Payment Providers
Alma Payment Provider
Alma official partner: let your customers pay in 1x–12x installments. Eligibility widget, category exclusion and Alma-approved integration.
Odoo Backend Payment by Phone with Moneris (MOTO)
Odoo backend payment by phone or mail order with Moneris: your team charges the customer's card from the invoice or the sales order, in secure Moneris card fields.
For more details on the module, see its page on the Odoo Apps Store
- Developed by DevTalents
- Support by the team that wrote it
- Installation on request
What the module does
Pay by Card from the invoice or the order
A Pay by Card (Phone / Mail) button on posted invoices, quotations and sales orders: type the card the customer reads to you and charge it. Tested on the Moneris sandbox.
Card data never touches Odoo
The card number, expiry date and security code are typed in fields hosted by Moneris and go straight to Moneris: nothing is kept in your Odoo database.
Full or partial amount
Take a down payment on a quotation, an installment or the balance of an invoice, never more than the amount due. Odoo confirms the quotation and marks the invoice paid by itself.
Saved cards with the customer's agreement
Charge a card the customer saved before, save the new card after reading the agreement text to the customer, or save a card without charging it. Tested on the Moneris sandbox.
Recorded as phone or mail orders
Moneris receives every payment, card check and refund as a mail or telephone order, the right type for a card taken by phone.
Refunds and capture from Odoo
Refund from the accounting payment, in full or in part, or authorize now and capture at delivery. Tested on the Moneris sandbox.
Who took which payment
Each transaction keeps the channel, phone or mail, the user who took it and the customer's agreement to save the card, also written in the chatter.
Only the users you choose
A dedicated access right decides who can take card payments in the back office. Each company of your database keeps its own Moneris account and its own saved cards.
No double charge
A double click, or a second payment of the same document started a few minutes earlier, is stopped before the card is charged again.
Tested end to end
Odoo backend payment with Moneris, tested screen by screen
Every screenshot is real: taken on Odoo Enterprise, with real payments sent to the Moneris test platform. Each result was read back at Moneris, where the payment is recorded as a mail or telephone order.
A button on the invoice
The customer calls to pay an invoice: the Pay by Card (Phone / Mail) button sits on the posted invoice, next to the usual buttons.
The card typed in Moneris fields
Your agent types the card the customer reads out. The fields are hosted by Moneris: the card number never goes through Odoo.
Approved in a few seconds
Moneris answers while the customer is still on the phone, so you can confirm the payment right away.
Invoice paid and reconciled
The accounting payment is created and reconciled. The chatter keeps a message signed by the agent, with the channel and the Moneris answer.
Down payment with the card saved
A down payment confirms the quotation. To keep the card, the agent reads the agreement text to the customer and ticks the box: without it, nothing is saved.
Quotation confirmed by itself
As soon as the down payment reaches the requested amount, Odoo confirms the quotation, as for an online payment.
The balance on the saved card
For the next order or the balance, the agent picks the customer's card: nothing to read out again.
Save a card without charging it
Moneris checks the card with no charge, and Odoo keeps it for the customer's next orders.
Every payment is traced
The transaction keeps the channel, phone or mail, the user who took it and the customer's agreement for the card.
Refund from the payment
Refund in full or in part from the accounting payment. At Moneris, the refund keeps the mail or telephone order type.
Declined card: a clear message
The bank declines? The agent reads the reason and can offer another card at once. The invoice does not change.
A dedicated access right
You choose who can take card payments in the back office. Other users do not see the button.
Set on the Moneris provider
The module uses your existing Moneris setup. A second profile can be entered if the back office is not on your website's domain.
In English and French
The window, the Moneris card fields and the messages follow the language of the user.
On the phone
A card payment by phone in Odoo, in four steps
Your team stays in Odoo and opens no separate virtual terminal.
1
Open the invoice or the order
Click Pay by Card (Phone / Mail). The amount due is filled in; lower it for a down payment or an installment.
2
Pick the card
A card the customer saved before, or a new card they read out to you. To save it, read them the agreement text and tick the box.
3
Charge
Moneris answers in a few seconds. If the card is declined, the reason shows and you can try another card.
4
Odoo does the rest
Invoice paid and reconciled, quotation confirmed when the down payment is reached, automatic invoicing if you use it, signed message in the chatter.
Which one
Phone payment or Moneris payment link?
With our Moneris Payment Provider module, you can also send a payment link. The two work together.
| Phone payment (this module) | Payment link | |
|---|---|---|
| Who types the card | Your agent, during the call | The customer, on their computer or phone |
| When you get paid | During the call | When the customer opens the link and pays |
| 3-D Secure | No: the customer is not on the page to answer their bank | Yes, when the bank asks for it |
| If the payment is disputed as fraud | The bank can take the payment back from the merchant | 3-D Secure protection applies |
| Best for | Known customers, orders taken by phone or received by mail | Customers who prefer to pay themselves |
For a new customer you do not know, the payment link stays the safer choice. Phone payment is for customers who call you and those who mail you an order form.
Getting started
What to prepare before installing the Moneris MOTO module
The module adds to our Moneris module for Odoo: it uses the same account and settings.
- Our Moneris Payment Provider module, installed and connected to your Moneris account, with a Hosted Tokenization profile: it shows the card fields.
- Mail and telephone orders enabled by Moneris on your merchant account: ask Moneris before going live, together with the fees for this kind of sale.
- A second Hosted Tokenization profile if your Odoo back office is not on the same domain as your website (for example www and erp): you create it in the Merchant Resource Center.
- The users who take payments: give them the right "Take card payments in the back office" in the user settings.
- Moneris security questions: ask Moneris which card security questionnaire applies when your team types cards.
To see phone payments on your own invoices, ask for a demo.
With the module
An Odoo agency behind the module
Buying the module is the first step. We can take care of the rest with you.
Installation and setup
We install the module on your database, enter your credentials and test the whole flow before going live.
Support by its developers
Questions and fixes are handled by the team that wrote the module, not by a ticket relay.
Odoo supportTailored adaptations
Specific rules for your business go in a separate module, so updates stay simple.
Odoo development
Setup
Put the module into service in four steps
Buy it on the Odoo Store
The licence is sold by Odoo; the module is then available for your database.
Install it
On Odoo.sh or on your own server, like any Odoo module.
Configure it
Enter the credentials of your provider and choose the options you need.
Test, then go live
Validate the whole flow in test mode, then switch to production.
Questions about Moneris MOTO Backend
Does the card number go through Odoo?
No. Your agent types the card in fields hosted by Moneris, shown inside the Odoo window. The number, expiry date and security code go straight to Moneris: Odoo only receives a single-use reference, never stored.
Why is a phone payment taken without 3-D Secure?
The 3-D Secure code is sent to the cardholder, who is not in front of the page. Moneris therefore receives the payment as a mail or telephone order. The bank still checks the card security code and the customer's address, and the result is noted on the invoice or the order.
Can I save my customer's card over the phone?
Yes, with their agreement: the window shows a text to read or send to them, and the agreement box is mandatory. The card is saved at Moneris and Odoo only keeps its last four digits. You can also save a card without charging it.
Do I need the Moneris Payment Provider module?
Yes. This module adds to our <a href="/odoo-apps/moneris-payment-gateway">Moneris module for Odoo</a>, which connects Odoo to your Moneris account and handles online payments, refunds and captures.
Does the Odoo Register Payment button change?
No. The usual button stays the same for your accounting team. The module adds its own button, shown only to the users allowed to take card payments.
Does the module work on Odoo Online?
No: Odoo Online does not accept third-party modules. It installs on Odoo.sh or on your own Odoo server.
Can you install and configure it for us?
Yes. We install the module, configure it with your credentials, test it in test mode and switch to production with you.
Who supports the module?
The DevTalents team that developed it: fixes, compatibility with new Odoo versions and configuration questions.
Can the module be adapted to our needs?
Yes. We add the rules specific to your business in a separate module, so that updates stay simple.
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