Difference between revisions of "PayPal Card Payments"

From WHMCS Documentation

(About this Module)
 
(4 intermediate revisions by one other user not shown)
Line 1: Line 1:
 
== About this Module ==
 
== About this Module ==
+
 
 
<div class="docs-alert-success">
 
<div class="docs-alert-success">
* We added this payment gateway in WHMCS 8.9.
+
We added this payment gateway in WHMCS 8.9 and '''strongly''' recommend '''[[PayPal Payments]]''' and '''PayPal Card Payments''' for '''all''' new PayPal® merchants.
* WHMCS includes several options for accepting payments through PayPal. For more information, see [[PayPal]].
+
</div> 
 +
 
 +
<div class="docs-alert-warning">
 +
If you enabled the '''PayPal Payments''' modules while using the Beta release of WHMCS 8.9, you '''must''' relink the associated PayPal accounts after you upgrade to the Release Candidate version of WHMCS 8.9 or later. If you do not do this, you may experience problems.
 
</div>  
 
</div>  
+
 
PayPal Card Payments functions as a secondary option for the [[PayPal Payments]] module.
+
'''PayPal Card Payments''' augments the functionality of the '''[[PayPal Payments]]''' module and uses its linked PayPal accounts. When you activate '''[[PayPal Payments]]''', WHMCS also automatically activates '''PayPal Card Payments'''. This module allows you to display an unbranded option for credit and debit card payments that is visually separate from the PayPal checkout experience.  
 
When you enable this module, it adds a separate option for credit and debit cards that displays without the PayPal Smart Button branding. However, PayPal requires that you display PayPal Smart Buttons (using the '''PayPal Payments''' module) alongside this unbranded option.  
 
 
{{gateways
 
{{gateways
 +
| type = token
 
| onetime = yes
 
| onetime = yes
 
| recurring = yes
 
| recurring = yes
 
| refunds = yes
 
| refunds = yes
 +
| reversals = yes
 +
| updatecc = yes
 +
| deletecc = yes
 +
| 3dsecure = yes
 
}}
 
}}
<div class="docs-alert-info">This module supports 3D Secure for newly-entered cards and for admin-initiated or automation-initiated processing of stored cards. It does '''not''' support 3D Secure for client-initiated processing of stored cards.</div>
+
<div class="docs-alert-info">This module supports 3D Secure for newly-entered cards and processing of vaulted (stored) cards.</div>
 
+
 
== Adding the PayPal Card Payments Payment Gateway ==
 
== Adding the PayPal Card Payments Payment Gateway ==
+
 
 
To set up the PayPal Card Payments payment gateway in WHMCS:
 
To set up the PayPal Card Payments payment gateway in WHMCS:
 +
 
 +
# Activate and configure the '''[[PayPal Payments]]''' module. <div class="docs-alert-success">This will also activate '''[[PayPal Card Payments]]'''.</div>
 +
# Find the '''PayPal Card Payments''' module in the list of active gateways at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''. By default, '''PayPal Card Payments''' uses <tt>Credit/Debit Card</tt> as the Client Area display name.
 +
# Check '''Show on Order Form''' to display this payment option in the Client Area during checkout.<div class="docs-alert-info">You cannot enable '''Show on Order Form''' for this module without first enabling '''Show on Order Form''' for the '''PayPal Payments''' module.</div>
 +
# Click '''Save Changes'''.
 +
 
 +
== Using PayPal Card Payments ==
 +
 
 +
The '''PayPal Card Payments''' module augments the '''[[PayPal Payments]]''' module and uses its configuration. For more information on module functionality, see [[PayPal Payments]].
 +
 
 +
== Vaulting ==
 
   
 
   
# Activate and configure the '''[[PayPal Payments]]''' module. <div class="docs-alert-info">This module uses the PayPal account settings that you configure for '''PayPal Payments'''. You '''cannot''' configure this module without first activating '''PayPal Payments'''.</div>
+
In PayPal-supported countries, the '''PayPal Payments''' and '''PayPal Card Payments''' modules ensure the security of your customers’ stored payment details with merchant-level vaulting through PayPal Vault. When clients pay using '''PayPal Card Payments''', a '''Save card for faster checkout in future''' option will display while entering credit card details.
# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''.
 
# Find the '''PayPal Card Payments''' module in the list of active gateways. By default, this module uses <tt>Pay with Cards</tt> as the display name here and in the Client Area.
 
# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.<div class="docs-alert-info">You cannot enable '''Show on Order Form''' for this module without first enabling '''Show on Order Form''' for the '''PayPal Payments''' module.</div>
 
# Click '''Save Changes'''.
 
 
   
 
   
== Using PayPal Card Payments == 
+
* Selecting this option causes PayPal to attempt to add the card to PayPal Vault.
 +
* This option is '''not''' available in the Admin Area.
 
   
 
   
The '''PayPal Card Payments''' module functions as a secondary module for the '''[[PayPal Payments]]''' module. For more information on module functionality, see [[PayPal Payments]].
+
After PayPal successfully stores a payment method, it will be available for the client when they pay an invoice manually.
 
   
 
   
== Vaulting ==
+
<div class="docs-alert-success">
 +
If PayPal does not support PayPal Vault for your country or region, you can still use '''PayPal Card Payments''' for one-time payments. However, your clients will '''not''' be able to store their payment method.
 +
</div> 
 
   
 
   
If your PayPal account supports Vaulting, a '''Save for Future Use''' option will display while entering credit card details. For more information, see [[PayPal_Payments#Vaulting|Vaulting]].
+
<div class="docs-alert-info">For more information, see [[PayPal_Payments#Vaulting|Vaulting]].</div>
 +
 
 +
== Disputes ==
 +
 
 +
You can manage disputes for this module from within WHMCS at '''Billing > [[Disputes]]'''.
 +
 
 +
== Payment Gateway Balances ==
 +
 
 +
You can view your PayPal merchant account balance directly within the WHMCS Admin Area at '''Billing > [[Transactions]]'''.
 +
 
 +
<div class="docs-alert-info">For more information, see [[Payment Gateways]].</div>

Latest revision as of 14:01, 5 April 2024

About this Module

We added this payment gateway in WHMCS 8.9 and strongly recommend PayPal Payments and PayPal Card Payments for all new PayPal® merchants.

If you enabled the PayPal Payments modules while using the Beta release of WHMCS 8.9, you must relink the associated PayPal accounts after you upgrade to the Release Candidate version of WHMCS 8.9 or later. If you do not do this, you may experience problems.

PayPal Card Payments augments the functionality of the PayPal Payments module and uses its linked PayPal accounts. When you activate PayPal Payments, WHMCS also automatically activates PayPal Card Payments. This module allows you to display an unbranded option for credit and debit card payments that is visually separate from the PayPal checkout experience.

Supported Features

Type One Time Recurring Refunds 3D Secure
Token Yes Yes Yes Yes
Remote Update Card Remote Delete Card AddPayMethod API
Yes Yes No
This module supports 3D Secure for newly-entered cards and processing of vaulted (stored) cards.

Adding the PayPal Card Payments Payment Gateway

To set up the PayPal Card Payments payment gateway in WHMCS:

  1. Activate and configure the PayPal Payments module.
    This will also activate PayPal Card Payments.
  2. Find the PayPal Card Payments module in the list of active gateways at Configuration () > System Settings > Payment Gateways. By default, PayPal Card Payments uses Credit/Debit Card as the Client Area display name.
  3. Check Show on Order Form to display this payment option in the Client Area during checkout.
    You cannot enable Show on Order Form for this module without first enabling Show on Order Form for the PayPal Payments module.
  4. Click Save Changes.

Using PayPal Card Payments

The PayPal Card Payments module augments the PayPal Payments module and uses its configuration. For more information on module functionality, see PayPal Payments.

Vaulting

In PayPal-supported countries, the PayPal Payments and PayPal Card Payments modules ensure the security of your customers’ stored payment details with merchant-level vaulting through PayPal Vault. When clients pay using PayPal Card Payments, a Save card for faster checkout in future option will display while entering credit card details.

  • Selecting this option causes PayPal to attempt to add the card to PayPal Vault.
  • This option is not available in the Admin Area.

After PayPal successfully stores a payment method, it will be available for the client when they pay an invoice manually.

If PayPal does not support PayPal Vault for your country or region, you can still use PayPal Card Payments for one-time payments. However, your clients will not be able to store their payment method.

For more information, see Vaulting.

Disputes

You can manage disputes for this module from within WHMCS at Billing > Disputes.

Payment Gateway Balances

You can view your PayPal merchant account balance directly within the WHMCS Admin Area at Billing > Transactions.

For more information, see Payment Gateways.