WorldPay - Revision history

PeterM: /* WorldPay FuturePay */

2022-10-24T10:45:38Z

‎WorldPay FuturePay

SarahK at 18:55, 28 September 2022

2022-09-28T18:55:15Z

SarahK: /* Adding the WorldPay FuturePay Payment Gateway */

2022-09-07T21:04:43Z

‎Adding the WorldPay FuturePay Payment Gateway

SarahK: /* Adding the WorldPay Payment Gateway */

2022-09-07T21:04:31Z

‎Adding the WorldPay Payment Gateway

James.white: /* Adding the WorldPay FuturePay Payment Gateway */

2022-08-28T13:58:39Z

‎Adding the WorldPay FuturePay Payment Gateway

SarahK at 20:21, 1 April 2022

2022-04-01T20:21:09Z

SarahK: Undo revision 31841 by SarahK (talk)

2022-04-01T20:10:16Z

Undo revision 31841 by SarahK (talk)

SarahK: Undo revision 31842 by SarahK (talk)

2022-04-01T20:09:59Z

Undo revision 31842 by SarahK (talk)

SarahK: Undo revision 31843 by SarahK (talk)

2022-04-01T20:09:42Z

Undo revision 31843 by SarahK (talk)

SarahK: /* About this Module */

2022-04-01T20:07:48Z

‎About this Module

@@ Line 46: / Line 46: @@
 # Click '''WorldPay FuturePay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
-# Enter your WorldPay credentials.
+# Enter your WorldPay FuturePay installation details:<br/>[[File:Wpfp2.png|800px|WorldPay FuturePay]]
-#* In '''Auth Password''', enter the password that you have configured to allow remote charges. This requires a remote admin installation on your WorldPay account.
+## In this example, '''Installation ID''' is '''12345''' in the first row of the '''Installation''' column.
 # Click '''Save Changes'''.
 # Log in to the WorldPay Merchant Administration Interface.

@@ Line 13: / Line 13: @@
 # 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 '''WorldPay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.
@@ Line 43: / Line 42: @@
 # 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 '''WorldPay FuturePay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 42: / Line 42: @@
 To set up the WorldPay FuturePay 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 '''WorldPay FuturePay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 12: / Line 12: @@
 To set up the WorldPay 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 '''WorldPay'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 47: / Line 47: @@
 #* In '''Auth Password''', enter the password that you have configured to allow remote charges. This requires a remote admin installation on your WorldPay account.
 # Click '''Save Changes'''.
 === FuturePay IDs ===

@@ Line 1: / Line 1: @@
 {{gateways
 | onetime = yes
 }}
-There are two modules for worldpay - one time invoices and FuturePay.  For FuturePay, we use the more versatile Limited Agreements payment system.  This offers the ultimate in flexibility and allows charges to be taken from the clients card whenever they are needed.  So with this, once the user has setup a FuturePay Agreement, any invoice can be charged to their card at any time.  This makes all invoice payments automated.  There are however some steps involved in configuring it and we'll go through these below.
+== Adding the WorldPay Payment Gateway ==
-−
-==Setting up the gateway==
+To set up the WorldPay payment gateway in WHMCS:
-You first need to activate the WorldPay and/or WorldPay FuturePay module(s) in WHMCS by navigating to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payment Gateways''' and enter your details as requested.
+=== Test Mode ===
-Next log in to the WorldPay Merchant Administration Interface > System Settings > Integration Setup : PRODUCTION and set the Payment Response URL to:
+You can use test mode to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration.
-==FuturePay Specific Items==
+==WorldPay FuturePay==
 {{gateways
 | type = token
@@ Line 21: / Line 36: @@
 | level = 3
 }}
-If using FuturePay, in the Auth Password field, you'll need to enter the password that is setup to allow remote charges to be made.  This is also referred to as the Invisible Auth Password and requires that a Remote Admin installation is added to your WorldPay account. This can be achieved by emailing support [at] worldpay [dot] com with your company ID and requesting this (at no extra cost).
+=== FuturePay IDs ===
-You should then go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payment Gateways''' and setup the FuturePay gateway as show below:
+Once a client makes the first payment (usually at the time of ordering) the FuturePay ID is stored in the database (<tt>tblclients.gatewayid</tt>).
-[[Image:Futurepay_setup.gif]]
+The Futurepay ID is displayed to staff on the invoice page and also by clicking the '''Credit Card Information''' link on the client's Summary tab.
-Once a client makes the first payment (usually at the time of ordering) the FuturePay ID is stored in the database (tblclients.gatewayid).
+== Auth Mode A - Capture Delay ==
 The auth mode is used to turn on capture delay. A = on. You then configure the delay period in the WorldPay admin. This used to be called pre-auth mode. Capture Delay enables you to specify a delay between the authorisation of a payment and its capture. This can be helpful when determining whether you should fulfil an order since it allows you time to assess a transaction. You can cancel (void) a transaction through the WorldPay Merchant Interface before capture, thereby saving you time and money by avoiding making a refund.
@@ Line 48: / Line 70: @@
 ===To turn off automatic payment capture and manually capture all payments===
 Set Capture Delay in your WorldPay account to OFF - set AuthMode on your Payment Gateway page to E.
 {{modules}}

@@ Line 3: / Line 3: @@
 This module allows you to use WorldPay for one time invoices.
-For information on the WorldPay module in WHMCS 8.1 and earlier, see [[WorldPay Invisible]].
+For information on the module to use the Limited Agreements payment system in WHMCS 8.1 and earlier, see [[WorldPay FuturePay]].
 {{gateways
 | onetime = yes