Odoo integration with LiqPay
Do you want to automate payment acceptance and make financial processes as transparent as possible? Integration of LiqPay with the Odoo CRM system allows you to combine sales, invoice, and online payment management into a single digital ecosystem. The program automatically processes transactions, synchronizes payment statuses, and simplifies the control of financial transactions in real time. Thanks to the integration, invoicing is faster, payment acceptance is more secure, and the risk of accounting errors is reduced. Connect Odoo with LiqPay to optimize your business processes and provide a convenient online payment system for your company.
What does LiqPay payment automation in CRM give you?
LiqPay payment automation in CRM helps to centrally manage invoices, payments, and order statuses without switching between services. This reduces payment processing time, minimizes errors, and improves the quality of customer service:
- Acceptance of payments Visa/Mastercard, Apple Pay, Google Pay, and Privat24.
- Generation of payment pages, invoices and links directly from the CRM.
- Holding of funds (preauthorization) - reserving money before confirming the write-off.
- Ability to adapt payments according to the company's business logic.
- CRM integration with LiqPay helps to automatically create invoices, send links to customers, and update payment status.
- Preservation of history transactions for analytics and financial control.
- Automatic fiscalization via Checkbox or Vchasno.kassa.
- Reconciliation of payments in PrivatBank statements.
A business that operates without CRM/ERP for LiqPay risks losing customers due to the inconvenience of payment and gaps in financial control.
Functionality of CRM integration with LiqPay
Generate LiqPay payment links and invoices with Odoo
The integration of the LiqPay payment system with CRM helps to automatically pull up the amount, payment purpose, and customer information. This speeds up invoicing and reduces the risk of errors when processing payments.
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Automatic status change after payment confirmation
After a successful transaction, Odoo CRM receives a confirmation from LiqPay and automatically updates the document status. This simplifies the control of payments and allows the team to move on to the next stages of work faster.
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Support for holding payments
With the holding function, you can reserve funds on a customer's card without immediately charging it. After the order is confirmed, the company can complete the payment or cancel the reservation, depending on the situation. This is convenient for booking, logistics, renting, or selling goods with availability confirmation.
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Saving and viewing transactions in the system
All LiqPay transactions are recorded in Odoo ERP and stored in a single database. The team can quickly check the transaction status, payment date, amount, or change history without logging into a separate payment account.
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Integration with PPO for fiscalization
If the PRRO service is connected, the CRM system for LiqPay can automatically generate and register fiscal receipts after a successful payment. Integration with Checkbox or Vchasno.Kasa helps to automate fiscalization without duplicating actions on the part of the staff.
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Advantages of integrating LiqPay with CRM for business
LiqPay integration with Odoo CRM allows you to work with payments directly in ERP without switching between services. There are also other advantages of combining the payment system with the software:
- Automatic processing payment statuses without manual verification, so managers can instantly see the current status of transactions;
- Convenient work with invoices and payments in a single system, where all financial documents are stored in the same environment;
- Centralized financial accounting for cash flow control, reporting, and internal analytics;
- readiness for fiscalization through software solutions, which is important for businesses operating in accordance with current legal requirements. through software solutions, which is important for businesses operating in accordance with current legal requirements.
Integration of LiqPay with Odoo ERP builds a stable and transparent system of working with payments. Businesses get a faster financial cycle, better control over operations, and a convenient infrastructure for scaling.
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Technical features of LiqPay integration with ERP&CRM system
Synchronization of the payment system with CRM opens up a new level of control over financial processes and speeds up payment processing. LiqPay payment accounting in CRM provides centralized transaction management, automatic updating of order statuses, and stable data exchange between the payment infrastructure and the company's business processes. The solution is easily scalable for e-commerce, service companies, and B2B projects. It has the following technical features:
- Connection via the LiqPay REST API using public_key and private_key for request authentication.
- Payment data is transmitted in base64 format with a digital signature, which confirms the integrity and security of the transaction.
- Payment statuses are automatically transferred to CRM via a webhook (server_url), synchronizing financial transactions without manual verification.
- Implementation of the integration in the form of the Odoo payment provider - a custom solution or a third-party module depending on the project architecture.
- Expanding functions with additional modules for processing bank statements, financial reconciliation, and payment control.
By combining programs, businesses get a stable technical channel of interaction between customer services and payment infrastructure, reducing operating costs.
