Difference between revisions of "Payflow Pro"
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<div class="docs-alert-warning">'''Note: ''' This module does not support adding or updating card data via the admin area. Admins can achieve this, if needed, by paying an invoice on behalf of a client.</div> | <div class="docs-alert-warning">'''Note: ''' This module does not support adding or updating card data via the admin area. Admins can achieve this, if needed, by paying an invoice on behalf of a client.</div> | ||
| + | |||
| + | ===Configuration=== | ||
| + | To activate the module, begin by going to Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways. Choose "Payflow Pro (PayPal)" from the available list of gateways to activate. Complete the first 4 fields using the details provided by PayPal (Partner, Merchant Login, Username, Password). Tick the ''Use Reference Transactions'' checkbox and click '''Save Changes'''. | ||
| + | |||
| + | Next navigate to Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Security tab. Untick the ''Allow Client Pay Method Removal'' checkbox and click '''Save Changes''' to start accepting reference payments. | ||
===Common Issues=== | ===Common Issues=== | ||
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Clients can specify a new card by viewing an invoice in their client area, clicking the "Pay Now" button, selection to use a new credit card, and providing those new card details. | Clients can specify a new card by viewing an invoice in their client area, clicking the "Pay Now" button, selection to use a new credit card, and providing those new card details. | ||
| + | ====No Local Credit Card Payment Gateways Enabled==== | ||
| + | You may encounter this error when attempting to make a payment via the client area and unticking 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. | ||
{{modules}} | {{modules}} | ||
Revision as of 16:47, 16 April 2021
Contents
Supported Features
| Type | One Time | Recurring | Refunds | 3D Secure |
|---|---|---|---|---|
| Credit Card | Yes | Yes | Yes | Yes |
Configuration
To activate the module, begin by going to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways. Choose "Payflow Pro (PayPal)" from the available list of gateways to activate. Complete the first 4 fields using the details provided by PayPal (Partner, Merchant Login, Username, Password) and click Save Changes to start accepting payments.
3D Secure
The next 3 fields in the configuration are: Processor ID, Merchant ID & Transaction PW. These are used by the 3D Secure process. PayPal Pro Accounts are usually enrolled for this by default these days and if you have been enrolled, PayPal will have provided you with the details for it.
If they haven't or you don't want to use the 3D Secure feature, then simply leaving these fields blank in WHMCS will disable the 3D Secure process, and mean it is not used during the checkout process on your site.
API Details
Once activated, you then need to enter your details for the Payflow Pro API. These can be found as described below.
- Login to PayPal
- Go to Profile > My selling preferences > API Access
- Choose Option 2 - Request API credentials to create your own API username and password.
- Choose Option 1 - Request API Signature and click Agree and Submit
- Copy the username, password and signature that get provided and then click Done
- Enter the details from the previous step into the WHMCS Payment Gateways config screen where requested
Reference Payments
This feature helps reduce your PCI compliance liability. Instead of storing card details in the WHMCS database the ID of the last transaction is used to make repeat charges. The limitation with remote card number storage is that changing payment gateway would require clients to re-enter their card details.
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 |
Configuration
To activate the module, begin by going to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways. Choose "Payflow Pro (PayPal)" from the available list of gateways to activate. Complete the first 4 fields using the details provided by PayPal (Partner, Merchant Login, Username, Password). Tick the Use Reference Transactions checkbox and click Save Changes.
Next navigate to Configuration () > System Settings > General Settings > Security tab. Untick the Allow Client Pay Method Removal checkbox and click Save Changes to start accepting reference payments.
Common Issues
Details could not be saved. Remote storage failed
This message will be displayed when attempting to create a credit card Pay Method via the admin or client areas. Due to restrictions in Payflow's Reference Payment feature-set, this module does not support remote updating, storage or deletion of card details.
Clients can specify a new card by viewing an invoice in their client area, clicking the "Pay Now" button, selection to use a new credit card, and providing those new card details.
No Local Credit Card Payment Gateways Enabled
You may encounter this error when attempting to make a payment via the client area and unticking 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