Changing Merchant Account Providers

[davet]

I want to change the Merchant Account WHMCS uses to automatically charge cards every billing period.

 

I am currently using Authorize.net and have it setup within WHMCS > Payment Gateways. I have "Visible Name" specified as "Credit Card".

 

I want to start using my new Merchant Account from CDGCommerce (Quantum).

 

I have this setup within WHMCS > Payment Gateway as "Quantum Gateway"

 

If I delete the Authorize.net merchant account from within WHMCS, will I then have to go to every product that is set to Credit Card and change it to Quantum Gateway?

 

Or can I just renamed Quantum Gateway to Credit Card and it will work?

 

Basically what I am asking is if I change my main merchant account do I then have to visit each product to change the default payment?

 

Thanks for your help!

[Matt]

Hi,

 

You can avoid having to change all your clients from the current payment module you use to your new one manually by simply executing some SQL queries as below on your WHMCS database:

 

UPDATE tblhosting SET paymentmethod='quantumgateway' WHERE paymentmethod='authorize';
UPDATE tblhostingaddons SET paymentmethod='quantumgateway' WHERE paymentmethod='authorize';
UPDATE tbldomains SET paymentmethod='quantumgateway' WHERE paymentmethod='authorize';
UPDATE tblorders SET paymentmethod='quantumgateway' WHERE paymentmethod='authorize';
UPDATE tblinvoices SET paymentmethod='quantumgateway' WHERE paymentmethod='authorize' AND status='Unpaid';

 

In the above queries you just need to replace 'authorize' with the gateway module you are currently using and changing from, and 'quantumgateway' with the module you are switching to.

 

All new and future invoices will then use the new payment method, as will any open unpaid invoices that have already generated. And you will then be able to disable the old gateway module in Setup > Payment Gateways.

 

Hope that helps!

 

Matt

[basic]

Hi Matt or davet:

 

Clarification question to Matt's instructions above:

What do I do first to do this change? (We have version 4.2, by the way.) Do I first add the new Quantum gateway via the WHMCS panel, or do I do the database changes before activating that?

Thanks.

[basic]

Any help on this? (my add-on question above) ... would really apreciate clarification. Thanks.

 

John

[WHMCS John]

Activate your new payment gateway first.