Odoo Payment Providers for Multi-Company Online Payments

Odoo payment providers are a crucial aspect of managing online payments for multi-company setups. Odoo offers integration with various payment providers to facilitate seamless transactions.

For instance, Odoo's integration with Stripe allows businesses to accept online payments through credit cards, debit cards, and other payment methods. This integration provides a secure and reliable way to process payments.

Odoo's payment gateway also supports multiple currencies, making it an ideal solution for businesses operating internationally. This feature enables companies to accept payments in various currencies, reducing the complexity of cross-border transactions.

Odoo's payment providers also offer advanced security features, such as tokenization and encryption, to protect sensitive customer information.

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Odoo payment providers offer a seamless installation process with multiple payment providers, allowing you to connect your Odoo system with popular payment acquirers.

You can access the supported payment providers by going to Accounting ‣ Configuration ‣ Payment Providers, Website ‣ Configuration ‣ Payment Providers, or Sales ‣ Configuration ‣ Payment Providers.

Odoo supports a wide range of payment methods, including credit/debit cards, PayPal, bank transfers, and more, giving you the flexibility to cater to different customer preferences.

With Odoo payment providers, you can automate the payment process, reducing manual effort and minimizing errors. This streamlines the Odoo payment workflow, saving you time and improving efficiency.

To configure payment providers in Odoo, you'll need to install the relevant payment acquirer module for your desired gateway, such as PayPal, Stripe, or Razorpay.

The configuration form for each provider has several tabs, including the Credentials Tab, where you can enter your API credentials and customize various settings, such as messages displayed during different transaction states.

Here are the steps to configure payment providers in Odoo:

1. Install the relevant payment acquirer module

2. Search for your preferred payment provider and click Install

3. Activate the payment provider

4. Configure the payment provider settings, including credentials and customization options

5. Set up payment methods in Odoo, ensuring online transactions are allowed

It's essential to test your payment provider in Odoo's Test Mode or duplicate database to avoid affecting your main database. This way, you can ensure smooth transactions and hassle-free setup.

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To set up a payment acquirer in Odoo 16, you can follow a straightforward process. It's an easy task that allows you to embed multiple payment methods, including credit and debit cards, bank transfers, payment gateways, and payment acquirers.

Odoo recommends using the 'Test Mode' or a duplicate database for installing and configuring an acquirer, so your main database isn't affected by any changes. This is because it's not possible to cancel an invoice created while testing a new payment method.

To add a new payment provider, you need to go to the payment provider's website, create an account, and obtain the API credentials requested for third-party use. These credentials are necessary for Odoo to communicate with the payment provider.

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Setting up an acquirer in Odoo 16 is an easy task. You can get it done by following the process. Odoo Payment Providers give you hassle-free payment processing.

To add a new payment provider and make its related payment methods available to your customers, proceed as follows:

The fields available in the Credentials tab depend on the payment provider. Refer to the related documentation for more information.

You can specify the payment provider brand in the ‘Brand’ column by selecting an applicable option. The 'Merchant ID' parameter can be used to identify the payment provider’s account. Finally, the ‘Secure Hash Secret’ box allows you to securely keep your account ID and password.

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To restrict the Maximum Amount that can be paid with a selected provider, leave the field to 0.00. This makes the payment provider available regardless of the payment amount.

Leaving the Maximum Amount field to 0.00 is a straightforward way to ensure the payment provider is accessible to customers.

Manual capture is a feature that allows you to authorize and capture payments in two steps instead of one. This can be enabled in the Configuration tab of the selected payment provider by enabling Capture Amount Manually.

By manually capturing payments, you can receive payment confirmation and wait until the order is shipped to charge the customer. This helps ensure that you only charge customers for legitimate orders.

You can also use manual capture to review and verify orders before the payment is completed and the fulfillment process starts. This helps prevent potential issues and ensures a smooth experience for both you and your customers.

Manual capture is also helpful in avoiding high refund fees for refunded payments. Payment providers will not charge you for voiding an authorization, so you can cancel the payment and release the reserved funds without incurring additional costs.

To capture the payment after it was authorized, go to the related sales order or invoice and click the Capture Transaction button. To release the funds, click the Void Transaction button.

Some payment providers support capturing only part of the authorized amount. These providers have the value Full and partial in their documentation. The remaining amount can then be either captured or voided.

Note that the funds are likely not reserved forever. After a certain time, they may be automatically released back to the customer’s payment method. Refer to your payment provider’s documentation for the exact reservation duration.

Some payment providers allow manual capture from their website interface. However, Odoo does not support this feature for all payment providers.

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To configure payment providers in Odoo, you'll need to access the Configuration menu, where you can find the payment providers option. Each payment provider has its specific configuration flow, depending on its features.

In the Configuration tab, you'll find several fields that need to be filled in, such as Display As, Currencies, and Countries. The Currencies field is optional, and you can leave it empty to prevent any restrictions. The admin can fill in these fields as per their business requirements.

Here are the payment journals that must be defined for the payment provider to record payments on an outstanding account: Wire transfersAdyenAlipayAuthorize.NetAsiaPayBuckarooDemoMercado PagoMollieOgonePayPalRazorpaySIPSStripeBetaalprovidersBank and cash accounts

To configure payment providers in Odoo, you need to go to the Configuration menu and select Payment Methods. Each payment method is preconfigured in a way that aligns with the payment providers' behavior and their integration with Odoo.

You can adapt the payment provider's availability by specifying the Maximum Amount allowed and modifying the Currencies and Countries in the Configuration tab. This will ensure that the payment provider is available for selection only when the customer's currency or country is supported.

To configure payment methods further, go to Accounting ‣ Configuration ‣ Payment Methods, Website ‣ Configuration ‣ Payment Methods or Sales ‣ Configuration ‣ Payment Methods. Click on the payment method, then activate the developer mode. Click the Configuration tab to adapt the features.

You can add or remove a payment provider's supported currencies or countries in the Configuration tab. If the list of supported currencies or countries is empty, it means the list is too long to be displayed, or Odoo does not have information on that payment provider.

To display an availability report for payment providers and payment methods, and to help diagnose potential availability issues on the payment form, enable the Developer mode (debug mode), then click the (bug) icon next to the Choose a payment method heading on the payment form.

To configure payment providers, you need to enter your API credentials, such as API keys, merchant ID, and merchant salt. You can customize various settings, including messages that will be displayed during different transaction states.

To set up payment methods in Odoo, navigate to the Payment Methods section under Configuration. You can create a new payment method or edit an existing one linked to your newly configured provider. Make sure that your payment method allows online transactions.

A payment journal must be defined for the payment provider to record the payments on an outstanding account. To do so, go to the Configuration tab of the selected payment provider and select a Payment Journal. The payment journal must be a Bank journal.

Tokenization is a feature that allows customers to save their payment method details for later use.

To enable this feature, you need to go to the Configuration tab of the selected payment provider and enable Allow Saving Payment Methods.

A payment token is created in Odoo to be used as a payment method for subsequent payments without the customer having to enter their payment method details again.

This feature is particularly useful for eCommerce conversion rates and subscriptions that use recurring payments.

Customers can add or delete their saved payment method details by clicking Manage payment methods in the customer portal.

Odoo is not PCI DSS-certified because it does not store cardholder data or process payments, instead outsourcing tokenization and payment to external payment providers.

As an Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance.

This feature should not be used on pages that allow the customer to update the payment amount, such as the Donation snippet or the Checkout page when paid shipping methods are enabled.

Odoo offers a range of payment options to cater to different business needs. You can choose from various online payment providers, each with its own specific configuration flow.

Some online payment providers, like Adyen, Authorize.Net, and Razorpay, allow for tokenization, which enables customers to save their payment information for future transactions. Others, like Amazon Payment Services, AsiaPay, and PayPal, do not support tokenization.

You can also add bank accounts, which are configured in the Accounting app for bank reconciliation. Wire Transfer and SEPA Direct Debit are two bank payment options available in Odoo.

Payment providers like Stripe, Adyen, and Worldline support express checkout, allowing customers to pay in one click using Google Pay or Apple Pay buttons. This feature can be enabled in the Configuration tab of the payment provider form.

Online payment providers offer a range of features to streamline your payment process. Some online payment providers, like Adyen and Worldline, allow tokenization, which securely stores payment information for future transactions.

If you're using Odoo, you can integrate payment providers like Adyen, Authorize.Net, and Razorpay, which support tokenization. However, some providers, such as Amazon Payment Services and AsiaPay, only allow payment flows from their own websites.

The payment flow from the provider's website is a key consideration. Adyen, for example, allows full and partial manual capture, while Authorize.Net only allows full manual capture. Refunds are also possible with some providers, like Adyen and Razorpay, but not with others, like Amazon Payment Services.

Here are some online payment providers that integrate with Odoo, along with their key features:

The Odoo demo payment provider is also available for testing business flows involving online payments. This provider allows dummy payments without requiring any credentials.

Bank payments with Odoo are a breeze. You can choose between two convenient options: Wire Transfer and SEPA Direct Debit.

With Wire Transfer, Odoo displays your payment information with a payment reference. You'll need to approve the payment manually once you've received it in your bank account.

SEPA Direct Debit allows your customers to register a mandate and get their bank account charged directly. This is a great way to streamline recurring payments.

Payment methods can be activated or deactivated for a provider by clicking Enable Payment Methods and toggling the related method.

Each payment provider has a specific list of supported payment methods, which are determined by the Configuration tab of the payment provider form.

Payment methods are displayed on your website based on their sequence order, which can be reordered by dragging and dropping them in the desired order.

You can reorder payment methods by clicking Enable Payment Methods and then rearranging them in the Payment Methods list.

The order of payment methods on your website is determined by their sequence order, so make sure to drag and drop them in the correct order to ensure the desired display.

Express checkout is a convenient feature that allows customers to pay their eCommerce orders in one click. This can be achieved by using the Google Pay and Apple Pay buttons.

To enable express checkout, you need to go to the Configuration tab of the selected payment provider and enable Allow Express Checkout. This feature is only supported by payment providers that offer it.

Customers who use express checkout can go straight from their cart to the confirmation page without filling out the contact form. They just have to validate the payment on Google's or Apple's payment form.

All prices shown on the express checkout payment form always include taxes, so customers know exactly what they're paying upfront.

Testing your payment provider in Odoo 16 is a breeze. Set the State field in the payment provider form to Test mode and enter your provider's test/sandbox credentials in the Credentials tab.

To avoid any issues with your invoice numbering, it's recommended to use the test mode on a duplicate or a test database.

Odoo doesn't store cardholder data or process payments, so you don't need to worry about PCI compliance. Instead, it outsources tokenization and payment to external payment providers.

You'll only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the provider to obtain the Attestation of Compliance (AoC).

Odoo payment providers often charge extra fees for certain services, such as payment gateway fees, which can range from 1% to 3% of the transaction amount.

These fees can add up quickly, so it's essential to understand what you're paying for and how it affects your bottom line.

Some payment providers, like Stripe, charge a flat fee per transaction, which can be beneficial for businesses with a high volume of sales.

However, other providers, such as PayPal, may charge a higher fee for international transactions.

It's also worth noting that some payment providers, like Authorize.net, offer a 24/7 support service, which can be a valuable resource for merchants.

In terms of integration, Odoo payment providers can be easily integrated with other Odoo modules, such as e-commerce and point of sale.

This seamless integration allows for a smooth and efficient payment process, reducing the risk of errors and increasing customer satisfaction.

Some payment providers, like Sage Pay, offer a range of integration options, including API and plugin integrations.

These options make it easy to integrate with other systems and platforms, ensuring a seamless payment experience for customers.

To install a payment acquirer module in Odoo, head to the Odoo apps and install the module for your desired online payment gateway. Whether it's Amazon Payment Services, Buckaroo, Mercado Pago, or any other major provider listed on the dashboard.

You can choose from a vast selection of payment options to meet the needs of multiple businesses. To begin the configuration process, go to the ‘payment providers’ option in the ‘Configuration’ menu.

Click the "Activate" button to begin setting up a new payment acquirer. Choose a payment acquirer compatible with your preferred online payment gateway such as PayPal. The payment provider configuration form will appear once you click the "Activate" button.

To configure the payment provider settings, navigate to the ‘State’ box and select the right option to define the provider’s state-disabled, enabled, or in test mode. If left blank, the payment provider becomes available to all businesses and websites included in your database.

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You can customize the payment provider settings by selecting the ‘allow payment methods’ link in the ‘Configuration’ tab section. This will allow you to define the countries where the payment provider is available and the supported currencies.

To configure payment methods in the sales module, navigate to the ‘Configuration’ menu and select ‘Payment Methods.’ Then, either establish a new payment method or edit an existing one that is linked to the payment method.

Every payment acquirer requires different credentials, so make sure to enter the required details in the credentials tab. These details help Odoo to communicate with the acquirer to get the payment confirmation.

In the configuration tab, you can customize various settings such as the display name of the payment acquirer, currencies, supported payment methods, and countries. The currencies and countries fields are entirely optional, and you can leave them empty to prevent any restrictions.

To save the changes and publish the acquirer, click the ‘Unpublished’ button.

To configure the sales module in Odoo, you need to navigate to the 'Configuration' menu and select 'Payment Methods.' This will allow you to establish a new payment method or edit an existing one that is linked to the payment processor.

Make sure your payment method allows online transactions. This is crucial for providing smooth and hassle-free online transactions for your customers.

To provide online transactions, it is essential to configure payment methods linked with the payment processor. This is done by selecting the 'allow payment methods' link in the 'Configuration' tab section.

You can select the supported currencies for this payment provider in the 'Currencies' column. The 'Countries' column allows you to define the countries where the payment provider is available; leaving it blank extends access to all nations.

Selecting 'Payment Journals' is also a necessary step in the sales module configuration process.

Having multiple companies on your database can be a real challenge when it comes to managing payment providers. You can switch to the company where the payment acquirer is already configured.

To make a payment acquirer available on another company's back and front ends, you can duplicate the existing configuration. This involves going to 'Invoicing/Website > configuration > Payment Providers,' choosing the acquirer to use, clicking the 'Action' button, and selecting the 'Duplicate' option.

The Odoo payment method offers several benefits that can greatly impact your business. Here are six key benefits:

Odoo provides seamless installation with multiple payment providers, reducing manual effort and ensuring smooth payment and transactions.

Odoo supports a wide range of payment methods, including credit/debit cards, PayPal, bank transfers, and more, giving you the flexibility to cater to different customer preferences.

A seamlessly installed payment method provides a better experience to customers, builds trust, encourages retention, and enhances customer satisfaction.

The Odoo payment method automates the process, reducing the need for manual input and streamlining the Odoo payment workflow, minimizing errors and saving time.

Odoo offers a complete tracking system for payment transactions, allowing you to track payment status and reports, and giving you valuable insights into the financial data.

The Odoo payment method sticks to industry-standard security protocols, ensuring the safety of customers' sensitive information and protecting against fraud.

Here are the benefits of Odoo payment method in a concise list:

Working with multiple companies on your database can be a bit tricky, but there's a simple solution. If you want to use the same acquirer on several companies, switch to the company where the payment acquirer is already configured.

To do this, go to 'Invoicing/Website> configuration> Payment Providers,' and choose the acquirer to use. The next step is to duplicate the payment acquirer, which can be done by clicking the 'Action' button and selecting the 'Duplicate' option.

This will make the acquirer available on the configured company's back and front ends. You just need to set the company name in the 'Company' field of the form for which you want to make the payment acquirer available.

To configure Odoo 17, start by going to the 'payment providers' option in the 'Configuration' menu. You can then click the "Activate" button to begin setting up a new payment acquirer. Choose a payment acquirer compatible with your preferred online payment gateway, such as PayPal.

The payment provider configuration form will appear once you click the "Activate" button. Here, you can select the right option to define the provider's state-disabled, enabled, or in test mode. If left blank, the payment provider becomes available to all businesses and websites included in your database.

In the 'Configuration' page, you can customize the payment, form, payment follow-up, and availability features. The 'allow payment methods' link in the 'Configuration' tab section allows you to allow a certain payment method for this payment provider. The 'maximum payment' column reflects the maximum payment amount permitted by this payment source.

To access payment methods in the sales module, navigate to the ‘Configuration’ menu and select ‘Payment Methods.’ Then, either establish a new payment method or edit an existing one that is linked to the payment method. Make sure your payment method allows online transactions.

Before adding a new payment acquirer, note that every payment acquirer requires different credentials. You can configure a new payment acquirer from the invoicing or website module by going to Invoicing/ Website> Configuration> eCommerce> Payment Acquirer.

To activate a payment acquirer, open a payment acquirer and enter the required details in the credentials tab, such as merchant ID and API key. The configuration tab contains various fields, including Display As, Currencies, Supported Payment Method, Countries, and Payment Journal.