Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hello, we are having a problem collecting payments from customers and potential customers via quote payment link or generate payment link due.
Odoo is forcing customers to login to odoo even if they don't have a account. We want whoever is able to veiw the quote or payment link to checkout or otherwise submit payment. Is this possible?
I went through this for V14 (still am).
Basically they need an account, one way or another in my exploration. On a web order or left shopping cart situation they don't necessarily see the account or even use a password, but a partner account is created when passed from being a "Public" customer to a named user.
If you want to share a quote built on the back end, the complication seems to show itself around "payment acquirers" if you send a "payment link". If logged in, Payment Acquirers are available. If not, at least in my exploration, they are not.
To rectify this it is best to generate a quote. Send a Portal Invite, ask them to sign up, then send the payment link. Perhaps you could put the two together on one email but default it is in 2 emails.
IMHO this is a shortcoming of the process and it is not well documented. Using backend generated quotes is important.
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrar-se| Related Posts | Respostes | Vistes | Activitat | |
|---|---|---|---|---|
|
4
de jul. 20
|
5172 | ||
|
0
de maig 19
|
3155 | ||
|
1
de des. 18
|
4308 | ||
|
1
de març 17
|
4774 | ||
|
2
de des. 24
|
21121 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Revised for clarification