| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1342 |
| Technical Name |
invoice_square_integration |
| License | OPL-1 |
| Versions | 16.0 14.0 15.0 17.0 |
With this app, you can easily make payments using Square Web Card Payment or through Square Terminal. After a successful payment, the invoice will be automatically reconciled. The app also supports refund functionality.
Square Web Card Payment
Square Terminal Payment
OAuth and Webhooks Configuration:
Input Production Redirect URL: https://yourdomain.com/square/oauth
Your odoo domain must be https.
Add Webhook subscriptions as below
Input url enpoint:https://yourdomain.com/invoice_square/notification
What you have after intalling this app:
1. "Square Configuration" item menus on Invoicing or Accounting
After you install this app, Odoo will create 2 Square Prodiver:
"Square Provider Test": This Provider for testing, default it will be active after this app installed.
"Square Provider Production": This Provider for production, default it will be archived after this app installed.
NOTICE: At any given time, only one Square Provider must be active. After you have finished testing, archive the provider "Square Provider Test" and enable the provider "Square Provider Production" for production
3.1. "Square Provider Test" Configuration:
By default, 2 simulator devices is created. You can refer below link for futhers details about simulator device
https://developer.squareup.com/docs/devtools/sandbox/testing
Notice: For 2 Square Simulator devices, The transaction will automatically complete for invoice amount under $20. If invoice amount is over $20, the transaction will be pending.
Go back to Square developer and get credentials infomation and input into paymnet menthod.
And input location info
Notice: You also need to add webhook for test mode.
3.2. "Square Provider Production" Configuration:
There are diffirent configuration between the test mode and production mode. With the Production, you need to authorize, and then you get the access token.
The access token will be expired after 30 days. But you dont worry about this one. The App will check and refresh access token automatically. You only authorize just
one time.
You need to input "Application ID", "Application Secret", and "Location ID". Go back to Square developer and get these infomation, don't forget switch to Production mode.
After you input these infomation, then click on Authorize button. If everything is ok, you will see this message as below:
And the next step. you will define a Square Teminal device and pair it with your Invoicing App.
After you add a new device and save the form, you will see "Get Device Code" button.
Click on the button, you will see the device code. This device code is available in 5 minutes, and you have to login Square Terminal by this code within 5 minutes.
Otherwise, the device code will be expired. If it expired, you must delete that device, create a new one and get device code again.
Login Square Terminal by device code
If you see this screen on Square Terminal, you logged in successful
And then you can come back form view and reload. You will see the "Device Id (S/N)" and the status will be updated to PAIRED
From now on, you can use the Square Terminal for register payment.
List features:
1. Make payment by Square Web Card Payment.
Click on "Register Payment" button.
Select Jounal "Square" and Payment method is "Square Card". nput customer card info and click on "PAY SQUARE CARD" button.
The Invoice Line will be added one line for Square fee, if you have Square fee configuration.
Invoice will be reconciled automatically.
2. Make payment by Square Terminal.
Click on "Register Payment" button.
Select Square Device Terminal Name, and then click on "PAY SQUARE TERMINAL" button.
Odoo will send request payment to square terminal, and waiting for customer tap their card. Please do not close the Register Payment form while waiting the propress complete.
After payment complete successfully. Square will call Odoo's endpoint to notify, Odoo will update payment status, close the Register Payment form, and reconciled invoice automatically
3. Support Square fee.
You can charge customer when they pay by Square. You have to enable "Square Fee" option in Square Configuration
Odoo will add a new line for Square fee in the invoice line
4. Supprot Square refund.
Click on "SQUARE REFUND" button
Input "Amount Refund" and "Reason", the click "Do Refund". Odoo will create an account payment, and a credit note
Odoo will send a refund request to Square, and waiting for square notification via Odoo's endpoint. This process may take several days.
If Refund is successful, Odoo will post payment, and reconciled credit note as well.
If you purchase this app, you will receive the "Sale Order Payment Status" app for free. With the "Sale Order Payment Status" app, you can make payments from the sale order.
Please refer to the link below for more details
https://apps.odoo.com/apps/modules/16.0/sale_order_payment_status/
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