How To Set Up Recurring Payments | PayPal Subscription Payment Tutorial [2022]
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- เผยแพร่เมื่อ 26 ก.ค. 2024
- In this PayPal tutorial for beginners, I share how to set up recurring payments in PayPal.
This process allows you to create specific subscription plans or recurring payment plans for your customers to sign up to. This also allows you to generate a button to embed on your website and a shareable link that you can send to your customers or use in your marketing activities to capture recurring payments.
► Read our full blog post about setting up recurring payments over on our website here:
stewartgauld.com/how-to-set-u...
Setting up recurring payments using PayPal is an ideal solution for those looking to engage in the following and more:
- Create a membership site.
- Create an exclusive paid group.
- Sell monthly consulting packages.
- Send out monthly (or any billing duration) products.
- Create a paid monthly newsletter.
Never used PayPal before? Check out this complete PayPal tutorial below:
• How To Use PayPal | Pa...
► Today we navigate through the below chapters for how to set up recurring payments with PayPal:
0:00 Intro
00:57 Getting Started - PayPal Business
01:27 Setup Recurring Payments
10:01 Outro
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Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewa...
Let me know if you found this recurring payment set-up tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#paypal #reccuringpayments - แนวปฏิบัติและการใช้ชีวิต
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Thank you Stewart, this is exactly what I needed, a straight forward step by step walk through with no confusion.
@@afflulifestyle1784 welcome 🤗
The second video I'm seeing from you, you explain things super well! Wish all teachers were as good as you
Happy to hear that!
Thank you so much this was so easy to follow. I am new to Paypal and their help was so confusing.
Welcome Joanne!
Really simple and easy to follow thank you
You’re welcome 😊
This was great, thank you!
Glad you enjoyed it!
Thank you so much, it's easier than I thought! 👍
Welcome!
THANK YOU FOR THIS VIDEO!!!!
You are so welcome!
very well explained! Thanks !
Thanks! 🙏
Thank you!! Great information!!
Glad it was helpful!
Thank you so much! :) This video is so helpful! :)
Glad it was helpful!
Your video is well done. Some questions: For a subscription that does not have an end date (open-ended continuous subscription), how does the subscriber actually cancel the subscription? Does PayPal have some feature that they access? (especially if they made the subscription without themselves having a PayPal account, ie. by credit card) Do they have to contact the website owner and get them to manually cancel the subscription? Thanks
Thx for everything I was looking for that one for a while
Welcome!
Thank you. Your tutorial made this simple.
Glad it helped!
Brilliant video thanks!
Welcome 🤗
This was soo helpful. Thankssss
Glad it was helpful!
Thanks Stewart, your Gold ❤
Welcome!
you helped me much faster than PayPal support, thx man
Your welcome Alina!
Thank you
You're welcome!
hi thanks for the video! do you know much paypal charge for the fee of subscription?
Thanks
Welcome!
@@StewartGauld how to trail PayPal payment gateway please new video
Great content! Those who subscribed to recurring payments will receive an invoice for their monthly payment due?
Yes, absolutely!
How do we manage the customers? Is this the same way we can use it as donations:?
Thank you for sharing. Your video helped me wayyyyyyy more than the PayPal online support person! You earned my 'like' for sure 🙂
For the benefit of all, I used the PayPal Subscription button to collect annual memberships for two (2) classes of membership (individual and family) for a not-for-profit.
Awesome! Thank you!
Thanks for the information. How does Paypal track all of your customers for you? For instance, does it generate a xml file with names, information, what they purchased etc??? Also, how does cancellation of the subscription work? Thanks!
Yes PayPal will record each transaction for you.
Great video! Is there a way to set up an alert when someone stops their subscription?
Yes you can.
Thanks for the easy to follow content. I wish I had seen it when I first set up my subscription plan!
My questions is: I have a number of people paying me a monthly subscription of XX dollars. I want to raise that rate for new subscribers to YY but keep the existing ones at the XX rate. If I change the current link from XX to YY, rather than set up a whole new subscription, will this affect the existing people who are paying XX?
Yes you can! I would create a new subscription setup to replace the old one. That way you will not impact your existing customers.
Thanks for sharing, I have 3 different plans with different prices, so do I need to create 3 diff buttons in order to make payment?
Hey mate,
Yes that is correct
Hello thank you for the video !!
Do you know if there is possibility to write sum in one currency and it will be tied to another...
Hey Veriko,
Sorry, i'm not quite sure what you mean.
This is so cool and a great guide. I was able to set it up in Paypal. Question: What kind of notification do we get after a client pays? When client's 2nd payment is due, does he get a notification for to pay? How does these notifications look and where to customize them?
Hey Ariella,
This is something you will need to integrate with your email marketing activities.
Thank you…so helpful. Question…do I have to go through that complete process every time I want to send a customer a automatic subscription?
Hey mate,
No, one you set this up, it is automated.
Great video : when I set up a payment plan like this, am I actually 100% sure that I will be paid the entire amount ? What happens if the client doesn't have funds after 3rd or 4th month for example ? Thank you
Hey Alan,
You will get notified. You can also track payments within your account.
This was soooooo helpful thank you!! Do you have a video on how clients would cancel their subscription? Do I has as be to do it manually? If so how do I do that?
Welcome! Yes you have to do this manually. They customer can get in touch with you.
So does this mean I have to have a licensed registered business first?? Example if I do group workshops... it is too small to open and register as a business. .....It would cost way too much in the US. So how to get that subscription without a business registered.
Thank you so much! This is really a big help for me. Quick question, how to enable the paypal button to have the option to pay us using their credit card? Because wsome of our clients doesn't have paypal accounts. Hope you can help me with this. Thank you so much!
This method I show you allows your customer to use PayPal or simply add their credit card information.
Great content. What is the difference between a smart subscription button and a subscription button? Is it because we’re able to charge sales tax?
Thanks!I'm not 100% sure. I think smart just makes the checkout process easier for customers and has more payment options. I will look into this.
Is it possible to do this non business wise? I want to send my daughter allowance once a month automatically
Hey,
Yes you can set up something similar (automatic payments).
Thanks for this. How do I update the subscription period?
Welcome!
Hello Stewart, it seems that the flow for adding a redirect link has been moved out of the flow. Do you know where i can find that feature now?
I will have a look into this.
Hello Stewart, your video is extremely informative irrespective of subject. I have one question if you can answer, I created subscription plan but I didn't see the option of start date. How can I place the start date before sending the link to my customer for subscribing services.
I'm glad! It will start when they sign up. So you can add the billing period. For example, week to week or month to month.
Awesome! Question! How do your members access the membership only website right after they day? Is a link automatically sent to them?? I understand you have a checkout web link. but that is technically public? so even if they cancel they still have a link to that website in their history
Thanks!
You can set this up your self, ideally through automated emails.
Very nice explained. I have created a subscription plan with a 14-day trial. The client subscribed 14 days ago and today was the end of the trial and the payment didn't go through despite the details being: "next payment June 24, 2022."
What do I need to do? Can I process somehow the payment manually, since she gave me her credit card?
Thank you.
Hey mate,
Did the client unsubscribe before the 14 days?
Thank you. Nice tutorial. I have a question. What happens next in my website? How do I differentiate between users who are already subscribed and new users?
Your welcome. Have you got Google Analytics installed?
Great video ! Quick question. How can someone cancel their subscription if they subscribed as a guest without a paypal account ?
Thanks. You should have an email from the subscription that allows you to cancel.
Thank you so much for this! Incredibly helpful. It all worked, but my subscription is for 3 payments only. When I look at the link, in the dropdown under the amount "$--- USD for each month, for 3 installments," it still says "renews until you cancel." Is this actually true? Or just a glitch in Paypal formatting and this person's payment won't be collected after three instances? Thanks!
Hey mate,
Make sure you have set up the payment terms correctly. If so, you have set it up correctly. Cheers!
Do we have to have the business model for recurring monthly payments? I've heard others say this option used to be available without having to "upgrade" to business. Has it been removed? I'm trying to set up auto payments monthly for friends/family.
Hey Brett,
I'm not sure if you can do this in a personal account. I will have to look into this.
Once, people subscribe to your service where does the payment go? Does it sit in PayPal or does it go directly to bank acct?
Hey Andres,
You can set it up the way you like. However, by default it will be send to your PayPal account.
Does this methode restrict user who doesn't have already paid? I mean as a normal membership website or app, you have to pay in order to see the content or read the content?
I'm not quite sure what you mean.
I mean does this App restrict the content if the visitor hasn't paid? Kind like subscribers do. Pay per view.
this was a create video. How so setup for a client to purchase more than one license or subscription? I dont see that option.
Hey mate,
Stripe offers a payment page with multiple options. However, PayPal does not at the moment.
How would they cancel the subscription with card and paypal and also do they have to manually pay every month
They can cancel through their account at anytime. It will be automatic.
@@StewartGauld so if they want to pay with card they have to make a PayPal account before that
Hey great guide, if someone is paying the subscription but with a fixed time example over 3 months, will it still renew if they do not cancel?
Hey Tyler,
Sorry mate, I don't quite understand the question. If it's only for 3 months. Then it will not renew.
In that case Tyler you need to make your billing cycle for 3 months only.
Can you set up that the payment comes out on a certain date each month?
Yes you can.
@@StewartGauld can you please do a video on how to have a specific date each month that customers get charged
my client needs to invoice me is there a option to set up auto payments with invoices ?
Yes you sure can.
Any idea how to schedule a recurring payment to process at a later date? For example subscribe on the 15th but charges on the 1st of the coming month?
Hey mate,
I will have to look into this.
@@StewartGauld This is part I'm struggling with for my membership organisation. I would like the the initial payment to come out straight away regardless when people subscribe. But I then want their next billing cycle to start on a set day. So all members payments come through on the same day. Paypal gives the code and the how to change it to achieve this, but there is no where to put the code.
I hope you can do a tutorial on this ;-) Thanks for all the tutorials, i have a few in my playlist now :-)
Thanks for the great tutorial! It didn’t give me the email link option like yours. How do I get just the link? 8:20
Welcome!
What do you see instead?
I've watched three videos now and none of them shows in detail how to create and where to place an unsubscribe button. But thanks for this video... Also what if you want to redirect them or how would you send them the zoom link for the recurring monthly subscription they just paid for...Would you put it in one of the two URL boxes.
This is up to you. I suggest setting up email marketing to manage your following activities after someone subscribes.
What if I have customers universally? If I check the USD button, will they be able to pay in their currency and it be translated to US dollars?
Hey! Yes correct they will be able too.
great video! can you please please answer my one question, how can I connect the payment done or not done to their access to my community, for example; if a person decides to unsubscribe, how can they automatically be denied the access to the community, please and thank you!
Welcome!
Good question this will require other apps/tools to enable this.
@@StewartGauld Could you please tell me which plug in or tool will help in this? Thank you
Hmmmm... now I'm looking for the instructions to manage this from the developer portal. :)
All the best!
If I'm charging every Friday per lead, not fixed amount each week, how should I go about it? Thanks
This will be a different process. I will have to look into this.
Thanks for explaining.
Can we connect this subscription payment method using paypal to our weebly website? and is this even possible in stripe?
Yes you can! And yes you can also set this up with Stripe too.
@@StewartGauld thanks much! Can you please also explain the steps or if you can send me any video link.
Great video, but when I copy the email code link and paste into my browser it comes up with - 'Things don't appear to be working at the moment. Please try again later.' I've followed your video completely, is there something what I should be doing before following your tutorial?
Thanks!
That is odd. No it should be working. Make sure your account is setup correctly.
Thank you for your excellent explanation. One important thing that is not clear to me: Users create their account on my content site, and some features require a subscription. How to I check, from my site, on the account's subscription status on Paypal to assure their subscription is active?
You will have to check the accounts in PayPal that have a subscribed and then add them to your flow.
@@StewartGauld I don't suppose there is a way to include metadata with the information sent to PayPal when the "Subscribe" button is clicked that can be included in the flow. I suppose a better question is: what information is provided by PayPal when I request subscription status in general (I assume there is a means to programmatically obtain a list of subscribers and status). If it's only by user name, that seems suboptimal, since there can be more than one "John Smith".
Hey man, can you send the subscription button over email? if so how?
Hey mate,
You can copy or embed the link into an email, yes.
Thanks for the video. But I am not getting the option of "Pay with card"?
Make sure you have that payment option selected.
@@StewartGauld thanks to reply. Yes the payment option is selected
hi i have wacthed loads of these vids... iv done all this bit , its the next bit i cant find any info on......... so when the customer pays the subscription, i want to send them back to a page which is not available until they pay? i keep hitting a wall with the onApprove code...... Any suggestions?
Hey mate,
I share this on this tutorial. You have to add the link where you want people to go once they complete the transaction and recurring payment setup.
@@StewartGauld i have added the buttons to the website but where does the 'get access token' script go? paypal doesnt show clear instructions....... i keep getting authentication failure message...... the access token should go somewhere i guess
I don't see any options to set up reoccurring payments, or to change to a business account. Can someone please help me here, I just want to set up a reoccurring payment to a friend for Netflix
Hey mate,
Have a look at our first PayPal Tutorial.
Thanks for this amazing video! I set up my plans according to that. I would have a question about customers without account. Is there any background settings? Because at the checkout they should make registration even if they use the bank card option. Thanks in advance! 🙏🏽
Welcome!
Yes you can set something up using another platform/CMS or what ever you use to create a user portal.
❤
Welcome 🤗
there is absolutely no "pay and get paid" option anywhere on my PayPal account. How do I get there? Is it for business accounts only??
Hey!
You will need to set up a business account.
Thanks for the video, but I have a question on something I cannot seem to figure out, and cannot find any info on how to do this. I cancelled an automatic payment. In my subscriptions, it shows the automatic payment as inactive. What I want to do is reactivate the automatic payment to continue paying the merchant. Who do I reactivate the automatic payment and make it active again?
I think I was able to answer my own question. It seems that PayPal does not allow you to reactivate an automatic payment for some reason once it is cancelled. The only way it seems to make an inactive payment active again is by contacting the merchant or going through their website and cancelling and then re-enrolling in automatic renewal. At least that's the only way I was able to figure it out.
Hey mate!
Did you pause it for cancel?
I'm glad!
@@StewartGauld Yeah thanks for responding so quickly mate. That's something to note though, I saw that reactivating PayPal auto pay was in the top 5 of Google searches when it came to PayPal, but there was no info about it. Finally on Reddit I found several postings about it. Turns out PayPal doesn't offer reactivation. Even if you cancel by accident and try to immediately turn it back to "active," you can't. You have to work it out with the party you did business with on your own. A bit strange right? I think so. Oh well, nonetheless, it all worked out proper. Cheers
What are the transaction fees?
Depedns where you are. Check there website for rates.
I have a question? What if I have a telegram channel and I want to paste the the subscription code in there could I do it and how ?
Hey mate,
Yes you can paste the link in there somewhere.
@@StewartGauld I don't see where I must put it thought 🤔
I don't see any HTML section on telegram
Hey man, there is no option of PayPal Buttons on Pay & Get Paid. Can you make an updated video or just tell me what to do? I want to create a link that my clients can use. Thank you.
Hey!
Good questions.
Are you using a business account?
@@StewartGauld Yes, but it is a business account as in an individual seller
Does this support UAE?
Hey!
I believe so!
Can I set the payment to come out on a set date? If so can you help me with that? And how do I put the button on my Facebook page? I have trouble with technology 😂as you can tell!🤣
Hey mate,
Yes you can. Do this when you are setting up the payment type. You can then add your link to your Facebook business page.
I cant generate the link
Are you sure?
Thank you for sharing! God Bless You! ♥♥ ♥♥ 1:14
Of course. Enjoy!
Although this subscription method is technically correct it fails in the fact that their is no integration with a membership site. When a user signs up through paid subscription they also get access to protected content. A user can subscribe and un-subscribe, however upon un-subscribe their is no deactivation of their user account thus allowing access to protected content.
Hey mate,
This depends what platform you are using for a membership site and yes you do have control over this.
@@StewartGauld In your video you do not discuss how PP sends API to deactivate membership. What you do show is how PP unsubscribes and stops payment. This does not stop access on a user account.
@@eaglestudios4146 You will have to remove them manually. If you need more options I recommend Payhip, they have Paypal intergration and membership site creation.
I am offering a subscription site for a newsletter, and these will be different every month. How do I get these set up on PayPal? I'm planning to get up to 500 subscribers a month
Hey Leslie,
Are you wanting people to pay to join the subscription and receive the newsletter?
@@StewartGauld Yes, they pay to join on a monthly subscription basis, and they then receive a copy of the newsletter each month. What I'm concerned about, I could get over 500 + subscribers over time. The newsletters are in a different format each month so, how can I change the instruction to PayPal for 500 + different transactions? This must be able to be done automatically but I do not know how.
Following my previous message, I would appreciate some guidance on how to set up 5oo subscribers in PayPal?
Its not any different than any other video on TH-cam. 11 minutes to explain this? Why not a quick version in the beginning and then a long version. Im a small business owner and time is money. Sitting through a 10 minute video is a gamble. Maybe it will help me, maybe it wont.
Remember its a free video! But thanks for your feedback.
outdated, at this fucking point ill just put reminder on my phone.
What was the issue?
Another good content , I hope i can start affiliate marketing from your tutorial. Thank you. ♥♥ ♥♥ 1:42
Welcome mate!
Hi Stewart, I have complements. Your presentation and diction are clearly heard and slow enough to follow. That's a big deal for me. I have discovered the hard way that I cannot include more than 1 payment button on a page and I cannot center the button. Any attempt to change anything won't work. Perhaps you can answer those sorts of questions with a solution to these issues. I have not tried multiple links. For me thus far, I must set up a page for each payment option. "Buy in 10-payments go here" Buy in 5 payments Here>>> If you have suggestions I'm sure many would be happy to see them. Best regards, StepheN
Hey mate,
I will have to look into this.
@StewartGauld hope u ok ,why my PayPal no have the option pay& get paid i cant set up this anyone can tell me whats wrong ?
Do you have a business or personal account?
personal @@StewartGauld thank u for replying
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Hey Adam,
Awesome to know.
Hi this didnt work for me any tips? it said I needed a website. I called paypal they didnt understand lol.
Hey,
What was the exact issue you had? You do not need a website.
@@StewartGauld It said try again later the card wasnt working. But myself and my client tried on different cards. Paypal said I do need a website ??
Investing with Premium tools aid is the best experience ever I made 13,850 pounds from their site with my little investment
Great!