which suits a free signup that should still collect contact or shipping details.

## Related guides

- [Connect Stripe and get paid](https://sofunnels.com/guide/connect-stripe.md): Connect your Stripe account to soFunnels so every checkout, order bump and upsell pays you directly, with 0% platform fee and payouts on your normal schedule.
- [Add one-click upsells and downsells](https://sofunnels.com/guide/one-click-upsells.md): Add a one-click upsell after checkout so buyers accept an upgrade without typing their card again, and route people who decline to a downsell.
- [Sales funnel glossary](https://sofunnels.com/guide/sales-funnel-glossary.md): Plain definitions of sales funnel terms: opt-in page, lead magnet, VSL, tripwire, order bump, one-click upsell, downsell, OTO, conversion rate and more.

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Part of the [soFunnels user guide](https://sofunnels.com/guide.md). The whole guide in one file: https://sofunnels.com/llms-full.txt