Generate Payment Link

This video demonstrates the Generate Payment Link feature in Odoo18, which allows businesses to create secure, one-click payment URLs that can be sent directly to customers, streamlining the collection process for quotes and orders.

• Simplified Payments: The video explains that generating a direct payment link is a highly efficient way to get paid faster, as it removes the friction of customers needing to log into a portal or manually enter order details.
• Accessing the Sales Order: To generate a link, start by navigating to the Sales module and opening a confirmed Sales Order or a Quotation.
• Locating the Feature: The video shows the “Generate Payment Link” option located under the Action menu or as a dedicated button on the top left of the document view.
• Configuring the Link: A pop-up appears where you can see the Amount to Pay and select the Payment Journal. You can also choose to generate a link for a partial payment if necessary.
• Copy and Share: In this video demonstrates copying the generated URL to the clipboard, which can then be pasted into an email, WhatsApp message, or any other communication tool.
• Customer Experience: The video concludes by showing the customer’s view: clicking the link takes them to a secure, branded Odoo checkout page where they can select their preferred payment method and complete the transaction instantly.