How to Set Up a Recurring Payment Option

May 21, 2024

Recurring payments allow your users to make periodic payments without the need to return and fill out your payment form each time. For instance, if you run a magazine site selling subscriptions, users can set up recurring payments for their subscriptions without hassle.

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To set up a recurring payment option

  1. In the Form Builder, select Add Form Elements in the upper-left corner.
The Add Form Element button in Jotform
  1. In Form Elements, go to Payments at the top.
  2. Choose your desired payment integration (e.g., PayPal Personal).
Steps to add a PayPal Personal gateway in Jotform Form Builder
  1. In Payment Settings on the right, connect and configure your account and settings.
  2. Under Payment Type, select Sell Subscription, then click Continue.
Steps to set Sell Subscription payment type in Jotform Paypal integration

Note: To view Payment Settings, select your payment element’s wand icon.

  1. Select Create Subscription.
The Create Subscription button in Jotform Form Builder
  1. Configure your subscription details.
The Subscription Setup panel in Jotform Form Builder

Note that some options may vary based on the payment gateway used:

  • Name — Customize the label (e.g., “Monthly Donations”).
  • Price — Set the subscription price (decimal values allowed).
  • Subscription Period — Choose from daily, weekly, monthly, etc.
  • Number of Payments — Specify if you want to stop charging after a certain number of payments (e.g., charge five times and stop on the sixth).
  • Image — Optionally show an image for the subscription item.
  • Variable Price — Make the price changeable via user input.
  • Custom First Payment Cost — Charge a different amount for the first payment (useful for setup fees).
  • Trial Period — Set a trial period for customers.
  • Selected by Default — Choose whether the subscription is selected by default on the form.
  • Save — Save your configuration.

Once you’ve configured the subscription details, your form will allow users to set up recurring payments seamlessly whether it’s for magazine subscriptions, charity donations, or any other recurring service.


See also: Square Recurring Payments.

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