[WHMCS] Advanced PayPal Integration

For the “normal” PayPal service, WHMCS offers 2 levels of integration, the simple one of automatically marking your invoices as paid but also a little extra feature enabling you to see your PayPal balance in your admin area dashboard, able to look up transactions via transaction IDs & automatically process refunds at the push of a button.

Step 1: Get your PayPal API Keys

  1. Log in to your PayPal account
  2. Navigate to: Profile -> My Selling Tools -> API access and click “Update”
  3. Choose “Option 2” (Request API credentials to create your own API username and password).
  4. Choose “Option 1″ (Request API Signature)
  5. Click “Agree” and then “Submit
  6. Open Notepad or another text editor and make a note of your API Username, API Password & API Signature (You can now log out of PayPal as we won’t need to access it any further)

Step 2: Enable the PayPal Payment Gateway

  1. Log in your WHMCS admin area and navigate to: Setup -> Payments -> Payment Gateways
  2. In the drop down menu, find “PayPal” and click “Activate
  3. Once the page refreshes, scroll down to find the new PayPal section and fill in all the fields:
    Display Name: Defiantly leave this as the default, PayPal (It is widely known)
    PayPal Email: The email address you use to log in PayPal (If you have multiple, set this as your default email)
    Force One Time Payments: Ticking this box will never show the “Create Subscription” link in invoices
    Force Subscriptions: Ticking this box will never show the onetime payment button on invoices when a subscription can be created
    API Username: Enter the API username you copied into Notepad
    API Password: Enter the API password you copied into Notepad
    API Signature: Enter the API signature you copied into Notepad
  4. Click “Save Changes

Step 3: Enabling the “Advanced Integration”

  1. Whilst in your WHMCS admin area, navigate to: Setup -> Addon Modules
  2. Find & activate the module: “PayPal Transaction Lookup
  3. Refresh the “Addon Modules” page and next to “PayPal Transaction Lookup” module, click “Configure
  4. Fill in all the fields this module requires:
    API Username: Enter the API username you copied into Notepad
    API Password: Enter the API password you copied into Notepad
    API Signature: Enter the API signature you copied into Notepad
    Show Balance: For each user group you want to be able to see your PayPal balance, tick the box. I strongly recommend you keep this to your own user group however.
    Access Control: Select “Full Administrator” for this
  5. Click “Save Changes

You should now be able to see your balance in the admin area dashboard.

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