How do I setup recurring payments or subscriptions?

You can set up subscriptions or recurring payments on your Paperform forms via Stripe and Braintree.

1. To get started, you will need to create the plans as desired in Stripe (see the docs) or Braintree (see the docs). If you don't have Stripe or Braintree, then sign up for an account with either of them and then create your plans.
2. Once you have created your plans in your Stripe or Braintree account, add them under Account Settings → Account Services.
3. In the form editor, ensure that the desired payment account is selected under Configure → Payments.
4. In the form create a question, and set the question type to “Subscriptions”.
5. Under the configure section (cog icon) for the subscriptions question, you will now see a list of available plans. Click on the plan to move it over to the selected plans for this question.
6. Optionally, toggle on “Can choose more than one subscription” if you would like the submitter to be able to add multiple subscriptions at once.
7. Ensure you scroll through the available settings for Credit Cards, Payment Options, and Subscription Settings and make your selections.
8. Test your form!

Gotchas When testing a Stripe account, make sure you set up the plans in both normal mode and “View test data” mode. Stripe treats the “Test” version as a completely separate environment, so plans created in live mode won’t automatically exist in test mode.

Installment plans or fixed-period subscriptions

You may wish to allow for a recurring payment that expires after a set period of time. Stripe does not allow this sort of subscription, but Braintree does.

When creating a plan in Braintree, you can specify the billing cycle length and the number of billing cycles.

So, as an example, suppose you wish to charge someone monthly for a period of four (4) months. You would set up a plan in Braintree with the billing cycle length set to one (1) month and the number of billing cycles set to four (4).