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WHMCS provides the ability to customize the options and experience of order processing and payment. This article goes over the options available in the Setup > Payments menu.
To access payment options, go to Setup > Payments > and then the payment section you wish to access.
This section lets you specify what currencies you support in your payments. The page lists what currencies are currently configured and allows you to specify other currencies your system supports.
To add support for another currency, fill out the fields listed under Add Additional Currency and click Add Currency. The currency options are as follows:
There are also two buttons to allow you to pull to most up-to-date exchange rates between your supported currencies and apply them as updates to the prices of your products.
This section of the Payments options allows you to enable multiple third-party payment options such as PayPal.
This page has three tabs for these options.
The payment gateways displayed here are typically very popular, trustworthy, and recommended by WHMCS. Each gateway listed here has a button to learn more about the service and how to enable it.
This tab lists all the available payment gateways you can enable, with buttons to enable them and even a link at the bottom to WHMCS' marketplace. They have more payment gateways available with third-party modules.
This tab lets you manage and disable any payment gateways that you currently have enabled. The options available here vary slightly per payment gateway, as they each have their own requirements, but all options for them will be listed here. You can deactivate a payment gateway by clicking the red Deactivate text next to its name.
This page allows you to specify the tax settings for your orders. There are a set of global rules and the ability to set up two tax rules to allow instances of specifying things like state and federal taxes separately.
The following are the options available to set on all taxes applied to orders.
Below the global tax rule is three tabs for your leveled tax rules. The first two tabs list and allow edits on your existing tax rules for Level 1 and Level 2. The third tab allows you to add a new tax rule.
Add a new tax rule, open the Add New Tax Rule tab, fill in the fields and click Add Rule.
This page lets you specify any promotional deals or coupons available for your products. The main page lists all your active promotions by default but provides buttons to view expired promotions and all promotions in a single list. With each promotion, there is a b
To add a new promotional deal, click the Create New Promotion button, fill out the following form with details on the promotion, and click Save Changes.
Written by Hostwinds Team / September 5, 2018