| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • eCommerce (website_sale) • Invoicing (account) • Website (website) |
| Lines of code | 325 |
| Technical Name |
sf_website_sale_payment_approval |
| License | LGPL-3 |
| Website | https://squadfocus.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • eCommerce (website_sale) • Invoicing (account) • Website (website) |
| Lines of code | 325 |
| Technical Name |
sf_website_sale_payment_approval |
| License | LGPL-3 |
| Website | https://squadfocus.com |
| Versions | 18.0 19.0 |
Payment Approval Workflow
Secure & Controlled Payment Process
This module introduces a payment approval workflow where customers must request permission before using specific payment methods. Only authorized users can approve or reject these requests, ensuring full control and security over transactions.
FEATURES
Approval required before using selected payment methods
Only "Payment Approval Manager" can approve/reject requests
Email notifications for request, approval, and rejection
"Pay Now" button hidden until approval
Automatic enable/disable of payment method based on status
Fully integrated with Website Checkout
Step 1: Assign Payment Approval Access
Grant "Payment Approval Manager" access to specific users. Only these users will be able to approve or reject payment requests.
Step 2: Enable Payment Provider
Enable the "Payment Provider" option in payment settings. Only users with proper access will be able to configure and use this provider.
Step 3: Customer Submits Request
When selecting a restricted payment method, the customer must click "Submit Request for Payment Approval". the "Pay Now" button remains hidden until the request is approved.
Step 4: Request Status - Under Review
After submission, the request status becomes "Under Review". The customer is informed and cannot proceed with payment until approval.
Step 5: Notification to Approver
An email notification is sent to the Payment Approval Manager with customer details, order information, and a direct review link.
Step 6: Approver Action
The approver reviews the request and can:
- Approve Payment â Enables payment
- Reject Payment â Keeps payment restricted
Step 7: Payment Approved
The customer receives a confirmation email with a "Complete Payment" button after approval.
Step 8: Payment Enabled
- Payment method becomes available
- "Pay Now" button is enabled
- Customer can complete the payment
Step 9: Payment Request Rejected
If rejected, the customer is notified via email that the request has been denied.
Step 10: Payment Restricted After Rejection
- Payment option remains disabled
- Error message is displayed
- Customer must choose another payment method
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