Payflow Pro

From WHMCS Documentation

Revision as of 16:41, 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 to request API credentials to create your own API username and password.
  4. Choose Request API signature.
  5. Click Agree and Submit.
  6. Copy the provided username, password, and signature.
  7. Click Done.
  8. Enter the details from the previous steps at Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.

Reference Payments

This feature 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

Note: 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.

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.
  3. Enter the details provided by PayPal (Partner, Merchant Login, Username, Password).
  4. Check Use Reference Transactions.
  5. Click Save Changes.
  6. Go to Configuration () > System Settings > General Settings.
  7. Select the Security tab.
  8. Uncheck Allow Client Pay Method Removal.
  9. Click Save Changes to start accepting reference payments.

Common Issues

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.

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