Difference between revisions of "WorldPay"

From WHMCS Documentation

(→‎V5 Onwards)
(→‎WorldPay FuturePay)
 
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There are two modules for worldpay - one time invoices and FuturePay.  For FuturePay, we use the more versatile Limited Agreements payment system.  This offers the ultimate in flexibility and allows charges to be taken from the clients card whenever they are needed.  So with this, once the user has setup a FuturePay Agreement, any invoice can be charged to their card at any time.  This makes all invoice payments automated.  There are however some steps involved in configuring it and we'll go through these below.
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== About this Module ==
  
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==Setting up the gateway==
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This module allows you to use WorldPay for one time invoices.
  
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You first need to activate the WorldPay and/or WorldPay FuturePay module(s) in WHMCS by navigating to '''Setup > Payment Gateways''' and enter your details as requested.
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For information on the WorldPay module in WHMCS 8.1 and earlier, see [[WorldPay Invisible]].
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{{gateways
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| onetime = yes
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}}
  
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Next login to the WorldPay Merchant Administration Interface > System Settings > Integration Setup : PRODUCTION and set the Payment Response URL to:
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== Adding the WorldPay Payment Gateway ==
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<WPDISPLAY ITEM=MC_callback>
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You should also tick the following items: Payment Response enabled?, Enable Recurring Payment Response and Enable the Shopper Response.
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To set up the WorldPay payment gateway in WHMCS:
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# Go to the appropriate location for your version of WHMCS:
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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]]'''.
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#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
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# Click '''WorldPay'''.
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# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
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# Enter your WorldPay credentials.
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# Click '''Save Changes'''.
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# Log in to the WorldPay Merchant Administration Interface.
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# Go to '''System Settings > Integration Setup : PRODUCTION'''.
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# Set the '''Payment Response URL''' to <tt><nowiki><WPDISPLAY ITEM=MC_callback></nowiki></tt>.
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# Check '''Payment Response enabled?''', '''Enable Recurring Payment Response''', and '''Enable the Shopper Response'''.
  
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==FuturePay Specific Items==
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=== Test Mode === 
  
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If using FuturePay, in the Auth Password field, you'll need to enter the password that is setup to allow remote charges to be made.  This is also referred to as the Invisible Auth Password and requires that a Remote Admin installation is added to your WorldPay account. This can be achieved by emailing support [at] worldpay [dot] com with your company ID and requesting this (at no extra cost).
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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.
  
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You should then go to '''Setup > Payment Gateways''' and setup the FuturePay gateway as show below:
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==WorldPay FuturePay==
  
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[[Image:Futurepay_setup.gif]]
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This module allows you to use WorldPay with FuturePay.
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{{gateways
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| type = token
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| onetime = yes
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| recurring = yes
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| level = 3
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}}
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=== Adding the WorldPay FuturePay Payment Gateway ===
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To set up the WorldPay FuturePay payment gateway in WHMCS:
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# 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]]'''.
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#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
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# Click '''WorldPay FuturePay'''.
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# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
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# Enter your WorldPay FuturePay installation details:<br/>[[File:Wpfp2.png|800px|WorldPay FuturePay]]
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## In this example, '''Installation ID''' is '''12345''' in the first row of the '''Installation''' column.
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## In this example, '''Installation ID for Charges''' is '''67890''' in the second row of the '''Installation''' column.
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## In this example, '''Auth Password''' is '''examplepw''' in the second row of the '''Installation''' column.
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# Click '''Save Changes'''.
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# Log in to the WorldPay Merchant Administration Interface.
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# Go to '''System Settings > Integration Setup : PRODUCTION'''.
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# Set the '''Payment Response URL''' to <tt><nowiki><WPDISPLAY ITEM=MC_callback></nowiki></tt>.
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# Check '''Payment Response enabled?''', '''Enable Recurring Payment Response''', and '''Enable the Shopper Response'''.
  
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===Pre v5===
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=== FuturePay IDs ===
  
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Next, you need to go to '''Setup > Client Custom Fields''' and setup a custom field with the name FuturePay ID.  This should be an admin only field and will store the futurepay id needed to submit charges in the future after the agreement has been setup.
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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>).
  
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Finally, you need to setup a cron job to run the futurepay charges file which automatically submits the charge requests for all due invoices each day.  This needs to be done the your Cron section of your control panel where the WHMCS cron should also be setup. The command you need to use is as follows:
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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.
  
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php -q /home/username/public_html/whmcs/modules/gateways/callback/worldpayfuturepaycharges.php
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== Auth Mode A - Capture Delay ==
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===V5 Onwards===
 
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No special cron or custom field is required for the futurepay module, the FuturePay ID is stored in the database (tblclients.gatewayid). You should keep the above in place if you have previously used the custom field and cron method.
 
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==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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===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.
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== Troubleshooting ==
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''N/A''
  
 
{{modules}}
 
{{modules}}

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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