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.

Configuration

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:

  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.

Tip

One-click payment

The one-click payment feature allows you to bypass the payment screen for a faster checkout. To activate this setting, navigate to the POS settings, scroll down to the Payment section, and enable One-click Payment. Then, select one or multiple payment methods in the Payment Methods field.

Once activated and configured, open the POS register and add products to the cart. The previously selected payment methods are displayed as shortcut buttons next to the Payment button. Clicking a payment method validates the order immediately and brings you to the receipt screen.

Important

While cash payments are supported, the one-click payment feature assumes the amount received is exact. If the customer requires change, use the standard Payment button to enter the amount tendered manually.

Note

The feature is unavailable for online, delivery, terminal, or ID-verified payment methods.