How can I change the payment integration?

  • Profile Image
    crystalbreaux
    Asked on August 09, 2017 at 03:09 PM

    I would like to change a payment option on a from  Paypal to Braintree to set up a recurring payment option.

     

  • Profile Image
    Jan
    Answered on August 09, 2017 at 03:32 PM

    You can delete the existing PayPal field by clicking the "Trash" icon while the field is selected.

    After deleting the field, you can add "Braintree" payment integration. The products from the previous payment should still be present once you integrated the new one.

    For recurring payments, please check this user guide: https://www.jotform.com/help/166-How-to-Setup-a-Recurring-Payment-Option.

    Hope that helps. If you have any questions, let us know. Thank you.

  • Profile Image
    crystalbreaux
    Answered on August 09, 2017 at 06:44 PM
    Is there a phone number I can call for jot to speak to a representative?

    Signature (4)

    ...
  • Profile Image
    crystalbreaux
    Answered on August 09, 2017 at 06:44 PM
    Ok
    So quick question
    I can set up a recurring payment under paypal and do not have to switch to Braintree.

    Signature (4)

    ...
  • Profile Image
    Jim_R
    Answered on August 09, 2017 at 07:55 PM

    Sorry but we don't have phone support. However, we'd be more than willing and happy to help you here in a timely manner.

    I can set up a recurring payment under paypal and do not have to switch to Braintree.

    Yes, you can also Sell Subscriptions (or recurring payments) using PayPal. Actually, you can do this regardless of the payment processor you choose.

    Complete guide: How-to-Setup-a-Recurring-Payment-Option 

  • Profile Image
    crystalbreaux
    Answered on August 09, 2017 at 09:43 PM
    Ok
    I did find that option
    But ran into another hiccup
    Looking at my form, can the subscription option and monthly option be on the same form?
    In other words,
    Can they have the choose a month option to pay or have choice to have automatic payment set up each month on the same form?
    Thank you
    Crystal breaux .
    Sent from my iPhone
    ...
  • Profile Image
    Kiran
    Answered on August 10, 2017 at 02:23 AM

    I understand that you want to enable the user to make a single payment or monthly payments the same form. In this case, you may consider using the number of payments option to 1 in the subscription of the payment wizard. This enables the user to make only one payment. 

    For the monthly payments, you may add a new subscription in the wizard. 

    Hope this information helps! Please give it a try and let us know if you need any further assistance. We will be happy to help. 

  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 06:43 AM
    Thank you
    Ok
    I did that, but I still do not see the option on the form now for customers to choose between identifying one month (as I have in a drop down box) or choosing regular monthly deductions?
    Is this even possible?

    Signature (4)

    ...
  • Profile Image
    ashwin_d
    Answered on August 10, 2017 at 09:40 AM

    Hello,

    I am not sure if I have understood your question correctly.

    Do you mean to say that you need to charge customer one time or regular monthly subscription? Please note that to give two different subscription plan, you will have to add two separate products in Paypal tool. Please check the screenshot below:

     

    Please take a look at the following cloned form and see if this is what you wanted to achieve:  https://www.jotform.com/72213856860964 

    Feel free to clone this form for closer look. The following guide should help you in form cloning:  https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

    Hope this helps.

    Do get back to us if you meant to ask something else.

    Thank you!

  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 11:43 AM
    Yes
    You are correct.
    Ok
    Let me play and see if I can figure this out for two different products.



    Signature (4)

    ...
  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 11:44 AM
    Ok
    I think I have it set up right as an optional choice, but I am now stuck on how to set up the two different payments.

    The one time a month is set up for a quick one time payment.

    But for the monthly subscription, I am unsure of how to set it up for monthly automation.

    Please advise

    Signature (4)

    ...
  • Profile Image
    Kiran
    Answered on August 10, 2017 at 12:50 PM

    I have checked your JotForm http://www.jotform.us/form/70863538888172 and see that the payment field is still configured using Sell products. In order to receive recurring payments, it is required to change the payment type to Sell subscription. Please see the screencast below that can help you with changing the products to subscriptions.

    For the recurring monthly payment, you may also enable the user to select the subscription period or you may set the number of payments in the wizard as shown in the screencast above.

    Hope this information helps! Please get back to us if you need any further assistance. 

  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 03:44 PM
    Ok
    I have changed it.
    Please take a look at let me know if this is correct.

    Now the big questions is this.

    Is it set up once they click subscriptions to do an automatic with drawl?
    Is there something else I need to do for billing?

    Signature (4)

    ...
  • Profile Image
    Kiran
    Answered on August 10, 2017 at 04:03 PM

    I see that the second subscription plan is set to receive the payments for 6 months. I am not sure about the other field that you have on the form. 

    If you want to let the user to select the number of payments by changing the number of payments to User-selected instead of 6 in the payment wizard.

    Once the form is submitted by the user by authorizing the payment, the user will be billed automatically each month as per the number of payments set on the form.

    Hope this information helps! 

  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 05:44 PM
    Ok
    I did correct the (Free option)

    Signature (4)

    ...
  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 05:44 PM
    Also,
    I can’t seem to remove the (free for one month) in the products box.

    For some reason, it just appeared, I did not type that in.

    Signature (4)

    ...
  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 05:44 PM
    Ok
    I think I have it.
    I don’t need the box question that say,
    “number of months subscription”

    Can I delete that?

    Signature (4)

    ...
  • Profile Image
    Jim_R
    Answered on August 10, 2017 at 05:56 PM

    I don't see any fields labeled as "number of months subscription" on your form - Are you perhaps referring to this field?

    I don't think you would need that field since your users will be charged for the recurring payment once they subscribe, regardless of the number of months they selected on your payment field. If you won't be using it elsewhere, then just hide it instead of deleting it.

    When deleting a field, all associated submission data will be deleted as well. So, to be safe, keep it on your form and HIDE it instead.

  • Profile Image
    crystalbreaux
    Answered on August 10, 2017 at 08:43 PM
    Thank you
    I may stick with the month of choice option . I have some who just want to the service one month at a time and sign up a month in advance.

    Thank you for all your assistance

    Signature (4)

    ...
  • Profile Image
    crystalbreaux
    Answered on August 11, 2017 at 07:43 AM
    I think I do have one more question about subscription payment so that I can answer customer questions.

    When will a customer’s account be billed each month once they sign up for subscription?

    Will it be on the same date each month as the date of their first sign up?

    Signature (4)

    ...
  • Profile Image
    liyam
    Answered on August 11, 2017 at 09:24 AM

    The customer will be billed every month on the date when they first subscribed. So if they purchased the subscription on the 13th of the month, they will be charged on every 13th of every month.

     

  • Profile Image
    crystalbreaux
    Answered on August 11, 2017 at 11:43 AM
    Perfect
    Thank you
    Will I then be notified each month renewed as well?

    Signature (4)

    ...
  • Profile Image
    liyam
    Answered on August 11, 2017 at 12:11 PM

    Unfortunately, this is something we have no knowledge about, but I strongly believe that they do as this appears to be procedural on all payment systems in order to allow their clients to be notified that they have received a payment. 

    For better support I suggest to contact Braintree's support for this part of your concern. You can contact their support team through this page: https://developers.braintreepayments.com/forms/contact 

    Thanks.

  • Profile Image
    crystalbreaux
    Answered on August 11, 2017 at 12:44 PM
    Ok
    Thanks
    I have this connect into PayPal
    Not Braintree
    I just set up an account with Braintree.
    Should I switch the payment method in my jotform from PayPal to Braintree?
    Sent from my iPhone
    ...
  • Profile Image
    Jim_R
    Answered on August 11, 2017 at 01:00 PM

    Switching and deciding which payment processor to use is totally upon your discretion. My recommendation is to use what works best for you.

    If your current use of PayPal works well, then IMHO, there's no need to change it.