Partner Distribution

Customers

Manage and Request Payment Methods

• Ability to send an email request for payment method request from an individual customer profile.
• Ability to select an email template ,type a subject,from email,to email and additional notes.
• Ability to add,update,and delete payment methods,including credit cards and bank accounts.
• Ability to set default card and default bank accounts.

Invoices

Process Payments

• Ability to process a payment and optionally write in a custom amount
• Ability to pay with a new or saved card or bank account.
• Ability to generate a native odoo payment link with EbizCharge as a payment method(if configured to redirect to acquirer website).
• Ability to email one or multiple receipts.

Send Email Payment Request

• Ability to send an email pay request.
• Ability to input amount and tax percentage.
• Ability to edit the email address,edit the amount,select an email template and edit the requested amount.
• Ability to view previous EBizCharge emial pay and payment method requests sent from the object including the date,time,request type and source.

Generate EBizCharge Payment Link

• Ability to generate EBizCharge payment link.
• Ability to view exposed payment link URL and copy and paste it anywhere.
• Ability for customers to pay invoice using generated payment link via "Pay Now" button displayed on invoice PDF.

Credit Notes

Transaction Processing

• Ability to partially or fully refund transaction.

Transaction History

• Ability to view past transactions.
• Ability to filter transactions using Odoo's native filters.
• Ability to export the entire list or a filtered list CSV file.
• Ability to void and refund a transaction.
• Ability to email a receipt for one or multiple transactions.

Batch Processing for Invoices

• Ability to view a list of open invoices with a default payment method on file.
• Ability to filter the list by customer and/or date range.
• Ability to select one,multiple, or all open invoices to process at once.
• Ability to email receipts to customer after processing.

Email Pay for Invoices

• Ability to send email pay requests in bulk for open invoices.
• Ability to filter open invoices and pending requests by customer and date range.
• Ability to select an email template,type a subject,edit the emial address and edit the requested amount.
• Ability to view,remove and resend pending payment requests.
• Ability to view received email payments and filter them by customer and date range.
• Ability to apply one or more received payment to respective order.

Request Payment Methods

• Ability to select one or more customers to send a new emial payment method request.
• Ability to filter by all customers,customers with no saved card,customers with no saved bank accounts,customers with no saved payment methods,customers with expired cards and customer with cards expiring soon.
• Ability to edit the email address,edit the subject and add additional email comments.
• Ability to select an email template,type a subject,from emial and additionalnotes.
• Ability to view pending payments requests and resend them.
• Ability to filter pending requests by date range.
• Ability to remove pending requests.
• Ability to view added payment methods.
• Ability to filter received payments by date range.
• Ability to remove added payment methods.

Sync

• Ability to upload one,multiple or all customers,invoices,sales orders,products and credit notes to the EBizCharge portal.
• Ability to download received payments and import into Odoo.
• Ability to view and clear logs of uploaded or downloaded information.

Settings

• Ability to set up auto sync for customers,sales orders,invoices,products and credit notes.
• Ability to enable authorizations only or authorization and capture for eCommerce transactions.
• Ability to set the default date range to automatically download and view.
• Ability to set automatic download and application of received payments.

Help & Contact Us

• Ability to view the support team's contact information.
• Ability to access EBizCharge for Odoo CRM,EBizCharge for Odoo eCommerce and EBizCharge knowledge Bases.
• Ability to complete a survey in to give feedback on EBizCharge for Odoo.

eCommerce Payments

• Ability to check out with a new or saved card,with a new or saved bank account.
• Ability to add, update and delete payment methods.
• Ability to set default card and default bank account.