Helcim card payments on your quotes, invoices and Odoo webshop
This Helcim Odoo integration adds Helcim as a card payment method for sales orders, invoices and eCommerce checkout. Customers can store their card details for their next purchase. You start on test credentials and switch to production when you're ready to charge real cards.
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Your webshop and portal can offer Helcim next to the card providers you already run. Odoo's payment providers list holds Helcim as its own record, so you enable it the same way you enabled Stripe or PayPal, and you can leave those switched on. Customers then choose the card option they trust at checkout.
You can try Helcim on test credentials first and move to real charges when the flow looks right to you. Open the Helcim provider in Odoo and paste your API token on the "Credentials" tab, which is what connects Odoo to your Helcim account. The same screen is where you point the provider at your production environment.
Shoppers on your Odoo website finish an order by card instead of waiting for an offline payment. Helcim appears on the checkout page as a secure card method, and the shopper can tick "Save my payment details" so the next order needs fewer keystrokes. Saving is the customer's choice, not something you set for them.
An invoice you send stops being a reminder and becomes something a customer can settle the moment they open it. In the Odoo customer portal, a proforma invoice carries a pay button that opens the Helcim payment pop-up. The customer can also save their payment details there to make future invoices quicker to settle.
Approval and money arrive together, which shortens the gap between a quote and a confirmed order. A customer opens the quotation in the Odoo portal, accepts it, and pays online through the Helcim pop-up in the same session. Your sales team sees the result on the sales order rather than waiting for a transfer to show up.
For customers who never open the portal, you can simply send them a link to pay. A salesperson opens the quotation in Odoo's backend and clicks "Copy" to take its unique payment URL, then pastes it into an email or a chat. The link opens a secure payment page built for that one document.
Funeral homes order, get the family's e-signature and pay in one portal, and every detail reaches production.
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Install Payment Helcim on your Odoo 17.0, 19.0 or 20.0 database. Then open the payment providers list in Odoo and pick the Helcim record the app adds, so every setting sits in one place.
On the "Credentials" tab, enter the API token from your Helcim account. Keep the provider on test credentials while you try things out, and move it to production when you want to charge real cards.
Switch the Helcim provider on so it shows up at website checkout and in the customer portal. Customers then see a card option on their quotations and invoices rather than payment instructions.
Pay a test invoice from the portal, or copy a quotation's payment link and open it as a customer would. A confirmation on the sales order tells you the setup works end to end.
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