How to Setup a Recurring Payment Option

September 15, 2021

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, on 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:

  1. Click the Add Form Element button, go to the Payments tab, and click the payment processor you wish to use (e.g. PayPal Personal).
    Payments PayPal Personal
  2. Configure your credentials, and on the Payment Type section, select “Sell Subscriptions”. Click the Continue button to proceed.
    Sell Subscriptions
  3. Click the Create New Subscription button.
    Create New Subscription
  4. You can then configure the details of the subscription like the price, subscription period, number of payments, etc.
    Payment Settings

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.

Additional Details

  • 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.
    Variable Price

    Here’s a sample form with a Variable Price using the Form Calculation Widget.

    Notice that the New Subscription 2 (Variable Price) changes depending on the selection on the dropdown field.

  • 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.
    Set Custom First Payment Cost
  • Trial Period – if you want to set a trial period for your customers. You can set the trial period to up to one year.
    Set Trial Period
  • Selected by Default – if you have multiple options and would like to select an item as the default selected subscription.
    Selected by Default

Please note that some of the above options may or may not 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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