Odoo Heartland Payment Systems User Guide

Introduction:

Odoo Heartland Payment Systems makes the shopping experience of the customers fast and secure by integrating a payment gateway with the Odoo website. 

The payment gateway can be enabled by adding the required credentials in the backend and publishing it on the website for customers to make the payments easily.

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Features:

1. Enable the Odoo Heartland Payment Systems integration from the backend.
2. This module promotes digital payments over cash payments.
3. Secure transactions on the Odoo website by entering the card details.
4. The card details entered on the payment portal are safe and secure.
5. It accepts various payment methods, such as debit or credit cards.
6. All the transaction details can be viewed on the backend.

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Installation: 

After purchasing the module, a link will be provided to download a zip file.

1. Extract the file and a folder named ‘wk_payment_heartland’ will be visible.
2. Copy the folder to the Odoo add-ons path.
3. Open the Odoo app, and click on settings. Then, Click on Developer Mode.
4. Now, open the Apps Menu and click ‘Update Module List’.
5. At the search bar, remove all filters and search ‘wk_payment_heartland’.
6. And Click on Install for Installation. Kudos!

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Workflow:

Configuration:

1. Once the Odoo Heartland Payment Systems is successfully installed, The Admin can easily configure the module. To configure the module navigate to ‘Website>Configuration>Payment Providers’.

2. After selecting the payment method, mark the status as Enabled, Add the required credentials, and publish it to the odoo website.

3. Activating the developer mode will allow the admins to view all the transaction details of the customers.

Website View:

1. Navigate to the Odoo Website, Open the shop page, Select the products, and add them to the cart.

2. After adding all the products to the cart, Proceed to the checkout page by clicking on ‘Checkout’.

3. Select the ‘Heartland’ payment option and click on the ‘Pay Now’ button to proceed with the payment.

4. On the Odoo Website Heartland Payment, Enter the details of the card and click on the Complete Order button.

5. After the payment has been made the customer is redirected to the ‘Order Summary’ page with the message ‘Your payment has been successfully processed’.

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