How to manage Generate a payment link sales module in odoo 18 (Enterprise)
Introduction:
Collecting payments on time is one of the most crucial parts of running a successful business. While sending invoices and waiting for manual transfers often leads to delays, modern businesses need a faster and more convenient way to receive payments.
With Odoo 18 Enterprise, the Sales module introduces an easy-to-use Payment Link generation feature. This allows sales teams to share a secure link with customers, enabling them to complete payments instantly using their preferred online method. Whether you’re closing a quotation, confirming a sales order, or following up on a pending payment, this feature makes the process seamless and professional.
In this blog, we’ll explore how to enable, generate, and manage payment links in Odoo 18 Sales, along with best practices to get the most out of it.
Purpose:
The purpose of the Generate Payment Link feature in Odoo 18 Enterprise is to simplify and accelerate the process of collecting payments from customers. Instead of sending manual invoices or waiting for traditional transfers, businesses can instantly share a secure payment link tied to a Sales Order.
This ensures:
Faster cash flow for the company.
A seamless and convenient experience for customers.
Automatic reconciliation of payments within Odoo, reducing errors.
Professional and secure transactions with integrated payment providers.
In short, the feature is designed to save time, reduce manual effort, and improve the overall efficiency of the sales-to-payment cycle.
Step by step flow:
Step 1: Create a new sale order Go to Sales → Orders → Quotations.
Step 2: Create a new quotation with customer details and products
Step 3: Confirm the quotation → it becomes a Sales Order.
Step 4: Action button click > Click the “Generate Payment Link” button.
Step 5: Share the link with your customer
You can send it directly via email using Odoo’s email option or copy the link and share it through WhatsApp, SMS, or any messaging platform.
Customer Makes Payment
The customer clicks the link and selects their payment method.
After completing payment, Odoo automatically records it.
The Sales Order status updates to Paid.
Conclusion
The Generate Payment Link feature in Odoo 18 Enterprise Sales Module makes the payment collection process faster, smarter, and more customer-friendly. By combining Odoo’s sales, accounting, and payment integration tools, businesses can simplify their workflow and ensure payments are received on time.With just a few clicks, you can generate a secure link, share it with your customer, and watch payments flow directly into your Odoo system—making your sales cycle more efficient than ever.