Payflow Pro - Revision history

SarahK: /* About this Module */

2024-03-06T16:04:37Z

‎About this Module

SarahK: /* PayPal Pro Reference Payments */

2023-12-06T20:43:42Z

‎PayPal Pro Reference Payments

SarahK: /* About this Module */

2023-12-06T20:34:32Z

‎About this Module

PeterM: /* Adding the PayPal Pro Reference Payments Payment Gateway */

2023-09-27T10:05:54Z

‎Adding the PayPal Pro Reference Payments Payment Gateway

PeterM: /* Adding the Payflow Pro (PayPal) Payment Gateway */

2023-09-27T10:03:38Z

‎Adding the Payflow Pro (PayPal) Payment Gateway

SarahK: /* Adding the PayPal Pro Reference Payments Payment Gateway */

2022-09-28T19:03:12Z

‎Adding the PayPal Pro Reference Payments Payment Gateway

SarahK: /* Adding the Payflow Pro (PayPal) Payment Gateway */

2022-09-28T19:03:00Z

‎Adding the Payflow Pro (PayPal) Payment Gateway

SarahK: /* Adding the PayPal Pro Reference Payments Payment Gateway */

2022-09-07T20:46:59Z

‎Adding the PayPal Pro Reference Payments Payment Gateway

SarahK: /* Adding the Payflow Pro (PayPal) Payment Gateway */

2022-09-07T20:46:44Z

‎Adding the Payflow Pro (PayPal) Payment Gateway

SarahK at 19:34, 30 March 2022

2022-03-30T19:34:21Z

@@ Line 1: / Line 1: @@
 == About this Module ==
-−
 <div class="docs-alert-info">
 For information on all of our PayPal integrations, see [[PayPal]].

@@ Line 43: / Line 43: @@
 <div class="docs-alert-warning">
 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.
 </div>
 This gateway 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.

@@ Line 1: / Line 1: @@
 == About this Module ==
-−
 The Payflow Pro (PayPal) payment gateway module is available in WHMCS.
 {{gateways
@@ Line 9: / Line 13: @@
 | 3dsecure = yes
 }}
 == Adding the Payflow Pro (PayPal) Payment Gateway ==

@@ Line 61: / Line 61: @@
 #** 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.
-#* To find your details for the Payflow Pro API:
+#* To find your details for the PayPal Pro API:
-#*# Log in to PayPal.
+#*# Log in to your PayPal account.[[File:Paypal_api.png‎|thumb|PayPal API]]
-#*# Go to '''Profile > My selling preferences > API Access'''. [[File:Pp_api2.png‎|thumb|PayPal API Step 2]]
+#*# Go to '''Account Setting''' by hovering over your name in the top-right corner.
-#*# Choose '''Option 2''' to request API credentials to create your own API username and password.
+#*# Click '''Update''' next to '''API Access'''.
-#*# Choose '''Request API signature'''.
+#*# Under '''NVP/SOAP API integration''', click '''Manage API credentials'''.
 #*# Click '''Agree and Submit'''.
 # Click '''Save Changes'''.

@@ Line 23: / Line 23: @@
 #** 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.
 #* To find your details for the Payflow Pro API:
-#*# Log in to PayPal.
+#*# Log in to your PayPal account.[[File:Paypal_api.png‎|thumb|PayPal API]]
-#*# Go to '''Profile > My selling preferences > API Access'''. [[File:Pp_api2.png‎|thumb|PayPal API Step 2]]
+#*# Go to '''Account Setting''' by hovering over your name in the top-right corner.
-#*# Choose '''Option 2''' to request API credentials to create your own API username and password.
+#*# Click '''Update''' next to '''API Access'''.
-#*# Choose '''Request API signature'''.
+#*# Under '''NVP/SOAP API integration''', click '''Manage API credentials'''.
 #*# Click '''Agree and Submit'''.
 # Click '''Save Changes'''.

@@ Line 54: / Line 54: @@
 # Go to the appropriate location for your version of WHMCS:
-#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
-#* For WHMCS 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 # Click '''PayPal Pro Reference Payments'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 13: / Line 13: @@
 To set up the Payflow Pro (PayPal) payment gateway in WHMCS:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Choose the '''All Payment Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
 # Click '''Payflow Pro (PayPal)'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 1: / Line 1: @@
 {{gateways
 | type = cc
@@ Line 6: / Line 9: @@
 | 3dsecure = yes
 }}
-===Configuration===
+=== Test Mode ===
-To activate the module:
+You can use test mode to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration.
 {{gateways
 | level = 4
@@ Line 50: / Line 48: @@
 | 3dsecure = yes
 }}
+=== Adding the PayPal Pro Reference Payments Payment Gateway ===
-<div class="docs-alert-warning">
-'''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.
+To set up this payment gateway in WHMCS:
-</div>
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
-===Configuration===
+# Choose the '''All Payment Gateways''' tab.
+# Click '''PayPal Pro Reference Payments'''.
-To activate the module:
+# Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
-# Go 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'''.
+# Enter your PayPal Pro Reference Payments credentials.
-# Choose '''Payflow Pro (PayPal)''' from the available list of gateways to activate.
+#* '''Processor ID''', '''Merchant ID''', and '''Transaction PW''' are used by the 3D Secure process.
-# Enter the details provided by PayPal ('''Partner''', '''Merchant Login''', '''Username''', '''Password''').
+#** PayPal Pro accounts are enrolled for this by default. If you are enrolled, PayPal will provide details.
-# Check '''Use Reference Transactions'''.
+#** 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.
 # Click '''Save Changes'''.
-===Common Issues===
+== Troubleshooting ==
-====Details could not be saved. Remote storage failed====
+===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.
@@ Line 76: / Line 78: @@
 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====
+===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.