How to setup a new Payment gateway in Odoo

01. Go to the shopify module >> Configuration >> Payment Gateway


02. Click New to add a new payment gateway. 


03. Update the following details,
i) Name - Name of the payment gateway
ii) Code - Code given by shopify (you can use the above mentioned name)
iii) Instance - Instance/ site which for which we are creating this payment gateway                                                  iv)Click Save 


04. Once you have configured the payment gate way, now you have to set up the auto workflow, To do that Go to configuration >> Sale Auto Workflow05. Click New

06. Update the following details

06. A) Name   - Name for the auto workflow

06. B) Payment Journal - Should be created in the accounting module

1.  Go to the Accounting module >> configuration >> Journals

       2. Click New 

      3. Update the following details, 

Journal Items tab

i) Journal Name - Relevant name for the journal

ii) Type - Bank

iii) Company - Relevant company for what we are creating this journal

iv) Bank Account - Relevant GL account to be created & mapped

v) Suspense Account - You can use the bank suspense account

vi) Profit Account - You can use the cash difference gain account

vii) Loss Account - You can use the cash difference loss account

viii) Short code - Provide a short code to identify the Journal entries easily

ix) Other settings can be kept as default

               Incoming Payments tab - Same GL account (Clearing account shopify/ stripe NZ) should be allocated                     to both Manual & Batch deposit incoming payment methods

               Outgoing Payments tab - Same GL account (Clearing account shopify/ stripe NZ) should be allocated                     to both Manual & Batch deposit outgoing payment methods

                 Advanced settings - Nothing to be done here

06. C)  Debit Method - You can keep it as Manual

06. D) Sales Journal - Customer invoices

06. E) Workflow options - If you need to make any of the below activities to work automatically you can tick the relevant activity

06. F) Shipping policy - You can select either Deliver all product at once /  Deliver each product when available

06. G) Click Save

07. Then you have to set up the Financial status. To do that Go to configuration >> Financial Status

• Here setting up four financial statuses separately is mandatory                                                                                                                                                                                                                   
• Instance - Relevant instance for which we are creating the financial status
• Payment Gateway - The gateway which we created earlier (shown above)
• Payment Term - Immediate Payment
• Financial status - (These four statuses should be created separately)

            i) The finances have been partially paid

            ii) The finances have been paid

            iii) The finances have been refunded

            iv) The finances have been partially refunded