What you can do

• Offer “Pay by card (BT iPay)” during website checkout in Odoo eCommerce.
• Let customers pay open invoices directly from the Odoo customer portal.
• Track payment attempts and final authorization status on orders/invoices in Odoo.
• Reduce manual reconciliation by linking successful transactions to the correct documents.

Usage modes (business choice)

BT iPay in Odoo can be used in two business modes, depending on what you sell and when you want to capture funds:

• 1‑Phase (one‑step) – Recommended for online services. The customer’s card is authorized and captured immediately at checkout. This is ideal when delivery is instant (e.g., digital goods, subscriptions, services) and there is no need to delay collection.
• 2‑Phase (two‑step) – Recommended for physical products. The card is authorized at checkout, but you capture the funds later, after you ship or when the customer confirms delivery. This gives your operations team control to capture only what is delivered and helps reduce post‑sale adjustments.

Configuration: choose the mode in the BT iPay payment provider settings in Odoo. Selecting 2‑Phase enables manual capture so your team can capture the authorized amount from Odoo once the order is fulfilled.

Business benefits

• Higher conversion for local shoppers through a familiar Romanian payment provider.
• Faster cash collection and fewer unpaid orders thanks to instant card authorization.
• Less back‑office work: payments are recorded against the right document automatically.
• Better customer experience with a simple, secure checkout flow handled by BT iPay.

Typical workflow

1. A customer places an order on your Odoo website or opens an invoice in the portal.
2. They choose BT iPay as the payment method and complete the card authorization.
3. BT iPay confirms the result; Odoo updates the related order/invoice accordingly.
4. Your team proceeds with fulfillment knowing the payment is secured.

Checkout and payment link flow (redirects)

• From both the customer portal payment link (invoice payment page) and the eCommerce checkout, Odoo redirects the customer to the BT iPay (Banca Transilvania) hosted payment page where the card data is entered and the payment is registered.
• After the payment is completed or canceled on the bank page, the customer is automatically redirected back to your website. Odoo then reflects the outcome on the related document (order or invoice).

Who is it for

• Online retailers and B2B sellers operating in Romania.
• Companies using Odoo 18 (Community or Enterprise) who want to accept card payments.

Requirements

• An active BT iPay merchant account (test or production) and valid credentials from the bank.
• Odoo 18 with website and/or accounting modules configured for online payments.

Notes and scope

• Card data entry and security are handled by BT iPay. No card details are stored in Odoo.
• The module focuses on the commercial flow (offer payment, receive confirmation, link to documents). Detailed risk or anti‑fraud settings remain managed in your BT iPay account.
• Compatibility targets Odoo 18; customizations may be needed for heavily modified checkout flows.

For assistance with onboarding, configuration, or tailored extensions (refunds flows, multi‑company setups, custom checkout UX), please contact the Terrabit team.

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