Moneris Payment Provider
Integrates your Odoo eCommerce and invoicing system with Moneris, one of Canada's leading payment processing platforms. This app enables you to securely accept payments through the Moneris hosted checkout, supporting a smooth redirection-based payment flow with real-time transaction status updates. With seamless integration into Odoo's checkout and accounting workflows, the module automatically confirms orders, records transactions and simplifies reconciliation. It supports both automatic (Purchase) and manual (Preauthorization/Capture) payment flows, card tokenization for saved payment methods, full and partial refunds, transaction voids, sandbox and production environments making it an ideal payment solution for Canadian businesses using Odoo.
Configuration
Activate Moneris Provider
Locate and activate the Moneris payment provider from the Payment Providers menu in the Odoo backend configuration to begin the integration process.
Configure Moneris Credentials
From the Credentials tab on the Moneris provider form in Odoo, enter your Moneris Store ID, Moneris API Token and Moneris Checkout ID obtained from your Moneris merchant account to authorize Odoo to process payments through your Moneris Checkout profile.
Configure Moneris Address Mode
Choose whether the customer's Billing Address, Shipping Address, or both are sent to Moneris during checkout using the Send Address to Moneris option and the Moneris Address Mode dropdown on the provider configuration form.
Configure Customer Details on Moneris Checkout
Within the Moneris Checkout Configuration portal, enable Customer's Personal Details and Prefill Customer's Information to automatically populate the hosted checkout with the customer's name, phone, email, billing and shipping address passed from Odoo.
Redirect Flow
Configure Payment Options on Moneris Checkout
Under the Payment section of the Moneris Checkout Configuration, control digital wallets (Apple Pay, Google Pay), card details display, AVS/CVV validation, surcharge, transaction limits, and the Transaction Type set to Purchase for immediate payment capture.
Customer Adds Product to Cart
The customer adds the desired product(s) to their cart on the eCommerce Shop page, setting quantities before proceeding to the final checkout and payment stage.
Select Moneris as Payment Method
From the checkout page, selecting Moneris as the payment method and clicking Pay Now securely redirects the customer to the external Moneris hosted checkout page.
Moneris Hosted Checkout
On the Moneris hosted checkout page, customers securely complete their payment by entering their contact information, shipping details and card information all rendered directly by Moneris.
Order Confirmation
After a successful transaction, the customer is automatically redirected back to the Odoo Order Confirmation page, where a "Your payment has been processed" message and order reference are displayed.
Track Backend Transactions
View and manage detailed Payment Transactions directly within Odoo's backend, where statuses are automatically updated to Confirmed. Each transaction includes a dedicated Moneris Details tab displaying the Moneris Transaction Number, Reference Number, Auth Code and Response Code, along with a Void Moneris action to cancel the transaction on the same day it was processed.
Process Manual Refunds
Initiate full or partial refunds for successful payments directly from the payment record in Odoo using the built-in Refund button. Moneris's partial refund support ensures flexible refund management for confirmed transactions.
Refund Status and Transaction Confirmation
Upon successful refund processing, Odoo automatically logs the refund initiation and confirmation in the document Chatter, ensuring a complete audit trail of the refund process.
Refund Transaction Record
A separate Refund child transaction is created for every processed refund, tracked under the Child Transactions section of the parent transaction alongside Sales Order(s) and Refunds smart buttons, making it easy to reconcile refund activities.
Void Flow
Void a Confirmed Transaction
For transactions still in the Confirmed state on the same day, use the Void Moneris button to reverse the payment before Moneris completes its daily batch settlement.
Confirm the Void Action
Odoo displays a confirmation dialog explaining that voiding is only available on the same day as the original payment, before Moneris settles the batch click Ok to proceed.
Transaction Canceled After Void
Once the void is successfully processed by Moneris, the transaction status automatically changes to Canceled, a dedicated void child transaction is logged and a message confirming "Transaction canceled after successful Moneris void" is recorded on the record.
Authorization (Capture Manual) Flow
Enable Preauthorization on Moneris Checkout
To hold funds without immediately capturing them, select Preauthorization as the Transaction Type in the Moneris Checkout Configuration portal.
Enable Manual Capture in Odoo
On the Moneris provider's Configuration tab in Odoo, check Capture Amount Manually so that authorized payments require an explicit capture step before funds are settled.
Customer Adds Product to Cart
As with a standard purchase, the customer adds the product(s) to their cart before proceeding to checkout.
Select Moneris and Pay
The customer selects Moneris as the payment method and clicks Pay Now to be redirected to the Moneris hosted checkout for the preauthorization.
Enter Payment Details
On the Moneris hosted checkout page, the customer enters their card information and confirms billing address before clicking Checkout.
Payment Authorized
The customer is redirected back to Odoo with a "Your payment has been authorized" confirmation, indicating the funds are held but not yet captured.
Authorized Transaction in the Backend
The transaction appears in Odoo with an Authorized status, offering Capture Transaction and Void Transaction actions directly from the record.
Void Restriction on Authorized Transactions
Attempting to use the generic Void Transaction action on an authorized Moneris transaction triggers a validation error, instructing the user to use the Void Moneris action instead once the transaction is completed.
Capture the Authorized Transaction
To collect the held funds, click the Capture Transaction button on the authorized payment record.
Transaction Confirmed After Capture
Once captured, the transaction status updates to Confirmed and a dedicated capture child transaction is recorded under Child Transactions with its own status and amount.
Void the Captured Transaction
Once confirmed, the captured transaction can now be voided the same day using the Void Moneris action available on the capture record.
Refund Confirmation
Refund initiation and confirmation activity is automatically logged in the Chatter, along with a success notification once the payment operation completes.
Refund Transaction Record
A dedicated refund transaction is created with its own Moneris Transaction Number, Reference Number and Auth Code, giving full visibility into the reversed amount.
Tokenization Flow
Enable Card Tokenization on Moneris Checkout
In the Moneris Checkout Configuration, enable the Tokenize Card option alongside Purchase or Preauthorization so that customer card details are securely tokenized for future use.
Allow Saving Payment Methods in Odoo
On the Moneris provider's Configuration tab, check Allow Saving Payment Methods so customers can securely save their card for future checkouts.
Customer Adds Product to Cart
The customer adds the product to their cart and proceeds through the standard checkout flow before reaching the payment step.
Save Payment Details at Checkout
On the payment method selection page, the customer checks Save my payment details before clicking Pay Now to be redirected to the Moneris hosted checkout.
Enter Payment Details
The customer enters their card details on the Moneris hosted checkout page to complete the payment and generate a reusable token.
Order Confirmation
The customer is redirected back to Odoo with a "Your payment has been processed" confirmation message and order reference.
Payment Token Stored on the Transaction
The confirmed transaction record now displays a masked Payment Token (e.g. 4242***4242), confirming the card was successfully tokenized by Moneris for future reuse.
Saved Payment Token on the Payment Record
The related Odoo payment record links directly to the Saved Payment Token, keeping the tokenized card reference tied to the customer's payment history.
Payment Token Record
Each saved card is stored as an independent Payment Token record in Odoo, showing the masked card details, provider and linked customer for easy management.
New Order Shopping Cart
On a subsequent purchase, the customer reviews their new order in the cart before proceeding to checkout.
Pay Using a Saved Payment Method
At checkout, the customer's previously saved Moneris card appears under Your payment methods, alongside the option to pay with a new card under Other payment methods, letting them complete the purchase with one click on Pay now.
Order Confirmation
The order is confirmed instantly using the saved token, with the "Your payment has been processed" message displayed to the customer.
Invoice Payment Flow
Pay Invoices via Customer Portal
Customers can pay outstanding Invoices directly from the Odoo Customer Portal using the integrated Moneris secure checkout, choosing from previously saved payment methods or entering a new card.
Instant Invoice Reconciliation
Upon successful payment of an invoice, Odoo automatically updates the invoice status to Paid and reconciles the transaction instantly against the corresponding journal entry.
Get In Touch
(+91) 884-921-7633
contact@gritxi-tech.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 933 |
| Technical Name |
gt_payment_moneris |
| License | OPL-1 |
| Website | https://www.gritxi-tech.com |
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