User Guide

How to Setup a Recurring Payment Option

Last Update: September 10, 2017

Let's say your magazine site sells subscriptions, and you want to allow users to make payments periodically , but you don't want to bother them to come back to your site and fill out the form each month. Or, let's assume you run a charity site, and you need recurring payments from donors.

For example, on a Charity site scenario, you can set up a recurring donation in your form using any of the Payment tools, (except ClickBank and OneBip).

Let's get started:

1. Click the ADD FORM ELEMENT button, go to the PAYMENTS tab, and click the Payment Processor you wish to use (e.g. PayPal).

2. Configure your credentials then on the PAYMENT TYPE section, select SELL SUBSCRIPTIONS. Click the CONTINUE button to proceed.

3. Click the CREATE NEW SUBSCRIPTION button.

3. You can then configure the details of the subscription like the price, subscription period, number of payments, etc.

Subscription Details:

NAME - You can always customize the label. You can choose whatever you need.  Let's say, Monthly Donations.

PRICE - The price of the subscription. Decimal is allowed. 

SUBSCRIPTION PERIOD - The period when the recurring payments will happen. You are allowed to set it to daily, weekly, bi-weekly, monthly, bi-monthly, quarterly, semi-yearly, yearly and bi-yearly. 

NUMBER OF PAYMENTS - Set this if you want to stop charging customers after a certain number of payments. Let's say, you charge your customer five (5) times and automatically stop it on the six (6th) time, select five (5) from the dropdown selections. You have the option to allow user to select the number of payments, select USER-SELECTED to do so.

IMAGE - If you want to show an image for the subscription item. 

Additional Details:

VARIABLE PRICE - Make the price changeable via user input or referencing a Form Calculation Widget. Note that when this option is enabled, the TRIAL PERIOD option is automatically disabled.

Here's a sample form with a VARIABLE PRICE using the Form Calculation Widget: https://www.jotform.com/60354573632960. Notice that Subscription # 2 (Variable Price) changes depending on the selection on the Dropdown Fields.

SET CUSTOM FIRST PAYMENT COST - If you want to charge your customer a bigger amount from the original as their first payment. Usually, this applies for setup fees. The amount should not be less than the original price.

TRIAL PERIOD - If you want to set a trial period for your customers. Trial period options are: One day, three days, five days, one week, two weeks, 10 days, 15 days, 30 days, 60 days, 90 days, six months and one year.

SELECTED BY DEFAULT - If you have multiple options and would like to select an item as the default selected subscription.

Comments and suggestions are welcome below. If you have a question, post it in our Support Forum so we can assist you.

32 Comments...

  • wyracrew

    I run the website for a rowing club where we have maybe 10 scholarship kids a year. I know you can't do discount codes (will that be something you'll set up in the future? It would help in so many ways!) so how can I have the kids register online so I can get their details in the database, but not ask them form a payment at the end of the form? Also, some kids get a full ride whereas others pay for half. Again, how can I do this online without giving everyone who signs up the option to pay in full, half or nothing?

  • jmdenali

    How do I set up an email that automatically alerts the customer when a recurring payment has been made? Also, is there a way for the subscriber to cancel the recurring subscription... we use auth.net

  • armandolucero

    Under Subscription Details; within Subscription Wizard, my list is different then the list posted above and I am wondering why?

    I don't have don't have theses options:
    Daily
    Weekly
    Bi-weekly
    Bi-yearly

    I only have:
    Monthly
    Bi-Monthly
    Quarterly
    Semi-Yearly
    Yearly

  • AGCI

    I need to be able to list subscriptions but also have an option for them to enter their own value. Is this possible?

    Ex:
    $35
    $45
    $55
    Other:

  • Altonbay987

    I need to be able to list subscriptions but also have an option for them to enter their own value. Is this possible?

  • jrz

    Can i have both options in one payment mode

  • ethicalfashionforum

    How come I can only have one subscription price option?

  • chabad

    Hi

    1. Is there a way for them to put in their own custom amount besides what shows there?
    2. Is there a way to have it that there is also an option for a 1 time donation?

  • LightmareAccounts

    As far as the 'Number of Payments' figure, I am a little confused. I want to set up a subscription for 13 equal payments. If I put '13' in the 'Number of Payments' box, does that mean there will be a total of 13 payments (including the initial payment) or does it mean that after the initial payment there will be 13 subsequent payments?

  • tishaboo123

    I want to give my customers a 30 day trial that is 50% off of the normal monthly price but I am not being allowed to. Is there a way that I can made the initial payment for my first 30 day trial lower than my regular monthly payments?

  • stl29

    I need to increase the monthly recurring time to "72". Is this possible?

  • dbcarr34

    If you set up a recurring payment at say, 2 weeks after the initial set up fee, can you go in and adjust that date manually if needed? If adjusted, the subsequent recurring payment dates would adjust also.

  • jonmadof

    Hi - I'd like to set up a donation form that has the following elements:

    - radio buttons with several donation levels, and one that allows them to put in their own amount.
    - then a checkbox below that saying 'recurring donation' which then presents them with options for monthly, yearly, etc.

    So it's all one donation process with the user selecting their preferences as they go.

    I have Paypal Payments Pro.

    Thanks!

  • empassionnatural

    I want to charge $1 up front during the trial period and then $99 after 1 month... but it won't let me.

    Is there any way to make this work without having the customer to enter a coupon?

  • Leslie

    I would like to know if it is possible to cancel a subscription by myself.

    For example, my client at first choose to pay me services in several times, but in the middle of his subscription, he wants to pay his balance in one shoot. Is it possible to stop it or not ?

    Thank you for your quick answer.

  • Rachall

    How can i set up recurring payments ?

    I want to give a option so people can pay the same amount each month for only three months.

    how do i set that up?

    Also I tried to choose the option to set up recurring subscriptions with stripe but it mentioned to set the API key and not sure what that means to actually do?

  • brian johnson

    i have been using payolee they offer recurring payments

    http://www.payolee.com/recurring-payments

  • dmayembe

    I want to use paypal for recurring payment,and give my client an option to donate for different project. I followed the steps using paypal and I could not get none of the options

  • pgmchicago

    We set up a recurring payment option with Paypal Pro where users enter in their own amount - everything works great, except reporting.

    On the form submission and email confirmation, the amount the user entered in does not show up. How do we get this to show up?

  • paperflourish

    Can i pick the date the recurring payment is charged?

    I would like the recurring payment to come out on the 5th of each month?

  • sion

    It would appear that on the new paypal wizard that the option to limit the number of payments has disappeared? How can I now set this up? On previous forms that I set up is the number of payments limit still set up?

  • knieves

    I used to have an "unsubscribe" button on the bottom of the of the form. What happened to it? How do I put it back on?

  • periodicalsaving

    It looks like Paypal Pro integration is asking for API username, password and Sugnature. But paypal pro now uses payflow which operates differently and you use paypal manager credentials to access the payflow gateway. Is there any way to integrate with paypal pro now that it's on payflow?

  • recurringpayment

    Thanks for sharing these steps about Recurring Payment Option. I currently have Payolee that allows you to accept recurring payments on your website.

  • rtdmr

    I think I read that a customer cannot choose what day their reoccurring subscription payment is paid. I feel like I misunderstood since that seems like an important feature.

    Can they choose the day of the month if the subscription is set up monthly, or will it just come out every 30 days from the date they initially set it up (which seems like a poor design)?

    Thanks.

  • Thegatewaychurch

    Is there a way to set up an option for the donor to select whether this will be a one time gift OR recurring (and they can select whether it is weekly, bi-weekly, monthly, etc)? Thank you!

  • neoxcom

    How would my subscribers change/upgrade/downgrade their subscription? For example, how would a customer upgrade from a monthly subscription to an annual subscription option?

  • DCPLD

    We are set up with Square and Jot Form and want to take recurring payments. However, when setting up forms we do not have the payment option to "sell subscriptions".

  • DCPLD

    Apparently, the integration with Square is not working properly? The whole reason who chose Square was it's compatibility with jot form for recurring payments. Any suggestions? Other payment processors that are working well for people?

  • DCPLD

    Thank you for your response! I do have another questions. We want the capability to use card swipers as well as setting up recurring payments. Any suggestions?

  • Cettefoisci

    Bonjour !

    I can't choose "number of payment" It does not appear....
    How is it ?

    thank you for your reply

  • chirowebs

    How do I limit the payments in version 4 or how do I create the form in version 3?

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