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).

Gotchas

  • Subscription plan prices will not show in the form or check-out total price. Instead, the subscription plan price will be referred to in the message below the check-out total. For example:
    You will be subscribed to:
    TEST SUBSCRIPTION ($10.00 / month).
  • Trial periods can be activated on the Stripe dashboard. For more information on how to set this up, view Stripe's documentation here. Note that the user will not be informed that they are signing up for a trial during the check out process and subscription payment will commence after the trial period has expired.
  • Subscription plans are loaded from Stripe when you add them to the form. If you change the subscription in Stripe afterward (eg. add a trial period) you will need to remove the subscription from the form and add it again. This will load the new subscription details and any new submissions will include the trial period.