SlimPay - Revision history

SarahK: /* About this Module */

2023-07-27T18:13:06Z

‎About this Module

SarahK: /* Adding the SlimPay Payment Gateway */

2022-09-28T18:57:17Z

‎Adding the SlimPay Payment Gateway

SarahK: /* Adding the SlimPay Payment Gateway */

2022-09-07T21:02:44Z

‎Adding the SlimPay Payment Gateway

SarahK at 17:19, 1 April 2022

2022-04-01T17:19:07Z

SarahK at 19:12, 18 January 2022

2022-01-18T19:12:13Z

SarahK: /* Activation */

2020-08-04T17:52:04Z

‎Activation

John: /* Activation */

2020-06-26T09:42:35Z

‎Activation

Nathan at 19:30, 5 February 2018

2018-02-05T19:30:19Z

John at 12:34, 16 May 2017

2017-05-16T12:34:51Z

Matt at 16:32, 15 May 2017

2017-05-15T16:32:56Z

@@ Line 1: / Line 1: @@
 == About this Module ==
-<div class="docs-alert-success">
+<div class="docs-alert-danger">
-We added this module in WHMCS 7.2.
+We added this module in WHMCS 7.2 and removed it in WHMCS 8.8.
 </div>
@@ Line 18: / Line 18: @@
 | reversals = yes
 }}
 == Adding the SlimPay Payment Gateway ==

@@ Line 23: / Line 23: @@
 # 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 '''SlimPay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 22: / Line 22: @@
 To set up the SlimPay 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 '''SlimPay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 1: / Line 1: @@
 {{gateways
 | onetime = yes
@@ Line 5: / Line 18: @@
 | reversals = yes
 }}
-<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.2 and above</div>
+<html><a href="https://www.youtube.com/watch?v=L0B6KbPaGKE&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
-SlimPay is a Direct Debit payment gateway supporting both BACS Direct Debit for UK based customers and SEPA for EU based customers.
+=== Test Mode ===
-==What is Direct Debit?==
+You can use [https://dev.slimpay.com/hapi/login?signup sandbox mode] to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration.
-Direct Debit is a pull-based bank-to-bank payment method: a customer authorises a merchant to automatically debit their bank account of the amount of the subscription.
+=== Instant Activation for New Orders ===
-==Payment workflow==
+Direct debit is not an instant payment service. Payments can take up to a few days to clear and fully complete processing.
-The first time a user pays an invoice using the SlimPay payment gateway, they will be asked to complete a mandate that authorizes you (the merchant) to debit their bank account automatically each subscription cycle. The customer only has to do this once.
+If you wish to provision new orders immediately upon the completion of a mandate agreement and initiating of a payment, to avoid the customer having to wait while the payment clears, check '''Instant Activation for New Orders''' in the SlimPay payment gateway settings. This will trigger the invoice to be marked paid and any successful payment automation actions to be carried out immediately.
-[[File:Slimpay-mandate-success.png|center]]
+=== Supported Currencies ===
-Upon creation of a mandate for the first time, a payment request will be initiated. Until such time as the payment has fully completed, the invoice will display a "Payment Pending" status and display a message to the user as shown below. No automated provisioning actions will be performed until the payment has fully cleared, unless you enable the Instant Activation for New Orders option.
+== Payment Workflow ==
-<div class="docs-alert-warning">Direct debit is not an instant payment service. Payments can take up to a few days to clear and fully complete processing.</div>
+The first time a user pays an invoice using the SlimPay payment gateway, they will be asked to complete a mandate that authorizes you (the merchant) to debit their bank account automatically each subscription cycle. The customer only has to do this once.
-[[File:Slimpay-invoice.png|center]]
+[[File:Slimpay-mandate-success.png|center]]
 For recurring invoices where a mandate agreement already exists between you and the customer, WHMCS will automatically request a payment capture on the due date of the invoice.
-==Supported Currencies==
+=== Rejected Payments ===
 The SEPA scheme allows an eight week period where a payment received can be rejected or reversed by the payee. WHMCS will monitor for any changes in the payment status of invoices paid via SlimPay during this time and will automatically process these as appropriate.
-To learn more, visit [[Payment Reversals]]
+For more information, see [[Payment Reversals]].
-SlimPay have a sandbox for testing the payment integration. You can apply for sandbox credentials here: https://dev.slimpay.com/hapi/login?signup
+==Troubleshooting==
 {{modules}}

@@ Line 46: / Line 46: @@
 The Return URL inside your SlimPay account should be set to the following:
-  https://www.yourdomain.com/path/to/whmcs/modules/gateways/callback/slimpay.php
+  https://www.example.com/path/to/whmcs/modules/gateways/callback/slimpay.php
 ==Instant Activation for New Orders==

@@ Line 36: / Line 36: @@
 ==Activation==
-Navigate to Setup > Payments > Payment Gateways.  Select the All Payment Gateways tab. Now click the SlimPay button to activate it.
+Navigate 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'''. Select the All Payment Gateways tab. Now click the SlimPay button to activate it.
 You will be prompted for your SlimPay App ID, Secret and Creditor Reference which should have been provided to you by SlimPay.

@@ Line 40: / Line 40: @@
 You will be prompted for your SlimPay App ID, Secret and Creditor Reference which should have been provided to you by SlimPay.
-[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=L0B6KbPaGKE&hd=1|Watch Video Tutorial]]
+<html><a href="https://www.youtube.com/watch?v=L0B6KbPaGKE&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
 ==Notification/Returns URLs==

← Older revision		Revision as of 19:30, 5 February 2018
Line 1:		Line 1:
		+	{{gateways
		+	\| onetime = yes
		+	\| recurring = yes
		+	\| refunds = yes
		+	\| reversals = yes
		+	}}
		+
	<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.2 and above</div>		<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.2 and above</div>

← Older revision		Revision as of 12:34, 16 May 2017
Line 56:		Line 56:

	SlimPay have a sandbox for testing the payment integration. You can apply for sandbox credentials here: https://dev.slimpay.com/hapi/login?signup		SlimPay have a sandbox for testing the payment integration. You can apply for sandbox credentials here: https://dev.slimpay.com/hapi/login?signup
		+
		+
		+	{{modules}}

← Older revision		Revision as of 16:32, 15 May 2017
Line 34:		Line 34:

	[[File:Videotutorial.png‎\|center\|link=https://www.youtube.com/watch?v=L0B6KbPaGKE&hd=1\|Watch Video Tutorial]]		[[File:Videotutorial.png‎\|center\|link=https://www.youtube.com/watch?v=L0B6KbPaGKE&hd=1\|Watch Video Tutorial]]
		+
		+	==Notification/Returns URLs==
		+
		+	The Return URL inside your SlimPay account should be set to the following:
		+
		+	https://www.yourdomain.com/path/to/whmcs/modules/gateways/callback/slimpay.php

	==Instant Activation for New Orders==		==Instant Activation for New Orders==