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How do I setup and manage recurring billing on WHMCS?

On your PayFast account, do the following:

  1. Log into your PayFast account and navigate to Settings > Integration.
  2. 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 account.)
  3. Ensure that you have a PassPhrase set on your account.

On your admin dashboard of your WHMCS site, do the following:

  1. Log into the admin dashboard of your WHMCS site and navigate to the PayFast configuration page under Setup > Payments > Payment Gateways.
  2. Select ‘Enable Recurring Billing’ to:
    1. Enable the Subscribe Now to tokenized billing option on invoices which requires credit card payments.
    2. Turn off 'Auto Redirect on Checkout' under Setup > General Settings > Ordering. Set ‘Auto Redirect on Checkout’ to ‘Automatically take the user to the invoice’
    3. The 'Pay Now' option will still be available to clients who wish to pay invoices once off.
  3. Select ‘Force Recurring Billing’ to require all clients to use tokenized billing. This requires 'Enable Recurring Billing' to be enabled to take effect.
  4. When a client has already signed up for tokenized billing:
    1. 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.
    2. 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 account.
    3. Invoices can be automatically charged via automation settings under Setup > Automation Settings.
    4. Enables ‘Attempt Capture’ functionality admin dashboard of your WHMCS site
  5. Once the subscription has been setup, it can be managed on the Client Profile page, under the ‘Products/Services’ tab on your WHMCS site admin dashboard.
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