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Moneris Payment Integration for Odoo: Secure Checkout, Refunds & Transaction Tracking

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Overview

Canadian businesses running an Odoo website have a problem most payment guides don't address: many of the biggest global gateways either don't operate in Canada or don't connect cleanly with Odoo's checkout flow. Moneris is the gateway most Canadian merchants already trust, but without a proper integration, that trust doesn't extend to your Odoo store payments, refunds, and transaction records stay disconnected from your sales pipeline. The Moneris Payment Provider for Odoo closes that gap, plugging Moneris directly into Odoo's website checkout for real-time, PCI-compliant credit and debit card payments. Customers see a clear, timer-based payment form at checkout, with the option to cancel if they change their mind. Behind the scenes, every transaction payment, cancellation, or refund is tracked automatically in both Odoo and the Moneris Merchant Portal, so your accounting and customer support teams are never working from outdated information.


Hot Features

◆ Easy Integration Setup

◆ Easy Checkout Experience

◆ Secure Seamless Payments

◆ Fast and Secure Payments

◆ Easy Refund Functionality

◆ Track the payments from merchant login


Features

 ◆ Easily configure Moneris payment provider with required credentials.

 ◆ Easy checkout flow to securely pay for orders.

 ◆ Timer based checkout form to identify the Remaining time to pay.

 ◆ User can easily cancel the order from the checkout form.

 ◆ User can easily request for the refund for the order.

 ◆ Track all your transaction into moneris merchant login.

 ◆ Smooth payment, payment cancellation & refund flow for orders.


Payment Charges Without Condition

Setup & Payment Process

  • Once module is installed user need to set the credentials for "Moneris".
  • User need to nevigate to Website >> Configuration >> Payment Provider there they will see Moneris.
  • Further user need to set some of the required credentials asked in Moneris REST API Credentials under the Credentials page & users is all set to process their payments.
  • As per the purchase flow: when user goes to Shop >> Adds product to cart and goes to Cart and later clicking on Checkout & confirming all the details along with address.
  • Here in Checkout page user will the Card payment method powered by Moneris & other payment methods to choose from.
  • Here payment methods to choose from could be a saved card or use of new card with Other Payment Method & click on Pay Now button.
  • These will show a wizard overlapping the checkout page shown the amount, order details & asking the card details.
  • Here user enters the card details and click on Checkout will process the payment sending& receiving the confirmation from moneris.
  • If payment is successfull the user will be redirected to the success page else shows the error message.
  • Now user can view their order details by going to Website >> Configuration >> Payment Transaction.
  • Opened the transaction with the sale order reference will show-up all the details & smart button of Sale Order.

Saved Card Payment Process

  • If a Moneris payment cradential page as these Allow Saving Payment Methods checked will allow to save card details entered in checkout payment wizard of Moneris.
  • It will show a boolean check & information message in checkout page if Allow Saving Payment Methods checked in Moneris payment provider, With these any card details are entered will be saved and can be used to pay in future.
  • In future when user user come to checkout page he will see the saved payment methods.
  • With the saved payment method selected when user click on Pay Now will directly process the payment and redirect user to success page.

Refund Process

  • Once order is confirmed & payment is done then if there is refund requested either being Partial or Full will be handled from Payment Transaction >> Payment, Here user will see Refund button on the top.
  • On clicking the Refund button will open a wizard showing Payment Amount, Maximum Refund Allowed & Refund Amount.
  • On clicking the Refund button will create a child transaction with prefix R-. atatched to the transaction of the payment pricessed with Moneris.
  • Also the seprate transaction is also create with the refernce to it.

Backend Payment Process

  • If user want to do the manual order process & want customer to pay through moneris canbe done.
  • When backend user create an order and try to process by validating the delivery and creates & confirms the invoice for the order, The customer who is a portal will see the portal view of order & invoice can access the Your Invoices.
  • In invoice portal view there customer will have Pay Now button when clicked will allow user to pay using moneris same as priviously shown.


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User need to navigate to Website >> Configuration >> Payment Provider and there user will see Moneris.





Further user need to set some of the required credentials like Moneris Client ID, Moneris Client Secret, Moneris Merchant ID, Moneris API Key and Publish it.





Now users is all set to process their payments.

As per the purchase flow: when user goes to Shop >> Adds product to cart and goes to Cart and later clicking on Checkout.





Further clicking on Checkout will redirect use to page where user need to select Payment Method as Card which is provided by Moneris payment & click on Pay Now.





Clicking on Pay Now user will be redirect to a form asking for card details with the indication of Time remaining to pay for the order with a message for the same.

User need to fill the card details & click on Pay Now to process the payemnt.

Also, there is a button to cancel the payment for the order.





On filling the card details and clicking on Pay Now will process the payment in moneris & in Odoo with a success message.





Also, these payment transaction details will be record in Moneris Merchant Portal under the Reporting menu's sub-menu named Transactions.





Here if user had clicked on Cancel Payment button then user would be redirect to a page with a message This payment has been canceled.





Accordingly the transaction will be created with a state canceled.





User can check the transaction created by navigating to Website >> Configuration >> Payment Transactions.





User can access the payment created for these transaction by clicking on the Payment & also the sale order created from Sale Order smart button.





The payment created with Payment Method & Memo that refer to the transaction.





The Sale Order created against the transaction.





Now for any case if user request a refund then there is a Refund button in Payments that will tigger the refund process same as per the odoo base functionality.

To process refund user need to navigate to invoicing >> Customers >> Payments and find the particular payment & hit Refund.





Clicking on Refund button will open a wizard with a Refund Amount & click on Refund.





It will generate log in chatter & create a refund transaction against the transaction that was created priviously.





It will create a Child Transaction and attach to the transaction created priviously with a smart button Refunds containing the refund transaction created.





These refund transaction details are also recorded into Moneris Merchant Portal under the Reporting menu's sub-menu named Transactions.

Also, here if user does particular refund then accordingly the transaction is processed & accordingly the details are recorded Moneris Merchant Portal.



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