Difference between revisions of "PayPal Checkout"

From WHMCS Documentation

(Limitations/Restrictions)
(Supported Payment Types)
 
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* Subscriptions
 
* Subscriptions
  
Carts that have One-Time payment items only will immediately see the Express Checkout buttons as described below.  Carts that contain at least one recurring payment item will be shown the PayPal Checkout dynamic buttons as part of the standard checkout workflow. This allows the client to either make a one-time payment or create a subscription for the finalized order.
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Carts that have '''One-Time payment items only''' will immediately see the Express Checkout buttons as described below.  Carts that contain '''at least one recurring item''' the client can proceed through the standard WHMCS checkout routine and select PayPal as the payment method upon checkout. Upon placing an order they will be redirected to PayPAl to create a subscription.
  
 
==Express Checkout==
 
==Express Checkout==

Latest revision as of 20:47, 23 March 2020

PayPal Checkout is a new PayPal module available in WHMCS 7.9 and later.

The latest PayPal module leverages PayPal Checkout and PayPal's Smart Button technology which PayPal describes as follows:

"PayPal Checkout with Smart Payment Buttons gives your buyers a simplified and secure checkout experience. PayPal intelligently presents the most relevant payment types to your shoppers, automatically, making it easier for them to complete their purchase using methods like Pay with Venmo, PayPal Credit, credit card payments, iDEAL, Bancontact, Sofort, and other payment types."

Supported Payment Types

  • One-Time Payments
  • Subscriptions

Carts that have One-Time payment items only will immediately see the Express Checkout buttons as described below. Carts that contain at least one recurring item the client can proceed through the standard WHMCS checkout routine and select PayPal as the payment method upon checkout. Upon placing an order they will be redirected to PayPAl to create a subscription.

Express Checkout

With PayPal Checkout, users can elect to checkout using PayPal.

Clicking any of the checkout with PayPal buttons will launch a modal based payment authorization process.

Users will be asked to login to their PayPal account and confirm they approve payment, before being returned to the WHMCS shopping cart to complete the checkout process.

For new customers who are placing an order for the first time, upon completing the PayPal checkout workflow, the registration form within WHMCS will be displayed with their name, email and billing address prefilled to speed up the checkout process. For existing users, those not logged in will be presented with the login screen with their email address pre-filled to speed up sign-in.

Pictured below is the View Cart step of the order process, showing the PayPal Checkout options in addition to the default Checkout button.

Paypal-checkout-cart-buttons.png

Users who elect to use the express checkout options of PayPal Checkout will not see a payment method choice during checkout post authorization of payment by PayPal. They will instead see a message indicating they have pre-approved payment with PayPal.

Getting Started

To activate and configure PayPal Checkout for use in WHMCS:

PayPal Activate & Configure
PayPal Configuration Complete
  • Begin by logging in to the WHMCS admin area and navigating to Setup > Payment Gateways
  • Click the Activate & Configure button in the PayPal section
  • A popup will open and ask you to either login to your existing PayPal account or signup for a new one
  • Upon logging in, you will be asked to confirm you give permission for the WHMCS application to access your account. Click Confirm to continue.
  • API Credentials will be populated and saved in WHMCS automatically. The page will refresh and once you see the green success notification, you have completed the setup process.

You can now begin using the PayPal Checkout module.

Limitations/Restrictions

The following limitations and restrictions apply to PayPal Checkout:

  • Users who choose to use one of the PayPal Checkout express checkout options within the view cart step of the shopping cart workflow will not be asked to select a payment gateway in the checkout step.
  • The option to apply credit during checkout for existing customers who have a credit balance is not displayed during express checkout to avoid conflicts with the pre-authorized amount at PayPal.
  • MarketConnect Upsells will not be displayed after payment has been pre-authorized with PayPal to avoid changes being made to the cart total after authorization of the payment amount with PayPal.
  • The Convert to for Processing option is not offered in the module configuration. Payments will be made in the client's selected currency.
  • Clients will be offered the subscription option if ordering a recurring product. An option to force only one-time payments is not offered in the module configuration.