Difference between revisions of "Migrating Payment Gateways"
From WHMCS Documentation
(Created page with "Sometimes, you may want to stop using one payment gateway and switch to another. ==Migrate Payment Gateways== To do this: #Enable the new payment gateway module under '''C...") |
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| − | #Enable the new payment gateway module under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. | + | # Enable and configure the new payment gateway module under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. |
| − | + | # [[Payment_Gateways#Deactivating_Gateway_Modules|Deactivate]] the old module by clicking '''Deactivate'''. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to. | |
| − | # Select the new payment gateway | + | # Select the new payment gateway. |
| − | #Depending upon the type of payment gateway module you're switching to, perform one of the following steps: | + | # Depending upon the type of payment gateway module you're switching to, perform one of the following steps: |
| − | ##If you are switching between merchant gateways or third party gateway modules, there is no third step and you are finished. | + | ## If you are switching between merchant gateways or third-party gateway modules, there is no third step and you are finished. |
| − | ##If you are switching to a merchant gateway for the first time, the client will need to log in and enter their card details to the | + | ## If you are switching to a merchant gateway for the first time, the client will need to log in and enter their card details to the '''My Details''' page in the client area. The system will charge the card when the next invoice is due. |
| − | ##If you are switching between tokenisation modules, the client will need to log in and pay their first invoice manually, which will store their card details on your processor's servers. The system will attempt subsequent payments automatically. Regrettably, there isn't a way for the migration to be done without client's intervention because the system requires their CVV number for the first payment. | + | ## If you are switching between tokenisation modules, the client will need to log in and pay their first invoice manually, which will store their card details on your processor's servers. The system will attempt subsequent payments automatically. Regrettably, there isn't a way for the migration to be done without client's intervention because the system requires their CVV number for the first payment. |
| − | ##If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand. There are some exceptions, though, and some payment gateways | + | ## If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand. There are some exceptions, though, and some payment gateways, like [[Stripe#Migrating_to_Stripe|Stripe]], have card number migration paths. |
| − | ##If you are switching from a merchant or tokenization gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the | + | ## If you are switching from a merchant or tokenization gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the '''Credit Card Information''' link in each client's '''[[Clients:Summary Tab|Summary]]''' tab beforehand. |
Revision as of 18:58, 26 April 2022
Sometimes, you may want to stop using one payment gateway and switch to another.
Migrate Payment Gateways
To do this:
- Enable and configure the new payment gateway module under Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.
- Deactivate the old module by clicking Deactivate. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
- Select the new payment gateway.
- Depending upon the type of payment gateway module you're switching to, perform one of the following steps:
- If you are switching between merchant gateways or third-party gateway modules, there is no third step and you are finished.
- If you are switching to a merchant gateway for the first time, the client will need to log in and enter their card details to the My Details page in the client area. The system will charge the card when the next invoice is due.
- If you are switching between tokenisation modules, the client will need to log in and pay their first invoice manually, which will store their card details on your processor's servers. The system will attempt subsequent payments automatically. Regrettably, there isn't a way for the migration to be done without client's intervention because the system requires their CVV number for the first payment.
- If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand. There are some exceptions, though, and some payment gateways, like Stripe, have card number migration paths.
- If you are switching from a merchant or tokenization gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the Credit Card Information link in each client's Summary tab beforehand.