Option to view subscriber details in Jotform

  • Profile Image
    markwhiteside
    Asked on June 02, 2020 at 06:58 AM

    It's a bit annoying that we can't see details of a subscribers 'plan' with their upcoming payments etc. - i can understand there is limited API between jotform and Square - but it would be nice to see scheduled upcoming payments in jotform somewhere - surely that info is stored in the background to be able to schedule payments?

    My main question being is able to tell a subscriber when their next (and subsequent payments) will be taken. If a new subscriber submits a form on the 1st of the month for example - and i have chosen 'monthly' as the payment frequency, will all subsequent payments be on the 1st or is it a set 30-day period?

    thanks, Mark



    This is a re-post of a comment on How do I work with Square Subscription and cancel it in Jotform?



    This is a re-post of a comment on How do I work with Square Subscription and cancel it in Jotform?

  • Profile Image
    Richie_P
    Answered on June 02, 2020 at 08:45 AM

    To clarify, do you want to view a table or an option in Jotform to view your subscriptions in Square?

    We can forward a feature request to our developers. Kindly share more information on how would you like this feature to work.

    I have moved your main question to a new ticket to assists you better.

    Kindly follow this link https://www.jotform.com/answers/2362158

  • Profile Image
    markwhiteside
    Answered on June 02, 2020 at 09:06 AM

    Thanks for getting back to me.

    Yes, that would be handy.

    I would imagine some kind of table with:

    Contact name, subscription name/type, next payment date, latest received payment date, number of remaining payments, final payment date.

    Something where I could easily see that I have 'X' number of subscribers and if any of them ask "when is my next payment due?" or "when is my last payment?" we could easily look up this info for them.

    thanks

    Mark

  • Profile Image
    jherwin
    Answered on June 02, 2020 at 09:48 AM

    Hello Mark - I'm not sure if that's possible since we're only sending data to the payment processor or Square and they are the ones that process the payments.

    You can also see the customers or subscription information in your Square dashboard, please check this guide: How-do-I-work-with-Square-Subscription-and-cancel-it-in-JotForm

    Please check the guide, I think it's similar to the requirements you mentioned.

  • Profile Image
    markwhiteside
    Answered on June 02, 2020 at 10:56 AM

    Hi jherwin,

    I'm a bit confused...

    Is the part of my question relating to knowing when the next payment is due on a different thread now?

    I understand that Square holds the user card/account information and is able to display previous payments BUT I thought Jotform makes the request for subsequent payments by API using the 'charge card on file' method?  therefore Jotform would have some information stored about users and dates to be able to make these future collections.

    I really just wanted to be able to see when the next scheduled payment would be and thought I'd be able to see this in Jotform or Square.

    If a monthly subscription is chosen, which date on the following month will the card be charged?  As an end user I'd like to know that information.


  • Profile Image
    ashwin_d
    Answered on June 02, 2020 at 11:49 AM

    Yes your other question was moved to a different thread: https://www.jotform.com/answers/2362158

    If a user selects monthly payment and submit payment on Jun 02, 2020, next subscription payment will be due on Jul 02, 2020. 

    I am creating a feature request ticket to create a list page for all active subscriptions, user details with their payment schedule and escalating it to our backend team. Please note that creating a feature request ticket does not ensure that it will be implemented. It completely depends upon the feasibility and priority of our backend team. We will get back to you as soon as we have any update from them.

  • Profile Image
    markwhiteside
    Answered on June 02, 2020 at 12:15 PM

    thanks for the information on the next payment and also for the quick response.

    that would be a great feature to see the subscriber info in one place.

    cheers

    mark

  • Profile Image
    IvayloK
    Answered on June 02, 2020 at 01:07 PM

    We have created a feature request and forwarded it to the backend team.

    We will keep you updated via this support ticket.