Setting up your Wise Borderless Tools addon is easy.
Please follow these few simple steps to ensure your module is installed and running correctly:
1. Download the module
Go to your client area, select the Services section and click on your Wise Borderless Tools product.
Click on Downloads in the Overview panel on the left and choose your required version (PHP 5.6 or PHP 7).
2. Unpack and upload the module
Unpack the module files and upload the Transferwise folder to your ./modules/addons/ WHMCS folder.
3. Activate the addon
From your WHMCS admin panel, click on the menu Setup / Addon Modules link.
Find the TransferWise Borderless Tools addon, click on Activate. Once the module is activated, remember to click on Configure and set access to your preferred admin roles. You should then find the module in the menu Addons / TransferWise.
4. Configuration
Open the TransferWise addon from the menu Addons / TransferWise. If you haven't configured the addon yet, you will be taken to the settings page.
The settings are as follows:
Wise Authentication
Insert the API token you created on your Wise Borderless Account.
If you want to test using Wise Sandbox API, please enter the sandbox token and enable the Test mode option.
To enable Wise Strong Customer Authentication, you will need to create a public/private key pair to upload to your Wise account: click on Generate .pem key to download the .pem file needed, you will only need to do this once and you can always retrieve the created public key by clicking the Download .pem key button. If you wish to create a new key pair, click on Recreate .pem key.
For instructions on how to enable SCA and upload your public key to your Wise account, please refer to our knowledgebase article How to enable Wise SCA.
Wise and WHMCS Configuration
The automatic reconciliation runs daily with the WHMCS cron job. If you want to enable this feature, check the Cron reconciliation option. You can also choose to launch the reconciliation manually from the addon Dashboard.
Please select the payment methods you want the reconciliation to be enabled on. The addon will only attempt reconciliation of invoices which have the selected payment gateways set as payment method.
Advanced Settings
The addon will try to extract invoice or proforma numbers from the payments' reference, and it does so using a regular expression pattern.
This setting is not required and can be left blank to use the default regex pattern.
The default pattern matches the first occurrence of a number preceded by the character "#" or "# ", and excludes numbers followed by the characters "/" or "-" (to avoid matching numbers in dates).
Should you wish to customise the default pattern to suit your specific needs, you can enter a new regular expression pattern. Please be aware this is an advanced feature and requires knowledge of regex patterns, please take your time to verify the validity of the pattern before adopting it in your TransferWise Borderless Tools Addon, as a badly formed pattern could potentially prevent the module from extracting the invoice number from the payment reference.
Please note:
When the addon attempts to extract and reconcile an invoice number in a payment reference, it will compare the transaction amount and the invoice total balance.
Should these amounts not match, the addon will not reconcile the invoice and instead mark it for manual reconciliation.
This is to prevent registering a wrong invoice as paid, in cases when the module cannot identify clearly the invoice number in the transaction reference.
To remove transactions from the unreconciled list, you can select them and click the Mark as solved button.
All unreconciled transactions are listed in the addon Dashboard, for the admin to check and manually register the payment on WHMCS. A summary of the unreconciled transactions is also available in the WHMCS dashboard widget.
