$ 100.13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Inventory (stock) • Purchase (purchase) |
| Community Apps Dependencies | Show |
| Lines of code | 2048 |
| Technical Name |
shd_backend_authorize_net |
| License | OPL-1 |
| Website | https://www.shadailtech.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Inventory (stock) • Purchase (purchase) |
| Community Apps Dependencies | Show |
| Lines of code | 2048 |
| Technical Name |
shd_backend_authorize_net |
| License | OPL-1 |
| Website | https://www.shadailtech.com/ |
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💳 What Is This Module?
This module extends the SHD Backend Payment Core with a full Authorize.Net integration. Backend staff can create Authorize.Net customer profiles, manage credit card and ACH bank account tokens, and process payments — all without leaving Odoo.
Choose between Authorize Only (reserve funds, capture on delivery) or Auth & Capture (collect immediately). Auto-capture hooks into stock picking validation — no manual steps needed when goods are delivered.
🎯 Why Choose This Module?
- ✔ Complete token lifecycle — create, import, and manage card & ACH tokens from the Partner form
- ✔ Flexible payment flows — Authorize Only or Authorize & Capture, per transaction
- ✔ Zero-touch delivery capture — authorized amounts captured automatically on stock picking validation
- ✔ Partial capture & re-auth — capture part of an authorization; remaining balance re-authorized automatically
- ✔ Refunds in one click — full or partial refunds via Authorize.Net API from the transaction form
- ✔ Auto accounting — invoices created and reconciled automatically after every successful capture
Choose the right flow per transaction based on your collection timing
🔒 Authorize Only → Capture on Delivery
Reserve funds at order time without charging. Capture fires automatically when the linked delivery order is validated. Best for businesses shipping physical goods — collect only on confirmed delivery.
⚡ Authorize & Capture (Immediate)
Collect payment immediately in a single API call. No waiting for delivery. Best for prepaid orders, services, subscriptions, and digital goods where instant settlement is required.
Customer Profiles
Card & ACH Tokens
Authorize Only Flow
Auth & Capture Flow
Auto-Capture on Delivery
Partial Capture & Re-Auth
Refund Wizard
Auto Invoice & Reconcile
Multi-Document Support
Token Fetch from Gateway
📋 Complete Feature List
| Feature | Description | Document |
|---|---|---|
| Customer Profile Management | Create and update Authorize.Net customer profiles from the Partner form. Profile ID stored and synced automatically. | Partner form |
| Card Token Management | Add credit card payment profiles manually via wizard. Stored as Odoo payment tokens linked to the partner. | Partner → Authorize.Net tab |
| ACH Bank Account Tokens | Add ACH (bank account) payment profiles for direct debit payments via Authorize.Net. | Partner → Authorize.Net tab |
| Fetch Tokens from Gateway | Import existing payment profiles already stored on Authorize.Net — no need to re-enter card details. | Partner → Authorize.Net tab |
| Authorize Only Flow | Reserve funds on the customer's card without capturing. Authorization held until delivery is validated. | SO / PO / Invoice |
| Authorize & Capture Flow | Collect payment immediately in a single API call. Invoice and reconciliation created automatically. | SO / PO / Invoice |
| Auto-Capture on Delivery | When a linked delivery order (SO) or purchase receipt (PO) is validated, the authorized amount is captured automatically. | Stock Picking |
| Partial Capture & Re-Authorization | Capture a partial amount; the remaining authorized balance is automatically re-authorized on Authorize.Net. | Stock Picking (partial) |
| Refund Wizard | Issue full or partial refunds via the Authorize.Net API from the payment transaction form. No gateway login needed. | Payment Transaction |
| Auto Invoice & Reconciliation | After successful capture, invoices are created and automatically reconciled against the payment transaction. | Automatic |
| Multi-Document Support | Process payments against Sales Orders, Purchase Orders, and Invoices from a single unified payment wizard. | SO / PO / Invoice |
Admin Setup Guide
shd_backend_payment_core and Odoo's built-in payment_authorize must be installed before this module. sale_stock is required for auto-capture on delivery.-
Install Dependencies
Ensure these modules are installed first:
shd_backend_payment_core— Shadail Technology Backend Payment Corepayment_authorize— Odoo's built-in Authorize.Net providersale_stock— Required for auto-capture on delivery/receipt validation
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Configure the Authorize.Net 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 the default Payment Flow (can be overridden per transaction)
💡Test ModeUse Authorize.Net test credentials and card number 4111111111111111 to verify the full flow. Switch to Enabled when going live. -
Install This Module
Go to Apps → Search "Authorize.Net Management" → Install. The Authorize.Net tab appears on Partner records automatically.
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Create a Customer Profile for a Partner
Open any customer's partner record. Go to the Authorize.Net tab. Click Create Customer Profile to register the partner with Authorize.Net. The profile ID is stored and synced automatically.
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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.
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Verify Auto-Capture
Auto-capture is enabled by default. When a delivery order linked to a Sales Order with an authorized transaction is validated, the capture fires automatically. No additional configuration required.
Payment Flows — Detailed
Processing a Payment
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Open the Document
Open a Sales Order, Purchase Order, or Invoice.
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Click Authorize Payment
Click the Authorize Payment button in the document header. The payment wizard opens.
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Select Flow & Token
Choose Payment Flow (Authorize Only or Auth & Capture), Payment Type (Card or Bank Account), and a saved Token for the partner.
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Process Payment
Click Process Payment. The Authorize.Net API is called immediately and the transaction state is updated.
Flow 1 — Authorize Only → Auto Capture on Delivery
Flow 2 — Authorize & Capture (Immediate)
Flow 3 — Partial Capture
Issuing a Refund
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Open the Completed Transaction
Go to Accounting → Payments → Transactions and open a transaction with state Done.
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Click Authorize Refund
The Authorize Refund button appears on completed Authorize.Net transactions only.
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Enter Refund Amount & Confirm
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
Authorize.Net Tab on the Partner Form
| Section | Available Actions |
|---|---|
| Customer Profile | View profile ID & sync date · Create Customer Profile · Update Profile (pushes name/email/phone to Authorize.Net) |
| Credit Cards | List tokens (last 4, card type) · Add Card Token · Fetch from Authorize.Net · Remove individual cards |
| Bank Accounts | List ACH tokens (last 4, bank name) · Add Bank Account Token · Fetch from Authorize.Net · Remove individual accounts |
Adding a Card Token
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Open Partner → Authorize.Net Tab
The partner must have a Customer Profile created first. If not, click Create Customer Profile before adding tokens.
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Click Add Card Token
The token wizard opens. Enter the card number, expiry, CVV, and billing address. Click Create Token — the card is stored on Authorize.Net and the token is saved in Odoo.
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Or Fetch Existing Tokens
Click Fetch from Authorize.Net to import any payment profiles already stored on the gateway for this customer. No card details needed — Odoo imports the token references only.
Wizards Overview
| Wizard | Accessed From | Purpose |
|---|---|---|
| Authorize Payment Wizard | SO / PO / Invoice header | Select flow, token type, and token; process payment |
| Refund Wizard | Payment Transaction form | Full or partial refund via Authorize.Net API |
| Token Creation Wizard | Partner → Authorize.Net tab | Create or import card / ACH payment tokens |
| Payment Core Bridge | Generic payment wizard | Extends core wizard with Authorize.Net-specific fields |
🛠️ Support & Service
Technical Support
Bug reports, Authorize.Net API integration questions, and Odoo configuration help handled by the Shadail Technology team.
Customization
Need a different payment flow, additional document types, or custom reconciliation logic? We offer tailored enhancements — reach out to discuss.
Authorize.Net Account
You need an active Authorize.Net merchant account with API credentials (API Login ID + Transaction Key) to use this module.
Feature Requests
Suggestions for additional payment providers, new wizards, or enhanced reporting are always welcome via the Odoo App Store.
📌 Important Notes
shd_backend_payment_core being installed first.payment_authorize module must be installed and configured with valid Authorize.Net API credentials before this module can process payments.Backend Authorize.Net Management
Version 19.0.1.0.0 | OPL-1 License | Odoo 19
Enterprise-grade Authorize.Net integration — customer profiles, card & ACH tokens, authorize-only and auth-and-capture flows, auto-capture on delivery, partial captures, and full/partial refunds — all from the Odoo backend.
© 2025 Shadail Technology • www.shadailtech.com
Shd Backend Authorize.Net Management
Table of Contents
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
- Install shd_backend_payment_core and Odoo's payment_authorize module first.
- In the Odoo Apps menu, search for Authorize.Net Management and click Install.
Configuration
- Go to Accounting → Configuration → Payment Providers → Authorize.Net.
- Enter your API Login ID and Transaction Key from your Authorize.Net merchant account.
- Set the provider state to Test for sandbox mode or Enabled for live processing.
- On any customer's partner record, open the Authorize.Net tab and click Create Customer Profile.
- 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
- Open a Sales Order (or Invoice / Purchase Order).
- Click Authorize Payment in the document header.
- Select the Payment Flow (Authorize Only or Auth & Capture).
- Select the customer's saved payment token.
- Confirm — the transaction is processed via the Authorize.Net API.
Issuing a Refund
- Go to Accounting → Payments → Transactions.
- Open a completed (state: Done) Authorize.Net transaction.
- 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. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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