Odoo powers thousands of businesses across Europe - from growing SMBs to mid-market retailers managing their entire operation in one platform. Those merchants can activate payever's payment app directly within Odoo 17-19.
Step 1: Register an account
Create your free payever account here, or login in case you already have one.
Step 2: Configure payment options
In order to configure your payment options, first open the Checkout app. To do this, either click on the Checkout symbol under Business Apps or click on the Manage or Open button on the Checkout section.
You can find the payment methods tab in the navigation bar on the left.
Then click on + Add.
Now a list of different payment methods appears, from which you can select as needed. To do this, click on install.
Then click on + Add.
Now a list of different payment methods appears, from which you can select as needed. To do this, click on install.
Once you have installed the payment channel, click on Open and a new page will open, the structure of which will vary depending on the payment method chosen.
With the payment methods credit card, direct debit, Sofortüberweisung and Paypal just click the Connect button and you will be forwarded to the respective payment provider. There you connect your existing account or create a new one.
For the payment methods Installments, invoice, Factoring and Direct Bank Transfer you have to enter the access data that you have received from Santander and then click on Connect (if you have not been in touch with Santander before, please contact support@payever.de).
Regardless of the payment method, please make sure that you always enter your access data in the Default tab.
After you have connected the payment methods, you can make changes to the settings of the specific payment method. Please refer to our documentation for the specific payment method for more information, which you can find here.
Step 3: Configure channels
Select the Channels tab in the Checkout App.
After having created a payever account and having added payment options you can select the Channels tab in the Checkout App.
Click + Add.
Select Odoo from the list that now appears and click on Install.
Now you need to click Open so that you can generate the API keys in the next step.
Select API keys and click on + Add. Enter a name of your choice and click on Generate. Afterwards, click on the plus icon (+), and you see the credentials that you have to insert into the shop system that you use for your online business (i.e., Client Id, Client secret, Business UUID). Please copy these to your clipboard.
Step 4: Install plugin
Log in to your Odoo account, open the Apps section, navigate to Third-Party Apps.
Search for “payever” and click on the payever Checkout Plugin.
The payever Checkout plugin can generally be installed in Odoo in two ways, depending on your hosting setup: via Odoo.sh or through an on-premise installation. Odoo.sh is Odoo’s official cloud solution for hosting and managing applications and uses a Git-based deployment workflow. In contrast, on-premise installations require the plugin files to be added directly to your server. Links to instructions for both installation methods can be found below:
Step 5: Connect to payever
Once you have installed our plugin, log in to your Odoo backend, go to Settings and Payment Providers, select “payever”, and activate it.
You can now set up the credentials for your Odoo shop. As described in the first step, you can find them in your CommerceOS account under Connect -> Shop Systems -> Odoo. Copy the credentials and paste them into Odoo under Settings -> Payment Providers -> payever->Credentials.
State:
Please set the payment provider to Enabled. If you would like to run test transactions first, choose Test Mode instead. More information on testing can be found at the end of this article.Client ID, Client Secret, and Business UUID:
Please enter the API credentials you generated in your payever account in the corresponding fields, unless you are using Sandbox mode.Debug Logging: If enabled, additional technical log data is recorded to help analyse errors and integration issues. This option should normally only be activated for troubleshooting purposes.
Once you have entered all required information, click Sync Payment Methods.
Step 4: Edit payment options
After synchronizing the payment methods, you can configure them in your settings. To do so, go to Configuration -> Payment Form and select the payment method you would like to edit. Here, you can configure the payment settings and limits, and define whether payments should be captured manually or automatically. More detailed information on these options can be found further below in this article. Once you are done, do not forget to click Save.
Testing the plugin: the Sandbox mode
Would you like to test the plugin and the payment options before you go live? No problem - you can do so in staging/sandbox mode, since none of the transactions you do in this mode will result in an actual payment. We kindly ask you to not test outside the Sandbox Mode, since testing payments in live mode can have unintended consequences - even if you cancel the transaction right away after you have submitted it (If you test too often with your own credit card, it may be blocked, and if for instance you submit too many installment requests via Santander with your name, this may negatively affect your credit score).
To activate staging/sandbox mode, set State to Test mode in the payever plugin configurations and fill in the test credentials (Business UUID, Client Secret, Client ID). To make sure your test transactions get accepted, please use stub data.
Once you have finished testing and switched to live (State = Enabled), please don't forget to fill in your own live credentials (Business UUID, Client Secret, Client ID) then save and synchronize (otherwise you will get an error message).
When you're done testing and want to go live:
Please do not forget to remove the test data and instead enter your own data from your payever account, save and then synchronize (otherwise you will receive an error message when synchronizing). You cannot use your live data in sandbox mode, nor can you use our test data in live!
Please also note that any settings made (plug-in settings, names, and texts of the payment methods, etc.) are lost when switching between live and sandbox mode (regardless of the direction). With each change you reset these settings - so if you have configured everything in sandbox mode, are satisfied and therefore want to go live, please remember the configuration you made and repeat these settings again in live Mode. Once configured again, please remember to press synchronize.
After the integration: Notes on the processing of payments
In general, our plugins are designed so that all actions available in the payever account also can be initiated from your Odoo backend As a rule, you do not need to log into your payever account to find out about the status of a payment or to cancel a payment, for example!
Status Reports - the payment status in Process usually only occurs with installment loans and means that the payment is not yet complete (customer still has to go through an identification process and / or submit required documents). If you see this status, please wait and do not ship the goods to your customer yet. The Payment Accepted status means that the payment was successful and complete - in this case you are free to ship the goods to your customer. The status Cancelled means that the payment failed, was rejected or was cancelled by you (again, do not send any goods to your customer with this status).
Capture / Shipping Goods
Please note that for some of our payment methods, such as Invoice and Installment Loans, and possibly also PayPal and Credit Card if automatic capture has been disabled for the respective payment option in the settings, you need to confirm that the goods have been shipped.
However, this does not need to be done manually. It is sufficient to set the status of the relevant order in Odoo to Completed paid once the goods have been shipped.
In the screenshot below, you can see how to configure Auto Capture in Odoo. Tick the box if you want to enable manual capture.
Any questions or problems?
Our support team is there to help you free of charge from Monday to Friday between 8 a.m. and 7 p.m. at support@payever.de.
Please let us know in your message which shop system and plugin version you are using, which shop (URL and/or email address which you are registered with us) your request concerns, and which error message / problem you are dealing with - so we can process your request as fast as possible.