How to ChangePayment Methods from PayPal to Card?

  • marketingantinol
    Asked on September 3, 2024 at 1:25 AM

    Hi Support,

    I hope you’re well.

    Could you please assist me in changing the payment method from PayPal to a credit card? I need to update it to the company credit card instead of my personal PayPal account.

    Thank you for your help.

    Elaine

  • Israel JotForm Support
    Replied on September 3, 2024 at 1:35 AM

    Hi Elaine,

    Thanks for reaching out to Jotform Support. I'll do my best to help you. In order to add your credit card, and use it for the payment, you will need to cancel the subscription from PayPal first, and downgrade your Jotform account to the starter plan. Then, you can upgrade and use your credit card to make a payment. Let me show you how to cancel it from PayPal for the Jotform so you won't be charged in the next billing cycle. Here is a complete guide; you can check it out. Here are the steps:

    1. Log into your PayPal account. Click on the gear icon in the top-right corner.

    How to Change and Manage Account Payment Methods: PayPal to Card? Image 1 Screenshot 40 Screenshot 10


    2. Select payments from the top blue navigation bar.

    3. Choose Manage automatic payments.How to Change and Manage Account Payment Methods: PayPal to Card? Image 2 Screenshot 51 Screenshot 21

    4. Click on the Jotform from the left side.

    5. Choose the Cancel option from the right side.

    How to Change and Manage Account Payment Methods: PayPal to Card? Image 3 Screenshot 62 Screenshot 32

    6. Confirm again and cancel automatic payments. That's it.

    Now, let me walk you through the steps on how to downgrade your account:

    1. On your My Forms page, hover your mouse over your Profile Image/Avatar icon, and click on it.

    2. In the window that opens, click on Settings.

    Unable to use the credit card instead of PayPal for the subscription Image 1 Screenshot 113 Screenshot 73 Screenshot 43

    3. Under the Billing tab, click on Change Plan.

    Unable to use the credit card instead of PayPal for the subscription Image 2 Screenshot 124 Screenshot 84 Screenshot 54

    4. Click on the Downgrade button to switch to the Starter (Free) Plan.

    Unable to use the credit card instead of PayPal for the subscription Image 3 Screenshot 135 Screenshot 95 Screenshot 65

    Then, you'll see a pop-up window with some extra information about the downgrade. Just follow those instructions to continue with canceling your plan. You can also check out our guide about How to Cancel your Subscription. Once the subscription has cancelled, you can upgrade your Jotform account using your credit card. Let me walk you through the steps:

    1. On your My Forms page, click on Pricing in the blue navigation bar at the top of the page.

    Unable to use the credit card instead of PayPal for the subscription Image 4 Screenshot 146 Screenshot 106 Screenshot 76

    2. On the Pricing page, choose the plan you want to buy.

    Unable to use the credit card instead of PayPal for the subscription Image 5 Screenshot 157 Screenshot 117 Screenshot 87

    3. In the popup window, choose either a Monthly or Yearly payment schedule and either Credit/Debit Card or PayPal as the payment method. 

    Here’s an example of the Bronze plan:

    Unable to use the credit card instead of PayPal for the subscription Image 6 Screenshot 168 Screenshot 128 Screenshot 98

    After you click on Continue, you'll need to enter your Credit/Debit Card details.

    Unable to use the credit card instead of PayPal for the subscription Image 7 Screenshot 179 Screenshot 139 Screenshot 109

    This is a guide on how to upgrade your account; you can go through it.

    Let us know if you need any other help.

  • marketingantinol
    Replied on September 3, 2024 at 2:07 AM

    Hi Israel,

    Thank you so much for your help. I managed to downgrade, but when I upgraded again, I was charged a yearly fee, whereas I only want to be billed monthly. The company cannot be invoiced yearly.

    Thank you again for your assistance.

  • Chris_L JotForm Support
    Replied on September 3, 2024 at 2:16 AM

    Hi Elaine,

    We can downgrade your account to the Starter plan and refund the recent charge. Once downgraded, you can again upgrade your account. Please let us know if you'd like us to proceed.

    Once we hear back from you, we'll be able to help you with this.

  • marketingantinol
    Replied on September 3, 2024 at 5:22 AM

    Thank you! Please downgrade our account to the Starter plan and refund the recent charge.

    Thank you.

  • Sheena JotForm Support
    Replied on September 3, 2024 at 5:28 AM

    Hi Elaine,

    Since the last payment was made within our 30-day money-back guarantee, we have canceled the subscription immediately and issued a refund. The refund will be credited to your account within 5 - 7 business working days. You can now upgrade again using a different payment method.

    Let us know if you need any more help.

  • marketingantinol
    Replied on September 3, 2024 at 5:43 AM

    Thank you Sheena. I will wait for the refund to the account and then upgrade again.

Your Answer