Fabrice Henrion
Director OpenERP US
The New Integration
Getting Paid!
1. PayPal link in sale orders and invoices emails
2. PayPal payments for portal users and for salespeople
3....
1. PayPal link in emails
 Introduced in v7
 Installation: This feature is included in existing
modules (sale, account).
...
1. PayPal link in emails
2. PayPal for portal users
 Introduced in v7
 Installation: This feature is included in existing
modules (portal).
 Act...
3. Transaction fees
 Introduced in trunk (v8), but back-ported to v7
 Installation: This feature is included in existing...
4. Installment plans
 Introduced in trunk (v8), but back-ported to v7
 Installation:
You need to install the paypal_ins...
4. Installment plans
4. Installment plans
Summary
 The PayPal integration allows you to get paid
 faster,
 in full,
 for sure.
WiP
 Support PayPal subscriptions in order to manage
more payment terms (days, weeks, months, years,
infinity).
 Support...
OpenERP Days Freebies
 Functional specs:
Handling fees: http://tinyurl.com/lo3c4rl
Installment plans: http://tinyurl.co...
Q & A
Thank you!
Upcoming SlideShare
Loading in …5
×

New paypal modules (portal, handling, installments). Fabrice Henrion, OpenERP

4,185 views

Published on

Published in: Economy & Finance, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
4,185
On SlideShare
0
From Embeds
0
Number of Embeds
13
Actions
Shares
0
Downloads
77
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

New paypal modules (portal, handling, installments). Fabrice Henrion, OpenERP

  1. 1. Fabrice Henrion Director OpenERP US The New Integration
  2. 2. Getting Paid! 1. PayPal link in sale orders and invoices emails 2. PayPal payments for portal users and for salespeople 3. Charging PayPal transaction fees to your customers 4. Automatic processing with PayPal installment plans
  3. 3. 1. PayPal link in emails  Introduced in v7  Installation: This feature is included in existing modules (sale, account).  Activation: Settings > Accounting > PayPal account  Business benefits: The customer processes the payment, not the salesperson. You don’t need to hold credit card numbers on file. Links are created automatically.
  4. 4. 1. PayPal link in emails
  5. 5. 2. PayPal for portal users  Introduced in v7  Installation: This feature is included in existing modules (portal).  Activation: Settings > Accounting  Business benefit: Faster payment procedure by allowing portal users (ie. customers) to pay themselves immediately.
  6. 6. 3. Transaction fees  Introduced in trunk (v8), but back-ported to v7  Installation: This feature is included in existing modules (sale, account, portal).  Activation: Settings > Accounting  Business benefits: The net amount corresponds to the full invoice amount No more write-offs in your accounting books The customer is responsible for the payment method he chooses
  7. 7. 4. Installment plans  Introduced in trunk (v8), but back-ported to v7  Installation: You need to install the paypal_installment_plan module Enhanced Recurring Payment for PayPal Standard ($20/month)  Activation: Accounting > Configuration > Miscellaneous > Payment terms Business benefits: Decrease collection time Decrease the risk of customers defaulting on payments Get the customer’s commitment at once, even in advance!
  8. 8. 4. Installment plans
  9. 9. 4. Installment plans
  10. 10. Summary  The PayPal integration allows you to get paid  faster,  in full,  for sure.
  11. 11. WiP  Support PayPal subscriptions in order to manage more payment terms (days, weeks, months, years, infinity).  Support installments in sale order banner.  Support handling in sale order banner.  Support handling in installment plans.  Pre-populate fields in the PayPal payment form. ETA: in trunk in August 2013.
  12. 12. OpenERP Days Freebies  Functional specs: Handling fees: http://tinyurl.com/lo3c4rl Installment plans: http://tinyurl.com/myvgm8c  Diff files for v7: http://tinyurl.com/oookvlw Handling fees Installment plans  2 branches on Launchpad to follow the trunk WiP: lp:~openerp-dev/openobject-addons/trunk-paypal-transaction-fees-sgo lp:~openerp-dev/openobject-addons/trunk-paypal_installment_plan-cha  For developers, Paypal URL variables reference:  https://developer.paypal.com/webapps/developer/docs/classic/paypal- payments-standard/integration-guide/Appx_websitestandard_htmlvariables/
  13. 13. Q & A Thank you!

×