Hello SAI OM TEXFAB PRIVATE LIMITED,

In Odoo 17, the Point of Sale (POS) module allows you to manage various payment methods, including cash, credit/debit cards, checks, and bank transfers. Here’s a comprehensive guide on how to initiate and manage these payments from the POS interface:

1. Cash Payment

Cash payments are straightforward. You can select the cash payment method directly in the POS interface during checkout.

2. Credit/Debit Card Payment

To handle credit/debit card payments, you need to integrate a payment gateway with Odoo. Here’s how you can set it up:

Payment Gateway Integration

Odoo supports several payment gateways like Stripe, Authorize.net, and others. Here’s an example of how to set up a payment gateway:

    Install Payment Gateway Module:

    Go to Apps and install the desired payment gateway module, such as payment_stripe for Stripe.

    Configure Payment Gateway:

        Navigate to Invoicing > Configuration > Payment Acquirers.

        Select the payment gateway (e.g., Stripe) and configure the necessary credentials.

    Enable the Payment Method in POS:

        Go to Point of Sale > Configuration > Point of Sale.

        Select your POS configuration and go to the Payments tab.

        Add the payment method corresponding to your payment gateway.

Processing Card Payments

    Swiping the Card:

        Use a compatible card reader connected to your POS system.

        During checkout, select the credit/debit card payment method.

        Swipe the card, and the transaction will be processed through the integrated payment gateway.

    Manual Entry:

        During checkout, select the credit/debit card payment method.

        Enter the card details manually in the POS interface.

        The payment will be processed through the integrated payment gateway.

3. Check Payment

To manage check payments in Odoo POS:

    Create a Check Payment Method:

        Go to Point of Sale > Configuration > Point of Sale.

        Select your POS configuration and go to the Payments tab.

        Add a new payment method named Check.

    Process Check Payment:

        During checkout, select the Check payment method.

        Enter the check details, such as check number and bank details, if necessary.

4. Bank Transfer / UPI Payment

To manage bank transfer or UPI payments:

    Create a Bank Transfer / UPI Payment Method:

        Go to Point of Sale > Configuration > Point of Sale.

        Select your POS configuration and go to the Payments tab.

        Add a new payment method named Bank Transfer or UPI.

    Process Bank Transfer / UPI Payment:

        During checkout, select the Bank Transfer or UPI payment method.

        You can enter the transaction reference number or any relevant details for record-keeping.

Checking Due Payments Against POS Orders

To check due payments for POS orders:

    Navigate to POS Orders:

        Go to Point of Sale > Orders > Orders.

    Filter and View Due Payments:

        Use the filters to view orders with due payments. For example, filter by status to see orders that are not fully paid.

        You can also use the Invoicing app to manage due payments and reconcile accounts.

Hope this helps.

If you need any help in customization feel free to contact us.

Thanks & Regards,

Email:  odoo@aktivsoftware.com           

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