Glide

How to set up a recurring payment system in Glide?

Discover the simple steps to setting up a recurring payment system in Glide. Make automated billing easier, ensuring smooth customer transactions.

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Overview

Setting up a recurring payment system in Glide isn’t too complicated, but it does require a few important steps for smooth transactions and user management. Glide is a no-code app development platform that pairs well with third-party services like Stripe for handling recurring payments. Start by configuring payment settings, and of course, set up recurring billing cycles, making sure all user data is kept secure . Knowing Glide’s components, like data sources, actions, and relationships, is key. Plus, don’t forget to test the setup thoroughly before going live. This step helps catch issues early, ensuring everything runs smoothly for users.

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How to set up a recurring payment system in Glide?

Step 1: Set Up Your Glide App

First things first, let's get your Glide app up and running. If you haven't already, create a new project or open an existing one where you want to add the recurring payment system.

Step 2: Integrate a Payment Gateway

For handling recurring payments, you'll need a payment gateway that supports it. Stripe is a solid choice.

  1. If you don't have a Stripe account, go ahead and sign up.
  2. In the Stripe Dashboard, create a product with a recurring pricing plan.

Step 3: Configure Google Sheets

Make sure your Glide app is linked to a Google Sheet.

  1. Add a new sheet specifically for managing subscriptions.
  2. Create columns for customer details like Customer ID, Subscription ID, Email, Next Billing Date, Status, and any other relevant info.

Step 4: Use Zapier for Automation

To automate the billing and updates in Google Sheets, use Zapier to connect Stripe with Google Sheets.

  1. Log into Zapier and create a new Zap.
  2. Choose Stripe as the trigger app and set a trigger event like New Subscription.
  3. Connect your Stripe account, then select Google Sheets as the action app.
  4. Map the subscription data from Stripe to your Google Sheets columns.
  5. Set up another Zap to handle subscription renewals and cancellations.

Step 5: Design the Subscription Plan in Glide

In Glide, design an interface for your users to view and manage their subscriptions.

  1. Use components like Forms and Buttons to create subscription management actions.
  2. Link these actions to your Google Sheet that holds the subscription data.
  3. Utilize visibility conditions and filters to show relevant subscription statuses and details to the users.

Step 6: Implement Webhooks

To handle real-time events like successful payments or subscription cancellations, set up webhooks from Stripe.

  1. In the Stripe Dashboard, go to Developers > Webhooks.
  2. Click on Add endpoint and input the endpoint URL for your server that handles these events.
  3. Verify and listen for events such as invoice.payment_succeeded and customer.subscription.deleted, and update your Google Sheet accordingly.

Step 7: Test the Setup

Test the entire recurring payment workflow thoroughly.

  1. Create test subscriptions using Stripe's test mode.
  2. Verify that new subscriptions are properly recorded in Google Sheets.
  3. Check if recurring payments and cancellations are updating the Google Sheet correctly.

Step 8: Launch the Application

Once everything is tested and working perfectly, launch your application to the users.

Keep an eye on the activity and performance of the recurring payment system to ensure there are no issues. Update and refine as needed based on user feedback and operational requirements.

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