Payflow Pro

From WHMCS Documentation

Revision as of 16:09, 15 September 2021 by SarahK (talk | contribs)

Supported Features

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


Configuration

To activate the module:

  1. Go to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.
  2. Choose Payflow Pro (PayPal) from the available list of gateways to activate it.
  3. Enter the details provided by PayPal® (Partner, Merchant Login, Username, Password).
  4. Click Save Changes to start accepting payments.

3D Secure

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.

API Details

PayPal API Step 1

After you activate this, enter your details for the Payflow Pro API.

To do this:

  1. Log in to PayPal.
  2. Go to Profile > My selling preferences > API Access.
    PayPal API Step 2
  3. Choose Option 2 - Request API credentials to create your own API username and password.
  4. Choose Option 1 - Request API Signature and click Agree and Submit
  5. Copy the username, password and signature that get provided and then click Done
  6. 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
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.

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.

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Fraud Modules
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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
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