Revision as of 19:10, 10 September 2021

Supported Features

Setup

To set up 2CheckOut:

1. Go to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.
2. Choose 2CheckOut from the All Payment Gateways tab.
3. Configure 2CheckOut as described below.

Notifications

2CO Notifications Setup

To set up the 2CheckOut callback process to automatically mark invoices paid:

1. Log in to your 2CheckOut account.
2. Click the Integrations tab.
3. Check Enable INS and Enable global URL.
4. In the Global URL field, enter https://www.yourdomain.com/whmcs/modules/gateways/callback/tco.php, where https://www.yourdomain.com/whmcs/ is the URL of your WHMCS installation.
5. Click Update.

Direct Return

To return clients to your WHMCS installation after a successful payment, configure Direct Return within the 2CheckOut control panel:

1. Navigate to Integrations.
2. Under Redirect URL in the Approved URL field, set the URL to https://www.yourdomain.com/whmcs/modules/gateways/callback/2checkout.php, where https://www.yourdomain.com/whmcs/ is the URL of your WHMCS installation.

2CO Vendor Account Number

Vendor Account Number

You can find the vendor account number in your 2CheckOut account by clicking the gear icon and copying the Merchant Code into the Vendor Account Number field.

Checkout Style

Two checkout styles are made available as part of 2CheckOut configuration:

• Inline Checkout — An iframe payment option which displays a secure payment form as an overlay when your client is making payment.
  • This allows for payment to be taken from a client without them leaving your site.
  • WHMCS recommends this checkout style when using 2CheckOut.
• Standard Checkout — Standard Checkout will redirect a client to the 2CheckOut site to make payment before they are redirected back to your site.

API Username/Password

2CO API User Setup

To use the inline, recurring billing, and automatic refunds functionality within WHMCS, set up a 2CheckOut API user and enter the details in these fields.

To set up an API user:

1. Log in to your 2CheckOut account.
2. Go to Settings > Manage User Access > View Roles > Add Role.
3. Enable Manage api access.
4. Go to Settings > Manage User Access > View Users > Add User.
5. Create a new user, assigning it to the role just created.
6. Enter the username and password in the appropriate API username and API password fields in WHMCS.

Secret Word

For security, you can set a secret word in your 2CheckOut account. You must enter this into WHMCS for notifications and client redirects.

To do this:

1. In your 2Checkout Account, navigate to "Integrations".
2. Copy the INS Secret Word or generate a new one.
3. Paste the INS Secret Word into the Secret Word field of the 2CheckOut configuration in WHMCS.

Recurring Billing

This option allows you to choose your clients' payment options when viewing an invoice or going through the checkout process.

WHMCS can change recurring payments with 2CheckOut without the need for the client to log in and pay again. No card details are saved in WHMCS when using 2CheckOut.

Offer Recurring and One-Time Payments

Allow choices for your clients by providing both recurring and one-time billing options.

Offer Recurring Only

Only provide a recurring button to your clients. The button will only appear when there is a recurring item on the invoice, and when the invoice is not overdue.

Offer One Time Only

Only provide the option for one-time payments to your clients. No automatic recurring payments will be received.

Skip 2CO Fraud Check

Check this to prevent 2Checkout from performing their fraud checks on payments. It can result in faster processing of payments, but may potentially increase your exposure to fraudulent orders and chargebacks.

If a payment in WHMCS is later determined to be fraudulent, manual action would be required to reverse the payment in WHMCS and suspend any services.

Convert To For Processing

This option will only appear in a multi-currency installation. If you use the Standard Checkout option, you must set this to the value of the currency your 2Checkout account.

For example, if your 2Checkout account is in USD, the Convert To For Processing setting must also be USD.

If this is not set properly, your payments may fail.

Error Messages

Demo Mode

In order to use demo mode, set the Demo Setting in your 2CheckOut account to Parameter under Account > Site Management. Then, in WHMCS, enable demo mode by checking the checkbox at Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.

When you use demo mode, all callbacks from 2CheckOut will fail with the error MD5 Hash Failure if a secret word is specified. This is done intentionally by 2Checkout to protect sellers of digital goods from fraudulent purchases through their demo mode.

MD5 Hash Failure

An MD5 Hash Failure error under Billing > Gateway Log indicates that the secret word inConfiguration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways does not match the secret word in the 2CheckOut control panel.

To resolve this issue, ensure that the Secret Word in 2Checkout contains only letters and numbers and does not contain any invisible trailing spaces. Then, update the Secret Word value in WHMCS to match the value in your 2Checkout account

Authentication failed

This error in the Gateway Log indicates that either the secret word, API username, or API password are incorrect. These may be reconfigured at Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.

For further information on this configuration see above.