EBizCharge Payment Provider

Quotations

• Ability to create new quotation or edit existing one.
• Ability to select customer.
• Ability to convert quotation to a sales order or invoice.
• Ability to register payment.

Sales Order

• Ability to select customer.
• Ability to select transaction type and enter amount and email.
• Ability to enter new or saved credit card or bank account.
• Ability to create invoice.

Invoice

• Ability to create regular invoice, down payment (percentage), or down payment (fixed amount).
• Ability to capture transaction, void transaction, add credit note, upload to the EBizCharge hub, or send an email pay request.

Customers

• Ability to filter customers by individuals, companies, customer invoices, vendor bills, archived, and custom filter.
• Ability to group customers by salesperson, company, country, and customer group.
• Ability to create a new customer or edit an existing customer.
• Ability to categorize customer by individual or company.
• Ability to send an email request for payment method request from an individual customer profile.
• Ability to select an email email template, type a subject, from email, to email and additional notes.
• Ability to add, update, and delete payment methods, including credit cards and bank accounts.
• Ability to set default card and default bank account.

Send Email Payment Request

• Ability to send an email pay request.
• Ability to input amount and tax percentage.
• Ability to edit the email address, edit the amount, select an email template and edit the requested amount.
• Ability to view previous EBizCharge email pay and payment method requests sent from the object including the date, time, request type, and source.

Credit Notes

• Ability to refund a transaction partially or fully.
• Ability to compose reason for credit note.
• Ability to select reversal date and specific journal.
• Ability to apply credit(s) to an amount due.

eCommerce Features

• Ability to place order as a guest customer or as a logged in customer.
• Ability to process transactions via eCommerce website.
• Ability to check out with a new or saved card or bank account.
• Ability to add, update, and delete payment methods.
• Ability to set default card and default bank account.

Transaction History

• Ability to view and export transaction history.
• Ability to filter transactions using Odoo’s native filters.
• Ability to filter by EBizCharge Merchant Account and date range.
• Ability to export the entire list or a filtered list XLS file.
• Ability to void or refund a transaction.
• Ability to email a receipt for one or multiple transactions.

Batch Processing for Invoices

• Ability to view a list of open invoices with a default payment method on file.
• Ability to filter the list by EBizCharge merchant account, customer and/or date range.
• Ability to select one, multiple, or all open invoices to process.
• Ability to email receipts to customers after processing.
• Ability to view processed invoices.
• Ability to clear desired invoices.

Email Pay for Invoices

• Ability to send email pay requests in bulk for open invoices.
• Ability to filter open invoices and pending requests by customer and date range.
• Ability to select an email template,type a subject,edit the emial address and edit the requested amount.
• Ability to view,remove and resend pending payment requests.
• Ability to view received email payments and filter them by customer and date range.
• Ability to apply one or more received payment to respective order.

Request Payment Methods

• Ability to select one or more customers to send a new emial payment method request.
• Ability to filter by merchant account, all customers, customers with no saved card, customers with no saved bank accounts, customers with no saved payment methods, customers with expired cards, and customers with cards expiring soon.
• Ability to edit the email address,edit the subject and add additional email comments.
• Ability to select payment method type, template, or add additional email comments when sending a payment request.
• Ability to filter Pending Requests and Added Payment Methods by merchant account and date range.
• Ability to view pending requests and request details including Customer, Customer ID, Email, Original Date & Time Sent, and Number of Times Sent.
• Ability to remove pending requests individually or in bulk.
• Ability to resend requests individually or in bulk.
• Ability to remove Added Payment Methods from the list individually or in bulk.

Sync upload

• Ability to filter by EBizCharge merchant account.
• Abilty to auto or manual sync customers, invoices, sales orders, products, or credit notes to the EBizCharge hub.
• Ability to view upload date and sync status in list view.
• Ability to export as xls file.
• Ability to clear log.

Sync Download

• Ability to filter download received payments by merchant account, payment category, and date range.
• Ability to view list and log of download received payments.
• Ability to import into Odoo in bulk.
• Ability to delete from log.

Setup

• Ability to view list of email templates.
• Ability to view name, subject, description, type id, and merchant account.
• Ability to export individual email templates or in bulk in xlsx or csv.

Scheduler Settings

• Ability to configure Scheduled Actions Settings by interval, frequency, and next execution date.
• Ability to activate or deactivate the scheduler.

EBizCharge Merchant Account Setup

• Ability to enable or disable automatic upload of customers, invoices, sales orders, products, and credit notes to the EBizCharge portal.
• Ability to select document download date range.
• Ability to enable auto download and apply payments.
• Ability to select default transaction type (pre-auth or deposit).
• Ability to configure merchant account and manage default merchant account.
• Ability to assign multiple companies to a merchant account.

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 Bases.

Feedback

• Ability to complete a survey to provide EBizCharge for Odoo feedback.