Subscriptions can be created on Paperform using Braintree or Stripe.
If you haven't connected either of those accounts to Paperform, you'll need to do that first. You can connect a payment account by adding them under Account Services.
Adding a subscription to your form
Make sure that your desired payment account is selected under Configure > Payments in the form editor.
- Add a new question and select Subscriptions for its type.
- In the question's configuration (click the gear icon), you will see a list of available plans. Select the desired plan to move it over to the Selected Plans section.
- (optional) Toggle Can choose more than one subscription on if you would like the respondent to be able to subscribe to more than one plan in a single submission.
- Test your form.
Additionally, check out the options available to you in Configure > Payments to customize options such as payment methods and subscription-specific settings like free trial periods, tax, and incomplete payments (required for 3D Secure).
You can create subscriptions on Paperform with Stripe and Braintree.
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).
Why might I want this?
Installment plans are good for things like subscribing to an online course that has a set length or paying something off over time in equal monthly installments (hence, the name "installment plan").
When testing a Stripe account, make sure you either note which mode you set up your plan(s) in or set them up in both the "live" and "test data" modes.
Plans created in a given mode are unique that mode. So, if you created a plan in "live" mode but used the "test" account on your form when testing, the plan won't show up for your subscription question.