PayPal Pro Reference Payments

The PayPal Pro Reference Payments gateway helps reduce your PCI compliance liability. Instead of storing card details, the system uses the ID of the last transaction to make repeat charges. If you use this, clients must reenter their card details to change payment gateways.

This module does not support adding or updating card data via the Admin Area. Instead, you can do this by paying an invoice on behalf of a client.

For information on all of our PayPal integrations, see Accepting PayPal.

Supported Features

Type: Token

One-TimeRecurringRefundsReversals
✖️
3D SecureRemote Update CardRemote Delete CardAddPayMethod API
✖️✖️✖️

Adding the PayPal Pro Reference Payments Payment Gateway

To set up this payment gateway in WHMCS:

  1. Go to Configuration () > Apps & Integrations or Addons > Apps & Integrations.
  2. Click PayPal Pro Reference Payments.
  3. Check Show on Order Form to display this payment method in the Client Area during checkout.
  4. Enter your PayPal Pro Reference Payments credentials. For steps to find this information, see PayFlow Pro API Details.
  5. Click Save Changes.

Troubleshooting

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.

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

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 system must store the card details at PayPal for automated rebilling of reference transactions to function.

The system will never store client credit details on your server.

Last modified: June 14, 2024