Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odpovědi
1054 Zobrazení

Hello,

I'm encountering an issue while testing Odoo for the first time, as part of launching my company. I'm currently in test mode to explore how the platform works.

When a customer confirms an order and makes a payment using a test card, I’m unsure what steps I need to take from the admin interface. I see several options :

  • Create Invoice
  • Send PRO FORMA Invoice
  • Send
  • Unlock

Preview The problem is, when I click on Create Invoice, the system seems to ask the customer to pay again - even though the payment has already been processed (in test mode).

Could you please explain how to validate a payment correctly in this test environment without requesting another payment from the customer ?

Thank you in advance for your help.

Avatar
Zrušit
Nejlepší odpověď

Hello Dylan

after using test card as a payment, a Sale Order S0XXXX is created. -->you should confirm the quotation and create the invoice


Avatar
Zrušit
Nejlepší odpověď

Hi,


In Odoo, when using a payment acquirer (like Stripe or PayPal) in test mode, the payment is typically captured automatically when the customer confirms the order. This means that the transaction is registered on the Sales Order level, but the Invoice is not yet created or posted.

The key thing to understand is that Odoo separates the Sales Order, Invoice, and Payment processes:

  1. Sales Order is confirmed → triggers the payment via the payment acquirer.
  2. Invoice is generated manually unless your settings automate this.
  3. Registering the payment on the invoice depends on whether automatic reconciliation is configured.

If you're seeing a second payment request after clicking "Create Invoice," it likely means:

  • The system is creating a new invoice, but there's no link to the payment that was already registered on the Sales Order.
  • The invoice is being sent to the customer without being marked as paid.

Hope it helps

Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
2
čvc 25
711
1
čvc 25
438
1
čvc 25
533
0
čvc 25
504
2
čvc 25
946