Difference between revisions of "PayPal Checkout"

From WHMCS Documentation

(Getting Started)
(Getting Started)
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==Getting Started==
 
==Getting Started==
  
To get started with the PayPal Checkout module, you will need a PayPal Business account. If you don't already have one, please click here.
+
To activate and configure PayPal Checkout for use in WHMCS:
 
 
Once you have an account, follow the steps below to activate and configure PayPal Checkout for use in WHMCS:
 
 
[[File:Paypal activate.png|thumb|PayPal Activate & Configure]][[File:Paypal activate2.png|thumb|PayPal Configuration Complete]]
 
[[File:Paypal activate.png|thumb|PayPal Activate & Configure]][[File:Paypal activate2.png|thumb|PayPal Configuration Complete]]
 
* Begin by logging in to the WHMCS admin area and navigating to '''Setup > Payment Gateways'''
 
* Begin by logging in to the WHMCS admin area and navigating to '''Setup > Payment Gateways'''

Revision as of 17:29, 9 January 2020

PayPal Checkout is a new PayPal module available in WHMCS 7.9 and later.

The latest PayPal module leverages PayPal Checkout and PayPal's Smart Button technology which PayPal describes as follows:

"PayPal Checkout with Smart Payment Buttons gives your buyers a simplified and secure checkout experience. PayPal intelligently presents the most relevant payment types to your shoppers, automatically, making it easier for them to complete their purchase using methods like Pay with Venmo, PayPal Credit, credit card payments, iDEAL, Bancontact, Sofort, and other payment types."

Supported Payment Types

  • One-Time Payments Only
At this time, it is not possible to create subscriptions with the new PayPal Checkout module. We expect this to be resolved in the very near future once PayPal makes further refinements to their onboarding automation. We will deliver a maintenance update as soon as these changes are available. In the meantime we recommend continuing to use the existing PayPal integration in cases where the majority of your business is subscription/recurring in nature.

Express Checkout

With PayPal Checkout, users can elect to checkout using PayPal.

Clicking any of the checkout with PayPal buttons will launch a modal based payment authorization process.

Users will be asked to login to their PayPal account and confirm they approve payment, before being returned to the WHMCS shopping cart to complete the checkout process.

For new customers who are placing an order for the first time, upon completing the PayPal checkout workflow, the registration form within WHMCS will be displayed with their name, email and billing address prefilled to speed up the checkout process. For existing users, those not logged in will be presented with the login screen with their email address pre-filled to speed up sign-in.

Pictured below is the View Cart step of the order process, showing the PayPal Checkout options in addition to the default Checkout button.

Paypal-checkout-cart-buttons.png

Users who elect to use the express checkout options of PayPal Checkout will not see a payment method choice during checkout post authorization of payment by PayPal. They will instead see a message indicating they have pre-approved payment with PayPal.

Getting Started

To activate and configure PayPal Checkout for use in WHMCS:

PayPal Activate & Configure
PayPal Configuration Complete
  • Begin by logging in to the WHMCS admin area and navigating to Setup > Payment Gateways
  • Click the Activate & Configure button in the PayPal section
  • A dialog from PayPal will be presented. Follow their instructions. This will create an app.
  • After PayPal has created the app, its generated Client ID and Secret will automatically populate and save to the PayPal Checkout module configuration fields within WHMCS for you.
  • Once those values are auto populated, setup is complete

Limitations/Restrictions

The following limitations and restrictions apply to PayPal Checkout:

  • Users who choose to use one of the PayPal Checkout express checkout options within the view cart step of the shopping cart workflow will not be asked to select a payment gateway in the checkout step.
  • The option to apply credit during checkout for existing customers who have a credit balance is not displayed during express checkout to avoid conflicts with the pre-authorized amount at PayPal.
  • MarketConnect Upsells will not be displayed after payment has been pre-authorized with PayPal to avoid changes being made to the cart total after authorization of the payment amount with PayPal.
  • Due to a limitation in the PayPal Merchant Onboarding API, payments using this module are restricted to One-Time Payments at this time.