Integrating Payroc Hosted Fields for Invoice Payments and Saved Cards

Accept cards on customer invoices and the portal using Payroc Hosted Fields. Customers can optionally save a card for later charges.

What customers see

1. Customer opens an invoice or pays from the portal.

2. They choose the card / Payroc payment option.

3. Hosted Fields shows secure card inputs (name, number, expiry, CVV).

4. They can check save payment details if tokenization is offered.

5. On success, the invoice is paid (or the transaction follows your capture settings).

Screenshot: Portal / invoice payment page with Payroc Hosted Fields.

Card data is entered in Payroc’s hosted fields - it is not stored in Odoo as raw card numbers.

Saved cards

When a customer saves their card:

• Payroc returns a secure token.

• Odoo stores a payment token on the partner.

• Later invoices can offer pay with saved card without re-entering the full number (CVV rules depend on Payroc / your setup).

Staff can review tokens under the partner’s payment methods / tokens list in Accounting.

Screenshot: Partner with a saved Payroc payment token (optional).

Refunds and voids (Accounting)

From the payment transaction or invoice payment flows in Accounting:

• Refund - returns funds after the payment is settled (or as allowed by Payroc).

• Void / reverse - typically only while the batch is still open; after settlement use a refund.

Ask PBS if you need authorize-then-capture enabled for your account.

Checklist for online

Related

• Configure Payroc Provider

• Payroc POS Cashier Guide

• Payroc Troubleshooting