{"id":484758,"date":"2025-03-04T13:28:48","date_gmt":"2025-03-04T13:28:48","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=484758"},"modified":"2025-03-06T13:06:22","modified_gmt":"2025-03-06T13:06:22","slug":"odoo-customer-address-portal-payments-guide","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-customer-address-portal-payments-guide\/","title":{"rendered":"User Manual for Odoo Customer Address for Portal Payments"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>INTRODUCTION<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-customer-address-for-portal-payments.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Customer Address for Portal Payments<\/a> streamlines address management during payments via My Account.<\/p>\n\n\n\n<p>It allows customers to add, edit, or use saved delivery and billing addresses before making payments.&nbsp;<\/p>\n\n\n\n<p>This module resolves the limitation in Odoo where customers could not modify their addresses while making a payment through the portal.&nbsp;<\/p>\n\n\n\n<p>It enables easy and efficient address management, providing flexibility for customers with varied delivery or billing needs.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>FEATURES&nbsp;<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Quickly update delivery addresses during payment through the portal.<\/li>\n\n\n\n<li>Easily modify billing addresses before payment for the quotations in \u201cMy accounts\u201d.<\/li>\n\n\n\n<li>Add new delivery addresses while paying through the portal .<\/li>\n\n\n\n<li>Restore previously saved delivery addresses with a single click.<\/li>\n\n\n\n<li>Enable or disable the portal address review and edit feature globally.<\/li>\n\n\n\n<li>Configure portal address review and edit feature for individual orders as needed.<\/li>\n\n\n\n<li>Ensure accurate invoicing with updated billing addresses.<\/li>\n\n\n\n<li>Improve customer satisfaction with flexible address management.<\/li>\n\n\n\n<li>Save time and effort by reloading saved delivery addresses.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>INSTALLATION<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download the <strong>module&#8217;s zip<\/strong> <strong>file<\/strong>.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- \u2018<strong>customer_address_portal_payments<\/strong>\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate the <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on \u2018<strong>Update Modules List<\/strong>.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>customer_address_portal_payments<\/strong>\u2019<\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on \u2018<strong>Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>WORKFLOW &amp; CONFIGURATION<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">CONFIGURATION<\/h3>\n<\/div><\/div>\n\n\n\n<p>Go to <strong>Settings &gt; Sales &gt; Quotations &amp; Orders<\/strong>.Enable the <strong>Portal Address Review and Edit<\/strong> option in Odoo Customer Address for Portal Payments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/one.webp\" alt=\".Enable the Portal Address Review and Edit\" class=\"wp-image-484763\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/one.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/one-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/one-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/one-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Once enabled, this configuration will apply globally to all new quotations.<\/p>\n\n\n\n<p>This will allow users to edit or change addresses before paying through the portal.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>WORKFLOW<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Access all orders in the quotation stage via the <strong>My Account<\/strong> section in Odoo Customer Address for Portal Payments.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/two-3.webp\" alt=\"Access all orders in the quotation\" class=\"wp-image-484883\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/two-3.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/two-3-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/two-3-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/two-3-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Select the quotation you wish to pay for and click <strong>Pay Now<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/three.webp\" alt=\"Select the quotation \" class=\"wp-image-484777\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/three.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/three-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/three-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/three-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Edit your existing billing address before proceeding with the payment through portal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/four.webp\" alt=\"Edit your existing billing address\" class=\"wp-image-484779\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/four.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/four-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/four-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/four-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Modify your delivery address by selecting it and making changes as per your need Odoo Customer Address for Portal Payments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/five.webp\" alt=\"Modify your delivery address\" class=\"wp-image-485302\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/five.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/five-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/five-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/five-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. If you want to add a new delivery address, you can click on <strong>add address<\/strong> and easily add a new address for your current order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/six-1.webp\" alt=\"you can click on add address\" class=\"wp-image-485303\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/six-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/six-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/six-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/six-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Use the <strong>Reload Button<\/strong> to reload a previously saved address while adding a new one saving time and effort.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/seven.webp\" alt=\" Use the Reload Button to reload\" class=\"wp-image-484784\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/seven.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/seven-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/seven-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/seven-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Click Proceed to complete the payment through the portal with Odoo Customer Address for Portal Payments<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/eight.webp\" alt=\"Click Proceed to complete \" class=\"wp-image-484786\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/eight.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/eight-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/eight-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/03\/eight-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>NEED HELP?<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Customer Address for Portal Payments streamlines address management during payments via My Account. It allows customers to add, edit, or use saved delivery and billing addresses before making payments.&nbsp; This module resolves the limitation in Odoo where customers could not modify their addresses while making a payment through the portal.&nbsp; It enables easy and <a href=\"https:\/\/webkul.com\/blog\/odoo-customer-address-portal-payments-guide\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":634,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[13900,1267,590],"class_list":["post-484758","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-customer-address","tag-odoo","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Manual for Odoo Customer Address for Portal Payments<\/title>\n<meta name=\"description\" content=\"Odoo Customer 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