Save Payment Token In Back-end

Sale Order Accounting Payment Extra Tools

This article will provide a solution to help you save your customer credit card for next payment.

Limitation of Odoo

  • By default in Odoo, only portal users can save their credit card information as a payment token on the portal.

  • Sometimes you may want to proactively save a customer’s card information for recurring invoices or subscriptions, but Odoo does not provide a feature that allows you to do that.

Solutions

  • With our solution, your can easily save customer card details from the contact form view.
  • This is especially useful when a customer does not have a portal account but has recurring invoices or subscriptions.
  • You can collect their card details and save them as a payment token without waiting for them to save it from the portal.

Configuration

  • Goto Access Right to enable “Able to save customer credit card” option.
    Able to save customer credit card
    Able to save customer credit card

Save Payment Token

  • After enable “Able to save customer credit card” option. Goto to contact form view.
    Save Customer Credit Card
    Save Customer Credit Card
  • Click on the “Save Payment Token” button. A popup will be shown.
    Input Customer Credit Card
    Input Customer Credit Card

Purchase App

  • You can purchase this app from the link below.

https://apps.odoo.com/apps/modules/19.0/save_payment_token