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产品详细信息以英文显示。翻译即将推出。
Payment Links & Pay-by-Link for Odoo — Generate secure, shareable payment links from invoices, quotes & ad-hoc charges — sent — 1/1示意预览

Generate secure, shareable payment links from invoices, quotes & ad-hoc charges

— sent by email, SMS or WhatsApp, auto-reconciled on payment.

什么是 Payment Links & Pay-by-Link for Odoo?

Generate secure, shareable payment links from invoices, quotes & ad-hoc charges — sent by email, SMS or WhatsApp, auto-reconciled on payment. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

One-click 'Generate Payment Link' smart button on customer invoices (account.move), sales orders and quotations (sale.order)
Ad-hoc / standalone links with no source document — bill a deposit, retainer or one-off charge by entering an amount, currency and customer
Custom amount override, so a link can request a deposit or partial figure instead of the full document total
Configurable expiry datetime per link, with an automatic status flip to 'Expired' and optional auto-regeneration
Partial-payment toggle — allow the customer to pay any amount up to the balance, with residual tracking until fully cleared
Per-link multi-gateway selection: choose which payment.provider records (Stripe, PayPal, Adyen, Mollie, Razorpay, local/manual) are offered on that specific link
Email delivery via native Odoo mail templates with a branded, mobile-friendly QWeb landing page
SMS delivery through Odoo IAP or a Twilio/other gateway integration for instant mobile reach
WhatsApp delivery via the Enterprise WhatsApp connector or a Meta Cloud API integration for Community editions
Auto-reconciliation: on a completed payment.transaction the module registers account.payment and reconciles it against the open receivable, updating invoice payment status automatically
Cryptographically strong, single-use, expirable access tokens on a rate-limited, CSRF-safe public website controller route
Automated action to generate and send a link the instant an invoice is posted, or on a schedule for overdue balances
Real-time compute fields (@api.depends) for amount paid, outstanding balance and link status shown on the form and in list/kanban views
Full audit trail per link: created-by, delivery channel, sent/opened/paid/expired timestamps and the resulting payment reference
Security via ir.model.access.csv groups and record rules — only authorized finance users can create, resend or void links
Reporting views and filters (paid vs. outstanding vs. expired links) plus optional QWeb receipt/confirmation PDF
Multi-company and multi-currency aware, respecting the customer's and company's currency and the correct receivable account
XML-RPC / JSON-RPC endpoints so external systems or portals can request a link programmatically

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Odoo 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

Odoo 兼容性
Odoo 17, Odoo 18, Odoo 19
版本
企业版和社区版
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
PostgreSQL 12+

关于此产品

Payment Links & Pay-by-Link for Odoo is a build-to-order module that ECOSIRE designs, builds, installs and supports for your database — not an off-the-shelf apps.odoo.com download. It closes the gap between "invoice sent" and "cash received" by letting your team spin up a secure, shareable payment link in one click from any invoice (account.move), sales order or quotation (sale.order), or an ad-hoc charge with no source document at all.

Odoo core can email a portal link, but it is rigid: the amount is fixed to the document total, there is no expiry, no partial-payment control, no per-link gateway choice, and delivery is email-only. This module turns pay-by-link into a first-class workflow. A new ecosire.payment.link model captures the amount, currency, allowed payment providers, expiry datetime, partial-payment flag and a cryptographically strong access token. Server actions and smart buttons wire it onto the invoice and sales-order forms, and an automated action can generate a link the moment an invoice is validated (posted). The link resolves to a hardened public QWeb/website controller route that presents your branded checkout, runs the customer through the selected payment.provider records (Stripe, Adyen, PayPal, Mollie, Razorpay, local gateways, or manual/offline), and returns them to a themed confirmation page.

The reconciliation story is what makes it pay for itself. When a payment.transaction completes, the module registers the account.payment, links it to the originating account.move, and reconciles it against the open receivable — so a paid link updates the invoice's payment status to "In Payment" or "Paid" with zero manual journal work. Partial payments are supported end-to-end: a customer can settle part of a large invoice, the residual is tracked, and the link can stay live until the balance clears. Compute fields with @api.depends keep paid, outstanding and status figures accurate in real time, and every link carries an immutable audit trail (created by, sent channel, opened, paid, expired).

Delivery is omni-channel. Beyond Odoo's native email templates, ECOSIRE integrates SMS (Odoo IAP or your Twilio/gateway) and WhatsApp (Enterprise WhatsApp connector, or a Meta Cloud API integration for Community) so you can push a link to a customer in whichever channel they answer fastest — critical for remote B2B and service billing where the buyer is not in front of a laptop. Security is enforced with ir.model.access.csv groups and record rules so only authorized users mint or void links, tokens are single-purpose and expirable, and the public route is rate-limited and CSRF-safe.

The module is built clean against Odoo's ORM and manifest conventions, ships with tests, and is installable and upgrade-safe on Odoo 17, 18 and 19 (Community or Enterprise — provider availability differs). Because it is build-to-order, ECOSIRE tailors the gateways, branding, channels and reconciliation rules to how your finance team actually works, then hands over documented, maintainable code you own.

你得到什么

  • Fully custom Odoo module (source code) with clean __manifest__.py, ORM models, security CSV, XML/OWL views and QWeb templates — packaged and installed in your database
  • Configured and tested payment.provider connections (e.g. Stripe/PayPal/local gateway) wired to the pay-by-link flow in your environment
  • Configured delivery channels — email templates plus your chosen SMS and/or WhatsApp integration — with your branding on the checkout and confirmation pages
  • Auto-reconciliation rules mapped to your chart of accounts, receivable accounts and journals, verified against real test invoices
  • Admin & end-user documentation: how to generate, send, void and reconcile links, plus a short configuration/runbook guide
  • Live training session for your finance/sales team (recorded) covering the day-to-day workflow and edge cases
  • Post-launch support & bug-fix window with defined response times, plus an Odoo 17/18/19 upgrade-compatibility guarantee for the delivered version
  • Source-controlled handover (Git repository access) so you fully own and can maintain or extend the code

这是给谁的

Remote-invoicing B2B & service firm

Consultancies, agencies and service businesses that invoice clients they rarely meet in person. They need to send a legitimate, branded payment link the moment work is delivered and get paid faster without chasing bank transfers or reading out card details over the phone.

Finance / accounts-receivable team

AR staff drowning in manual reconciliation. They want links that auto-register the payment against the right invoice and update its status in Odoo, cutting the month-end matching work and eliminating 'did this transfer land?' back-and-forth.

Sales rep closing deals in the field

Reps who quote and close remotely and want a deposit or full payment captured on the spot. A one-click link from the quotation, delivered by WhatsApp or SMS to the buyer's phone, turns a verbal yes into settled cash before the buyer cools off.

Payment Links & Pay-by-Link for Odoo 如何比较

标准伊科西尔定制建造竞争对手Odoo 原生
Generate link from invoice / SO / ad-hoc charge包含部分支持部分支持部分支持
Custom amount, expiry & partial-payment control per link包含部分支持部分支持不包括在内
Email + SMS + WhatsApp delivery包含部分支持不包括在内不包括在内
Per-link choice of multiple payment gateways包含部分支持部分支持不包括在内
Auto-reconcile payment against the originating invoice包含部分支持部分支持部分支持
Tailored to your gateways, branding & chart of accounts包含包含不包括在内不包括在内
Built, installed & supported for you (one working week delivery)包含不包括在内不包括在内不包括在内
Source-code ownership + Odoo 17/18/19 compatibility guarantee包含部分支持部分支持部分支持
XML-RPC / JSON-RPC programmatic link generation包含部分支持不包括在内不包括在内

关于Payment Links & Pay-by-Link的常见问题

Is this an instant download from the Odoo App Store?

No. This is a build-to-order module. ECOSIRE designs, builds, installs and supports it specifically for your Odoo database. You are buying an engineering engagement with a deliverable, not a self-install ZIP — which is why the gateways, delivery channels, branding and reconciliation rules are tailored to your business.

What is the delivery timeline / lead time?

Typical lead time is one working week from the confirmation of requirements, depending on how many payment gateways and delivery channels (email/SMS/WhatsApp) you need and the complexity of your reconciliation and chart-of-accounts setup. We share a milestone plan up front: requirements sign-off, a demo build on a staging database, your UAT, then production install and go-live.

What support and updates do I get after go-live?

Every engagement includes a post-launch support and bug-fix window with defined response times, plus documentation and a recorded training session. Because we hand over the source in a Git repository, you own the code. For the delivered version we provide an Odoo 17/18/19 compatibility guarantee, and we offer optional retainers for future enhancements, additional gateways or major-version migration work.

Which Odoo versions and editions does it support?

It is built to install and upgrade cleanly on Odoo 17, 18 and 19, on both Community and Enterprise. Some capabilities depend on edition — for example the native WhatsApp connector is an Enterprise feature, so on Community we integrate the Meta Cloud API directly. We confirm your exact version and edition during requirements and build against it.

How does auto-reconciliation actually work — will it touch my accounts safely?

When a customer completes a payment on the link, Odoo records a payment.transaction; the module then registers an account.payment and reconciles it against the originating invoice's open receivable, flipping its status to 'In Payment' or 'Paid'. All of this maps to journals and receivable accounts you approve, and we validate it end-to-end on a staging database with test transactions before anything runs in production. No manual SQL, no raw journal edits.

Can one link handle partial payments or a custom amount instead of the full invoice total?

Yes. Each link can override the amount (for a deposit or milestone), set an expiry, and enable partial payments so a customer can pay any amount up to the balance. The residual is tracked and the link can stay live until the invoice is fully settled — something Odoo's native portal link cannot do out of the box.

Can external systems request a payment link automatically?

Yes. The module exposes the link-generation logic through Odoo's XML-RPC / JSON-RPC API and supports automated actions, so your website, CRM, or an external app can request a secure link on demand — for example, generating and emailing a link automatically the moment an invoice is posted.

申请报价

Payment Links & Pay-by-Link

Generate secure, shareable payment links from invoices, quotes & ad-hoc charges — sent by email, SMS or WhatsApp, auto-reconciled on payment.

  • One-click 'Generate Payment Link' smart button on customer invoices (account.move), sales orders and quotations (sale.order)
  • Ad-hoc / standalone links with no source document — bill a deposit, retainer or one-off charge by entering an amount, currency and customer
  • Custom amount override, so a link can request a deposit or partial figure instead of the full document total
  • Configurable expiry datetime per link, with an automatic status flip to 'Expired' and optional auto-regeneration

申请报价

告诉我们您对 Payment Links & Pay-by-Link 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。