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    Dwolla: Recurring Payment option - Can a client pick a day of the month to pay?

    Asked by angliaadvisors on November 30, 2016 at 02:47 PM

    I note than on the new recurring payment form (I am integrated with Dwolla), there is no option to select a date each month for the payment to be drawn. Is this option available and I have just not been able to find it? If not, do I assume that it will draw the money on the 1st of whatever the next upcoming month is and then on the 1st of each month thereafter?

    Page URL:
    https://www.jotform.us/form/63343620618150?preview=true

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    JotForm Support

    Answered by EltonCris on November 30, 2016 at 06:51 PM

    Yes, that's correct if your subscription period is set monthly. The user will be charged on the payment date and it will auto-renew on the same date in the following month.

    If you want users not to be charged right away after a period of time, the Trial Period option will do.

    If you have more questions, let us know.

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    Answered by angliaadvisors on December 01, 2016 at 07:35 AM

    Oh, disappointing. I would like everybody's payment to go out on the 1st of each month, regardless of what date they sign up. Also, using a variable amount, I get locked out of the trial period option. Any suggestions?

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    JotForm Support

    Answered by emily on December 01, 2016 at 08:18 AM

    We are sorry for the inconvenience.

    I am forwarding this issue to our developers. Once they have a solution, you will be notified via this thread.

    Thanks.

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    Answered by angliaadvisors on December 01, 2016 at 11:28 AM

    Please do.

    This is a total deal-breaker for me and I am sure many others too. This feature (the client being able to select a payment date) was available under Dwolla's old system so it is clearly not a technical problem from their end.

    I contacted Dwolla this morning and had to inform them that I have no choice but to suspend use of their payment system with my clients due to the lack of availability of this option on JotForm. 

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    JotForm Support

    Answered by Charlie on December 01, 2016 at 12:27 PM

    Thank you for your feedback, I see my colleague has already forwarded the concern to our developers. However, cannot provide a time frame as this depends on our developers current work load and the feasibility of the feature. 

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    JotForm Support

    Answered by NeilVicente on December 09, 2016 at 01:07 AM

    @angliaadvisors

    We are in the process of implementing this feature but we need a few more information from our users.

    It is to our understanding that the charging date should be strictly followed.

    For example, if the charging date is 8th of each month and the form was submitted on the 9th, the first charge will be initiated on the 8th of the following month.

    Charging date: 8th day of the month
    Current date: Dec 9
    First charge: January 8

    Now if the interval of subscription is bi-monthly (2 months), the first charge will be initiated on the 8th two months after the current month.

    Charging date: 8th day of the month
    Current date: Dec 9
    First charge: February 8

    Does this make sense to you? If not, can you please propose to us how this feature should work?

     

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    Answered by angliaadvisors on December 09, 2016 at 10:25 AM

    No that is not the system a lot of us need.

    What is needed is that it doesn't matter what the set up (initial charge) date is. What we need is the ability to see a drop down menu with #1 thru #31 and the ability to determine what day of the month the recurring charge comes out every month.

    For example, if it is the 10th of February, the client should have the ability to select, say, the 25th of February as the first charge date and thereafter on the 25th of every month.

    If it is the 10th of February and the client picks, say, the 3rd, then the first payment will go out on March 3rd and the 3rd of every month thereafter.

    This was available on Dwolla and is common on many payment websites. 

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    JotForm Support

    Answered by david on December 09, 2016 at 12:18 PM

    In your initial request you stated "I would like everybody's payment to go out on the 1st of each month, regardless of what date they sign up".  This is different from "if it is the 10th of February, the client should have the ability to select, say, the 25th of February as the first charge date and thereafter on the 25th of every month". 

    My colleagues proposal was inline with your original request that all users be billed on the same date regardless of when they sign up.  Can you clarify which process is correct? 

    First process, user signs up and no matter when they sign up, all users will be billed on the same date.

    For example, if the charging date is 8th of each month and the form was submitted on the 9th, the first charge will be initiated on the 8th of the following month.

    Or, for the second example, users would sign up, select their billing date and then would be billed on that date and on that date every month thereafter.

    Both scenarios would cause variable subscriptions lengths due to the number of days in each month, which is something to consider.  Rather than a 30 days period or a defined period, some months users would receive an extra or fewer days in their subscription.

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    Answered by angliaadvisors on December 09, 2016 at 02:50 PM

    Sorry if i didn't make it clear in my initial response.

    My personal preference would be for the clients to be able to select the 1st of each month to make their recurring payments, regardless of what day of the month it is that they sign up. But that is just me.

    I did not see any suggestion from your colleague that easily accommodated that request (the "trial period" is not a viable solution), unless I misinterpreted a response.

    Other users may like the payments to be regularly made on a different date each month (every 10th, 15th, 20th, whatever).

    The broad request is that regardless of what date they sign up, the client can choose the date on which each month that the payment is made going forward. In other words, that the ongoing payment date is not tied to the date of the month that they first sign up. 

    Re: the various lengths of each month, the choice could perhaps be restricted to dates 1 through 28 (consistent for all 12 months), or an extra option of "last day of each month" could be added. Of course, it is understandable and accepted that this would lead to slightly variable time periods between each payment as months have different lengths.

    The consistency of a payment date is of much greater importance (since it is often tied in to salary payment dates which are on consistent 1st of every month, 15th etc.) than the time period between payments being exactly the same every time. 

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    JotForm Support

    Answered by david on December 09, 2016 at 04:01 PM

    Thank you for the clarification.  A developer has been assigned to look into the feasibility of adding this feature.  If there are any updates, we will let you know via this thread.