• Step 1. Install the module
  Open Apps, search for HappyPay Payments Odoo Integration, and install it. You will also need Odoo's built-in Payment Providers app, which is included with Invoicing and eCommerce.

• Step 2. Turn on HappyPay
  Go to Invoicing → Configuration → Payment Providers, open HappyPay, and set it to Test Mode while you try the flow or Enabled when you go live. Publish the provider so it appears on your website and customer portal.

• Step 3. Add your HappyPay credentials
  Copy your Merchant ID and API Key from the HappyPay merchant portal into the provider form. Odoo creates a Webhook Secret for you; paste the success and failure webhook URLs from the form into HappyPay so payments are confirmed automatically.

• Keep Test Mode on while you use HappyPay's QA site; switch to Enabled when you are ready to accept real payments.

• Step 4. Browse the shop
  Your customer lands on the shop page, browses categories or search results, and opens a product to see price, variants, and details before buying.

• Step 5. Add to cart
  They pick a quantity (and options if the product has variants), click Add to cart, and move on when they are ready to review their order.

• Step 6. Review the cart and enter details
  The cart shows each line and the total in ZAR. They click Checkout, fill in contact and address details, and confirm delivery before reaching the payment step.

• Step 7. Choose HappyPay and pay
  On the payment screen they select HappyPay and click Pay now. Odoo sends the order to HappyPay and opens the secure checkout page in the browser.

• Step 8. Complete payment on HappyPay
  The customer signs in on HappyPay, agrees to the instalment plan, and finishes payment on HappyPay's site. Sensitive card and banking details never pass through your Odoo server.

• Step 9. Order confirmed on your site
  HappyPay sends the customer back to your shop. They see a thank-you page and a clear message that payment was processed. Behind the scenes, webhooks and API checks mark the payment and sales order as paid in Odoo.

• Step 10. Match the transaction in Odoo and HappyPay
  In Odoo, open Invoicing → Payments → Transactions (or the payment linked to the sales order) and note the transaction reference and amount. In the HappyPay merchant portal, find the same payment: the reference and ZAR amount will match the Odoo record shown here.

HappyPay merchant portal: the same reference and amount for that order.

• Pay an invoice online
  On a posted customer invoice, open Actions and choose Generate a Payment Link. Email or share that link; the customer opens it, selects HappyPay, and pays the outstanding amount.

• Pay a quotation or sales order
  From a quotation or order, generate a payment link the same way, or send the quotation to the customer so they can use Accept & Pay on the portal when they are ready to confirm.

• Portal experience
  Whether they came from a link or the portal, the customer sees your branding, reviews the amount, and continues to the same HappyPay checkout used on the website shop.

• Select HappyPay on the portal
  On the payment screen, HappyPay is listed with your other active providers whenever the transaction is in ZAR. The customer selects it, confirms the amount, and is redirected to HappyPay to finish checkout, the same way as on the website shop.