PayPal
Recurring Payments

A tweak that allows you to create subscriptions and accept recurring payments via PayPal-integrated forms.

paypal recurring payments addon
Works with any WordPress theme

Collect recurring PayPal payments

Go past commonplace one-time payments. Use PayPal Recurring Payments to create custom subscriptions subject to a specific billing cycle.

The addon supports fixed, quantity-based, volume-based, and tiered payment types. It’s fully JetFormBuilder-ready, so you’ll be able to accept recurring payments through the PayPal gateway added to the form. Monitor all payments and subscription statuses via a handy separate dashboard.

paypal checkout in the booking form

PayPal Recurring Payments Use Cases

paying for a yearly subscription through paypal
Streaming service subscription

Give free access to video content for the first 30 days after signup. Then offer the client to subscribe and pay every month.

Online business courses

Provide subscriptions for individual courses like the Leadership program, or a yearly plan for all courses on the platform.

Social Media Marketing services

Add plans based on the number of weekly published posts or connected accounts for advertising agencies.

Licenses subscription plans

Sell a product Basic, Pro, VIP licenses. Such plans will give access to a different number of services and additional products.

Fitness training subscription

Create subscriptions priced based on the difficulty level. Allow users to pay for workout programs on a monthly and yearly basis.

Claimed listings plans

Sell website space to advertisers and set tier-based plans for claimed listings. Thus the price will be lower after the fifth, tenth ad, etc.

Explore Functionality

Subscriptions dashboard
View and edit all the subscription-related details like subscriber email, billing cycle, status and date through a dashboard.
Refund support
Carry out the refund requests right from the Subscriptions dashboard by adding the needed refund amount and note.
Cancellation button
To discontinue a subscription, go to single page and click the “Cancel” button. The status would be updated automatically.
Suspend plan
To suspend a subscription, go to its single page and press the “Suspend”. Add notes to it if needed.
Activate subscription
You can activate a recurring subscription in the PayPal account, but its status will be visible in the dashboard.

Unlock All Addon Options

Gateway Action

Choose between “Pay now” and “Create a subscription” options to create a PayPal scenario.

Request Button

Click the button to sync Access Token data and the PayPal account.

Subscription Plan Field

Choose “Manual Input” to save the selected plan or copy its ID and save it as a Hidden field value.

Subscription Plan

Choose the needed PayPal subscription plan from the drop-down Select field.

Quantity field

Enter the quantity field by hand or let the addon copy it from the PayPal account.

paypal checkout settings editing window
Use redirect URL from Redirect notification

Enable this toggle to send users to a Redirect page after successful payment.

Available macros list

The %gateway_status% and %field_name% macros will help you create custom payment success/failed messages.

Payment success message

Add a custom message confirming the payment was successful.

Payment failed message

Use macros to create a message indicating the payment error occurred.

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How to Configure
PayPal Recurring Payments

To configure PayPal subscriptions, you need to complete four steps:

  • Set up the PayPal Recurring Payments addon;
  • Log in to the business account on the PayPal sandbox website;
  • Create a subscription plan;
  • Customize a form.
How to set up

To install the addon, go to JetFormBuilder > Addons and find the “PayPal Recurring Payments” addon in the All Available Addons section. Press the “Install Addon” button, and, once installed, it will appear on Your Installed Addons. Next, click “Activate Addon” to get it ready for further work.

recurring payments addon installation and activation

As you can see, all PRO version addons can be installed and activated through JetFormBuilder Dashboard.

Log into the business account on the PayPal sandbox website

Go to the PayPal website, hit the “Log Into Dashboard” button, and log in (the email you’ll enter should be yours, not generated by the website).

PayPal developer

Navigate to the app that you use with PayPal.

PayPal developer applications

Copy the email address used for this app from the Sandbox account field.

edit application

Move to the Accounts tab, find the business account for the app, and press the “View/edit account” link.

sandbox accounts

In the Account details window, copy the System Generated Password.

Open another browser or a New Incognito window in Chrome to log into the Sandbox account using the earlier copied email address and generated password of the business account.

logging into a sandbox PayPal account
Create a subscription plan

Open the Pay & Get Paid tab and hit the “Subscriptions” button.

pay & get paid tab in PayPal sandbox account

Tick the “Create Plan” button.

PayPal subscription plans

Fill the plan fields according to your needs and push the “Turn Plan On” button.

PayPal create plan

You can skip the next step by clicking the “Do this later” button.

setting up PayPal checkout experience for subscriptions

That’s all for the subscription plan. Now you can create a form.

Customize a form

Navigate to JetFormBuilder > Settings and ensure that you’ve turned on the Enable Gateways toggle.

jetformbuilder settings gateway enabling

Go to JetFormBuilder > Forms and open one of the created forms. Move to the Post Submit Actions tab and set the “Save Form Record” action.

save form record post-submit action

Open the Gateways Settings tab, select the “PayPal Checkout” option, and hit the “Edit” button.

form gateways settings

Then, you’ll see the Edit PayPal Checkout Settings pop-up.

edit PayPal checkout settings

To get the Client ID and Secret Key, return to the PayPal Developer account and click on the app. Copy the Client ID, hit the “Show” button and you’ll see the Secret key.

PayPal client ID and secret key

Enter the Client ID and Secret Key into the form fields and select the “Create a subscription” Gateway Action. Then, press the “Sync Access Token” button.

The next step is to set Subscription Plan and Quantity field. You can do this in two ways:

  • Manual Input

Select the “Manual Input” option in the Subscription Plan Field and set the recently created Subscription Plan. Choose the “Manual Input” option in the Quantity field and set the quantity number of payments in the Manual input of quantity field.

manual input
  • Hidden Field

You can click on the “Copy selected Plan ID” button and save the subscription ID as a Value in the Hidden Field.

hidden field

Then, create the Hidden Field for the quantity.

 hidden field for the quantity

Afterward, select such fields as the Subscription Plan field and Quantity field.

subscription plan and quantity fields

You can mix the “Manual Input” and field options in one form.

Also, you can set:

  • Payment success message. This is a message that will be shown to the user after their payment is confirmed to be successful;
  • Payment failed message. This message will be shown to the user if their payment does not come through.

Use macros from the list to create custom messages. You can add the following to the message:

  • gateway payment status with the %gateway_status% macro;
  • value of any field with the %field_name% macro (replace “field_name” with any field name from the form, e.g., %quantity_%).

Finally, click on the “Update” button and update the form.

How to make a refund?

It can be done from both sides.

After the refund, the subscription gets the inactive status (refunded) only on your website. In the PayPal dashboard, the subscription will be displayed as active. The subscription will switch to active status again when the next payment arrives.

  • How to make a refund with JetFormBuilder

Navigate to JetFormBuilder > Payments, and hit the “Refund” button under the needed payment.

jetformbuilder refund

In the appeared Payment Details pop-up, fill the desired fields and hit the “Issue Refund” button.

  • How to make a refund with PayPal

Proceed to the Sandbox PayPal website, select the needed transaction, and hit the “Refund” button. If you wish, fill out the form fields and then confirm the refund.

PayPal refund
How to suspend the subscription?

After you pause the subscription, you can restore it at any moment.

  • How to suspend the subscription with JetFormBuilder

Proceed to JetFormBuilder > Payments, find the desired payment in the list, tick “View Subscription”, and then the “Suspend” button.

suspend jetformbuilder subscription

Specify the reason if you want in the appeared window, and click on the “Suspend Subscription” button. If you succeed, the subscription status will be changed.

suspended subscription
  • How to suspend the subscription with PayPal

Proceed to the PayPal website and log in with the business account (we’ve described how to do that earlier).

Press “Pause Subscription” near the needed payment, and after 1-2 minutes, the status will be changed.

PayPal pause subscription
How to activate the subscription after it was suspended?

You can do it only via PayPal by hitting the “Activate Subscription” button.

How to cancel the subscription?

Be aware that if you cancel the subscription, you cannot restore it. You can do this via PayPal and JetFormBuilder by pushing the “Cancel” button.

F.A.Q:
  • Why is the payment not received immediately after the subscription creation? That’s okay. You just need to wait another 1-2 minutes, and it will appear.
  • Why is it worth testing/using this addon on a remote website? The addon can listen to all events occurring with the subscription and payments. In simple terms, PayPal tells our site what has changed, and the addon decides what to do with this information. All of this is possible only if the website is accessible from any device globally; in other words, it is located on remote hosting.
  • Is there a possibility of a version for JetEngine in the future? No, unfortunately, there isn’t.
Tip:
  • The addon is compatible with JetFormBuilder only.
  • It’s better to use it on remote sites. Some of its features will be unavailable if you install the addon on a local-hosted website.
  • We recommend adding a post-submit action that will change the user role to Subscriber, Editor, or Author and open the premium content. When the subscription expires, you can use the same action to switch the user role back and hide the content.

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