Setting up Stripe Subscriptions

  • PPTS
    Asked on November 13, 2017 at 8:25 PM

    Hello,

    Our company uses otform to have our customers pay their bills and we use Stripe as the integration. I contacted Stripe to see how we could set up recurring monthly payments for our customers. They encouraged me to reach out to you first to make sure the Stripe integration is compatible with Stripe's subscription services or whether otform offers its own way of setting up subscriptions through the forms. Can you let me know if this is possible and if your forms are compatible with Stripe's subscription services?

    Thank you.

  • candy
    Replied on November 14, 2017 at 2:45 AM

    Firstly, thank you for contacting us.

    It is possible to set up recurring payments in our Stripe Integration.

    I've cloned your form named "Pre-Evaluation Form 2" on my side as an example. In order to sell recurring payments, you need to select "Sell Subscriptions" option in the payment type as you can see the screenshot below:

    1510645239Screen Shot 2017 11 14 at 10 3 Screenshot 10

    After that, you will continue with your Stipe account registered in the form so, you can create subscriptions and configure them as seen example screenshots below:

    1510645324Screen Shot 2017 11 14 at 10 Screenshot 21

    1510645425Screen Shot 2017 11 14 at 10 4 Screenshot 32

    For detailed information, please check the following guide: https://www.jotform.com/help/166-How-to-Setup-a-Recurring-Payment-Option 

    I hope this explanation helps. If you need any further assistance or clarification, please do not hesitate to contact us.

  • PPTS
    Replied on November 14, 2017 at 7:58 AM

    Thank you for your response. The form we use is a general form that all of our customers use. I see when I setup the integration that the customer's name and subscription amount is on the general form for everyone to see. I don't want that. Is there a way to set this up so each customer is only seeing their monthly payment amount or that each customer can authorize for us to auto bill their card each month. This is what I really want to set up.

    https://form.jotform.us/72326817697166

  • candy
    Replied on November 14, 2017 at 9:20 AM

    There isn't a way to set the payment gateway so that each customer will only see their monthly payment amount. Besides, It is possible that each customer can authorize their payments to auto bill their card each month. 

    You can select the variable price option for the recurring payments in the Stripe payment gateway. So that, it will depend on the customer and the other customers do not have to know the value of the others pay.

    I have recloned your form again named "Therapy Services Payment Form" to show you.

    Firstly, you need to set a form calculation widget to the form in order to receive the value from your customers as seen below:

    1510668844Screen Shot 2017 11 14 at 5 13 Screenshot 10

    Secondly, you can set the form calculation widget to the payment gateway as the variable price as seen below:

    1510668952Screen Shot 2017 11 14 at 5 14 Screenshot 21

    All in all, when you publish the form, your customers can enter a value to the form calculation widget and then, that value will be charged as the recurring payment as seen below:

    1510669031Screen Shot 2017 11 14 at 5 Screenshot 32 

    I hope this solution helps.