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MONEI Payment Integration for Odoo

This module integrates MONEI payment services with Odoo, providing a seamless way to track and manage your MONEI payments directly within Odoo.

Features

  • Payment Synchronization:
    • Manual sync of payments from MONEI to Odoo
    • Sync payments by date range
    • Import historical payments
  • Order Integration:
    • Automatic linking with Odoo sale orders using order references
    • View linked payments directly from sale orders
  • Payment Management:
    • View payment status and details
    • Process refunds
    • Capture authorized payments
    • Cancel pending payments
  • Dashboard Access: Direct links to MONEI Dashboard for each payment

Installation

Odoo.sh Platform

  1. Go to your project on Odoo.sh
  2. Navigate to the "Repositories" tab
  3. Click "Add a Repository" and select "Add a Git Repository"
  4. Enter the repository URL: https://github.com/MONEI/MONEI-Odoo
  5. Select the branch you want to deploy
  6. Go to the "Branches" tab and activate the branch where you want MONEI installed
  7. Wait for the deployment to complete (you can check status in "Builds")
  8. Once deployed, go to Apps and search for "MONEI"
  9. Click Install on the MONEI module

Note: If you don't see the module in Apps after deployment:

  • Enable developer mode (Settings → General Settings → Developer Tools → Activate the developer mode)
  • Go to Apps → Update Apps List (menu in the top bar)
  • Search for "MONEI" again

Self-Hosted Odoo

  1. Download the module
  2. Place the monei folder in your Odoo addons directory:
    • Linux: /opt/odoo/addons/ or /usr/lib/python3/dist-packages/odoo/addons/
    • Windows: C:\Program Files\Odoo\server\odoo\addons\
  3. Restart your Odoo server
  4. Update the apps list in Odoo:
    • Enable developer mode
    • Go to Apps > Update Apps List
  5. Search for "MONEI" and install the module

Installation

Configuration

Prerequisites

Before installing:

  • Make sure you have a MONEI account
  • Have your API key ready (test or production)
  • Ensure you have admin rights in your Odoo instance

Before you start

Use your test mode API Key. You can find them in MONEI Dashboard → Settings → API Access.

You can check the status of a test payment in your MONEI Dashboard → Payments (in test mode).

Configure MONEI API Key

  1. Go to MONEI > Configuration or Settings > MONEI in Odoo
  2. Enter your MONEI API Key Configuration Screen
  3. Save the configuration

The module will automatically sync your payments.

Before you go live

Make sure that you are using live (production) mode API Key.

Make sure that you have at least one active payment method.

Payment Synchronization

How Syncing Works

  1. Initial Sync

    • After configuring your API key, use the Sync button to import payments
    • Select a date range to import payments from that period
    • The module will import all MONEI payments within the selected dates
  2. Syncing Process

    • Go to MONEI > Payments
    • Click the "Sync Payments" button
    • Select start and end dates for the sync
    • The module will:
      • Import new payments from the selected period
      • Update existing payment information
      • Show a summary of changes when complete
  3. Order Matching

    • Payments are automatically linked to sale orders using the order reference
    • Each payment's order reference is matched to a sale order number
    • View linked payments directly from the sale order form

Usage

View Payments

MONEI Payments List

Navigate to MONEI > Payments to see all your MONEI payments in one place.

  • Filter by status, date, amount, etc.
  • View detailed payment information Payment Details
  • Access payment actions

Payment Actions

Each payment supports various actions depending on its status:

  • Create: Create a new payment Create Process
  • Refund: Process full or partial refunds Refund Process
  • Capture: Capture authorized payments Capture Process
  • Cancel: Cancel pending payments Cancel Process
  • Send payment link: Send payment link to the customer Send Payment Link
  • View Order: Direct access to linked sale order

Order Linking

The module automatically links payments with sale orders based on the order reference. You can also:

  • View payment information in sale orders Order Link
  • Access MONEI Dashboard directly from orders Order Link

Troubleshooting

Common issues and solutions:

  • Module not visible after installation: Update the apps list in developer mode
  • Orders not linking: Ensure order references match between MONEI and Odoo

Support

For support:

License

This module is licensed under LGPL-3.

Credits

Developed by MONEI

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