在线支付¶
Odoo 嵌入了多个 支付提供商 ，允许您的客户在他们的 客户门户 或您的 电子商务网站 上付款。他们可以使用自己喜欢的 信用卡 等付款方式支付销售订单、发票或订阅，并进行定期付款。
Each payment provider is linked to a list of supported payment methods that can be (de)activated based on your needs.
注解
这意味着敏感信息（如信用卡号码）不会存储在Odoo服务器或托管在其他地方的Odoo数据库中。相反，Odoo应用程序使用唯一的参考号码来安全地存储在支付提供商的系统中的数据。
支持的支付提供商¶
To access the supported payment providers, go to , , or .
在线支付提供商¶
付款流程来自 |
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|---|---|---|---|---|---|
Odoo |
✔ |
完整和部分 |
完整和部分 |
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供应商网站 |
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供应商网站 |
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Odoo |
✔ |
仅限完整的 |
仅限完整的 |
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供应商网站 |
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供应商网站 |
✔ |
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供应商网站 |
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供应商网站 |
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供应商网站 |
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Odoo |
✔ |
仅限完整的 |
完整和部分 |
||
Odoo |
✔ |
仅限完整的 |
完整和部分 |
✔ |
|
供应商网站 |
✔ |
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供应商网站 |
注解
Each provider has its own specific configuration flow, depending on which feature is available.
Some of these online payment providers can also be added as bank accounts, but this is not the same process as adding them as payment providers. Payment providers allow customers to pay online, and bank accounts are added and configured in the Accounting app to do a bank reconciliation.
小技巧
除了与API集成的常规支付提供商（如Stripe、PayPal或Adyen）之外，Odoo还捆绑了 演示支付提供商 。该支付提供商允许您进行演示支付，以测试涉及在线支付的业务流程。不需要凭据，因为演示支付是虚假的。
银行付款¶
- 当选择此选项时，Odoo会显示您的付款信息和付款参考。您需要在收到银行账户中的付款后手动批准付款。
- 您的客户可以在线签署SEPA直接扣款授权，并直接从他们的银行账户扣款。
Enabling a payment provider¶
To add a new payment provider and make its related payment methods available to your customers, proceed as follows:
如果还没有完成，请前往在线支付提供商网站创建一个账户，并确保拥有第三方使用所需的凭据。Odoo需要这些凭据来与支付提供商进行通信。
In Odoo, navigate to the Payment providers by going to , , or .
在 Messages 选项卡中定义付款说明：
在 基于 中设置 税收；
注解
The fields available in the Credentials tab depend on the payment provider. Refer to the related documentation for more information.
Once you have enabled the payment provider, it is automatically published on your website. If you wish to unpublish it, click the Published button. Customers cannot make payments through an unpublished provider, but they can still manage (delete and assign to a subscription) their existing tokens linked to such a provider.
测试模式¶
If you wish to try the payment provider as a test, set the State field in the payment provider form to Test mode, then enter your provider’s test/sandbox credentials in the Credentials tab.
注解
By default, the payment provider remains unpublished in test mode so that it’s not visible to visitors.
警告
We recommend using the test mode on a duplicate or a test database to avoid potential issues with your invoice numbering.
支付方式¶
Each payment provider is related to a list of supported payment methods; the methods listed in the Payment methods field in the Configuration tab of the payment provider form are the ones that have been activated. To activate or deactivate a payment method for a provider, click Enable Payment Methods, then click the toggle button of the related method.
小技巧
Payment methods are displayed on your website based on their sequence order. To reorder them, click Enable Payment Methods in the payment provider form, then, in the Payment Methods list, drag and drop the payment methods in the desired order.
Icons and brands¶
The icons displayed next to the payment method on your website are either the icons of the brands activated for the payment method or, if there aren’t any, the icons of the payment methods themselves. To modify them, go to , or , then click on the payment method.
To modify a payment method’s icon, hover your mouse over the image in the upper-right corner of the payment method’s form and click the (pencil) icon.
Select the Brands tab to view the brands that have been activated for the payment method. The brands and their related icons are displayed based on their sequence order; to reorder them, drag and drop them in the desired order. To modify a brand’s icon, select the brand, then, in the popup window that opens, hover the mouse over the image in the upper-right corner and click the (pencil) icon.
Advanced configuration¶
To configure payment methods further, go to , or . Click on the payment method, then activate the developer mode. Click the Configuration tab to adapt the features.
危险
Each payment method is preconfigured in a way that aligns with the payment providers’ behavior and their integration with Odoo. Any change to this configuration may result in errors and should be tested on a duplicate or test database first.
Modifications to the payment method’s configuration only work to the extent of the method’s and provider’s capabilities. For example, adding countries for a payment method only supported in one country or enabling tokenization for a method linked to a provider that does not support it will not produce the intended results.
令牌化¶
If the payment provider supports this feature, customers can save their payment method details for later. To enable this feature, go to the Configuration tab of the selected payment provider and enable Allow Saving Payment Methods.
In this case, a payment token is created in Odoo to be used as a payment method for subsequent payments without the customer having to enter their payment method details again. This is particularly useful for the eCommerce conversion rate and subscriptions that use recurring payments.
小技巧
To add or delete their saved payment method details, customers can click Manage payment methods in the customer portal.
PCI DSS and Attestation of Compliance
Odoo is not PCI DSS-certified because it does not store cardholder data or process payments. Instead, it outsources tokenization and payment to external payment providers, which means that as an Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo should not be mentioned as a payment processor or a third-party service provider in the SAQ.
手动捕获¶
If the payment provider supports this feature, you can authorize and capture payments in two steps instead of one. To enable this feature, go to the Configuration tab of the selected payment provider and enable Capture Amount Manually.
如果您的支付提供商支持此功能，则可以将付款授权和捕获分为两个步骤，而不是一步。当您授权付款时，资金将保留在客户的付款方式上，但不会立即收取。只有在稍后手动捕获付款时才会收取费用。您还可以取消授权以释放保留的资金；这相当于常规取消。手动捕获付款在许多情况下都非常有用：
收到付款确认并等待订单发货后再进行付款捕获。
在付款完成并开始履行流程之前，请审核并验证订单是否合法。
避免因取消付款而产生高额处理费用：付款提供商不会对取消授权收取费用。
保留一笔安全押金，稍后退还，扣除任何扣款（例如，损坏后）。
要在授权后捕获付款，请转到相关的销售订单或发票，并单击 CAPTURE TRANSACTION 按钮。要释放资金，请单击 VOID TRANSACTION 按钮。
注解
Some payment providers support capturing only part of the authorized amount. The remaining amount can then be either captured or voided. These providers have the value Full and partial in the table above. The providers that only support capturing or voiding the total amount have the value Full only.
这些资金可能不会永久保留。在一定时间后，它们可能会自动退回到客户的付款方式。请参考您的支付提供商的文档以获取确切的保留期限。
Odoo并不支持所有支付提供商的此功能，但有些提供商允许从其网站界面手动捕获。
退款¶
如果您的支付提供商支持此功能，您可以直接从Odoo退款。它不需要先启用。要退款客户付款，请导航到该付款并单击 REFUND 按钮。
注解
Some payment providers support refunding only part of the amount. The remaining amount can then optionally be refunded, too. These providers have the value Full and partial in the table above. The providers that only support refunding the total amount have the value Full only.
Odoo并不支持所有支付提供商的此功能，但有些提供商允许从其网站界面退款。
快速结账¶
If the payment provider supports this feature, you can allow customers to use the Google Pay and Apple Pay buttons and pay their eCommerce orders in one click. When they use one of these buttons, customers go straight from the cart to the confirmation page without filling out the contact form. They just have to validate the payment on Google’s or Apple’s payment form.
通过导航到您的支付提供商的 配置 选项卡，并勾选 允许快速结账 复选框，启用此功能。
注解
快速结账付款表单中显示的所有价格都已包含税费。
可用性¶
You can adapt the payment provider’s availability by specifying the Maximum amount allowed and modifying the Currencies and Countries in the Configuration tab.
小技巧
To display an availability report for payment providers and payment methods, and to help diagnose potential availability issues on the payment form, enable the Developer mode (debug mode), then click the (bug) icon next to the Choose a payment method heading on the payment form. The report includes a list of enabled payment providers and payment methods, reasons for any payment providers or methods not being available, if applicable, and a list of supported providers for each payment method.
货币汇率¶
All payment providers have a different list of available currencies and countries. They serve as a first filter during payment operations, i.e., the payment methods linked to the payment provider are not available for selection if the customer’s currency or country is not in the supported list. As there might be errors, updates, and unknowns in the lists of available currencies and countries, adding or removing a payment provider’s supported currencies or countries is possible.
注解
Payment methods also have their own list of available currencies and countries that serves as another filter during payment operations.
If the list of supported currencies or countries is empty, it means the list is too long to be displayed, or Odoo does not have information on that payment provider. The payment provider remains available, even though it is possible the payment will be refused at a later stage should the country or currency not be supported.
最大金额¶
You can restrict the Maximum Amount that can be paid with the selected provider. Leave
the field to 0.00 to make the payment provider available regardless of the payment amount.
重要
This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the Donation snippet and the Checkout page when paid shipping methods are enabled.
付款日志¶
A payment journal must be defined for the payment provider to record the payments on an outstanding account. By default, the Bank journal is added as the payment journal for all payment providers. To modify it, go to the Configuration tab of the selected payment provider and select another Payment journal.
注解
The payment journal must be a Bank journal.
The same journal can be used for several payment providers.
Payment journals must only be configured if the Invoicing or Accounting app is installed.
会计角度¶
From an accounting perspective, there are two types of online payment workflows: the payments that are directly deposited into your bank account and follow the usual reconciliation workflow, and those coming from third-party online payment providers and require you to follow another accounting workflow. For these payments, you need to consider how you want to record your payments’ journal entries. We recommend you ask your accountant for advice.
By default, the Bank Account defined for the payment journal is used, but you can also specify an outstanding account for each payment provider to separate the provider’s payments from other payments.
