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
- Log in to your PayPal account
- Navigate to: Profile -> My Selling Tools -> API access and click “Update”
- Choose “Option 2” (Request API credentials to create your own API username and password).
- Choose “Option 1” (Request API Signature)
- Click “Agree” and then “Submit“
- 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
- Log in your WHMCS admin area and navigate to: Setup -> Payments -> Payment Gateways
- In the drop down menu, find “PayPal” and click “Activate“
- 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 - Click “Save Changes“
Step 3: Enabling the “Advanced Integration”
- Whilst in your WHMCS admin area, navigate to: Setup -> Addon Modules
- Find & activate the module: “PayPal Transaction Lookup“
- Refresh the “Addon Modules” page and next to “PayPal Transaction Lookup” module, click “Configure“
- 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 - Click “Save Changes“
You should now be able to see your balance in the admin area dashboard.
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