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How to set up payment methods

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!

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 Website Admin ‣ Configuration ‣ Payment Acquirers to do so.

Generic setup

  1. Review the elements here above.
  2. Enter your credentials (online acquirers only).
  3. Choose your order confirmation preference (see below).
  4. Publish the payment method.
  5. Test the payment flow in Test mode (default mode).
  6. Switch to Production mode.
  7. Se your default payment acquirer in Accounting ‣ Configuration ‣ Settings. It will be auto-selected for your customers when they enter the payment screen.

Payment flow

  1. When choosing the payment method, the customer is taken to the payment acquirer interface to process the payment.
  2. 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.
  1. A confirmation email is sent to the customer with a copy of the order in pdf. It shows the payment status.
  2. Launch the delivery and invoicing from:
  • eCommerce: Website Admin ‣ Orders ‣ (Unpaid) Orders,
  • online quotations: Sales ‣ Sales ‣ Quotations/Sales Orders.

For internal tracking purposes, a link to the transaction status is provided in the sales order.

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).

Authorize the amount and confirm the SO on acquirer confirmation (capture manually)

Odoo confirms the order as soon as the payment success notification comes in. To get the money however, you need to capture it from your payment transaction. In lots of countries you are indeed requested to deliver your goods before capturing the amount.

Authorize & capture the amount and confirm the SO on acquirer confirmation

This is the default mode for payment acquirers. The amount is captured automatically.

Authorize & capture the amount, confirm the SO and auto-validate the invoice on acquirer confirmation

If you invoice upfront and not at the delivery, switch to this last mode to automate everything. You are requested to select a Payment Journal to record such payments (see How to register credit card payments on invoices?).

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.