Online payments¶
Odoo embeds several payment providers that allow your customers to pay online, on their customer portals, or on your eCommerce website. They can pay sales orders, invoices, or subscriptions with recurring payments using their favorite payment methods, such as credit cards.
Each payment provider is linked to a list of supported payment methods that can be (de)activated based on your needs.
注解
Odoo apps delegate the handling of sensitive information to the certified payment provider so that you don’t ever have to worry about PCI compliance. No sensitive information (such as credit card numbers) is stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo apps use a unique reference number for the data stored safely in the payment providers’ systems.
支持的支付服务提供商¶
To access the supported payment providers, go to , , or .
在线支付服务提供商¶
Payment flow from |
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|---|---|---|---|---|---|
Odoo |
✔ |
全额和部分金额 |
全额和部分金额 |
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The provider’s website |
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The provider’s website |
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Odoo |
✔ |
仅限全额 |
仅限全额 |
||
The provider’s website |
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The provider’s website |
✔ |
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The provider’s website |
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The provider’s website |
|||||
The provider’s website |
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Odoo |
✔ |
仅限全额 |
全额和部分金额 |
||
The provider’s website |
|||||
Odoo |
✔ |
仅限全额 |
全额和部分金额 |
✔ |
|
The provider’s website |
注解
Each provider has its own specific configuration flow, depending on which feature is available.
Some of these online payment providers can also be added as bank accounts, but this is not the same process as adding them as payment providers. Payment providers allow customers to pay online, and bank accounts are added and configured in the Accounting app to do a bank reconciliation.
小技巧
In addition to the regular payment providers that integrate with an API, such as Stripe, PayPal, or Adyen, Odoo bundles the Demo payment provider. This payment provider allows you to test business flows involving online payments. No credentials are required as the demo payments are dummy payments.
银行付款¶
- When selected, Odoo displays your payment information with a payment reference. You have to approve the payment manually once you have received it in your bank account.
- Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their bank account charged directly.
Enable a payment provider¶
To add a new payment provider and make its related payment methods available to your customers, proceed as follows:
Go to the payment provider’s website, create an account, and make sure you have the API credentials requested for third-party use. These are necessary for Odoo to communicate with the payment provider.
In Odoo, navigate to the Payment providers by going to , , or .
Select the provider and configure the Credentials tab.
Set the State field to Enabled.
注解
The fields available in the Credentials tab depend on the payment provider. Refer to the related documentation for more information.
Once you have enabled the payment provider, it is automatically published on your website. If you wish to unpublish it, click the Published button. Customers cannot make payments through an unpublished provider, but they can still manage (delete and assign to a subscription) their existing tokens linked to such a provider.
Test mode¶
If you wish to try the payment provider as a test, set the State field in the payment provider form to Test mode, then enter your provider’s test/sandbox credentials in the Credentials tab.
注解
By default, the payment provider remains unpublished in test mode so that it’s not visible to visitors.
警告
We recommend using the test mode on a duplicate or a test database to avoid potential issues with your invoice numbering.
Payment methods¶
Each payment provider is related to a list of supported payment methods; the methods listed in the Payment methods field in the Configuration tab of the payment provider form are the ones that have been activated. To activate or deactivate a payment method for a provider, click Enable Payment Methods, then click the toggle button of the related method.
小技巧
Payment methods are displayed on your website based on their sequence order. To reorder them, click Enable Payment Methods in the payment provider form, then, in the Payment Methods list, drag and drop the payment methods in the desired order.
Icons and brands¶
The icons displayed next to the payment method on your website are either the icons of the brands activated for the payment method or, if there aren’t any, the icons of the payment methods themselves. To modify them, go to , or , then click on the payment method.
To modify a payment method’s icon, hover your mouse over the image in the upper-right corner of the payment method’s form and click the pencil icon (✎).
Select the Brands tab to view the brands that have been activated for the payment method. The brands and their related icons are displayed based on their sequence order; to reorder them, drag and drop them in the desired order. To modify a brand’s icon, select the brand, then, in the popup window that opens, hover the mouse over the image in the upper-right corner and click the pencil icon (✎).
Advanced configuration¶
To configure payment methods further, go to , or . Click on the payment method, then activate the developer mode. Click the Configuration tab to adapt the features.
危险
Each payment method is preconfigured in a way that aligns with the payment providers’ behavior and their integration with Odoo. Any change to this configuration may result in errors and should be tested on a duplicate or test database first.
Modifications to the payment method’s configuration only work to the extent of the method’s and provider’s capabilities. For example, adding countries for a payment method only supported in one country or enabling tokenization for a method linked to a provider that does not support it will not produce the intended results.
符号化¶
If the payment provider supports this feature, customers can save their payment method details for later. To enable this feature, go to the Configuration tab of the selected payment provider and enable Allow Saving Payment Methods.
In this case, 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 is particularly useful for the eCommerce conversion rate and subscriptions that use recurring payments.
注解
You remain fully PCI-compliant when you enable this feature because Odoo does not store the card details directly. Instead, it creates a payment token that only references the card details stored on the payment provider’s server.
手动捕获¶
If the payment provider supports this feature, you can authorize and capture payments in two steps instead of one. To enable this feature, go to the Configuration tab of the selected payment provider and enable Capture Amount Manually.
When you authorize a payment, the funds are reserved on the customer’s payment method but not immediately charged. They are charged when you manually capture the payment later on. You can also void the authorization to cancel it and release the reserved funds. Capturing payments manually is helpful in many situations:
收到付款确认，在订单发货后获取付款。
在付款完成、付款流程开始前，审核并验证订单是否合法。
Avoid potentially high refund fees for refunded payments: payment providers will not charge you for voiding an authorization.
Hold a security deposit to return later, minus any deductions (e.g., in case of damages).
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.
注解
Some payment providers support capturing only part of the authorized amount. The remaining amount can then be either captured or voided. These providers have the value Full and partial in the table above. The providers that only support capturing or voiding the total amount have the value Full only.
资金不会永远保留，一段时间后，可能会自动返回至客户的付款方式。请参阅支付服务提供商的文档，以了解准确的保留时长。
Odoo does not support this feature for all payment providers, but some allow the manual capture from their website interface.
退款¶
If your payment provider supports this feature, you can refund payments directly from Odoo. It does not need to be enabled first. To refund a customer payment, navigate to it and click the Refund button.
注解
Some payment providers support refunding only part of the amount. The remaining amount can then optionally be refunded, too. These providers have the value Full and partial in the table above. The providers that only support refunding the total amount have the value Full only.
Odoo does not support this feature for all payment providers, but some allow to refund payments from their website interface.
快速结账¶
If the payment provider supports this feature, you can allow customers to use the Google Pay and Apple Pay buttons and pay their eCommerce orders in one click. When they use one of these buttons, customers go straight from the 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.
To enable this feature, go to the Configuration tab of the selected payment provider and enable Allow Express Checkout.
注解
All prices shown on the express checkout payment form always include taxes.
Availability¶
You can adapt the payment provider’s availability by specifying the Maximum amount allowed and modifying the Currencies and Countries in the Configuration tab.
Currencies and countries¶
All payment providers have a different list of available currencies and countries. They serve as a first filter during payment operations, i.e., the payment methods linked to the payment provider are not available for selection if the customer’s currency or country is not in the supported list. As there might be errors, updates, and unknowns in the lists of available currencies and countries, adding or removing a payment provider’s supported currencies or countries is possible.
注解
Payment methods also have their own list of available currencies and countries that serves as another filter during payment operations.
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. The payment provider remains available, even though it is possible the payment will be refused at a later stage should the country or currency not be supported.
Maximum amount¶
You can restrict the Maximum Amount that can be paid with the selected provider. Leave
the field to 0.00 to make the payment provider available regardless of the payment amount.
重要
This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the Donation snippet and the Checkout page when paid shipping methods are enabled.
付款日记账¶
A payment journal must be defined for the payment provider to record the payments on an outstanding account. By default, the Bank journal is added as the payment journal for all payment providers. To modify it, go to the Configuration tab of the selected payment provider and select another Payment journal.
注解
The payment journal must be a Bank journal.
The same journal can be used for several payment providers.
Payment journals must only be configured if the Invoicing or Accounting app is installed.
会计的观点¶
From an accounting perspective, there are two types of online payment workflows: the payments that are directly deposited into your bank account and follow the usual reconciliation workflow, and those coming from third-party online payment providers and require you to follow another accounting workflow. For these payments, you need to consider how you want to record your payments’ journal entries. We recommend you ask your accountant for advice.
By default, the Bank Account defined for the payment journal is used, but you can also specify an outstanding account for each payment provider to separate the provider’s payments from other payments.
