WHMCS – How to Migrate Payment Gateways

WHMCS – How To Migrate Payment Gateways

On occasion it may be desirable to stop using one payment gateway and switch to another. This is a general guide to the process:

  1. Enable the new payment gateway module under Setup > Payments > Payment Gateways and configure it.
  2. Deactivate the old module by clicking Deactivate on the Payment Gateways page
  3. You will then be prompted to choose the payment gateway you wish to re-assign all existing services and invoices to – just select the new payment gateway when prompted.
  4. Depending upon the type of payment gateway module you’re switching two there may be a third step involved:
    1. If switching between merchant gateways or third party gateway modules then you are now finished.
    2. If switching to a merchant gateway for the first time the client will need to login and enter their card details to the “My Details” page in the client area. The card will then be charged when the next invoice is due.
    3. If switching between tokanisation modules the client will then need to login and pay their first invoice manually which will store their card details on your processor’s servers and then subsequent payments will be attempted automatically. Regrettably there isn’t an way for the migration to be done without client’s intervention as their CVV number is required for the first payment.
    4. If switching from a merchant gateway to a tokanisation gateway, typically clients will need to manually pay their next invoice via the client area. If card details or a token are stored for the client you may wish to delete them via the “Credit Card Information” link on each client’s summary page beforehand. There are some exceptions though, some payment gateways have card number migration paths:
      – Authorize.net CIM
      – Stripe
    5. If switching from a merchant or tokanisation gateway to a third party gateway, clients will need to manually pay their next invoice via the client area. If card details or a token are stored for the client you may wish to delete them via the “Credit Card Information” link on each client’s summary page beforehand.

And that’s it!

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