ACCOUNTING - Odoo 16 Enterprise Book


In the Configuration menu of the Accounting module, you will get various options to manage the payments of your company. Odoo provides options for managing Payment Providers, Payment Icons, Payment Tokens, Payment Transactions, and Payment Way Codes. Let’s take a look at each of these options in detail.

Payment Providers

The Payment Providers allow your customers to pay their customer invoices using e-payment portals. Using the support of such payment providers, you can use the appropriate payment method for completing payment transactions at any time and anywhere. Odoo supports multiple payment providers that benefit your company to increase the chances of getting paid on time. This will also help customers to choose a suitable payment method based on their convenience.

The list of all available payment providers can be observed in the Payment Providers platform in Odoo available in the Configuration menu.

Odoo 16 accounting

You can activate a payment provider by clicking on the Activate button. For making additional changes in the settings of a payment provider, you can click on them.

Odoo 16 accounting

The form view shows the name of the payment provider in the given space. The technical code of the payment provider can be seen in the Code field. You can set it as Disabled, Enabled, or Test Mode by selecting the corresponding option in the State field. The name of the Company and Website will be displayed in the respective fields. If those fields are kept empty, then the payment provider will be available for all companies and websites defined in your database.

The description of the provider for customers can be seen in the Displayed as field. You can provide QR Code options for your customer for making payments using QR codes. For this, the QR Codes field can be activated. In the Communication field, you can set the communication type that will appear on sales orders. The communication will be given to the customer when they choose the payment method. In the Maximum Amount field, the maximum payment amount that this payment provider allows can be seen. The countries in which this payment provider is available can be added in the Countries field. You can leave the field blank to make this provider available in all countries.

Odoo 16 accounting

The message specified in the Pending Message field will be shown if the order pending after the payment process. You can make changes in the settings of the available payment providers as per your requirements to make it more convenient for customers.

Payment Icons

Payment Icon is one of the advanced features offered by Odoo in order to enlighten the operations of online payments. These icons will perform the functions of an identifier. With the assistance of the payment icons, the customer will be able to get an idea related to the online payment method or payment gateway accepted by your eCommerce portal. Under the Configuration menu of the Accounting module, you can find the option to create and manage Payment Icons.

Odoo 16 accounting

The screen displays the list of already configured payment icons. Creating a new payment icon can be done by clicking on the Create button.

Odoo 16 accounting

Odoo leads you to a new configuration window where you can provide a name for the new payment icon. Under the Providers List tab, you can mention the payment providers that you want to add to this payment icon.

Odoo 16 accounting

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.

Odoo 16 accounting

By following this method, you can create multiple payment icons for your eCommerce portal.

Payment Tokens

Based on the configuration of the payment providers, you can store the payment details with tokens when a customer pays for the very first time. The saved card details can be used next time to deduct the amount automatically. When a customer purchases a product from your eCommerce site and makes the payment using a convenient payment provider, Odoo offers a save card details option at the time of payment. This option will save the details of the card used for the payment as payment tokens in your database. This feature will be beneficial for recurring payments like subscriptions where the amount will be deducted automatically.

First, let’s take a look at how Odoo records the payment card details. During the checkout process, you will be asked to select a suitable payment method from the option offered by the company.

Odoo 16 accounting

Once you select a payment method, you will get the option Save my Payment Details as shown in the screenshot above which records your payment card details as a token. You can observe such saved cards in the backend by selecting the Payment Tokens option from the Configuration menu of the Accounting module.

Odoo 16 accounting

By clicking on a token, you will get a detailed view.

Odoo 16 accounting

A payment token shows the payment Details, Partner, Provider, Provider Reference, and Company. Next time, when you are purchasing something on the same eCommerce page, you will get the option to select the saved card details for making payment.

In order to get the history of all online transactions, you can use the Payment Transactions option available under the Configuration menu. This platform will keep a record of all online transactions done using different payment gateway.

Odoo 16 accounting

The transaction history window displays the details of the Reference(internal reference of the transaction), Created on, Provider, Customer, Partner Name, Amount, Fees, Status, and Company.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message