Migrating Payment Gateways - Revision history

SarahK at 17:41, 9 December 2022

2022-12-09T17:41:01Z

SarahK: /* Migrate in WHMCS 8.0 and earlier */

2022-09-07T16:05:49Z

‎Migrate in WHMCS 8.0 and earlier

SarahK at 16:05, 7 September 2022

2022-09-07T16:05:29Z

John at 12:12, 10 May 2022

2022-05-10T12:12:03Z

SarahK at 18:58, 26 April 2022

2022-04-26T18:58:08Z

SarahK: Created page with "Sometimes, you may want to stop using one payment gateway and switch to another. ==Migrate Payment Gateways== To do this: #Enable the new payment gateway module under '''C..."

2022-01-13T21:46:09Z

Created page with "Sometimes, you may want to stop using one payment gateway and switch to another. ==Migrate Payment Gateways== To do this: #Enable the new payment gateway module under '''C..."

New page

Sometimes, you may want to stop using one payment gateway and switch to another.

==Migrate Payment Gateways==

To do this:

#Enable the new payment gateway module under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. Configure it per our [[Payment_Gateways|documentation]].
#Deactivate the old module by clicking '''Deactivate'''. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
# Select the new payment gateway. For more information, see [[Payment_Gateways#Deactivating_Gateway_Modules|Deactivating Gateway Modules]].
#Depending upon the type of payment gateway module you're switching to, perform one of the following steps:
##If you are switching between merchant gateways or third party gateway modules, there is no third step and you are finished.
##If you are switching to a merchant gateway for the first time, the client will need to log in and enter their card details to the "My Details" page in the client area. The system will charge the card when the next invoice is due.
##If you are switching between tokenisation modules, the client will need to log in and pay their first invoice manually, which will store their card details on your processor's servers. The system will attempt subsequent payments automatically. Regrettably, there isn't a way for the migration to be done without client's intervention because the system requires their CVV number for the first payment.
##If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand. There are some exceptions, though, and some payment gateways have card number migration paths:<br/>- [[Stripe#Migrating_to_Stripe|Stripe]]
##If you are switching from a merchant or tokenization gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand.

@@ Line 15: / Line 15: @@
 # Click '''Deactivate''' to [[Payment_Gateways#Deactivating_Gateway_Modules|deactivate the old module]]. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
 # Select the new payment gateway.
-# If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Summary Tab|Summary]]''' tab.
+# If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Clients:Summary Tab|Summary]]''' tab.
 === Migrate in WHMCS 8.5 and earlier ===
@@ Line 25: / Line 25: @@
 # [[Payment_Gateways#Deactivating_Gateway_Modules|Deactivate]] the old module by clicking '''Deactivate'''. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
 # Select the new payment gateway.
-# If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Summary Tab|Summary]]''' tab.
+# If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Clients:Summary Tab|Summary]]''' tab.
 === Additional Client Actions ===

@@ Line 17: / Line 17: @@
 # If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Summary Tab|Summary]]''' tab.
-=== Migrate in WHMCS 8.0 and earlier ===
+=== Migrate in WHMCS 8.5 and earlier ===
 To migrate from one payment gateway to another:
@@ Line 25: / Line 25: @@
 # [[Payment_Gateways#Deactivating_Gateway_Modules|Deactivate]] the old module by clicking '''Deactivate'''. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
 # Select the new payment gateway.
 # If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Summary Tab|Summary]]''' tab.
-−
 === Additional Client Actions ===

@@ Line 1: / Line 1: @@
-Sometimes, you may want to stop using one payment gateway and switch to another.
+When you change your setup from using one payment gateway to using another, we recommend the process below.
-−
 ==Migrate Payment Gateways==
-−
-To do this:
+The steps to migrate payment gateways depend on your version of WHMCS.
-−
-# Enable and configure the new payment gateway module under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''.
+=== Migrate in WHMCS 8.6 and Later ===
-# [[Payment_Gateways#Deactivating_Gateway_Modules|Deactivate]] the old module by clicking '''Deactivate'''. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
 # Select the new payment gateway.
-# Depending upon the type of payment gateway module you're switching to, perform one of the following steps:
+# If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking '''Credit Card Information''' in the client's profile's '''[[Summary Tab|Summary]]''' tab.
-## If you are switching between merchant gateways or third-party gateway modules, there is no third step and you are finished.
-## If you are switching to a merchant gateway for the first time, the client will need to log in and enter their card details to the '''My Details''' page in the client area. The system will charge the card when the next invoice is due.
+=== Migrate in WHMCS 8.0 and earlier ===
-## If you are switching between tokenisation modules, the client will need to log in and pay their first invoice manually, which will store their card details on your processor's servers. The system will attempt subsequent payments automatically. Regrettably, there isn't a way for the migration to be done without client's intervention because the system requires their CVV number for the first payment.
-## If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area.  If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand.
+To migrate from one payment gateway to another:
-## If you are switching from a merchant or tokenization gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the '''Credit Card Information''' link in each client's '''[[Clients:Summary Tab|Summary]]''' tab beforehand.

@@ Line 12: / Line 12: @@
 ## If you are switching to a merchant gateway for the first time, the client will need to log in and enter their card details to the '''My Details''' page in the client area. The system will charge the card when the next invoice is due.
 ## If you are switching between tokenisation modules, the client will need to log in and pay their first invoice manually, which will store their card details on your processor's servers. The system will attempt subsequent payments automatically. Regrettably, there isn't a way for the migration to be done without client's intervention because the system requires their CVV number for the first payment.
-## If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area.  If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand. There are some exceptions, though, and some payment gateways, like [[Stripe#Migrating_to_Stripe|Stripe]], have card number migration paths.
+## If you are switching from a merchant gateway to a tokenization gateway, typically clients will need to manually pay their next invoice via the client area.  If you store card details or a token for the client, you may wish to delete them via the "Credit Card Information" link on each client's summary page beforehand.
 ## If you are switching from a merchant or tokenization gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If you store card details or a token for the client, you may wish to delete them via the '''Credit Card Information''' link in each client's '''[[Clients:Summary Tab|Summary]]''' tab beforehand.