User Guide For Odoo Website COD Payment Acquirer
INTRODUCTION
Odoo Website COD Payment Acquirer helps track and manage COD payments. A dedicated menu displays all COD orders in one place.
“Collect Now” button records payment details, and “View COD Collection” provides a history of past payments. It also supports automatic emails and additional COD fees.
COD amounts are updated for partial or full payments. Notes are added for cancellations and completed payments, ensuring seamless COD management with Odoo Website COD Payment Acquirer.
FEATURES
- Manage and track all COD orders in one place for easy payment handling.
- Click “Collect Now” to open a form and enter payment details, such as who collected it and when.
- Check COD payment details directly from sales orders and deliveries for better tracking.
- Send automatic emails to customers when their COD payment is collected.
- Add extra COD charges to cover processing costs and ensure fair pricing.
- Update COD amount when a customer makes a partial payment before delivery.
- Set a COD amount to zero and mark it as “Collected” upon receiving full payment.
- Display a message in COD records if a sales order with COD is canceled.
- Add notes in COD records when a customer has already paid some or all of the amount.
INSTALLATION
- Once you purchase Odoo Website COD Payment Acquirer from Webkul store, you will receive a link to download the module’s zip file.
- Extract the file onto your system after the download is complete. As a result, you will be able to see a folder named “payment_cash_on_delivery”.
- Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
- Then, open Apps menu and click on ‘Update Modules List’.
- In search bar, remove all the filters and search ‘payment_cash_on_delivery’.
- You will be able to see module in search results. Click on ‘Install’ to install it.
WORKFLOW
Backend of Odoo Website COD Payment Acquirer
1. After installing Odoo Website COD Payment Acquirer module, enable the Website COD Payment Acquirer feature from the backend.
2. Navigate to Configuration > Payment Providers > COD to set up and manage COD orders easily.
3. Enable COD option to allow customers to make payments with cash upon delivery. Next, navigate to COD Availability Rule and select Default Rule to establish standard conditions for COD orders.
4. Set the minimum and maximum costs for COD orders and specify regions where COD option is available.
Website View of Odoo Website COD Payment Acquirer
5. Navigate to store section and choose item you wish to buy. After selecting a product, check if Cash on Delivery (COD) option is available.
6. If a product is available for Cash on Delivery (COD), add it to cart and choose COD payment option at checkout.
7. Proceed to Pay Now, review order details, and confirm to complete the purchase.
8. Navigate to eCommerce > COD Payments > Select an order for COD Collection
COD Payment in Odoo Website COD Payment Acquirer
9. After selecting the order click on Delivery icon.
10. Next, validate the delivery and click on the view COD collection button.
11. The user will see the ‘Collect Now’ option click on it and confirm.
12. After confirming, the user can check that the full payment has been made.
Partial COD Payment
13. Go to the Sale Order section and create an invoice for your order.
14. Click on Create Invoice and enter the downpayment amount if you want to pay before delivery. You can make a partial or full payment.
15. Confirm the downpayment and proceed to collect the payment.
16. Register the downpayment to make a payment before delivery.
17. Create payment to complete a transaction and confirm an order.
18. Validate delivery to confirm the product has been shipped.
19. Click on the Collect Now button to collect the remaining amount after delivery.
20. Collect the remaining amount after making a downpayment.
21. A confirmation message will be shown after payment collection, including order details.
NEED HELP?
Hope you find the guide helpful! Please feel free to share your feedback in the comments below.
If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.
I hope this helps. In case of any further queries, contact us at our support mail.
Thanks for paying attention!!