Payment methods

Configure a payment method with Odoo Point of Sale to provide customers with various payment options, including cash, card payments through a configured payment terminal, online payments, or customer accounts.

To create a payment method, go to Point of Sale ‣ Configuration ‣ Payment Methods, click New, and follow the next steps:

  1. Enter a name for the payment method.

  2. Enable the following options if needed:

    • Online Payment: To link the payment method to a payment provider and enable online payments, select a provider in the Allowed Providers field or click Payment Providers to install one.

    • Identify Customer: Force the selection of a customer during the payment.

  3. Select the preferred Journal to record all transactions.

  4. Select the appropriate Point of Sale to enable the payment method.

  5. Set the Integration field to one of the following options:

    • None required: For cash payments.

    • Terminal: Set up a terminal and allow card payments.

    • Bank App (QR Code): Add at least one bank account to the journal to enable QR code payments with a bank app. Select a QR Code Format in the form.

    • Cash Machine (Glory): Connect a Glory cash machine to automate the point of sale’s cash transactions.

  6. Save.

Note

  • The Delivery Payment option links a payment method to online orders placed through Urban Piper. Select the appropriate Delivery Provider to associate with the payment method.

  • If the Accounting app is installed, use the Intermediary Account field, if needed, to record transactions for this payment method in a specific receivable account for better traceability. Leave the field empty to use the company’s default receivable account. When a journal is selected, an Outstanding Account can also be set if required.

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See also