2.1 How to set up online payment provider

Setting up Online Payment Method

  1. 1. Click on Accounting

    Click on Accounting
  2. 2. Click on Configuration

    Click on Configuration
  3. 3. Click on Payment Providers

    Click on Payment Providers
  4. 4. List of available payment providers on Odoo

    List of available payment providers on Odoo
  5. 5. Install relevant payment method.

    Install relevant payment method.
  6. 6. Click on Activate

    Click on Activate
  7. 7. Set-up is required but as an demonstration, Test mode will be used.

    Set-up is required but as an demonstration, Test mode will be used.
  8. 8. Fill in Publishable Key provided by the Selected API

    Fill in Publishable Key provided by the Selected API
  9. 9. Fill in Secret Key provided by the Selected API

    Fill in Secret Key provided by the Selected API
  10. 10. Fill in Webhook Signing Secret provided by the Selected API

    Fill in Webhook Signing Secret provided by the Selected API
  11. 11. Click on Unpublished

    Click on Unpublished
  12. 12. Click on Configuration

    Click on Configuration
  13. 13. Select Payment Journal

    Select Payment Journal
  14. 14. Fill in Maximum amount, Currencies or Countries available if necessary. Leave Blank otherwise

    Fill in Maximum amount, Currencies or Countries available if necessary. Leave Blank otherwise

Simulation of customer payment

  1. 15. Click on Invoices

    Click on Invoices
  2. 16. Select desired Invoice or create new. Once done, Click on Print & Send

    Select desired Invoice or create new. Once done, Click on Print & Send
  3. 17. Check details of Email generated.

    Check details of Email generated.
  4. 18. Click on Print & Send

    Click on Print & Send
  5. 19. Chatterbox Log of email sent.

    Chatterbox Log of email sent.
  6. 20. Click on Preview. This will show how the customer will view payment upon receiving the email

    Click on Preview. This will show how the customer will view payment upon receiving the email
  7. 21. Will be redirected to this invoice page.

    Will be redirected to this invoice page.
  8. 22. Click on Pay Now

    Click on Pay Now
  9. 23. Select a payment method. For example, Demo

    Select a payment method. For example, Demo
  10. 24. Customer to Key in card details

    Customer to Key in card details
  11. 25. Click on Pay

    Click on Pay
  12. 26. Notice of Payment

    Notice of Payment
  13. 27. View of the invoice after payment was made.

    View of the invoice after payment was made.