QwilrPay: Recurring Payments
With QwilrPay, you can enable recurring payments directly on your pages, which is ideal for subscriptions, retainers, and ongoing services. You can also control when payments start, stop, and how frequently they recur.
This guide walks you through enabling payments, setting up recurring billing, and customizing options for your use case.
In this article:
- What's required for Recurring Payments
- Setting up Recurring Payments
- Previewing Payment Mode
- Frequently Asked Questions
What's required for Recurring Payments
In order to set up a recurring payment, you'll need to have a few things in place:
- Stripe account
- Integrating that Stripe account with Qwilr
- QwilrPay enabled in your Qwilr Page
- Recurring payments enabled in the payment settings in the library
- Quote Block in your Page with a recurring price
With those 5 things in place, you're ready to set up a recurring payment.
Setting up Recurring Payments
Once you have your Stripe account connected to QwilrPay, go to Library > Payments > Settings to turn on recurring payments for your account.
Once it is turned on, you can set it as on by default across your whole account, or turn on recurring payments for individual pages or templates.
Configuring Recurring Payments in Your Page or Template
Step 1. From your Qwilr page, click the More options menu (three dots in the top-right corner) and select Payments from the dropdown.
Step 2. Choose Recurring payment settings.
Step 3. Toggle Enable recurring payments on and select the billing frequency:
Note: If you're offering multiple recurring products with different billing frequencies, each will create a separate subscription in Stripe.
Step 4. Now, you can define when the billing starts and ends.
Start date - When the recurring billing begins. You can set this to Page acceptance, or choose a custom date.
End date - Select "Forever" for ongoing subscriptions or choose a fixed end date.
Billing anchor date - Determines when each billing cycle starts (e.g., based on acceptance or a specific day).
Free Trial Days - Toggle this on to allow a number of trial days before the first payment is charged.
Note: You can also access the recurring settings by clicking into the billing frequency on any line item
Previewing Payment Mode
Before sharing the page with a client, click Preview Payment Mode to see exactly how the payment experience will appear from their perspective.
Frequently Asked Questions
Q: How can I make sure that recurring costs show up in the total of my quote?
A: In your Quote Block settings, go to Recurring Costs → Include in Total and toggle it on.
Q: Is there an extra fee for using QwilrPay for recurring payments?
A: Yes. Recurring payments uses Stripe Billing which incurs additional fees. The fee depends on how your Stripe account is set up - it is up to 0.7% of total billing volume. Click here to learn more from Stripe. This fee is not set or managed by Qwilr.
Q: How do pro-rata charges or mid-month changes work?
A: When setting up recurring payments, you can choose whether or not to apply pro-rata billing if the start date is different from the billing anchor date.
If you do choose to pro-rate and the billing start date is different from the subscription start date, your customer will be invoiced immediately for the partial period. This is handled by Stripe behind the scenes. Learn more about prorations from Stripe here.
Q: What if I have both monthly and yearly items in the same proposal?
A: Stripe only allows one billing interval per subscription. That means:
- All monthly items will be grouped into one subscription.
- All yearly items will be grouped into a separate one.
Q: How do I update a subscription after it’s been created?
A: Once a subscription is created, you can go into Stripe, and go to Billing > Subscriptions and search for the customer to find their subscription to make changes directly in Stripe. You can also find this by the customer's latest payment.
Q: If I change a subscription in Salesforce or HubSpot after a Qwilr page is accepted, will QwilrPay update too?
A: Not automatically. QwilrPay won’t sync changes made in Salesforce or HubSpot after the page is accepted.
However, you can:
- Use our Salesforce Automations or HubSpot Automations to send info about the payment and amount to the CRM.
- Connect Salesforce to Stripe so updates to subscriptions happen in Stripe (e.g. using Stripe’s Salesforce CPQ app).
Q: How many line items can appear on a Stripe invoice?
A: Stripe supports up to 20 individual line items per invoice.
If your proposal has more than that, the items will be rolled up into a single line item on the final invoice. Please contact us if you would like to discuss increasing this limit.
Still have questions? Contact us at help@qwilr.com!