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Recurring payments with Gravity Forms

In this manual we show you how to set up recurring payments with Pronamic Pay and Gravity Forms.

Note: We assume you already connected Pronamic Pay with Gravity Forms and created a form. If not, please follow the How to connect Gravity Forms with Pronamic Pay manual.

Requirements for setting up recurring payments

To be able to use recurring payments with Gravity Forms, the following things are important:

  • Mollie is the only supported payment provider
    Recurring payments are only possible with the payment provider Mollie.

  • There must be an email address field within the form
    An email address field must be added to the form and set on the Fields tab in the payment feed. If the form is filled in by logged-in users, the email address field is not required. If there’s no email address the error message “A customer is required for this recurring type” will be displayed when submitting the form.

  • Product fields determine the total amount
    The costs will be generated by one or more Product fields (from the Price Fields section when editing the form).

  • Limited payment methods for recurring payments
    The Payment method field (from the Payment fields section when editing the form) must be present within the form. A new subscription is possible with one of the following payment methods (payment methods can be enabled by ticking the box in the field settings):
    – Credit card
    – Direct debit (authorization via Bancontact)
    – Direct debit (authorization via iDEAL)
    – Direct debit (authorization via Sofort

    When using the direct debit payment methods, the SEPA direct debit payment method must also be activated in the Mollie dashboard.

Setting up recurring payments with Pronamic Pay and Gravity Forms

Time required: 15 minuten.

A step-by-step manual to set up recurring payments with Pronamic Pay and Gravity Forms.

  1. Choose a recurring amount

    Navigate to the details of your payment feed and select the Recurring tab. At first, choose the recurring amount. You can select one of the following options:
    Form total: if the amount for the periodic payments is equal to the total amount of the form submission;
    Form field: if the amount for the first payment is not equal to the periodic payments, this option can be used to select a specific product field whose value will be used for the periodic payments.

  2. Select the interval

    After choosing the recurring amount, an interval must be set. An interval is the time after a payment before the next payment is initiated. You can select one of the following options:
    – Fixed: if the time between the payments is the same for all form submissions (for example, if only a monthly subscription is offered);
    – Form field: if the time between payments should be set, based on choices made within the form, the value of a form field can be used as the interval. You can choose from the following values: daily (e.g. 1D), weekly (e.g. 4W), monthly (e.g. 3M) and yearly (e.g. 1Y).

  3. Select the payment frequency

    At Frequency choose the number of payments that should be initiated (including first payment). There are various options:
    Unlimited: payments are initiated until the subscription is manually canceled;
    – Fixed: if the number of payments is the same for all users;
    – Form field: if the number of payments should be set based on choices within the form, the value set within the form field can be used as a frequency.

  4. Save the changes!

    Save your changes, you are ready to start with recurring payments. Some additional options are shown below.

Struggling with the configuration or do you have any questions? Don’t hesitate to ask! You can open a support ticket on this page.

Synchronized payment date

When a fixed interval is chosen, there’s an option available to specify a synchronized payment date. With a synchronized payment date, the next payment will always be made at a fixed time (e.g. on every Monday of the week or every 10th of the month), except the first payment. If you don’t choose an interval from the first payment date, the option Follow interval starting from first payment date will be shown. This will ‘recalculate’ the first amount.

Configure Gravity Forms notifications

There are some additional notification options. The Pronamic Pay plugin adds a number of events from which you can choose when setting up notifications. The notification is then sent when the relevant event takes place. The following notifications are available:

  • Subscription created: will be sent when a subscription is created;
  • Subscription canceled: will be sent when a subscription is canceled;
  • Subscription expired: will be sent when a subscription is completed (the number of payments set as frequency has been made and the last period has passed);
  • Subscription Renewal Notification: will be sent 1 week before making the next payment;
  • Subscription payment created: will be sent as soon as the next payment has been successfully completed;
  • Subscription payment failed: will be sent if the next payment has failed.

The following {merge tags} can be used in notifications:

  • {pronamic_subscription_cancel_url}: Shows a URL, the submitter can terminate the subscription, no further payments will be made for the subscription;
  • {pronamic_subscription_renew_url}: Shows a URL through which the submitter can reactivate a canceled subscription;
  • {pronamic_subscription_renewal_date}: Shows the date of the next scheduled payment (the actual debit of the account takes place a few days later by the payment provider).

View subscriptions and payments

All subscriptions created by Pronamic Pay can be viewed at: WordPress dashboard » Pay » Subscriptions. All payments – including the next payments – can be viewed at: WordPress dashboard » Pay » Payments and have an extra icon if they are related to a subscription:

  • first payments initiated by users;
  • for follow-up payments that have been created automatically.

When viewing a subscription, all payments that have been created for that specific subscription are also shown. If a problem occurs with a payment, the payment can be viewed and an explanation for the status of the payment will be provided in the Log box.

Last modified: 6 October 2020.