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Integrations solution

Payment & Banking Integration

Bank API statement retrieval, online payment in portals and payment links for invoices and instalments.

The problem

What organisations struggle with

Downloading bank statements and chasing customers for payment details slows down cash application and reconciliation.

The solution

How we solve it in Odoo

Integrations that retrieve bank account statements through the bank's API into Odoo for reconciliation, and payment flows that let customers pay invoices or instalments online through configured payment providers.

Workflow

How the process flows

A simplified representation of the end-to-end workflow.

  1. 1 Invoice or instalment
  2. 2 Payment link
  3. 3 Online payment
  4. 4 Bank statement
  5. 5 Reconcile

Key features

What the solution includes

  • Bank API authentication and account configuration
  • Scheduled account statement retrieval
  • Statements available in the reconciliation process
  • Online payment from property portals
  • Payment link templates for due instalments
  • Payment transaction status reflected on documents

Odoo applications

  • Accounting
  • Payment Providers
  • Portal
  • Website

Integrations

  • Bank APIs
  • Payment provider APIs

Built on MRM modules

  • Bank Integration (bank API connector)
  • PMS Website payments
  • Payment Templates

Business benefits

The value for your organisation

Faster reconciliation

Statements arrive automatically.

Quicker collection

Customers pay through a link.

Fewer errors

No manual statement imports.

Visibility

Payment status on the record.

Related services

Services that deliver it

See also

Case studies and related solutions

Client delivery

Enterprise Property Sales & Collections Platform

Real estate developers, Dubai (names withheld)

A property management, sales and collections platform on Odoo covering units, bookings, SPAs, payment plans, PDCs, penalties, commissions and portals.

  • Odoo 12 to 19
  • Python
  • PostgreSQL
Read case study
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SMS & WhatsApp Notifications

Gateway integrations that send templated SMS and WhatsApp messages on receipts, reminders, approvals and management updates.

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ERP API & CRM Integrations

REST APIs for partner systems and synchronisation with Zoho CRM, Google Sheets and external property data sources.

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Let's talk

Need an Odoo solution tailored to your business?

Let's discuss your requirements, your current systems and what you want to achieve.