In and Outs of Odoo17 Payment Gateway Integration

Businesses are actively searching out steady and user-friendly techniques to support online price reputation within the fast-converting global of virtual transactions and e-commerce. Odoo, a comprehensive and integrated Corporate Control ERP Software, includes effective capabilities for configuring price acquirers, making it a fantastic opportunity for agencies wishing to enhance their monetary tactics. Prepare for a deep dive! This blog will guide you through the odoo17 payment gateway integration, and intricacies of putting in price acquirers for online transactions using Odoo 17 Accounting’s superior capabilities.

Odoo 17 for Payment Gateway Integration

Before moving into the technicalities of charge acquirer configuration, ensure that the Accounting module is hooked up and activated to your Odoo 17 example. The Accounting module serves as the inspiration for handling financial transactions, making it a vital component of this gadget.

To make sure accurate accounting management in Odoo 17, set your corporation’s accounting settings through going to “Settings” inside the Odoo 17 accounting machine and making sure it fits your business shape and requirements by means of specifying default accounts and different monetary configurations

Install the Relevant Payment Acquirer Module for Odoo17 Payment Gateway Integration

To initiate the process, go to Odoo apps and add the payment acquirer module to your preferred online payment gateway.

Be it Amazon Payment Services Adyen, SEPA Direct Debit, Razorpay, Cash on Delivery, Mollie, PayPal, Stripe, or any other major provider listed on the dashboard.

According to the below screenshot, Odoo has many alternative payment methods for different types of businesses.

Configuration Settings

Let’s start configuring payment acquirers in Odoo 17. Hence, in the ‘Configuration’ menu, navigate to the ‘payment providers’ selection. Let’s start with the fundamentals of the plan now that we have laid the groundwork:

Click the “Activate” button to start setting up a new payment acquirer. Choose a payment authority that matches your preference for online payment gateways such as PayPal.

Here we demonstrate steps necessary for setting up the Adyen Service provider. The payment provider configuration form appears below this statement once you click on the “Activate” button.

In the ‘State’ box, select the appropriate option to define the provider’s state – disabled, enabled, or test mode. If left blank, the payment provider is available for all services and websites that affect your database. Use the “Company” and “Website” options to view the names and websites

Credentials Tab

In the ‘Credentials’ column one may enter the name of the payment provider of their choice. The ‘Merchant ID’ field serves as an identifier for what account belongs to who. Finally, in the ‘Secure Hash Secret’ field your account ID and password can be safely stored.

Configuration Tab

As displayed in the image below, the ‘Configuration’ page enables users to personalize their payment options, forms, payment follow-ups, and so on.

In the Configuration tab section select the ‘allow payment methods’ link option for this payment provider to permit certain payments. Indicated in the ‘maximum payment’ field is the highest possible amount that can be paid through this source of payment.

Within the Currencies column, users may choose among different currencies accepted by the specified payment provider. By leaving the Countries column blank, it implies that people from other parts of the world will have no access at all to this particular choice of a payment provider. Lastly, select Payment Journals.

Messages Tab

The ‘Messages’ page allows you to change multiple messages regarding various events, e.g., Help Message, Pending Message, Completed Message and Cancelled message as shown below.

To be able to achieve successful integration of payment acquirers, there has to be the provision of reliable as well as complete information. Additionally, it is important to save form details in order for the payment acquirer to remain active. The above step highlights some of the aspects of Odoo 17.

Configuring Payments in the Sales Module

It is important to set up the payment methods associated with the payment service when providing online transactions. To access the payment method within the sales module, you need to go on the Configuration menu and select ‘Payment Methods’ after.

Next, create a new payment method or modify an existing one associated with the payment method. Ensure your payment option facilitates online dealings.

Now that the foundation is in place, it’s time to do some serious testing to make sure our set-up payment system is working properly

Testing the Configuration

To create a test case, go to the ‘Orders’ menu of the sales module and select the Orders window. Generate a sample sales order or invoice with Odoo 17.

After entering the sales order details in the required form, save the data and confirm the sales order by clicking the ‘Confirm’ button. Next, you will see a ‘Create Invoice’ button for the payment.

Creating Payments

Ensure that authority to pay the issued amount exists before proceeding to the billing or payment step. Complete the trial payment to ensure successful integration.

Click on the ‘generate payments’ button to initiate the payment, which will open the generate invoice wizard where we can select different invoices including regular invoices and prepayments, as seen in the image below

Use the ‘Create Draft Invoice’ button to open the invoice draft. After reviewing the invoice details, proceed to click the ‘Confirm’ button to confirm the payment and view the invoice details.

After the payment has been approved, you should click on the ‘Register Payment’ button. Then, choose the Journal, Payment Method, Amount, Payment Date, and other necessary details from the pop-up box that appears.

Analysis and Optimization

Continuous innovation is essential to achieving company goals and improving the efficiency of your payment process. Regularly review policies and adjust policies in response to customer feedback and adjust business process or payment processing requirements. to learn more about the odoo17 payment gateway integration visit our website nor feel free to contact us