Tips & Tricks

  • Migrating Clients from Subscription to Billing Agreement

    Now that you’re using our gateway, clients that pay with our gateway for the first time will automatically have a Billing Agreement created and stored in their account. But, how should you handle existing clients that already have a subscription on file? Well, there’s a few different options you have....
  • Add a “Manage PayPal Billing” link to your Client Area Menu

    We’ve specially crafted a simple hook (valid for WHMCS 6 or 7) for you to upload to add a link to our client area page, where your clients can view, manage, create or cancel their Billing Agreement with you. This page is at yoursite.com/whmcs/paypalbilling.php Simply upload the attached insertpaypalmenu.zip file...
  • How to handle eChecks through PayPal

    Since our gateway generates and stores a billing agreement on file for a client once they’ve initially paid with our gateway – and uses this billing agreement to charge the client on a recurring basis for future due invoices, there is the chance for a scenario where the client doesn’t...