How do I set up and manage recurring billing on WHMCS?
Complete the following steps to set up and manage recurring billing on WHMCS.
On your PayFast account, do the following:
- Log in to your PayFast account and navigate to Settings > Recurring Billing.
- Click Enable or Edit next to Recurring Billing and enable Ad Hoc payments. (Once setup, WHMCS subscriptions will be found under Ad Hoc Agreements on your PayFast Dashboard.)
- Ensure that you have a PassPhrase set on your account.
On your admin dashboard of your WHMCS site, do the following:
- Log in to the admin dashboard of your WHMCS site and navigate to the PayFast configuration page under Setup > Payments > Payment Gateways.
- Select Enable Recurring Billing to:
- Enable Subscribe Now to the tokenized billing option on invoices which requires credit card payments.
- Turn off Auto Redirect on Checkout under Setup > General Settings > Ordering. Set Auto Redirect on Checkout to Automatically take the user to the invoice.
- The Pay Now option will still be available to clients who wish to pay invoices once off.
- Select Force Recurring Billing to require all clients to use tokenized billing. This requires Enable Recurring Billing to be enabled to take effect.
- When a client has already signed up for tokenized billing:
- The adhoc token can be found by clicking Credit Card Information on the Client Profile page, and manually cleared by clicking Clear Details, if desired.
- Unpaid invoices will have the Pay Now option available so that clients can pay invoices using all once-off payment methods available on your PayFast Dashboard.
- Invoices can be automatically charged via automation settings under Setup > Automation Settings.
- Enables Attempt Capture functionality admin dashboard of your WHMCS site
- Once the subscription has been set up, it can be managed on the Client Profile page, under the Products/Services tab on your WHMCS site admin dashboard.