How to Configure the Wise Borderless Tools Addon for WHMCS
Setting up the Wise Borderless Tools addon is easy. Follow the steps below to ensure the module is correctly installed and running smoothly.
1. Download the module
Log into your client area, go to the Services section, and click on your Wise Borderless Tools product. From the left-hand Overview panel, click Download and choose the appropriate PHP version (PHP 5.6 or PHP 7).
2. Extract and upload the module
Unzip the module files and upload the transferwise folder to ./modules/addons/WHMCS.
3. Activate the addon
In the WHMCS admin panel, go to Setup / Addon Modules, locate the TransferWise addon, and click Activate.
After activation, click Configure to assign access permissions to your preferred admin roles. The module will now appear under Addons / TransferWise.
4. Addon configuration
Open the addon from the Addons / TransferWise menu. If it hasn't been set up yet, you'll be redirected to the settings page.
Configuration options include:
Wise Authentication
- Enter the API token you generated from your Wise Borderless account.
- To test using the Wise API sandbox, enter the sandbox token and enable Test mode.
- To enable SCA, generate a public/private key pair by clicking Generate .pem Key. You can download the public key anytime using Download .pem Key or regenerate it using Regenerate .pem Key.
- For detailed instructions, refer to our knowledge base article: How to Enable Wise SCA.
Wise and WHMCS Integration
- Automatic reconciliation runs daily via the WHMCS cron job. Enable it by selecting Reconciliation Cron.
- You can also trigger manual reconciliation from the addon dashboard.
- Select the payment gateways you want to reconcile: the addon will only attempt reconciliation for invoices using those gateways.
Advanced Settings
The addon uses a regular expression pattern to extract invoice or proforma numbers from payment references.
- Leave the field blank to use the default regex pattern.
- The default pattern matches the first number preceded by
#or#, excluding numbers followed by/or-. - You can enter a custom regex pattern, but ensure it's valid to avoid issues during reconciliation.
Important Note
When reconciling, the addon compares the transaction amount with the invoice total. If they don't match, the invoice will be flagged for manual reconciliation.
To remove unmatched transactions, select them and click Mark as Resolved.
All unmatched transactions appear in the addon dashboard for manual review. A summary is also displayed in the main WHMCS dashboard widget.
