User Guide For Odoo Website Payment Paypal Recurring

Note: The User Guide describes the workflow of the Odoo Website Payment Paypal Recurring only. To know how the base modules: Odoo Subscription Management; Odoo Website Subscription Management and Odoo Website Paypal Express Checkout Payment Acquirer works; kindly refer to the User Guide Of Odoo Subscription Management; Odoo Website Subscription Management and Odoo Website Paypal Express Checkout Payment Acquirer.

INTRODUCTION

Make a Secure and Hassle-Free payment of Recurring Products Using Paypal Express Checkout!

Recurring Products plays a vital role in the growth of the business, it provides the fixed customer base and also the fixed income to the organization. More then 40% of the revenue comes from the subscription based products and services; So, maintaining these products is essential.

Providing a secure payment gateway for the recurring products and services helps you to attract the new customers. You can also convert the website visitors to the potential customers by providing a secure and hassle-free payment method to the users.

Keeping this in mind, Webkul comes up with the module Odoo Website Payment Paypal Recurring. The module helps you to facilitate your customers to make the payment of the subscription based products and services using Paypal Process Checkout.

The module also facilitates the customers to purchase the recurring products for trial as well. For this period of time, the invoice of the product is not generated. So, the module Odoo Website Product Paypal is beneficial for the seller as well as customers in all the terms.

FEATURES

1. The module adds the functionality to make payment of subscription-based services/products using Paypal Express Checkout.
2. PayPal Express Checkout Payment shows up as one of the payment methods on the check out page of subscription-based services/products.
3. The customers can complete the payment on your website without being redirected to other websites.
4. The customers can choose to log in to their PayPal account or pay as a guest on the PayPal payment portal.
5. Use PayPal balance or also any saved debit/credit cards to make the payment.
6. The customer needs to fill in the required details to complete the transaction.
7. The Odoo admin can see the transaction details of the orders in the Odoo backend.
8. Subscription form shows the details of the mode of payment used by the customer to make the payment for the order.
9. The list of the transaction is also maintained in the PayPal merchant portal of the odoo admin.
10. The Odoo admin can also set trial periods for subscription-based products.
11. Trial periods can be set on the basis of the products and trail on one time, all is upto the admin.
12. Also, the invoice cannot be created for a subscription plan which is in the trial period.

INSTALLATION

1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file from your system after the download finishes. As a result, you will be able to see a folder named- ‘payment_paypal_recurring’.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo Apps and then, click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on the ‘Update Modules List’.
6. In the search bar, remove all the filters and then, search ‘payment_paypal_recurring’.
7. As a result, you will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Website View

1. Slelect the Subscription-based product of your choice from Odoo Website, Select the plan type for the product.
2. Add the product to the cart simply by clicking on the Add to Cart button for the Puchasing Process checkout.

3. Customer’s can make the payment of the product using Paypal Express Checkout paymet method available on the payment page.
4. Customer’s can use the Paypal account balance or Debit/Credit cards to make the payment using Paypal Express Checkout of their purchase.

Backend View

5. To check the Subscription s from backend, Go to the Sales module in the Odoo Instance and then click on the Subscription tab to check all the subscriptions.
6. Select one of the Subscription to check the subscription form, here you can check the payment reference under the Paypal Recurring Payment Reference.

7. Under the Sale module Configuration, Admin can set the Trail Period Settings. The trail period can be set on the basis of the products and for first time when you take a new subscription.
8. The invoice cannot be created for a subscription plan which is in the trial period.

Also, REFER THE USER GUIDES OF OTHER MODULES

Odoo Website Wepay Payment Acquirer

Odoo Website Stripe Payment Gateway

NEED HELP?

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If you have any issues/queries regarding the module please raise a ticket at
https://webkul.uvdesk.com/en/customer/create-ticket/

For any doubt contact us at [email protected].

Thanks for reading!!