Online payment order confirmation

The Odoo Sales application enables customers to confirm quotations instantly by completing an online payment. Once the payment is successfully processed, the order is automatically validated, and the assigned salesperson is notified.

This approach streamlines the sales process by combining confirmation and payment into a single step.

Activate online payments

To allow customers to confirm orders using online payment, the feature must first be enabled.

• Navigate to Sales app ‣ Configuration ‣ Settings

• Scroll to Quotations & Orders

• Enable the Online Payment option

• Click Save

Info

Once activated, online payment can be configured globally and then selectively applied to quotations or templates.

Beneath this option, the Default Quotation Validity field allows you to define how long quotations remain valid by default.

To enable online payment on a specific quotation:

• Open the quotation

• Go to the Other Info tab

• Enable the Payment option under Online confirmation

To apply it on quotation templates:

• Open or create a template

• Enable Payment under Online confirmation

Tip

Enable online payment directly in quotation templates to standardize your sales process and avoid manual configuration for each quote.

Payment providers

After enabling online payments, a Payment Providers link becomes available in the settings.

This page allows you to:

• Enable different payment gateways

• Configure payment methods

• Control availability and visibility

See also

Online payments

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Only configured and published payment providers will be visible to customers during checkout.

Register a payment

When customers access a quotation via the portal, they can confirm it by clicking Accept & Pay.

This opens a Validate Order window, where available payment methods are displayed under the Pay with section.

Note

Only active and published payment methods appear in this step.

After selecting a payment method, the customer clicks Pay to complete the transaction.

Once completed:

• The quotation is automatically confirmed

• The salesperson receives a notification

• The order progresses to the next stage

Tip

Combining online payment with online signature provides a fully automated confirmation flow, reducing delays and manual intervention.