Odoo 18 Enterprise Book: Accounting

33. Payment Providers

Within the Configuration menu of Odoo 18’s Accounting module, you’ll find a suite of tools that let you control every facet of how your company accepts and tracks payments. Four key elements live here; Payment Providers, Payment Methods, Payment Tokens, and Payment Transactions, and each one plays a complementary role in smoothing the journey from invoice to cash in the bank.

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Payment Providers are at the heart of Odoo’s e‑payment ecosystem. By enabling providers such as Stripe, PayPal, Adyen, and others, you give customers the freedom to settle invoices online, around the clock, through the portal that best suits them.

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Activating a provider is as simple as clicking Activate on the list you see under Configuration › Payment Providers; from there you can dive into its form view to fine‑tune settings.

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The form begins with the provider’s Name and its technical Code. You decide whether the provider runs in Disabled, Enabled, or Test Mode, ideal for dry‑runs before going live. If you leave the Company and Website fields blank, the provider will be available to every company and website stored in your database; otherwise, you can restrict it precisely.

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If you want to accept QR‑code payments, simply toggle QR Codes. Use Communication to define the explanatory text shown on sales orders when customers pick this method, and Maximum Amount to cap how much can be paid through it. In Countries, list any regions where the provider should be offered, or leave the field empty to make it global.

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Finally, the Pending Message lets you craft what customers see if an order remains pending after they submit payment, ensuring clarity at every step. Because Odoo ships with built‑in support for mainstream providers that work via API, you can even simulate transactions in Test Mode without entering real credentials, perfect for rehearsing end‑to‑end payment flows before the stakes are real.

33.1 Payment Methods

To make online checkouts crystal‑clear for shoppers, Odoo 18 lets you define custom Payment Methods, small icon sets that act as instantly recognizable badges for the gateways your site accepts (Visa, MasterCard, PayPal, and so on). You will find this feature in Accounting › Configuration › Payment Methods.

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The view opens with a list of every payment icon already configured. Click New to design another.

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Odoo immediately presents a clean form: give the method a descriptive Name, then switch to the Providers List tab to link it with one or more active payment providers. Mention the Primary Payment Method in the given space.

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Under the Configuration tab, you can activate the Tokenization and Express Checkout fields if needed. By enabling the Tokenization, you can create a payment token the moment a customer completes a transaction. The token stores the card’s credentials securely with the payment provider, so on subsequent purchases Odoo can charge the card automatically, no need for the buyer to re‑enter their details. In the corresponding fields, mention Refund,Countries, Currencies, and Supported By. Repeat the process to create as many payment symbols as you need, ensuring a polished, transparent checkout experience.

33.2 Payment Tokens

When a shopper checks out on your Odoo 18 e‑commerce site, they first pick one of the active payment providers; Stripe, PayPal, Adyen, and so on. As soon as a card‑based method is chosen, Odoo shows a Save my payment details checkbox.

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If the customer ticks it, the provider returns a secure token that represents the card; Odoo saves that token in the Accounting › Configuration › Payment Tokens list along with the company, customer (partner), provider, and provider reference.

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On the customer’s next purchase the stored token appears as a one‑click option, letting Odoo charge the remembered card automatically.

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This streamlined flow is perfect for subscriptions or any other recurring‑payment model, eliminating the need to re-enter card data and reducing friction at checkout.

33.3 Payment Transactions

To review the full history of online payments, head to the Accounting module and select the Configuration  menu. You can find the Payment Transactions here.

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This log aggregates every charge processed through your active gateways and presents key details at a glance: the internal Reference for each transaction, Created on date, Provider, Customer/Partner Name, Amount, the current Status (authorized, posted, failed, etc.), and the Company that booked the sale. Having all gateways reflected in one list makes audits, reconciliations, and customer inquiries far quicker to handle.

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