Is an annual subscription with limit of one and initial payment charged only once?

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    fionadix
    Asked on September 23, 2016 at 11:32 AM
    A separate but related query - I have the life memberships set up as annual payments with a limit of 1 - the set up wizard describes these as one-time payments but now I am not sure whether this really means one-time (which I want) or actually means an initial payment and then another a year later. If that's the case I guess I would need to make a separate form for these, would I?
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    BDAVID
    Answered on September 23, 2016 at 12:54 PM

    If you want the annual payment to be charged only once, you can setup a limit in the "Number of Payments" option, please check this guide: https://www.jotform.com/help/166-How-to-setup-a-recurring-payment-option 

    Number of payments. Set this if you want to stop charging customers after a certain timeframe. 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.

    Let us know if you need more help.

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    fionadix
    Answered on September 23, 2016 at 01:14 PM

    I have read the guide and I set the limit to be 1. However the last paragraph of the guide says this

     

    Notice: Your Setup Fee is not included as part of your First Payment. This means that your First Payment is not apart of the Number of Subscription Payments which you assign to your Trial Period followed by consecutive payments. So if you have your trial period set up to incur a subscription 15 times for a total of 15 months it will actually count as 16 being 15 + 1 (First Payment).

    So I infer from this that putting 1 in the box would actually result in 2 payments, 1 + 1 (First Payment). or am I misinterpreting this? Our life memberships are quite a large amount of money so it would be disastrous for us if even one recurring payment was taken after the initial one!

     

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    BDAVID
    Answered on September 23, 2016 at 01:31 PM

    If that is the case, there is no need to use the subscription type, instead use the product type, where you can also let the user enter the desired amount.

    Let us know if you need more help.

     

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    BDAVID
    Answered on September 23, 2016 at 01:33 PM

    Disregard my previous message, the "Collection Donations/Custom Amount Payments" option will the one suitable to collect one time payment specified by the user.

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    fionadix
    Answered on September 23, 2016 at 02:10 PM

    Thank you. But the query lost a bit of context because it was extracted from a related one that contained private details.

    We are offering customers the choice between monthly membership,  annual membership and life membership, so the other products listed have to be subscriptions - and I can't see how to have both subscriptions and Custom Amount Payments, as you have to choose one or the other.

    So as far as I can see the  answer to my original question is that I will need to make a separate form for the life memberships, which I was hoping to avoid - is there any way round it?

    Thanks

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    david
    Answered on September 23, 2016 at 03:59 PM

    It is not currently possible to allow for custom amounts in addition to subscriptions.  A workaround is to create two separate forms, then embed those two forms into another forms.  Here is a guide on how to set this up:

    https://www.jotform.com/help/182-How-to-Create-a-Basic-Multiple-Payment-form

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    fionadix
    Answered on September 27, 2016 at 04:06 AM

    Thank you, I will try the embedding.