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Set Up Payment Gateway

Set Up Payment Gateway

Configure online payment integration for fee collection, admissions, and other payments.

Time required: 20-30 minutes

Module: payment, openeducat_fees_enterprise

User role: System Administrator

Prerequisites

  • System Administrator role
  • Payment gateway merchant account
  • SSL certificate installed
  • Test credentials from gateway provider

Steps

Step 1: Access Payment Settings

  1. Go to Invoicing/Accounting -> Configuration -> Payment Providers
  2. Or Settings -> Payment Providers

Step 2: Select Payment Gateway

Choose from available providers:

ProviderTypeRegions
StripeCard paymentsGlobal
PayPalWallet/CardGlobal
RazorpayUPI/CardIndia
Authorize.netCardUSA
PayUMultipleVarious

Step 3: Configure Gateway Settings

For Stripe example:

FieldRequiredDescriptionExample
StateYesProvider statusTest/Enabled
CompanyYesYour company”ABC University”
Publishable KeyYesPublic API keypk_test_xxx
Secret KeyYesPrivate API keysk_test_xxx

Step 4: Set Payment Options

OptionDescription
Payment JournalAccounting journal
Capture MethodManual/Automatic
Supported CurrenciesAccepted currencies
CountriesAllowed countries

Step 5: Configure Fees (Optional)

Fee TypeDescriptionExample
Fixed FeePer transaction$0.30
PercentageOf amount2.9%
Apply ToWho paysPayer/Institution

Step 6: Set Up Webhooks

Configure payment notifications:

  1. Get webhook URL from Odoo
  2. Add to payment provider dashboard
  3. Configure events:
    • Payment completed
    • Payment failed
    • Refund processed

Step 7: Test Integration

  1. Set provider to Test Mode
  2. Use test card numbers
  3. Complete test transactions
  4. Verify records created

Step 8: Enable Production

  1. Replace test credentials with production keys
  2. Set provider to Enabled
  3. Monitor initial transactions

Provider-Specific Setup

Stripe

SettingValue
API VersionLatest
Webhook Signing SecretFrom Stripe dashboard
Payment MethodsCard, iDEAL, Bancontact

PayPal

SettingValue
EmailPayPal business email
PDT Identity TokenFrom PayPal settings
IPN URLOdoo webhook URL

Razorpay

SettingValue
Key IDFrom Razorpay dashboard
Key SecretSecret key
Payment MethodsUPI, Cards, Netbanking

Security Configuration

SettingRecommended
3D SecureEnabled
CVV ValidationRequired
Address VerificationOptional
Fraud DetectionEnabled

Field Reference

Payment Provider

Technical FieldUI LabelTypeNotes
nameNameCharProvider name
stateStateSelectiondisabled/test/enabled
company_idCompanyMany2oneInstitution
journal_idJournalMany2onePayment journal

Credentials

Technical FieldUI LabelTypeNotes
stripe_publishable_keyPublishable KeyCharPublic key
stripe_secret_keySecret KeyCharPrivate key
stripe_webhook_secretWebhook SecretCharSigning key

Troubleshooting

Payment not processing

  1. Verify API credentials are correct
  2. Check provider is in Enabled state
  3. Review payment logs for errors

Webhook not receiving

  1. Verify webhook URL is correct
  2. Check SSL certificate is valid
  3. Confirm events are subscribed

Refund not working

  1. Check refund is within provider limits
  2. Verify original payment was captured
  3. Confirm sufficient balance

Related: Configure Billing Products | Manage Portal