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Account configuration

Note

The screenshots shown here are from PostFinance Checkout, however any Wallee solution will have a similar layout and functionality.

Warning

Configuring Wallee involves multiple steps and is more complex than most payment gateways. Please ensure you proceed with every step described in this page. Any mistake can cause things to not work smoothly.

Basic setup​

Step 1: Login​

Login to your Wallee Payment Service, for example https://checkout.postfinance.ch/

Step 2: Disable email feature​

Navigate to Space > Settings > Features and make sure the Email feature is turned off. WHMCS will handle email communication with the customer.

Step 3: Create a Role​

User Role

User Role

  • Navigate to Account > Roles > Create role
  • Give it a name
  • Scroll down and tick Payment Processing
  • Click on Create to confirm

Step 4: Create an Application User​

  • Navigate to Account > Application Users > Create application user
  • Give it a name
  • Note the User ID and Authentication Key, you will need them later!
  • Click on Assign a role
  • For each of the three roles shown, assign the role you created in the previous step
  • Click on Save roles

Step 5: Create a Space​

Note

If you already have a Space, you can skip this step

  • Navigate to Account > Spaces > Create space
  • Fill the form out, especially the required fields
  • All other settings can remain at their defaults
  • Click Create

Step 6: Enable Webhook feature​

  • Navigate to Space > Settings > Features
  • Make sure Webhook is enabled

Step 7: Create Webhook URL​

Webhook URL

Webhook URL

Step 8: Configure Transaction Webhook listener​

  • Navigate to Space > Settings > General tab > Webhooks Listeners > Create webhook listener
  • Choose the Transaction Completion entity and click Continue
  • Give it a name, for example WHMCS Transaction, and choose the Url you previously created
  • Choose the Successful and Failed entity states
  • Important: Make sure the Notify Every Change checkbox remains unchecked!
  • Click on Create

Transaction Webhook

Transaction Webhook

Advanced setup (one-click payments)​

Warning

The following steps need to be implemented if you plan to use one-click payments, which allow WHMCS to store payment tokens for the customers and automatically charge them on recurring payments.

One-Click Payments require the Tokens feature to be active in your account. Not all subscriptions have this feature, so please make sure you have it before setting this up!

Step 9: Configure Token Webhook listener​

  • Navigate to Space > Settings > General tab > Webhooks Listeners > Create webhook listener
  • Choose the Token entity and click Continue
  • Give it a name, for example WHMCS Token, and choose the Url you previously created
  • Choose the Inactive and Deleted entity states only
  • Important: Make sure the Notify Every Change checkbox remains unchecked!
  • Click on Create

Token Webhook

Token Webhook

Step 10: Configure Token Version Webhook listener​

  • Navigate to Space > Settings > General tab > Webhooks Listeners > Create webhook listener
  • Choose the Token Version entity and click Continue
  • Give it a name, for example WHMCS Token Version, and choose the Url you previously created
  • Choose the Active entity state only
  • Important: Make sure the Notify Every Change checkbox remains unchecked!
  • Click on Create

Token Webhook

Token Version Webhook

Step 11: Configure Charge Flow​

  • Navigate to Space > Settings > Payment tab > Charge Flows > Configure Charge Flow
  • Configure Level 1 to Only try to process the transaction without user interaction
  • Disable Level 2 and Level 3
  • Click on Create

Charge Flow

Charge Flow

Step 12: Enable One Click Payment in Payment Methods​

  • Navigate to Space > Settings > Payment tab > Payment Methods
  • Edit every active payment method
  • Ensure that One-Click Payment is set to Allow Storage.

One-Click Payment

One-Click Payment

Note

Please note that not all payment methods and connectors support this.