Jotform for Beginners
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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 donors.
For example, in a charity site scenario, you can set up a recurring donation in your form using any of the payment tools (except ClickBank and OneBip).
Let’s get started.
- Click the Add Form Element button in the Form Builder.
- Go to the Payments tab.
- Select the payment processor you wish to use (e.g. PayPal Personal).
- Configure your credentials in the Payment Settings panel.
- Set the Payment Type option to “Sell Subscriptions”.
- Click the Continue button.
- Next, click the Create New Subscription button.
You can then configure the details of the subscription like the price, subscription period, number of payments, etc.
Subscription Details
- Name – you can always customize the label. You can choose whatever you need. Let’s say, Monthly Donations.
- Price – the price of the subscription. Decimal is allowed.
- Subscription Period – the period when the recurring payments will happen. You are allowed to set it to daily, weekly, bi-weekly, monthly, bi-monthly, quarterly, semi-yearly, yearly, and bi-yearly.
- Number of Payments – set this if you want to stop charging customers after a certain number of payments. Let’s say, you charge your customer five times and automatically stop it on the sixth time, select “5” from the dropdown selections. You have the option to allow the user to select the number of payments, select “User-selected” to do so.
- Image – if you want to show an image for the subscription item.
- Variable Price – make the price changeable via user input or referencing a Form Calculation Widget. Note that when this option is enabled, the Trial Period option is automatically disabled.
- Set Custom First Payment Cost – if you want to charge your customer a bigger amount from the original as their first payment. Usually, this applies to setup fees. The amount should not be less than the original price.
- Trial Period – if you want to set a trial period for your customers. You can set the trial period to up to one year.
- Selected by Default – if you have multiple options and would like to select an item as the default selected subscription.
Please note that some of the above options may or may not be available in the payment wizard and they depend on the payment gateway being used.
Looking for information on Square Recurring Payments? Please have a look at the page referred to.
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69 Comments:
I am receiving the following error message when trying to setup subscriptions with Paypal, "Things don't appear to be working at the moment. Please try again later."
Are subscriptions still possible with PayPal?
You don't seem to be able to set up a subscription anymore with Paypal
How do people cancel the subscription?
Is there any update to the Stripe 'Number of Payments' feature? Any chance this is supported now?
Hello! The steps show PayPal Personal but I have PayPal Business and have not been able to find anything in the setup about subscriptions like shown above. Please help. Where do I need to go?
Is it possible to set the "Number of Payments" using a Form Calculation, Conditional calculation, or similar method?
Hi - can you allow the user to enter the amount they wish to contribute every month? And then is it possible to update the amount? (say they want to increase their donation)
I would like to know if its possible to have a subscription form like Hello Fresh. I would like for it to inform customer's that their meal options are ready and that they would need to choose them before time is up. If they dont make any options it would choose the default options available.
Hello,
Does Stripe support the 'number of payments' feature for subscriptions? It is not showing up for me.
thanks
Hi, I'd like to set up a form where they have a free week trial, then automatically charges their account after the first week with weekly recurring billing. Is that possible?
And if so what are the best payment processors with the most flexible options and good reporting features.
As an admin i would like to manage the square recurring subscriptions, where can i see all the recurring payments submitted by my customers and where can i cancel the subscriptions if need be?
i need recurring payments to happen on specifc days of the week or month not every month from the date customer entered the payment, how can i get that done for square, it is very lame to not have this functionality?
Can I use in this way to Stripe as well? By the way what's PayPal pro? How can I also add 2 ways of payment PayPal and Stripe
If the user wants to cancel his payment how can I do that?
Can I use in this way to Stripe as well? By the way what's PayPal pro? How can I also add 2 ways of payment PayPal and Stripe
If I set a trial period, what happens at the end of the trial period? Put another way, if I set a trial period for subscriptions, does that mean the card will automatically stop being charged when the trial period expires?
I'm using Stripe and don't seem to be able to set the number of payments (instalments), so am wondering if I can instead set a trial period and get the payments stopped at the end of the trial period.
Hi,
Is recurring payment option available for CyberSource payment gateway?
Thanks!
Hi,
I am looking to set up recurring payments with Square. From what I can gather you don't send much information to square and square doesn't manage the recurring payments as when I test the payments they just show as transactions and not recurring payments in square dashboard.
So, from this can I assume that Jotform manages the subscription element and calls on squares Card on file each week to take my payment for that customer?
If Jotform is managing the subscription will it automatically create a new "submission" automatically each week, charge the card on file and show in my dashboard?
The reason I need to know this is I want to do a weekly draw each week and the entrants in the draw are my current subscribers but I need a way of exporting those current subscribers (ie. the ones who paid that week)
Is there an option to select the frequency of the subscription?
Thank you
The subscription option isn't available in the payment type section. Is that because I am using the free version?
i need to charge my clients every 4 weeks..... can this be done?
Hi, the problem is that on my form I have a price calculated depending on the customers needs, and I can not create a list of products because I don't know what is the combination that the customer can select. for example, the customer can select 1 bedroom / 2 Bathrooms cleaning, and it could be weekly, bi-weekly, tri-weekly, or monthly, at the same token they can select 3 bedrooms / 1 bathroom cleaning and select One Time only or Moving in or out, or the options above mentioned. Here is the link :
Thank you
Armando
I will have monthly subscriptions on my site.
1. What happens if the user unsubscribes or stops paying?
2. How do I go about closing an account if #1 happens?
Thanks
Hi, I"m trying to set up a subscription using square, however there isn't an option to select number of payments. Please help.
Hello,
We just started a non for profit foundation. We are trying to configure a donation flow that allows donors contribute:
one time
monthly
quarterly
bi-annual
Annual
Would we be able to achieve this objective with your pluggin on our word press?
Thank you,
Zuriel Babalol
Hi, I"m trying to set up a subscription using stripe, however there isn't an option to select number of payments. Please help.
Cheers,
gcknightstech
I'm seeking a Direct deposit form !
I cant even get the paypal widget to work in the UK, is this only available in the US version?
Can you do this with square
Can i set a starting date for the subscription, so i can charge my costumers all at the same time?
For example, i'm using a quarterly subscription payment. Can i set starting date in Sept 1st, so the card will get charge automatically on Dec 1st, March 1st and June 1st???
So,
We have come to this: We have used Stripe VERY NICELY with jotform for subscription sales. Everything works quite nicely. HOWEVER, recently we have had an inquiry by management about moving away our subscriptions from under the house of Stripe back-end to Zoho Subscriptions and Zoho Invoice cloud (still using stripe possibly as the gateway, but the actual subscription and auto-charging is handled by Zoho back-end) and we were wondering if Jotform has a ready to use integration with Zoho Subscriptions/Invoice the way it has with payment gateways themselves.
Thanks
Omid
I currently have a product that is free for 2 years, and subsequently pay on a yearly subscription fee. May I know is there a way to go about doing that?
I'm using Stripe, the NUMBER OF PAYMENTS option is not visible. Please help!
Thanks,
Dan
Does this work with WorldPay? We don't see this as an option.
Thanks so much!
Is there a way to add that one item that requires recurring payments to our current product form ?
We have created a product form (which works fine ) that is linked to our website that has multiple products using PayPal as a payment gateway, however, one of the products requires a subscription so we can collect a monthly recurring payment on it, but we're not quite sure how to add the subscription form along with the product form. Please help?
How do I limit the payments in version 4 or how do I create the form in version 3?
Bonjour !
I can't choose "number of payment" It does not appear....
How is it ?
thank you for your reply
Thank you for your response! I do have another questions. We want the capability to use card swipers as well as setting up recurring payments. Any suggestions?
Apparently, the integration with Square is not working properly? The whole reason who chose Square was it's compatibility with jot form for recurring payments. Any suggestions? Other payment processors that are working well for people?
We are set up with Square and Jot Form and want to take recurring payments. However, when setting up forms we do not have the payment option to "sell subscriptions".
How would my subscribers change/upgrade/downgrade their subscription? For example, how would a customer upgrade from a monthly subscription to an annual subscription option?
Is there a way to set up an option for the donor to select whether this will be a one time gift OR recurring (and they can select whether it is weekly, bi-weekly, monthly, etc)? Thank you!
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.
Thanks for sharing these steps about Recurring Payment Option. I currently have Payolee that allows you to accept recurring payments on your website.
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?
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?
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?
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?
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?
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
i have been using payolee they offer recurring payments
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?
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.
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?
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!
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.
I need to increase the monthly recurring time to "72". Is this possible?
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?
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?
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?
How come I can only have one subscription price option?
Can i have both options in one payment mode
I need to be able to list subscriptions but also have an option for them to enter their own value. Is this possible?
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:
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
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
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?