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How to create a payment method in myflow

Learn how to create a payment method in myflow to sell your digital products, courses, coaching sessions, and communities. Set up pricing, payment options, and advanced settings like discounts and validity.

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Payment methods let you sell your digital products directly through myflow. Whether you're selling a course, coaching session, community access, or any other digital product - you create a payment method to handle the checkout.

Add your products

  1. Go to Toolbox > Payments in the left sidebar.

  2. Click New Payment method in the top right corner.

  3. Click Add product on the Products tab.

  4. Choose the type of product you want to add: Content, Coaching session, Community, Reusable product, or Product.

πŸ’‘ Note: Use the Product option if you want to sell digital products that are not created within myflow, such as an e-book or PDF.

Configure settings

  1. Click the Settings tab to continue.

  2. Enter a Payment method title - this is what your customers see during purchase and on the checkout page.

  3. Select a Payment method type:

    • Page Builder link β€” creates a checkout page you can embed or link to from your myflow website or landing page.

    • Send Direct link β€” generates a shareable payment link you can send directly to a customer via email or message.

  4. Set the Price (excl. VAT) - if you have multiple products in a single payment method, enter the total price.

  5. Enter the VAT Percentage.

  6. Choose your instalment type: Single payment, Monthly instalments, or Recurring payments.

  7. Toggle your payment options under Payable via β€” choose Invoice, Stripe (card), or both.

πŸ’‘ Note: To accept Stripe payments, you need to validate your Stripe settings first.

Set advanced options

  1. Click the Advanced tab.

  2. Toggle Tag contact on purchase if you want to automatically tag customers who buy through this payment method - useful for filtering and automations triggering.

  3. Adjust any additional settings: maximum number of purchases, currency, discount, and validity dates (Valid from / Valid through).

Create your payment method

  1. Review the summary on the right side of the page.

  2. Click Create payment method.

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