Subscriptions and automatic payments¶
By default, the Subscriptions app will automatically generate quotations and invoices for customers, but it can also support automatic payments. Setting up automatic payments requires additional configuration, including choosing an automatic payment provider and either setting up a customer portal or an eCommerce website. Here’s an overview of how to get started.
Setting up a payment processor that supports automatic payments¶
Setting up automatic recurring payments requires using a payment provider that supports tokenization. Tokenization lets customers save their payment details, such as credit card or banking account information, for automatic billing. The following payment providers support tokenization:
Here are the steps to setting up automatic payments.
Choose a payment provider that supports tokenization.
Follow the provider’s own setup guide to create an account and begin configuring their API credentials in Odoo.
Enable the payment provider.
Configure the payment methods for the chosen payment provider.
Configure the tokenization for the chosen payment provider.
How customers can set up automatic payments¶
Once these steps are complete, payment providers will be able to create tokens with customers” saved payment details during the checkout process. Saved payment details can then be used for future online or recurring subscription charges. Customers will also be able to log into their customer portal and enter their payment information there.
Some payment providers will automatically save customers” payment information as part of the checkout process. Others will give them the option to save their information for future payments. If customers choose not to save their payment information, they will not be able to make automatic payments.
Importante
Building an eCommerce website requires the Website app.
What happens if an automatic payment fails?¶
When an automatic payment fails, the sales order is updated with:
a Payment Failure tag
the Contract in exception checkbox ticked (in the Subscription section of the Other Info tab).
Being marked Contract in exception prevents scheduled actions from running, which keeps the system from accidentally double-charging the customer if the automatic payment actually went through. Because the status of the payment failed to register with the system, users must manually check if the payment has been made before automatic payments and other scheduled actions can resume.
To do this, navigate to . Click into the desired subscription, then check the Chatter to see if the payment was made.
If the payment was not made, first enter developer mode. Then, click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order and confirm that the Payment Failure tag is gone.
If the payment was made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once the invoice is created, enter developer mode and navigate to the new sales order. Click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order and confirm that the Payment Failure tag is gone.
The Contract in exception option selected with the Payment Failure tag shown.
In both cases, once the Contract in exception checkbox is no longer ticked, Odoo handles renewals automatically again. If the subscription remains in Payment Failure, it is ignored by Odoo until the sales order is closed.
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