Difference between revisions of "Payflow Pro"

From WHMCS Documentation

(Adding the PayPal Pro Reference Payments Payment Gateway)
(About this Module)
 
(6 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
== About this Module ==
 
== About this Module ==
  
 +
<div class="docs-alert-success">In WHMCS 8.9 and later, we '''strongly''' recommend the '''[[PayPal Payments]]''' payment gateway module for processing payments with PayPal. This module includes all of the latest features for securely processing payments via PayPal, including support for credit and debit cards.</div>
 +
 +
<div class="docs-alert-info">
 +
For information on all of our PayPal integrations, see [[PayPal]].
 +
</div>
 +
 
The Payflow Pro (PayPal) payment gateway module is available in WHMCS.
 
The Payflow Pro (PayPal) payment gateway module is available in WHMCS.
 
{{gateways
 
{{gateways
Line 9: Line 15:
 
| 3dsecure = yes
 
| 3dsecure = yes
 
}}
 
}}
 +
 
== Adding the Payflow Pro (PayPal) Payment Gateway ==
 
== Adding the Payflow Pro (PayPal) Payment Gateway ==
 
   
 
   
Line 14: Line 21:
 
   
 
   
 
# Go to the appropriate location for your version of WHMCS:
 
# Go to the appropriate location for your version of WHMCS:
#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+
#* 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 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+
#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > Payment Gateways''' and choose '''All Payment Gateways'''.
 
 
# Click '''Payflow Pro (PayPal)'''.
 
# Click '''Payflow Pro (PayPal)'''.
 
# 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.  
Line 24: Line 30:
 
#** If they haven't or you don't want to use the 3D Secure feature, leave this information blank in WHMCS. This will disable the 3D Secure process and WHMCS will not use it during the checkout process.
 
#** If they haven't or you don't want to use the 3D Secure feature, leave this information blank in WHMCS. This will disable the 3D Secure process and WHMCS will not use it during the checkout process.
 
#* To find your details for the Payflow Pro API:
 
#* To find your details for the Payflow Pro API:
#*# Log in to PayPal.
+
#*# Log in to your PayPal account.[[File:Paypal_api.png‎|thumb|PayPal API]]
#*# Go to '''Profile > My selling preferences > API Access'''. [[File:Pp_api2.png‎|thumb|PayPal API Step 2]]
+
#*# Go to '''Account Setting''' by hovering over your name in the top-right corner.
#*# Choose '''Option 2''' to request API credentials to create your own API username and password.
+
#*# Click '''Update''' next to '''API Access'''.
#*# Choose '''Request API signature'''.  
+
#*# Under '''NVP/SOAP API integration''', click '''Manage API credentials'''.
 +
#*# Choose '''Request API signature'''.
 
#*# Click '''Agree and Submit'''.
 
#*# Click '''Agree and Submit'''.
#*# Copy the provided username, password, and signature.
 
#*# Click '''Done'''.
 
 
# Click '''Save Changes'''.
 
# Click '''Save Changes'''.
  
Line 40: Line 45:
 
<div class="docs-alert-warning">
 
<div class="docs-alert-warning">
 
This module does not support adding or updating card data via the Admin Area. Instead, admins can do this by paying an invoice on behalf of a client.
 
This module does not support adding or updating card data via the Admin Area. Instead, admins can do this by paying an invoice on behalf of a client.
 +
</div>
 +
<div class="docs-alert-info">
 +
For information on all of our PayPal integrations, see [[PayPal]].
 
</div>
 
</div>
 
This gateway helps reduce your PCI compliance liability. Instead of storing card details, the ID of the last transaction is used to make repeat charges. If you use this, clients '''must''' reenter their card details to change payment gateways.
 
This gateway helps reduce your PCI compliance liability. Instead of storing card details, the ID of the last transaction is used to make repeat charges. If you use this, clients '''must''' reenter their card details to change payment gateways.
Line 55: Line 63:
 
   
 
   
 
# Go to the appropriate location for your version of WHMCS:
 
# Go to the appropriate location for your version of WHMCS:
#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+
#* 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 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+
#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > Payment Gateways''' and choose '''All Payment Gateways'''.
 
 
# Click '''PayPal Pro Reference Payments'''.
 
# Click '''PayPal Pro Reference Payments'''.
 
# 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.  
Line 64: Line 71:
 
#** PayPal Pro accounts are enrolled for this by default. If you are enrolled, PayPal will provide details.
 
#** PayPal Pro accounts are enrolled for this by default. If you are enrolled, PayPal will provide details.
 
#** If they haven't or you don't want to use the 3D Secure feature, leave this information blank in WHMCS. This will disable the 3D Secure process and WHMCS will not use it during the checkout process.
 
#** If they haven't or you don't want to use the 3D Secure feature, leave this information blank in WHMCS. This will disable the 3D Secure process and WHMCS will not use it during the checkout process.
#* To find your details for the Payflow Pro API:
+
#* To find your details for the PayPal Pro API:
#*# Log in to PayPal.
+
#*# Log in to your PayPal account.[[File:Paypal_api.png‎|thumb|PayPal API]]
#*# Go to '''Profile > My selling preferences > API Access'''. [[File:Pp_api2.png‎|thumb|PayPal API Step 2]]
+
#*# Go to '''Account Setting''' by hovering over your name in the top-right corner.
#*# Choose '''Option 2''' to request API credentials to create your own API username and password.
+
#*# Click '''Update''' next to '''API Access'''.
#*# Choose '''Request API signature'''.  
+
#*# Under '''NVP/SOAP API integration''', click '''Manage API credentials'''.
 +
#*# Choose '''Request API signature'''.
 
#*# Click '''Agree and Submit'''.
 
#*# Click '''Agree and Submit'''.
#*# Copy the provided username, password, and signature.
 
#*# Click '''Done'''.
 
 
# Click '''Save Changes'''.
 
# Click '''Save Changes'''.
  

Latest revision as of 16:04, 6 March 2024

About this Module

In WHMCS 8.9 and later, we strongly recommend the PayPal Payments payment gateway module for processing payments with PayPal. This module includes all of the latest features for securely processing payments via PayPal, including support for credit and debit cards.

For information on all of our PayPal integrations, see PayPal.

The Payflow Pro (PayPal) payment gateway module is available in WHMCS.

Supported Features

Type One Time Recurring Refunds 3D Secure
Credit Card Yes Yes Yes Yes


Adding the Payflow Pro (PayPal) Payment Gateway

To set up the Payflow Pro (PayPal) 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 Payflow Pro (PayPal).
  3. Check Show on Order Form to display this payment method in the Client Area during checkout.
  4. Enter your Payflow Pro (PayPal) credentials.
    • Processor ID, Merchant ID, and Transaction PW are used by the 3D Secure process.
      • PayPal Pro accounts are enrolled for this by default. If you are enrolled, PayPal will provide details.
      • If they haven't or you don't want to use the 3D Secure feature, leave this information blank in WHMCS. This will disable the 3D Secure process and WHMCS will not use it during the checkout process.
    • To find your details for the Payflow Pro API:
      1. Log in to your PayPal account.
        PayPal API
      2. Go to Account Setting by hovering over your name in the top-right corner.
      3. Click Update next to API Access.
      4. Under NVP/SOAP API integration, click Manage API credentials.
      5. Choose Request API signature.
      6. Click Agree and Submit.
  5. Click Save Changes.

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.

PayPal Pro Reference Payments

This module does not support adding or updating card data via the Admin Area. Instead, admins can do this by paying an invoice on behalf of a client.

For information on all of our PayPal integrations, see PayPal.

This gateway helps reduce your PCI compliance liability. Instead of storing card details, the ID of the last transaction is used to make repeat charges. If you use this, clients must reenter their card details to change payment gateways.

Supported Features

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

Adding the PayPal Pro Reference Payments Payment Gateway

To set up this 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 PayPal Pro Reference Payments.
  3. Check Show on Order Form to display this payment method in the Client Area during checkout.
  4. Enter your PayPal Pro Reference Payments credentials.
    • Processor ID, Merchant ID, and Transaction PW are used by the 3D Secure process.
      • PayPal Pro accounts are enrolled for this by default. If you are enrolled, PayPal will provide details.
      • If they haven't or you don't want to use the 3D Secure feature, leave this information blank in WHMCS. This will disable the 3D Secure process and WHMCS will not use it during the checkout process.
    • To find your details for the PayPal Pro API:
      1. Log in to your PayPal account.
        PayPal API
      2. Go to Account Setting by hovering over your name in the top-right corner.
      3. Click Update next to API Access.
      4. Under NVP/SOAP API integration, click Manage API credentials.
      5. Choose Request API signature.
      6. Click Agree and Submit.
  5. Click Save Changes.

Troubleshooting

Details could not be saved. Remote storage failed

This message will display when attempting to create a credit card payment method via the Admin Area or Client Area. Due to restrictions in Payflow's Reference Payment features, this module does not support remote updating, storage, or deletion of card details.

Clients can specify a new card by viewing an invoice in the Client Area, clicking Pay Now, selecting a new credit card, and providing the card's details.

No Local Credit Card Payment Gateways Enabled

You may encounter this error when attempting to make a payment via the Client Area if you have unchecked the option to save card details for later. Due to the reference nature of the gateway, the card details must always be stored at PayPal for automated rebilling of Reference Transactions to function.

The client's credit details will never be stored on your server.

Server Modules
cPanel/WHM - DirectAdmin - Plesk - Helm 3 - Helm 4 - Ensim - InterWorx - WebsitePanel - Cloudmin
Lxadmin - Virtualmin Pro - XPanel - HyperVM - SolusVM - Cloudmin - WHMSonic - VPS.Net
CentovaCast - SCPanel - MediaCP - GameCP - TCAdmin - Reseller Central - Auto Release - Heart Internet

Registrar Modules
Enom - ResellerClub - Nominet - OpenSRS - ResellOne - OnlineNIC - PlanetDomain - Affordable Domains
TPP Wholesale - TPPInternet - Stargate - Namecheap - NetEarthOne - Bizcn - InternetBS - GMO Internet
12Register - Registercom - DotDNS - WebNIC - Dot.TK - HexoNet - Realtime Register - Registereu
RRPProxy - ResellerCamp - TransIP - Heart Internet - IPMirror - NetRegistry - OVH - VentraIP Wholesale
Email - 101Domain

Fraud Modules
MaxMind - VariLogiX FraudCall - Telesign

Gateway Modules
2CheckOut - AsiaPay - Auth.net Echeck - Authorize.net - Authorize.net CIM - Bank Transfer - BidPay
BluePay - BluePay Echeck - BluePay Remote - Boleto - CashU - CC Avenue - ChronoPay - Direct Debit
EMatters - E-Path - eProcessingNetwork - eWAY Tokens - F2B - Finansbank - GarantiBank - Gate2Shop
Inpay - InternetSecure - IP.Pay - Kuveytturk - Modulo Moip - Mail In Payment - Merchant Partners
Merchant Warrior - IDEALMollie - Moneris - Moneris Vault - Skrill 1-Tap - NaviGate - NETbilling
Netregistry Pay - NoChex - Offline Credit Card - Optimal Payments - PagSeguro - Payflow Pro - Pay Junction
Paymate AU and NZ - Payment Express - PayPal - PayPal Card Payments - PayPal Express Checkout
PayPal Payments - PayPal Payments Pro - PayPoint.net (SecPay) - Payson - Planet Authorize - ProtX VSP Form
PSIGate - Quantum Gateway - Quantum Vault - SagePay - SagePay Tokens v2 - SecurePay
SecurePay AU - Secure Trading - TrustCommerce - USA ePay - WorldPay - WorldPay Invisible