Overview
A plan is the PayPress offer that customers see on your site.
Plans can be used for one-time payments, subscriptions, donations, and fundraising campaigns. Each plan controls what the customer is buying or supporting, how much they pay, which Stripe settings apply, and which shortcode you place on a page.
This guide walks through creating a simple first plan.
Requirements
Before creating a plan, make sure:
- PayPress is installed.
- Stripe API keys are saved.
- The webhook is configured.
- You are logged in as a WordPress administrator.
Steps
- In WordPress admin, open the PayPress Plans area.
- Click Add New or the equivalent plan creation action.
- Enter a plan name.
– Example: Website Audit – Example: Premium Membership – Example: Support Our Mission
- Choose the payment type:
– One-Time Payment for a single charge. – Subscription for recurring billing. – Donation for flexible giving.
- Enter the price or donation settings.
- Choose the currency.
- For subscriptions, choose the billing interval.
- Add a description if needed.
- Optional: add a plan image.
- Optional: enable customer notes, shipping address collection, promotion codes, automatic tax, or Payment Forms if those apply to this plan.
- Save or publish the plan.
- If required for the plan type, create or connect the Stripe product/price using the Stripe connection section on the plan edit screen.
- Copy the plan shortcode.
Expected Result
Your plan should be saved in WordPress.
The Plans table should show the plan name, type, active status, shortcode, and available actions.
You can now place the plan shortcode on a page and test checkout.
Important Notes
One-time and subscription plans use Stripe Checkout and Stripe objects behind the scenes.
Donation plans can use suggested donation amounts, custom donation amounts, minimum/maximum donation limits, and fundraising goals.
Payment Forms are optional. Use them when you need to collect order-specific information before checkout, such as a project note, dedication message, or customer preference.
Do not use unsupported currencies for new plans. PayPress currently exposes the supported currency list in the plan editor.
If you edit a plan after it has already been used, remember that existing orders keep their historical order data. Future checkouts use the updated plan settings.
Troubleshooting
If the plan does not appear on the front end, confirm that it is published and active.
If checkout does not open, confirm that Stripe keys and webhook settings are configured.
If a subscription plan cannot be used, confirm that the Stripe product and price are connected correctly.
If donation amounts do not appear as expected, review the donation settings and any fundraising settings on the plan.