| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Social Network (mail)
• Sales Management (sale) • Online Billing (account_voucher) • Warehouse Management (stock) |
| Community Apps Dependencies | Show |
| Technical Name |
website_sale_payment_method_automatic_workflow |
| License | AGPL-3 |
| Website | https://jamotion.ch |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Social Network (mail)
• Sales Management (sale) • Online Billing (account_voucher) • Warehouse Management (stock) |
| Community Apps Dependencies | Show |
| Technical Name |
website_sale_payment_method_automatic_workflow |
| License | AGPL-3 |
| Website | https://jamotion.ch |
Oline Payment with direct invoice reconciliation
Create payment move and reconcile the corresponding invoice with it.
Automatic Workflow
Automate the whole workflow from sale order to invoice according your needs. Thanks to OCA for the module called sale_automatic_workflow!
Payment Methods
Let your sale orders automatically be configured based on payment methods. Thanks to OCA for the module called sale_payment_method!
Payment Methods with Automatic Workflow
Specify the whole workflow from sale order to invoice based on payment method. Thanks to OCA for the module called sale_payment_method_automatic_workflow!
Automate your Odoo Online Shop payments
Use the above features in combination with the eCommerce Payment Acquirers.
Online Payment with direct invoice reconciliation
As known in many other online shops a direct payment (e.g. with credit cards or paypal) should automatically store the payment in accounting and directly reconcile the invoice when created. So this module will fullfill the requirements.
Table of Content
The following chapters will give you some inputs about configuration and usage of the features:
Installation and Configuration
Installation
First of all you have to install this module with all depending modules.
Configuration
Automatic Workflow
The automatic workflow can be configured in Sales > Configuration > Sales > Automatic Workflow.
Payment Methods
The payment methods can be configured in Sales > Configuration > Sales > Payment Methods.
On Payment Methods you could associate the Automatic Workflow defined above.
Payment Acquirers
The payment acquirers can be configured in Settings > Payment > Payment Acquirers.
On Payment Acquirers you could associate the Payment Method defined above.
Usage
Your customer is buying some products in your Odoo Online Store. When he is making an online payment (e.g. Ogone or PayPal), the sale order will automatically create an associated account move with payment data based on definition of payment method.
As configured in the payment method and automatic workflow, the sale order attributes will be set to the given values and the shipping and/or invoice will be created, confirmed, validated, reconciliated as defined.
Todo's
- Currenty only tested with paypal and ogone
- The payment is created when state is set to done. No other states are currently used or ch
Changelog
Release 1.0
Features:
- Automatic Reconciliation when payments are received from odoo payment acquirers
Bugfixes:
no bugs found yet
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