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OE Accounting: Heartland ACH

by
Odoo

$ 46.85

v 13.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 5483
Technical Name oe_heartland_ach
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 5483
Technical Name oe_heartland_ach
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: ACH, Heartland, eCheck, bank transfer, Odoo 12, payment acquirer, NACHA, invoice payments, customer portal, batch ACH, tokenization, webhook, accounting, US banking, risk scoring, compliance, authorization, fingerprint, duplicate guard, refund workflow, void controls, authorization renewal, cron jobs, manual review automation, authorization vault, SEC code guidance, Authorize.Net ACH, Stripe ACH, SEPA Direct Debit alternatives
Odoo Engineering

Heartland ACH Payments

Accept secure ACH payments, save bank tokens, and streamline collections - fully integrated with Odoo 12 Accounting.

Try It Out Contact Us

Enhanced Features in This Version

Professional Capabilities for Your Business

Duplicate Guard Intelligence

Configurable partner + fingerprint windows stop accidental double debits while manual overrides trigger audit logs, risk score escalation, and finance follow-up.

ACH Refund & Void Console

Back-office teams can now void pending entries or refund settled payments directly from the transaction form with chatter receipts and status enforcement.

SEC Code Coach & Compliance Tips

Invoice and token wizards surface SEC-specific guidance, automatic code suggestions, and compliance reminders so clerks follow NACHA policy every time.

Authorization Renewal Reminders

Weekly cron jobs flag mandates older than 11 months, assign review activities to the risk owner, and keep your authorization library audit-ready.

Customer ACH Controls & Limits

Per-customer toggles to allow/deny ACH plus configurable daily and monthly caps with automatic enforcement at checkout and in batch runs.

Acquirer Min/Max Guardrails

Set global minimums and maximums per acquirer to block micro-debits or unusually large ACH attempts before they hit the gateway.

Portal Inline Validation

Client-side routing checksum and account length checks guide customers before submission, reducing failed attempts and support tickets.

Token Usage Insights

See how often each ACH token is used with a live counter and open its payment history in one click.

Partner-Level KPIs

New stat buttons show counts of ACH Tokens and ACH Payments directly on the customer form.

Risk Highlights in Lists

ACH transactions in list view are highlighted when medium or high risk to improve triage speed.

Before & After Heartland ACH Payments

Before

  • Manual bank transfers and reconciliation
  • Slow collections with email back-and-forth
  • Higher fees on card-only workflows

After

  • Online ACH payment directly on invoices
  • Automatic posting and reconciliation
  • Lower processing costs and faster cash flow

By the Numbers

50%

Lower processing cost vs cardsACH savings add up fast
3x

Faster collectionswith online invoice pay
20+

Languages supportedglobal-ready from day one
90

Days warrantybug fixes guaranteed

Key Features & Capabilities

Everything you need for professional operations

Invoice & Portal Payments

Collect ACH payments from customer invoices and the customer portal with a simple, secure flow.

Saved Bank Tokens

Store encrypted bank accounts with hashed fingerprints, automatic usage tracking, and dormant-token cleanup scheduling.

ACH Types & Controls

Support for account type and check type selections, plus partial payment amounts when allowed.

AI Insights

Built-in AI and risk analytics surface ACH risk scores, factors, and receivables trends powered by oe_ai_job_base.

What's Included

Core Features

  • Heartland ACH payment acquirer
  • Invoice and portal payments
  • Bank tokenization (save and reuse)

Additional Components

  • AI job extension for receivables insights
  • Portal UI with event handlers
  • Security/access rules for models

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

  1. Install the module: Go to Apps -> Search for "oe_heartland_ach" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
  3. Initial configuration: Payment Acquirers -> Heartland ACH -> Enter API credentials and enable

Basic Usage

  1. Creating payments: Open a customer invoice -> Click Pay -> Choose Heartland ACH -> Enter bank details
  2. Managing tokens: In the payment form, opt to save bank account for future use
  3. Using key features: Select account/check type from dropdowns; enable partial payments when permitted
  4. Reporting: Review transactions in Accounting -> Payments and the acquirer dashboard

Tips & Best Practices

  • Use test mode in sandbox before going live
  • Enable tokenization for recurring customers
  • Restrict access to payment settings by group
  • Pair with dunning emails to reduce DSO

Important Notes

ACH settlement times vary by bank. Ensure customer authorization for tokenized debits and follow NACHA guidelines.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: This release targets Odoo 12.0. Contact us for forward-ports.

Q: Is tokenization required?

A: No. Saving bank accounts as tokens is optional and configurable per flow.

Q: Does this support refunds/voids?

A: Yes, within Heartland's capabilities and settlement windows. Actions are logged in payment transactions.

Launch Demo Instance

Explore Heartland ACH Payments in a live environment

Try It Now

Proudly 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 – 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 Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install Heartland ACH Payments today and experience the difference quality makes.

Launch Demo Get in Touch

© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

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