Difference between revisions of "WorldPay"

From WHMCS Documentation

(→‎About this Module)
(→‎WorldPay FuturePay)
 
(8 intermediate revisions by 2 users not shown)
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To set up the WorldPay payment gateway in WHMCS:
 
To set up the WorldPay payment gateway in WHMCS:
 
   
 
   
−
# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+
# Go to the appropriate location for your version of WHMCS:
−
# Choose the '''All Payment Gateways''' tab.
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#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
 +
#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 
# Click '''WorldPay'''.
 
# Click '''WorldPay'''.
 
# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.  
 
# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.  
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You can use test mode to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration.
 
You can use test mode to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration.
  
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=== Auth Mode A - Capture Delay ===
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==WorldPay FuturePay==
 +
 
 +
This module allows you to use WorldPay with FuturePay.
 +
{{gateways
 +
| type = token
 +
| onetime = yes
 +
| recurring = yes
 +
| level = 3
 +
}}
 +
=== Adding the WorldPay FuturePay Payment Gateway ===
 +
 +
To set up the WorldPay FuturePay payment gateway in WHMCS:
 +
 +
# Go to the appropriate location for your version of WHMCS:
 +
#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
 +
#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 +
# Click '''WorldPay FuturePay'''.
 +
# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
 +
# Enter your WorldPay FuturePay installation details:<br/>[[File:Wpfp2.png|800px|WorldPay FuturePay]]
 +
## In this example, '''Installation ID''' is '''12345''' in the first row of the '''Installation''' column.
 +
## In this example, '''Installation ID for Charges''' is '''67890''' in the second row of the '''Installation''' column.
 +
## In this example, '''Auth Password''' is '''examplepw''' in the second row of the '''Installation''' column.
 +
# Click '''Save Changes'''.
 +
# Log in to the WorldPay Merchant Administration Interface.
 +
# Go to '''System Settings > Integration Setup : PRODUCTION'''.
 +
# Set the '''Payment Response URL''' to <tt><nowiki><WPDISPLAY ITEM=MC_callback></nowiki></tt>.
 +
# Check '''Payment Response enabled?''', '''Enable Recurring Payment Response''', and '''Enable the Shopper Response'''.
 +
 
 +
=== FuturePay IDs ===
 +
 
 +
Once a client makes the first payment (usually at the time of ordering) the FuturePay ID is stored in the database (<tt>tblclients.gatewayid</tt>).
 +
 
 +
The Futurepay ID is displayed to staff on the invoice page and also by clicking the '''Credit Card Information''' link on the client's Summary tab.
 +
 
 +
== Auth Mode A - Capture Delay ==
  
 
The auth mode is used to turn on capture delay. A = on. You then configure the delay period in the WorldPay admin. This used to be called pre-auth mode. Capture Delay enables you to specify a delay between the authorisation of a payment and its capture. This can be helpful when determining whether you should fulfil an order since it allows you time to assess a transaction. You can cancel (void) a transaction through the WorldPay Merchant Interface before capture, thereby saving you time and money by avoiding making a refund.   
 
The auth mode is used to turn on capture delay. A = on. You then configure the delay period in the WorldPay admin. This used to be called pre-auth mode. Capture Delay enables you to specify a delay between the authorisation of a payment and its capture. This can be helpful when determining whether you should fulfil an order since it allows you time to assess a transaction. You can cancel (void) a transaction through the WorldPay Merchant Interface before capture, thereby saving you time and money by avoiding making a refund.   
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For example; a customer makes a payment and you want to Worldpay to automatically debit this payment from the customers' card then you would turn off capture delay. If you want to delay the capture then turn it on.  
 
For example; a customer makes a payment and you want to Worldpay to automatically debit this payment from the customers' card then you would turn off capture delay. If you want to delay the capture then turn it on.  
  
−
====To automatically capture all payments without any delay====
+
===To automatically capture all payments without any delay===
 
Set Capture Delay in your WorldPay account to 0 (zero) - set AuthMode on your Payment Gateway page to A.
 
Set Capture Delay in your WorldPay account to 0 (zero) - set AuthMode on your Payment Gateway page to A.
  
−
====To automatically capture all payments with a delay of 1-14 days====
+
===To automatically capture all payments with a delay of 1-14 days===
 
Set Capture Delay in your WorldPay account to a number 1-14 - set AuthMode on your Payment Gateway page to A.
 
Set Capture Delay in your WorldPay account to a number 1-14 - set AuthMode on your Payment Gateway page to A.
  
−
====To turn off automatic payment capture and manually capture all payments====
+
===To turn off automatic payment capture and manually capture all payments===
 
Set Capture Delay in your WorldPay account to OFF - set AuthMode on your Payment Gateway page to E.
 
Set Capture Delay in your WorldPay account to OFF - set AuthMode on your Payment Gateway page to E.
  

Latest revision as of 10:45, 24 October 2022

About this Module

This module allows you to use WorldPay for one time invoices.

For information on the WorldPay module in WHMCS 8.1 and earlier, see WorldPay Invisible.

Supported Features

Type One Time Recurring Refunds Reversals
3rd Party Yes No No

No


Adding the WorldPay Payment Gateway

To set up the WorldPay payment gateway in WHMCS:

  1. Go to the appropriate location for your version of WHMCS:
    • For WHMCS 8.0 and later, go to Configuration () > Apps & Integrations or Addons > Apps & Integrations.
    • For WHMCS 7.10 and earlier, go to Setup > Products/Services > Payment Gateways and choose All Payment Gateways.
  2. Click WorldPay.
  3. Check Show on Order Form to display this payment method in the Client Area during checkout.
  4. Enter your WorldPay credentials.
  5. Click Save Changes.
  6. Log in to the WorldPay Merchant Administration Interface.
  7. Go to System Settings > Integration Setup : PRODUCTION.
  8. Set the Payment Response URL to <WPDISPLAY ITEM=MC_callback>.
  9. Check Payment Response enabled?, Enable Recurring Payment Response, and Enable the Shopper Response.

Test Mode

You can use test mode to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration.

WorldPay FuturePay

This module allows you to use WorldPay with FuturePay.

Supported Features

Type One Time Recurring Refunds 3D Secure
Token Yes Yes No No
Remote Update Card Remote Delete Card AddPayMethod API
No No No

Adding the WorldPay FuturePay Payment Gateway

To set up the WorldPay FuturePay payment gateway in WHMCS:

  1. Go to the appropriate location for your version of WHMCS:
    • For WHMCS 8.0 and later, go to Configuration () > Apps & Integrations or Addons > Apps & Integrations.
    • For WHMCS 7.10 and earlier, go to Setup > Products/Services > Payment Gateways and choose All Payment Gateways.
  2. Click WorldPay FuturePay.
  3. Check Show on Order Form to display this payment method in the Client Area during checkout.
  4. Enter your WorldPay FuturePay installation details:
    WorldPay FuturePay
    1. In this example, Installation ID is 12345 in the first row of the Installation column.
    2. In this example, Installation ID for Charges is 67890 in the second row of the Installation column.
    3. In this example, Auth Password is examplepw in the second row of the Installation column.
  5. Click Save Changes.
  6. Log in to the WorldPay Merchant Administration Interface.
  7. Go to System Settings > Integration Setup : PRODUCTION.
  8. Set the Payment Response URL to <WPDISPLAY ITEM=MC_callback>.
  9. Check Payment Response enabled?, Enable Recurring Payment Response, and Enable the Shopper Response.

FuturePay IDs

Once a client makes the first payment (usually at the time of ordering) the FuturePay ID is stored in the database (tblclients.gatewayid).

The Futurepay ID is displayed to staff on the invoice page and also by clicking the Credit Card Information link on the client's Summary tab.

Auth Mode A - Capture Delay

The auth mode is used to turn on capture delay. A = on. You then configure the delay period in the WorldPay admin. This used to be called pre-auth mode. Capture Delay enables you to specify a delay between the authorisation of a payment and its capture. This can be helpful when determining whether you should fulfil an order since it allows you time to assess a transaction. You can cancel (void) a transaction through the WorldPay Merchant Interface before capture, thereby saving you time and money by avoiding making a refund.

When enabled, the client will not be able to tell whether you are using capture delay as it behaves exactly the same; invoices in WHMCS will still instantly be marked as paid and all automation will take place as normal.

For example; a customer makes a payment and you want to Worldpay to automatically debit this payment from the customers' card then you would turn off capture delay. If you want to delay the capture then turn it on.

To automatically capture all payments without any delay

Set Capture Delay in your WorldPay account to 0 (zero) - set AuthMode on your Payment Gateway page to A.

To automatically capture all payments with a delay of 1-14 days

Set Capture Delay in your WorldPay account to a number 1-14 - set AuthMode on your Payment Gateway page to A.

To turn off automatic payment capture and manually capture all payments

Set Capture Delay in your WorldPay account to OFF - set AuthMode on your Payment Gateway page to E.

Troubleshooting

N/A

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