| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3589 |
| Technical Name |
oe_cardconnect_ach |
| License | OPL-1 |
| Website | https://odooengineering.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
CardConnect ACH Payments for Odoo
Collect ACH payments securely, save reusable bank profiles, and streamline cash application inside Odoo
Enhanced Features in This Version
Professional Capabilities for Your Business
Instant Invoice Insight
Smart invoice buttons now surface CardConnect ACH counts, last status, and the most recent amount so AR teams triage issues without leaving the document.
Customer Token Control
Manage ACH token counts and launch the secure add wizard directly from each customer record, empowering finance teams to support self-service in seconds.
Automated ACH Alerts
Real-time success and failure alerts now pair with a daily failure digest so finance stakeholders never miss a bounced ACH or follow-up opportunity.
Multi-Currency Guardrails
Configurable settlement currencies stop out-of-scope payments before they reach CardConnect, ensuring compliance with merchant approvals and reducing declines.
Performance Dashboard Metrics
New acquirer analytics feed graph and pivot dashboards so you can benchmark volume, success rate, and failure spikes without external spreadsheets.
Key Features & Capabilities
Everything you need for professional operations
Unified ACH Payment Console
Track transaction states, settlement references, and residual balances directly from each invoice or sale order.
Invoice & Portal Payment Flows
Empower back-office teams and portal customers to initiate ACH payments using the same secure gateway.
Reusable ACH Token Vault
Securely capture bank profiles with CardConnect tokenization and reuse them across invoices and subscriptions.
Automated Notifications & Logs
Post gateway responses to invoice chatter, alert the finance team on failures, and preserve full audit trails.
Accounting Integration
Automatically create payment transactions, reconcile receipts, and link them to the correct journals and bank accounts.
Robust Validation
Ensure routing, account length, and SEC codes meet CardConnect and NACHA requirements before dispatching requests.
AI Payment Insights
Leverage the included AI job to summarize success rates, payment velocity, and recommended follow-up actions.
Compliance Controls
Mask sensitive account numbers in logs and enforce NACHA-compliant data capture at every step.
Multi-Company Ready
Configure unique CardConnect credentials per company while reusing the same workflows across environments.
What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_cardconnect_ach" -> Click Install
- Configure permissions: Assign Payment Manager access to users who should capture ACH payments
- Initial configuration: Navigate to Invoicing -> Configuration -> Payment Acquirers -> CardConnect ACH and enter merchant credentials
Basic Usage
- Initiate payments: From an invoice, open the "CardConnect ACH Payment" wizard to collect routing and account details or pick a saved token
- Portal workflows: Enable the payment acquirer on your website/portal so customers can authorize ACH payments themselves
- Token management: Use the "Save account for future use" option to create reusable CardConnect profiles
- Monitoring: Review the payment transaction form for gateway responses, settlement references, and AI recommendations
Tips & Best Practices
- Start in CardConnect's test environment before switching to production credentials
- Use the SEC code field to distinguish WEB, TEL, and CCD transactions for compliance
- Encourage customers to save tokens to eliminate future manual entry
- Periodically review AI recommendations to spot customers with declining success rates
Important Notes
Requires Odoo Accounting & Payment apps plus an active CardConnect merchant account. ACH details are tokenized-full routing and account numbers are never stored in Odoo.
Frequently Asked Questions
Q: Which Odoo versions and modules are required?
A: Odoo 12.0 Community or Enterprise with Accounting and Payment apps installed. Portal is optional but recommended for customer self-service ACH payments.
Q: How do I switch from sandbox to production?
A: CardConnect provides separate UAT and production endpoints. Configure the acquirer with test credentials, validate flows, then update the URL, merchant ID, and API user/password for production before going live.
Q: Is customer bank information stored in Odoo?
A: No. Account and routing numbers are sent directly to CardConnect and exchanged for a token. We only store masked details and profile references, keeping you compliant with NACHA and PCI guidance.
Launch Demo Instance
Explore CardConnect ACH Payments for Odoo in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
Data CleanerAuto-fixes addresses, names, phones with smart AI rules |
Message AnalysisSentiment, urgency, and topic extraction for partners |
Advanced SearchNatural language queries across your database |
QuickBooks BridgeAI-guided sync with QuickBooks Online |
Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install CardConnect ACH Payments for Odoo today and experience the difference quality makes.
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Professional Odoo modules built with excellence in the USA.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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