To collect payments, you can either request your customers to process it manually (e.g. wire transfer) or redirect them to payment acquirers. The payment process described hereunder is common to both eCommerce and online quotations.
Payment methods
Wire transfer
Wire Transfer is the default payment method available. The aim is providing your customers with your bank details so that they can pay via their bank. This is very easy to start with but slow and inefficient process-wise. Opt for online acquirers as soon as you can!
Tip
For B2B users: you can create new manually-processed payment methods (check, purchase order, etc.) by renaming 'Wire Transfer' or duplicating it.
Online payment acquirers
Redirect your customers to payment acquirer platforms to collect money effortless. Odoo supports more and more platforms over time: Paypal, Ingenico, Authorize.net, etc. Once the payment accepted, orders are confirmed in Odoo so that the delivery & invoicing processes are triggered automatically.
Custom (advanced)
Can be used to request payments to any payment acquirer not listed in Odoo.
Edit a payment method
To make payment methods intuitive for your customers feel free to customize them by editing:
- the name,
- the picture,
- the notification messages (thank you & next step, error, cancellation).
Go to
to do so.Generic setup
- Review the elements here above.
- Enter your credentials (online acquirers only).
- Choose your order confirmation preference (see below).
- Publish the payment method.
- Test the payment flow in Test mode (default mode).
- Switch to Production mode.
- Se your default payment acquirer in . It will be auto-selected for your customers when they enter the payment screen.
Note
Rely on the documentation related to your payment acquirer to go through step 2, 5 and 6. Some acquirers provides you with specific credentials for test and production modes (Paypal). Others let you switch mode in their setup interface (Authorize.net).
Tip
With Ingenico and Authorize.net, you can let your customers save and reuse a payment card to accelerate the process on next checkouts. See Store Card Data in Configuration tab.
Payment flow
- When choosing the payment method, the customer is taken to the payment acquirer interface to process the payment.
- Once done he is taken back to Odoo's confirmation page. The transaction status shows up:
- Pending: the order will be confirmed as soon as you authorize the transaction in the acquirer interface.
- Confirmed: the payment has been authorized automatically.
- A confirmation email is sent to the customer with a copy of the order in pdf. It shows the payment status.
- Launch the delivery and invoicing from:
- eCommerce: ,
- online quotations: .
For internal tracking purposes, a link to the transaction status is provided in the sales order.
Note
If the customer cancels the payment while on the payment acquirer form, it is taken back to the store page (or online quotation) in order to reprocess the order. The payment is marked as Cancelled in Odoo.
Tip
You can edit the confirmation email template from
.Order confirmation preferences
There are 4 different behaviors available for any payment acquirer.
No automatic confirmation
This is the default mode for Wire Transfer. It means Odoo does not confirm orders but keep them in an intermediary stage (Quotation Sent = Unpaid Order). Once you get the payment, you are expected to confirm the order manually to pursue the process (delivery, invoicing).
Custom payment acquirers (advanced)
Odoo can submit payment requests and redirect to any payment acquirer. In such a case, you need to confirm the sale manually in Odoo once you get paid because Odoo cannot read any payment status sent by the acquirer.
To configure this:
- switch to developer mode,
- edit the Custom payment method,
- set up the payment form (S2S Form Template) as instructed by your payment acquirer. You can start from default_acquirer_button that you can duplicate.
Recurring payments & Installment plans
The Ingenico integration allows you to process and manage recurring payments from Odoo Subscriptions app out-of-the-box (more information coming soon).
With some customization, Odoo can also trigger installment plans if this is permitted by your payment acquirer’s API:
e.g. Paypal Installment Plans (see https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/installment_buttons).
Such a service is made on-demand by our technical experts based on your own requirements. Ask our business advisors at info@odoo.com.