How to Setup a Recurring Payment Option

Last Update: November 24, 2016

Let's say your magazine site sells subscriptions, and you want to allow users to make payments periodically , but you don't want to bother them to come back to your site and fill out the form each month. Or let's assume you run a charity site, and you need recurring payments from donators.

For example, on a Charity site scenario, you can set up a recurring donation into your form using any of the Payment tools, (except ClickBank and OneBip).

 

Please follow the following steps:

1. Select and drag the desired Payment Gateway (ie : Paypal) into our form builder. This will open up the payment tool wizard.


 

2. Under Payment Type Options section, select Sell Subscriptions option. You'll be prompted with a warning message. Just go ahead and click the Continue button to process. 

 

3. Click Create New Subscription button...


 

...and configure the following options:

Subscription Details:

a. Subscription name. You can always customize the label. You can choose whatever you need.  Let's say, Monthly Donations.

b. Price: The amount of the subscription item. Decimal is allowed. 

c. Subscription Period. The scheduled basis to when the recurring payment will happen. You are allowed to set it to daily, weekly, bi-weekly, monthly, bi-monthly, quarterly, semi-yearly, yearly and bi-yearly. 

d. 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. You have the option to allow user to select the number of payments, select "User-selected" to do so.

e. Image. If you want to show an image for the subscription item. 

 

 

Additional Details:

f. Variable Price. Make the price changeable via user input or referencing a form calculation widget

Note that when this option is enabled, the First Payment and Trial Period options are automatically disabled.

Here's a sample form using the Variable Price with a form calculation widget: https://form.jotform.com/60354573632960. Noticed that "Subscription # 2 (Variable Price)" changes depending on the selection on the drop down fields.

 

g. First Payment. If you want to charge your customer a bigger amount from the original for their first payment. Usually, this applies for setup fees. The amount should not be less than the original price.

 

h. Trial Period. If you want to set a trial period for your customers. Trial period options are: One day, three days, five days, one week, two weeks, 10 days, 15 days, 30 days, 60 days, 90 days, six months and one year.

 

i. Selected by Default. If you have multiple options and would like to select an item as the default selected subscription, just swipe this option to enable.


 

For questions, please post it below!  


25 Comments...


   
wyracrew (June 01, 2012 at 02:17 PM)

I run the website for a rowing club where we have maybe 10 scholarship kids a year. I know you can't do discount codes (will that be something you'll set up in the future? It would help in so many ways!) so how can I have the kids register online so I can get their details in the database, but not ask them form a payment at the end of the form? Also, some kids get a full ride whereas others pay for half. Again, how can I do this online without giving everyone who signs up the option to pay in full, half or nothing?

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jmdenali (June 10, 2012 at 01:14 AM)

How do I set up an email that automatically alerts the customer when a recurring payment has been made? Also, is there a way for the subscriber to cancel the recurring subscription... we use auth.net

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armandolucero (October 31, 2012 at 10:30 PM)

Under Subscription Details; within Subscription Wizard, my list is different then the list posted above and I am wondering why?

I don't have don't have theses options:
Daily
Weekly
Bi-weekly
Bi-yearly

I only have:
Monthly
Bi-Monthly
Quarterly
Semi-Yearly
Yearly

View Answer


   
AGCI (November 20, 2012 at 02:02 PM)

I need to be able to list subscriptions but also have an option for them to enter their own value. Is this possible?

Ex:
$35
$45
$55
Other:

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Altonbay987 (December 21, 2013 at 02:34 PM)

I need to be able to list subscriptions but also have an option for them to enter their own value. Is this possible?

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jrz (March 09, 2014 at 03:09 PM)

Can i have both options in one payment mode

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ethicalfashionforum (April 04, 2014 at 10:46 AM)

How come I can only have one subscription price option?

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chabad (May 16, 2014 at 09:29 AM)

Hi

1. Is there a way for them to put in their own custom amount besides what shows there?
2. Is there a way to have it that there is also an option for a 1 time donation?

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LightmareAccounts (June 12, 2014 at 12:53 AM)

As far as the 'Number of Payments' figure, I am a little confused. I want to set up a subscription for 13 equal payments. If I put '13' in the 'Number of Payments' box, does that mean there will be a total of 13 payments (including the initial payment) or does it mean that after the initial payment there will be 13 subsequent payments?

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tishaboo123 (September 12, 2014 at 04:22 PM)

I want to give my customers a 30 day trial that is 50% off of the normal monthly price but I am not being allowed to. Is there a way that I can made the initial payment for my first 30 day trial lower than my regular monthly payments?

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stl29 (September 26, 2014 at 10:43 AM)

I need to increase the monthly recurring time to "72". Is this possible?

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dbcarr34 (September 27, 2014 at 03:03 AM)

If you set up a recurring payment at say, 2 weeks after the initial set up fee, can you go in and adjust that date manually if needed? If adjusted, the subsequent recurring payment dates would adjust also.

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jonmadof (November 12, 2014 at 03:28 PM)

Hi - I'd like to set up a donation form that has the following elements:

- radio buttons with several donation levels, and one that allows them to put in their own amount.
- then a checkbox below that saying 'recurring donation' which then presents them with options for monthly, yearly, etc.

So it's all one donation process with the user selecting their preferences as they go.

I have Paypal Payments Pro.

Thanks!

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empassionnatural (October 08, 2015 at 06:55 AM)

I want to charge $1 up front during the trial period and then $99 after 1 month... but it won't let me.

Is there any way to make this work without having the customer to enter a coupon?

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Leslie (November 20, 2015 at 02:01 PM)

I would like to know if it is possible to cancel a subscription by myself.

For example, my client at first choose to pay me services in several times, but in the middle of his subscription, he wants to pay his balance in one shoot. Is it possible to stop it or not ?

Thank you for your quick answer.

View Answer


   
Rachall (December 31, 2015 at 09:11 PM)

How can i set up recurring payments ?

I want to give a option so people can pay the same amount each month for only three months.

how do i set that up?

Also I tried to choose the option to set up recurring subscriptions with stripe but it mentioned to set the API key and not sure what that means to actually do?

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brian johnson (January 08, 2016 at 12:36 AM)

i have been using payolee they offer recurring payments

http://www.payolee.com/recurring-payments

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dmayembe (February 29, 2016 at 05:41 PM)

I want to use paypal for recurring payment,and give my client an option to donate for different project. I followed the steps using paypal and I could not get none of the options

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pgmchicago (March 21, 2016 at 02:55 PM)

We set up a recurring payment option with Paypal Pro where users enter in their own amount - everything works great, except reporting.

On the form submission and email confirmation, the amount the user entered in does not show up. How do we get this to show up?

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paperflourish (June 22, 2016 at 01:17 AM)

Can i pick the date the recurring payment is charged?

I would like the recurring payment to come out on the 5th of each month?

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sion (July 01, 2016 at 03:48 AM)

It would appear that on the new paypal wizard that the option to limit the number of payments has disappeared? How can I now set this up? On previous forms that I set up is the number of payments limit still set up?

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knieves (August 24, 2016 at 06:34 PM)

I used to have an "unsubscribe" button on the bottom of the of the form. What happened to it? How do I put it back on?

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periodicalsaving (October 05, 2016 at 03:12 PM)

It looks like Paypal Pro integration is asking for API username, password and Sugnature. But paypal pro now uses payflow which operates differently and you use paypal manager credentials to access the payflow gateway. Is there any way to integrate with paypal pro now that it's on payflow?

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recurringpayment (October 10, 2016 at 06:37 AM)

Thanks for sharing these steps about Recurring Payment Option. I currently have Payolee that allows you to accept recurring payments on your website.


   
rtdmr (December 05, 2016 at 07:11 PM)

I think I read that a customer cannot choose what day their reoccurring subscription payment is paid. I feel like I misunderstood since that seems like an important feature.

Can they choose the day of the month if the subscription is set up monthly, or will it just come out every 30 days from the date they initially set it up (which seems like a poor design)?

Thanks.

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