EBizCharge Payment Provider

Customers

• Ability to switch between EBizCharge merchant accounts and Odoo companies on a customer profile.

Invoices

• Ability to pay with EBizCharge using a new or saved credit card, bank account, or an EMV device.
• Ability to generate EBizCharge payment links on an individual invoice.
• Ability to upload an individual invoice to the EBizCharge Hub.
• Ability to send an email pay request to a customer when viewing an invoice.
• Ability to view, export, print and download an EBizCharge invoice.

Quotations and Sales Orders

• Ability to select a transaction type (pre auth or deposit) and register payment for a specified amount.
• Ability to upload an individual quotation to the EBizCharge Hub.
• Ability to generate EBizCharge payment links on an individual sales order.
• Ability to register a sales order payment with EBizCharge using a new or saved credit card, bank account, or an EMV device for deposits, and credit card and EMV for pre auths.

Transaction History

• Ability to void or refund past transactions and email a receipt of a transaction.
• Ability to switch between EBizCharge merchant accounts when viewing transaction history.
• Ability to export list of transactions as an .xls file.

Batch Processing for Invoices

• Ability to view a list of open and processed invoices.
• Ability to process one, multiple, or all open invoices.
• Ability to email receipts to customers.

Email Pay for Invoices

• Ability to send email pay requests for open invoices.
• Ability to select a preexisting email template and edit the requested payment amount.
• Ability to view, remove, and resend pending payment requests.
• Ability to apply one or more received payments to a respective order.

Request Payment Methods

• Ability to request a payment method via email.
• Ability to select payment method type, premade email template, and add additional email comments when sending a payment request.
• Ability to view pending requests and resend requests.
• Ability to remove a customer’s payment method.

Generate Payment Links

• Ability to generate payment links for sales orders and invoices.
• Ability to enter a custom request amount when generating a payment link.
• Ability to select a template to appear on the EBizCharge payment webform.
• Ability to cancel payment requests by removing the payment link.
• Ability to copy and paste payment link and preview EBizCharge payment webform.
• Ability to make a payment with EBizCharge from a native Odoo payment link.

Sync Upload

• Ability to auto or manual sync customers, invoices, sales orders, products, or credit notes to the EBizCharge Hub.
• Ability to export as an .xls file.

Sync Download

• Ability to download payments from the EBizCharge Hub into Odoo.
• Ability to import received payments into Odoo from the EBizCharge Hub.

Setup

• Ability to view list of email and receipt templates and export templates as an .xlsx or .csv file.

Scheduler Settings

• Ability to configure scheduled actions by interval, frequency, and next execution date.
• Ability to activate or deactivate the scheduler.

EBizCharge Merchant Account Setup

• Ability to enable automatic upload of customers, invoices, sales orders, products, and credit notes to the EBizCharge Hub.
• Ability to set automatic document download frequency.
• Ability to enable auto download and apply payments.
• Ability to select default transaction type (pre auth or deposit) for sales order payments, email pay requests, and generated payment links for sales orders.
• Ability to enable automatic payment link generation when invoices and sales orders are created.
• Ability to manage merchant accounts, set default merchant account, and assign multiple companies to a merchant account.
• Ability to enable EMV to process transactions, set a default EMV device, and configure, add, and edit EMV device settings.
• Ability to configure a website.

Help & Contact Us

• Ability to view the support team’s contact information.
• Ability to access EBizCharge for Odoo CRM, EBizCharge for Odoo eCommerce, and EBizCharge Knowledge Base.
• Ability to provide feedback on EBizCharge for Odoo.