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Shd Backend Authorize.Net Management

by
Odoo

$ 99.99

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Inventory (stock)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 2048
Technical Name shd_backend_authorize_net
LicenseOPL-1
Websitehttps://www.shadailtech.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Inventory (stock)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 2048
Technical Name shd_backend_authorize_net
LicenseOPL-1
Websitehttps://www.shadailtech.com/
Authorize.Net Backend Management
Shadail Technology
Odoo Solutions & Digital Transformation
Compatible with
Community
Enterprise
Contact Us
Odoo 19 • Accounting / Payment Providers • OPL-1

Backend Authorize.Net Management

Full Authorize.Net integration for Odoo 19 — manage customer profiles, card and ACH tokens, authorize-only or auth-and-capture flows, auto-capture on delivery, partial captures, and full/partial refunds, all from the Odoo backend.

📦 Version 19.0.1.0.0 🏢 Shadail Technology 💻 Odoo 19 💳 Authorize.Net 🔒 OPL-1 License ✅ Community & Enterprise
📋
Key Features
Enterprise-grade Authorize.Net integration for the Odoo 19 backend — complete token lifecycle management and flexible payment flows.
👤

Customer Profile Management

Create and update Authorize.Net customer profiles directly from the Partner form. Profile ID stored and synced automatically on the partner record.

💳

Card & ACH Token Management

Add credit card and ACH bank account tokens manually via wizard, or fetch existing payment profiles from Authorize.Net to import previously stored tokens.

🔒

Authorize Only Flow

Reserve funds without immediately capturing. Authorised amount is held on the customer's card and captured later — automatically on delivery validation.

⚡

Authorize & Capture Flow

Immediately collect payment in a single API call. Ideal for prepaid orders or instant payment collection. Invoice and reconciliation created automatically.

🚚

Auto-Capture on Delivery

Hooks into stock picking validation — when the linked delivery order is validated, the authorised amount is captured automatically. No manual intervention needed.

✂️

Partial Capture & Re-Auth

Capture partial amounts against an authorisation. The remaining balance is automatically re-authorised on Authorize.Net to keep the hold active.

🔄

Refund Wizard

Issue full or partial refunds via the Authorize.Net API directly from the payment transaction form. Instant API processing — no manual gateway login required.

📄

Auto Invoice & Reconciliation

After successful capture, invoices are created and reconciled automatically against the payment transaction. Accounting entries generated without manual steps.

📊

Multi-Document Support

Process payments against Sales Orders, Purchase Orders, and Invoices from a single unified wizard interface built on the Backend Payment Core Connector.

⚙️
Admin Setup Guide
Configure the Authorize.Net integration from scratch in Odoo 19.
📌
Prerequisites: shd_backend_payment_core and Odoo's built-in payment_authorize must be installed before this module.

  1. Install Dependencies

    Ensure these modules are installed first:

    • shd_backend_payment_core — Shadail Technology Backend Payment Core
    • payment_authorize — Odoo's built-in Authorize.Net provider
    • sale_stock — Required for auto-capture on delivery

  2. Configure Authorize.Net Provider

    authorize.net Configuration screen
    Configure the authorize.net payment provider.

    Go to Accounting → Configuration → Payment Providers → Authorize.Net.

    • Enter your API Login ID and Transaction Key from your Authorize.Net merchant account.
    • Set state to Test for sandbox testing or Enabled for live processing.
    • Set Payment Flow default (can be overridden per transaction).

  3. Install This Module

    Go to Apps, search for Authorize.Net Management, and click Install.

  4. Create a Customer Profile for a Partner

    authorize.net customer creation screen
    Configure the customer creation for authorize provider.

    Open any customer's partner record. Go to the Authorize.Net tab. Click Create Customer Profile to register the partner on Authorize.Net. The profile ID is stored automatically.

  5. Add Payment Tokens

    On the Authorize.Net tab, click Add Card Token or Add Bank Account Token to create a new payment profile — or click Fetch from Authorize.Net to import existing profiles from the gateway.

  6. Verify Auto-Capture Configuration

    Auto-capture is enabled by default. When a delivery order linked to a Sales Order with an authorised transaction is validated, the capture fires automatically. No additional configuration needed.

💡
Test mode tip: Use Authorize.Net test credentials and a test card number (4111111111111111) to verify the full flow before going live. Set the provider state back to Enabled when ready.
🔄
Payment Flows

authorize.net Payment flow screen
Select the authorize.net payment flow from this screen.

Two payment flows available — choose based on your business model and when you want to collect funds.

🔒 Authorize Only → Capture on Delivery

Reserve funds at order time. Capture automatically when the delivery order is validated. Best for businesses that ship physical goods.

⚡ Authorize & Capture (Immediate)

Collect payment immediately in a single step. Best for prepaid orders, services, and digital goods where instant collection is required.

Flow 1 — Authorize Only → Auto Capture on Delivery

Sales Order created └─ Click "Authorize Payment" on SO header └─ Select flow: Authorize Only └─ Select token (card or bank account) └─ API call: authorize() → Transaction state: authorized │ │ (Funds held on customer card) │ Delivery Order validated └─ post_init_hook fires on stock.picking └─ Auto-capture: auth_and_capture() on Authorize.Net └─ Transaction state: done │ Invoice created & reconciled automatically └─ Accounting entries posted

Flow 2 — Authorize & Capture (Immediate)

Sales Order / Purchase Order / Invoice └─ Click "Authorize Payment" in document header └─ Select flow: Authorize and Capture └─ Select token └─ API call: auth_and_capture() → Transaction state: done │ Invoice created immediately Payment reconciled against invoice └─ Accounting entries posted

Partial Capture Flow

Authorized transaction exists (state: authorized) └─ Delivery validated with partial quantities └─ Partial capture amount calculated └─ Capture partial amount via Authorize.Net API │ Remaining authorised balance └─ Re-authorized automatically on Authorize.Net └─ Original transaction updated with capture details
💡
Which flow should I use? Use Authorize Only when you ship physical goods and want to collect only on confirmed delivery. Use Auth & Capture for services, prepaid orders, or when you want immediate settlement.

Issuing a Refund

  1. Open the Completed Transaction

    Go to Accounting → Payments → Transactions and open a transaction with state Done.

  2. Click Authorize Refund

    The Authorize Refund button appears on completed Authorize.Net transactions.

  3. Enter Refund Amount

    Enter the amount to refund (must be ≤ original transaction amount). Click Confirm — the refund is processed via the Authorize.Net API immediately.

🔑
Token & Partner Guide
Managing Authorize.Net customer profiles, cards, and bank account tokens on partner records.

Authorize.Net Tab on the Partner Form

SectionAvailable Actions
Customer ProfileView profile ID & sync date · Create Customer Profile · Update Profile (pushes name/email/phone to Authorize.Net)
Credit CardsList tokens (last 4, card type) · Add Card Token · Fetch from Authorize.Net · Remove individual cards
Bank Accounts (ACH)List tokens (last 4, bank name, account type) · Add Bank Account Token · Fetch from Authorize.Net · Remove individual accounts

Adding a Card Token Manually

authorize.net customer Configuration screen
Configure the customer creation for authorize.net payment provider.

  1. Open Partner → Authorize.Net Tab

    Ensure the customer profile is already created. Click Add Card Token.

  2. Enter Card Details

    In the wizard, enter the card number, expiry month, expiry year, and CVV. These are sent directly to Authorize.Net to create a payment profile — raw card data is not stored in Odoo.

  3. Save Token

    Confirm — the payment profile ID is stored as a payment.token record linked to the partner.

Adding an ACH Bank Account Token

  1. Click Add Bank Account Token

    On the Authorize.Net tab, click Add Bank Account Token.

  2. Enter Bank Details

    Enter routing number, account number, account type (Checking / Savings / Business Checking), name on account, bank name, and eCheck type (PPD / WEB / CCD).

  3. Save Token

    Confirm — the ACH payment profile is created on Authorize.Net and a token record is saved in Odoo.

Fetching Existing Profiles from Authorize.Net

If the customer already has payment profiles stored on Authorize.Net (from a previous system or direct API usage), click Fetch from Authorize.Net on the token wizard. This retrieves all existing payment profiles for the customer profile ID and displays them for selection. Choose the profile to import into Odoo as a token record.

⚠️
Important: Always ensure the customer profile exists in Authorize.Net before adding tokens. If no profile ID is stored on the partner, click Create Customer Profile first.

Payment Wizard Fields (Authorize.Net Specific)

FieldOptionsDescription
Payment FlowAuthorize Only · Auth & CaptureControls whether funds are reserved or immediately collected
Payment TypeCredit Card · Bank AccountFilters the token list to the selected payment type
TokenPartner's active tokensFiltered by partner, provider, and payment type automatically

Questions About Your Authorize.Net Setup?

Our Odoo payment integration team at Shadail Technology is ready to help with configuration, customisation, and support.

Contact Us
Shadail Technology

Odoo Solutions & Digital Transformation

Get in Touch

💬 Contact Us ✉️ info@shadailtech.com 📞 +91 79773 52693

Address

Office no. 602, Raj Oaks, MTNL Rd,
Gokul Village, Mira Road East,
Mira Bhayandar, MH 401107

© 2026 Shadail Technology  •  OPL-1  •  Odoo 19 Community & Enterprise

www.shadailtech.com

Shd Backend Authorize.Net Management

Authorize.Net Backend Management

Overview

The Shd Backend Authorize.Net Management module provides a complete Authorize.Net integration for the Odoo 19 backend. It enables teams to manage customer payment profiles and tokens, process backend payments on Sales Orders, Purchase Orders, and Invoices, and issue full or partial refunds — all without leaving Odoo.

Key Features

  • Customer Profile Management — Create and sync Authorize.Net customer profiles directly from partner records
  • Card & ACH Token Management — Add credit card and bank account tokens manually via wizard, or fetch existing profiles from Authorize.Net
  • Authorize Only Flow — Reserve funds at order time; capture automatically on delivery validation
  • Authorize & Capture Flow — Immediately collect payment in a single API call
  • Auto-Capture on Delivery — Hooks into stock picking validation to capture authorised amounts automatically
  • Partial Capture & Re-Auth — Capture partial amounts with automatic re-authorisation of remaining balance
  • Refund Wizard — Issue full or partial refunds from the payment transaction form
  • Auto Invoice & Reconciliation — Invoices created and reconciled after successful capture
  • Multi-Document Support — Payments on Sales Orders, Purchase Orders, and Invoices

Dependencies

  • shd_backend_payment_core
  • payment_authorize
  • sale_stock

Installation

  1. Install shd_backend_payment_core and Odoo's payment_authorize module first.
  2. In the Odoo Apps menu, search for Authorize.Net Management and click Install.

Configuration

  1. Go to Accounting → Configuration → Payment Providers → Authorize.Net.
  2. Enter your API Login ID and Transaction Key from your Authorize.Net merchant account.
  3. Set the provider state to Test for sandbox mode or Enabled for live processing.
  4. On any customer's partner record, open the Authorize.Net tab and click Create Customer Profile.
  5. Add card or bank account tokens using Add Card Token / Add Bank Account Token, or import existing profiles via Fetch from Authorize.Net.

Usage

Processing a Payment

  1. Open a Sales Order (or Invoice / Purchase Order).
  2. Click Authorize Payment in the document header.
  3. Select the Payment Flow (Authorize Only or Auth & Capture).
  4. Select the customer's saved payment token.
  5. Confirm — the transaction is processed via the Authorize.Net API.

Issuing a Refund

  1. Go to Accounting → Payments → Transactions.
  2. Open a completed (state: Done) Authorize.Net transaction.
  3. Click Authorize Refund, enter the refund amount, and confirm.

Payment Flows

Authorize Only → Auto Capture on Delivery
Funds are reserved at order time. When the linked delivery order is validated, the authorised amount is captured automatically.
Authorize & Capture (Immediate)
Payment is collected immediately in a single API call. An invoice is created and reconciled automatically.

Technical Notes

  • Module: shd_backend_authorize_net
  • Version: 19.0.1.0.0
  • Category: Accounting/Payment Providers
  • Author: Shadail Technology
  • License: OPL-1
  • Website: https://www.shadailtech.com/

Support

For support and customisation requests, contact us at:

  • Email: info@shadailtech.com
  • Phone: +91 79773 52693
  • Website: https://www.shadailtech.com/contactus
  • Address: Office no. 602, Raj Oaks, MTNL Rd, Gokul Village, Mira Road East, Mira Bhayandar, MH 401107
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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