Excel

If anyone has any ideas for new versions or feature requests, please let me know! We're looking to add some new things, and want to know what people would like to see.

You can edit the .tpl file and customize it for your needs. Yes, any payment gateway is possible. It just needs to be sorted properly in your Admin > Payment Gateways section.

Yes, only if you have one of those merchant gateways can you use the CC information stored in the client profile. But my module does not offer the credit card change capabilities, as that is already built into WHMCS. This module gives the ability to set the default payment method regardless of what gateway you have

Both of those gateways do not support storage of credit card info, they are third-party gateways. So of course, accessing the change credit card details link will not work when you do not have a direct credit card (merchant) gateway listed here: http://wiki.whmcs.com/Payment_Gateways

The latest version is actually v1.2.1, please make sure to get it from here: http://forum.whmcs.com/showpost.php?p=153330&postcount=27 Do you have a credit card module enabled? Which payment gateway? What link is the Change Credit Card Details pointing to? By the way, does any one have any feature requests or suggestions for the next release? Please post it here

Yes, certainly.

I currently have the code for Hosting Products and Addons only, not domains yet. But you can PM me for the code

True, I guess it's just to make sure the update was done properly. But thanks for the tips. Just wondering if anyone had tried this action hook yet. It's useful instead of manually setting the payment gateway.

If any users have tried this script yet, please leave some feedback. I'm interested to know whether it's working for everyone, as we find it very useful.

Please check your Apache Error Log and let me know what the error says. Also make sure when you uploaded the script, the CHMOD permissions for the files are set to 0644 (recommended) or 0755 only.

Can you explain how this is different from the version you had at http://forum.whmcs.com/showthread.php?t=23586&page=2 ? Thanks,

I coded this Action Hook which will help in automatically setting the last payment gateway used by a client to pay their invoice as the new default payment method for that product (product: can be a Hosting service or Addon). You may find this useful since clients who choose to pay using a new payment method will not be able to set the payment gateway as the new default on their own without the contribution located at http://forum.whmcs.com/showthread.php?t=28512 This Action Hook extends the above contribution further by automatically setting the last payment method used as the new default for their product when an invoice transaction takes place for their product. Not everyone may want this because if a client just wanted to use a new payment method only once, this script won't know. However, it offers logging capabilities (using the TO DO List) which enables Administrators to verify that the change was appropriate. Installation Instructions: 1) Create a new php file (any file name) and enter the below code exactly as it appears. 2) Upload this php file to your /includes/hooks folder 3) No further customization needed <?php //////////////////////////////////////////////////////////////////////////// //// ********** DO NOT REMOVE THIS COPYRIGHT NOTICE ********** //// //// (C) 2010 CIAN Technologies Inc. d/b/a ExcellentHost Enterprises //// //// Coded by Anand Athi - Public Release //// //// Set Last Payment Method Hook v1.1 - July 2010 //// /////////////////////////////////////////////////////////////////////// ////PURPOSE: This action hook will automatically set the last payment method used by the client as the new default for their product (hosting products OR addons), ////-------- only if they did not already set their profile to use this gateway for future transactions. //// Based on code for Default CC Gateway Hook v1.1 (Private Release) add_hook("afterAddTransaction",1,"check_default_gateway"); function check_default_gateway($vars) { $result = mysql_query("SELECT type, relid FROM tblinvoiceitems WHERE invoiceid='".$vars['invoiceid']."';"); //find packageid from invoice while ($row = mysql_fetch_array($result)) { $relid = $row['relid']; if($row['type'] == "Hosting") { $tabletype = "tblhosting"; } elseif ($row['type'] == "Addon") { $tabletype = "tblhostingaddons"; } else {$tabletype = "none"; } if($tabletype != "none") { $result2 = mysql_query("SELECT paymentmethod FROM $tabletype WHERE id='$relid';"); while ($row2 = mysql_fetch_array($result2)) { if($row2['paymentmethod'] != $vars['gateway']) { //customer has paid using a different gateway, but has not set this as default in profile mysql_query("UPDATE $tabletype SET paymentmethod = '".$vars['gateway']."' WHERE id='$relid'"); $result4 = mysql_query("SELECT paymentmethod FROM $tabletype WHERE id='$relid';"); while ($row4 = mysql_fetch_array($result4)) { $new_paymentmethod = $row4['paymentmethod']; } //log this activity into TO DO LIST for verification purposes. Comment out if you don't want the system to log these events. mysql_query("INSERT INTO tbltodolist SET date='".date("Y-m-d")."', title='Default Gateway Set', description='Client ID ".$vars['userid']. " has had their package ID $relid (type: ".$row['type'].") automatically set to $new_paymentmethod', status='Pending', duedate='".date("Y-m-d")."';"); } } } } } ?> I have another contribution that only changes the payment method for those users who have switched to a CC gateway for automatic billing (e.g. those who previously used PayPal or other payment method). Currently that contribution is a Private Release since it provides additional checks on credit card availability, but if you would like this action hook, you can request it on this thread. I may release it depending on demand. Feedback appreciated.

Actually that is a great question, I forgot that I had to enable that smarty class myself manually before. Some people may still have the file from an older WHMCS version. Please find the smarty string to lower function file attached. It should be uploaded to /includes/smarty/plugins smarty_modifier_lower.zip

Hi, Please make sure to upload the encoded php file using BINARY mode in your FTP client. I just tried with the same 1.2.1 release I posted before (both Ioncube and Zend versions) and made sure the Transfer Type was set to Binary mode, and it worked fine without any issues. Otherwise, allowing "Auto" or "ASCII" uploading would break the encoding and load a white screen (you can find the exact error by enabling debug mode in your WHMCS config file) Please report back results. The encoded release should be fully functional, so I'd be happy to resolve any potential issues.

Hope it's working well for you The unencoded special is still on, at least until the mid-July.

Just the PHP file We sent you an email with the updated file. If you already customized your code, let us know on the ticket and we can tell you the exact line numbers that were changed. Thanks for your patience!

Thanks for your comments, web2008! We found a small bug that prevented proper credit card detection on a user's profile. Please use this new version 1.2.1 instead. v1.2.1 - June 21, 2010 - Bug Fixes [+] hides terminated/cancelled/fraud packages from view (template-adjustable) [-] fix credit card detection on profile Both ionCube and Zend encoded versions are attached below for your convenience. Users with Unencoded Licenses will be sent the new version by email. Here are some new screenshots for the script: ---- ---- For a limited time, you can obtain the fully commented UNENCODED version for only $19. The coupon code to use during checkout at https://clients.excellenthost.com/cart.php?a=add&pid=34 is "EXCEL19" Suggestions, comments, questions? Please post here! set_payment_method_v1.21_ioncube.zip set_payment_method_v1.21_zend.zip

Hi, Please find the IonCube version of Set Payment Method v1.2 attached. Make sure to upload using BINARY mode. set_payment_method_v1.2i.zip

Hi All, We have diligently incorporated suggestions we received, and we are now making available a new version of this script: Set Payment Method v1.2 CHANGE LOG ----------- v1.2 - June 19, 2010 - New Features Release [+] ability to set payment method for domain registration products [+] displays package name instead of just ID [+] better multilingual support v1.1 - April 18, 2010 - First Public Release [+] automatically identifies default CC gateway, if applicable [+] automatically generates list of payment gateways to select from v1.0 - October 2009 - Initial Internal Release NOTE: For default Credit Card gateway autodetection to work properly, please make sure to sort payment gateways in WHMCS Admin area to set an order, or else all new gateways default to "0" and the script will not be able to identify the preferred CC gateway. For a limited time, you can obtain the fully commented UNENCODED version for only $19. The coupon code to use during checkout at https://clients.excellenthost.com/cart.php?a=add&pid=34 is "EXCEL19" Remember, by buying the unencoded version, you also obtain at least 6 months of free updates and have more say into making suggestions for future versions of the product. We currently encode the free version of this script using Zend. If you would like an IonCube version, please request it here, and it will be posted as well. All feedback and suggestions are appreciated on this thread. set_payment_method_v1.2.zip

Under the Product/Service tab for each client (you can only set payment preferences on a per-product basis), you can set their preferred Payment Method from a drop down menu. If you want clients to be able to select their default gateway themselves on a per-product basis, see the contribution at http://forum.whmcs.com/showpost.php?p=147760&postcount=19 As for your second question, every client would be emailed invoices regardless of their payment method. You can customize the invoice email template to add parameters that only show a certain message depending on the payment method they have on their product (e.g. special instructions for those who use mail-in check, etc.)

I can confirm the gateway ID number (5 numbers) is the correct Login ID to use. As for the error, are you in demo mode? Is your account with IS active? You need to make sure to give your server IP address to InternetSecure for them to be able to process transactions. Also, you might have better luck debugging by contacting their technical support team and ask them why it is being declined, rather than trying to debug yourself. We haven't tried the WHMCS 4.2.x version of the InternetSecure module yet, but it works fine in 4.1.x. Also supports recurring payments if IS allowed it for your account.

Yes, that is the manual method an admin can change a client's payment method for a service. But this script allows clients to change the default payment method themselves, and get more information about their payment preferences ( eg their PayPal Subscription ID, etc.)

Please note: for the credit card gateway to be detected properly (if you have one setup, and want the user to add a credit card to their profile before proceeding to switch to the CC gateway), ensure you have sorted the payment gateways in WHMCS Admin area, otherwise all new gateways default to "0" for the order

Hi Everyone, I'm excited to announce the immediate availability of the script: Set Payment Method v1.1! As mentioned, the free release is encoded with Zend Optimizer (v3.30+ required on your server), but without any license checks or restrictions. It's 100% clean and safe code that we use on our own sites. You also have full editing capabilities on the template file. However, if you would like to purchase the unencoded PHP file, the fee is $25 (one-time), which includes 6 months of free updates. To order, go to https://clients.excellenthost.com/cart.php?a=add&pid=34. We will do the best to process your order within 1-24 hours. To download the free encoded version, click on the attachment below. The README file contains important install instructions and tips for customization, so I have included a copy below: CHANGE LOG ----------- v1.1 - April 18, 2010 - First Public Release [+] automatically identifies default CC gateway, if applicable [+] automatically generates list of payment gateways to select from v1.0 - October 2009 - Initial Internal Release INFORMATION ----------- This WHMCS custom page allows a client to set their preferred payment method, without having the administrator set it manually. This script also ensures that a client has an existing credit card on file when attempting to switch to a CC-type payment gateway (or it will display an informative error message to add one). ENCODED FILE ----------- The main PHP file is encoded with Zend Optimizer if downloaded for free in order to protect intellectual property. No license is required. However, the template is fully editable and customizable, and this is where the bulk of customization can be done. To get an unencoded release for further customization purposes, the fee is currently set at $25, with free updates for six months from date of purchase. A nominal fee applies for unencoded updates thereafter. Please note the unencoded release ONLY entitles you to modify for your own personal customization purposes on your registered domain. You may NOT distribute, resell or repackage the product without the prior written consent of the author. TO ORDER UNENCODED RELEASE: https://clients.excellenthost.com/cart.php?a=add&pid=34 INSTALL INSTRUCTIONS ----------- 1) Unzip archive to your computer 2) Upload (in **BINARY MODE ** if encoded) paymentgateway.php to your WHMCS main directory (e.g. where index.php resides) 3) Upload paymentgateway.tpl to your WHMCS templates directory (usually under /templates/portal/) 4) Edit clientareadetails.tpl (usually under /templates/portal) and add the following near the top, before the HTML code for changing the user's password: ===CODE=== | <span style="background: #FFFF66;" class="bold"><a href="paymentmethod.php?action=select">Set Default Payment Method</a></span> | ========== CUSTOMIZATION INSTRUCTIONS ---------- 1) If you have a SSL certificate and want to make sure it is enforced when displaying this file (as it displays sensitive payment details): a) Edit your header.tpl (under templates/portal) and add the following just after the closing </title> tag: ===CODE=== {php}global $CONFIG;$this->assign('url', (($_SERVER['HTTPS'] == 'on') ? $CONFIG['SystemSSLURL'] : $CONFIG['SystemURL']));{/php} ========== b) (optional) Edit the same header.tpl file and add this at the very beginning, before any HTML code: ===CODE=== {php}if($_SERVER["PHP_SELF"] == '/paymentmethod.php') { if ($_SERVER['SERVER_PORT'] != 443) { header("Location: https://".$_SERVER['HTTP_HOST'].$_SERVER['REQUEST_URI']); } }{/php} ========== SUPPORT ---------- This product is provided as-is, and we make no claims or warranties as to its fitness for use. We assume no liability for any improper use of the product. We will make updates from time to time to enhance the functionality of the product based on user feedback. Visit the thread at http://forum.whmcs.com/showthread.php?t=28512 for help, suggestions and further updates. Thank you for using this product, we appreciate your support! Hope you enjoy using it as much as I do! Please let me know if you have any suggestions, feature requests or other feedback with respect to this contribution. set_payment_method_v1.1.zip

Thanks for everyone's comments, I'll get the package ready and let you know the pricing for full source soon.