Odoo 16 Community Book

Payments

When you check the Configuration menu of the Invoicing module, you can find different options under the Payments tab to manage the payments in Odoo. You will get Payment Providers, Payment Icons, Payment Tokens, and Payment Transactions options in the Payments tab. We are going to detail each of these options separately.

Payment Providers

The Payment Providers in Odoo will let the customer choose the most appropriate method to pay their bills using e-payment portals. Odoo ERP system offers the support of multiple payment providers which will help the company to improve the online transactions easily and efficiently. It also provides an opportunity for the customers to choose a suitable payment method based on their convenience.

You can click on the Payment Providers option which will direct you to a window as shown in the image below.

You can observe all payment providers supported by Odoo in this window. The Activate button given on each payment provider will help you to activate the respective one. In case, if you want to make any changes in the settings of a payment provider, you can click on the respective one and edit it.

The name of the payment provider will be available in the form view. In the Code field, you will get the technical code of this particular payment provider. The State of the payment provider can be set as Disabled, Enabled, or Test Mode according to the purpose. You can find the name of the Company and Website in the respective fields.

You can use the Displayed as field in the Configuration tab to add the description of the provider for the customers. Activating the Enable QR Codes option will enable the use of QR Codes while making a payment with this payment provider. The communication type you set in the Communication field will appear on sales orders. The maximum payment amount that can be transferred using this payment provider can be specified in the Maximum Amount field. You can set the countries in which this payment provider is available in the Countries field.

If the order is pending after the payment process, the message you mention in the Pending Message field will be shown to the customer. Like this, you can make necessary changes in the available payment providers in the Invoicing module.

Payment Icons

The Payment Icons can be used as identifiers in Odoo which will help you to improve the process of online payment. When you configure payment icons in Odoo, the customer will get a clear insight related to the online payment or payment gateway accepted by the eCommerce portal of your company. In the Configuration menu of the Invoicing module, you can select the Payment Icons option to manage and create payment icons.

You can observe the pre-configured list of payment icons on this window. Use the New button to create a new payment icon.

Here, you can mention the name of the Payment Icon and add a suitable image for the icon in the given fields. In the Providers List tab, you can mention the payment providers that you want to add to this payment icon.

When you click on the Add a Line button, a pop-up window will appear from where you can select suitable payment providers for your payment icon using the Select button. You can use this method to create multiple payment icons for your eCommerce portal.

Payment Tokens

According to the payment providers configured in your system, it is possible to record the payment details as tokens when a customer pays for the very first time. You can use the saved payment details next time to pay the amount automatically. The save card details option will be available on the eCommerce page when a customer tries to make payment using a convenient payment provider. Using this option will save the payment details in the form of payment tokens in the Odoo Invoicing module. The customer can use this option for recurring payments.

You can observe such saved cards in the backend by clicking on the Payment Tokens option from the Configuration menu of the Invoicing module.

To get the details of the token, you can click on it.

As you can see in the image, the payment token will show the payment Details, Partner, Provider, Provider Reference, and Company. The customer makes a purchase on the e-Commerce page next time, the saved card details will be available on the screen to make payment.

The record of all online transactions can be observed using the Payment Transactions option from the Configuration menu. This platform will display the records of various transactions made using different payment methods in the Odoo Invoicing module.

You will get the Reference, Created On, Provider, Customer, Partner Name, Amount, Fees, Status, and Company details in the transaction history window.