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[IMP] payment_providers: restructure Adyen & Mollie docs
task-5155765 closes #15529 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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content/applications/finance/payment_providers/adyen.rst

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`Adyen <https://www.adyen.com/>`_ is a Dutch company that offers several online payment
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possibilities.
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.. seealso::
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- :ref:`payment_providers/add_new`
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- :doc:`../payment_providers`
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.. note::
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Adyen works only with customers processing **more** than **10 million annually** or invoicing a
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**minimum** of **1.000** transactions **per month**.
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Configuration
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=============
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.. seealso::
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:ref:`payment_providers/add_new`
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First, reach Adyen support to enable :guilabel:`multiple partial capture` for you.
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Credentials tab
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---------------
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Odoo needs your **API Credentials** to connect with your Adyen account, which comprise:
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- **Merchant Account**: The code of the merchant account to use with Adyen.
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- :ref:`API Key <adyen/api_and_client_keys>`: The API key of the webservice user.
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- :ref:`Client Key <adyen/api_and_client_keys>`: The client key of the webservice user.
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- :ref:`HMAC Key <adyen/hmac_key>`: The HMAC key of the webhook.
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- :ref:`Checkout API URL <adyen/urls>`: The base URL for the Checkout API endpoints.
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- :ref:`Recurring API URL <adyen/urls>`: The base URL for the Recurring API endpoints.
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You can copy your credentials from your Adyen account, and paste them in the related fields under
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the **Credentials** tab.
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.. important::
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If you are trying Adyen as a test, with an Adyen *test account*, head to
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:menuselection:`Accounting --> Configuration --> Payment Providers`. There, click on
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:guilabel:`Adyen`, enable :guilabel:`Test Mode` and enter your credentials in the
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:guilabel:`Credentials` tab.
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.. _adyen/api_and_client_keys:
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API Key and Client Key
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~~~~~~~~~~~~~~~~~~~~~~
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In order to retrieve the API Key and the Client Key, log into your Adyen account, go to
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:menuselection:`Developers --> API Credentials`.
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- If you already have an API user, open it.
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- If you don't have an API user yet, click on **Create new credential**.
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Go to :menuselection:`Server settings --> Authentification` and copy or generate your **API Key**.
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Be careful to copy your API key as you'll not be allowed to get it later without generating a new
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one.
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Now, head to :menuselection:`Client settings --> Authentification` and cody or generate your
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**Client Key**. This is also the place where you can :ref:`allow payments to be made from your
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website <adyen/allowed_origins>`.
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.. _adyen/hmac_key:
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HMAC key
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~~~~~~~~
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In order to retrieve the HMAC Key, you'll need to configure a `Standard Notification` webhook. For
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this, log into your Adyen account then go to :menuselection:`Developers --> Webhooks --> Add webhook
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--> Add Standard notification`.
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.. image:: adyen/adyen-add-webhook.png
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:align: center
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:alt: Configure a webhook.
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There, in :menuselection:`General --> Server configuration --> URL`, enter your server address
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followed by `/payment/adyen/notification`.
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.. image:: adyen/adyen-webhook-url.png
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:align: center
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:alt: Enter the notification URL.
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Then enter :menuselection:`Security --> HMAC Key --> Generate`. Be careful to copy the key as you
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will not be allowed to do it later without generating a new one.
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.. image:: adyen/adyen-hmac-key.png
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:align: center
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:alt: Generate a HMAC key and save it.
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You have to save the webhook to finalize its creation.
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.. _adyen/urls:
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API URLs
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~~~~~~~~
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All Adyen API URLs include a customer area-specific prefix generated by Adyen. To configure the
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URLs, proceed as follows:
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#. Log into your Adyen account, then go to :menuselection:`Developers --> API URLs`.
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#. Copy the :guilabel:`Prefix` for your live Customer area (i.e., **data center**) and save it for
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later.
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.. image:: adyen/adyen-api-urls.png
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:alt: Copy the prefix for the Adyen APIs
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#. In Odoo, :ref:`navigate to the payment provider Adyen <payment_providers/add_new>`.
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#. In the :guilabel:`Checkout API URL` field, enter the following URL and replace `yourprefix` with
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the prefix you previously saved:
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`https://yourprefix-checkout-live.adyenpayments.com/checkout`
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#. In the :guilabel:`Recurring API URL` field, enter the following URL and replace `yourprefix` with
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the prefix you previously saved:
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`https://yourprefix-pal-live.adyenpayments.com/pal/servlet/Recurring`.
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.. note::
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If you are trying Adyen as a test, you can use the following URLs instead:
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- :guilabel:`Checkout API URL`: `https://checkout-test.adyen.com`
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- :guilabel:`Recurring API URL`: `https://pal-test.adyen.com/pal/servlet/Recurring`
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Adyen Account
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-------------
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.. _adyen/allowed_origins:
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Allow payments from a specific origin
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To allow payment originated from your website, follow the steps in :ref:`adyen/api_and_client_keys`
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to navigate to your API user and go to :menuselection:`Add allowed origins`, then add the URLs from
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where payments will be made (the URLs of the servers hosting your Odoo instances).
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.. image:: adyen/adyen-allowed-origins.png
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:align: center
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:alt: Allows payments originated from a specific domain.
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Place a hold on a card
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----------------------
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Adyen allows you to capture an amount manually instead of having an immediate capture.
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To set it up, enable the **Capture Amount Manually** option on Odoo, as explained in the
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:ref:`payment providers documentation <payment_providers/manual_capture>`.
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Then, open your Adyen Merchant Account, go to :menuselection:`Account --> Settings`, and set the
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**Capture Delay** to **manual**.
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.. image:: adyen/adyen_capture_delay.png
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:align: center
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:alt: Capture Delay settings in Adyen
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.. caution::
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- If you configure Odoo to capture amounts manually, make sure to set the **Capture Delay** to
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**manual** on Adyen. Otherwise, the transaction will be blocked in the authorized state in
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Odoo.
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Adyen only works with customers processing **more than 10 million annually** or invoicing a
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**minimum of 1000 transactions per month**.
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.. _payment_providers/adyen/configure_dashboard:
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Adyen configuration
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===================
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#. Create an Adyen account if necessary and log into your Adyen Customer Area.
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.. tip::
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Log into your **Test account** to try the integration without charging customers.
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Switch to your **Live account** once you are ready to accept payments.
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#. `Contact the Adyen support team <https://docs.adyen.com/platforms/quickstart-guide/support#contact-adyen-support>`_
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to enable the **Multiple partial capture** feature.
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#. In the Adyen Customer Area, go to :menuselection:`Developers --> API credentials` and click the
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relevant API credential user name in the list or click :guilabel:`Create new credential` to
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create a new one.
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#. In the :guilabel:`Server settings` section, click :guilabel:`Generate API key`, then click the
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:icon:`fa-copy` (:guilabel:`Copy API key`) icon and save the value for :ref:`later
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<payment_providers/adyen/configure_odoo>`.
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#. In the :guilabel:`Client settings` section, click :guilabel:`Generate client key`, then
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click the :icon:`fa-copy` (:guilabel:`Copy API key`) icon and save the value for :ref:`later
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<payment_providers/adyen/configure_odoo>`.
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#. Enter your Odoo website URL in the :guilabel:`Add allowed origins` field, then click
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:guilabel:`Add`.
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#. Click :guilabel:`Save changes` at the bottom of the page.
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#. Go to :menuselection:`Developers --> Webhooks` in the left menu and click :guilabel:`Create new
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webhook`.
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#. In the :guilabel:`Create new webhook` popup, click :guilabel:`Add` on to the :guilabel:`Standard
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webhook` line.
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#. On the :guilabel:`Webhook generation` form, in the :guilabel:`Server configuration` section,
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enter your Odoo database :guilabel:`URL` followed by `/payment/adyen/notification`.
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#. In the :guilabel:`Security` section, click :guilabel:`Generate` under :guilabel:`HMAC`, then
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click the :icon:`fa-copy` (:guilabel:`Copy HMAC to the clipboard`) icon and save the value for
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:ref:`later <payment_providers/adyen/configure_odoo>`.
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#. Click :guilabel:`Save configuration` at the bottom of the page.
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#. Go to :menuselection:`Developers --> API URLs`, then copy the :guilabel:`Prefix` and save it
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for :ref:`later <payment_providers/adyen/configure_odoo>`.
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.. _payment_providers/adyen/configure_odoo:
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Odoo configuration
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==================
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#. :ref:`Navigate to the Adyen payment provider<payment_providers/add_new>`.
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#. Fill in the :guilabel:`Merchant account`, :guilabel:`API Key`, :guilabel:`Client Key`,
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:guilabel:`HMAC Key`, and :guilabel:`API URL Prefix` fields with the values saved at the
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:ref:`Adyen configuration step <payment_providers/adyen/configure_dashboard>`.
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#. Configure the remaining options as needed.
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#. Set the :guilabel:`State` field to :guilabel:`Enabled`.
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.. tip::
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If you want to :ref:`test Adyen without affecting live transactions
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<payment_providers/test-mode>`, use your **Test account** credentials, enter
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`https://checkout-test.adyen.com` in the :guilabel:`API URL Prefix` field, and set the
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:guilabel:`State` field to :guilabel:`Test Mode`.
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Manual capture
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==============
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To enable :ref:`manual capture <payment_providers/manual_capture>` for Adyen payments, follow
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these steps:
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#. :ref:`Navigate to the Adyen payment provider <payment_providers/add_new>`.
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#. Go to the :guilabel:`Configuration` tab and enable :guilabel:`Capture Amount Manually`.
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#. Log in to your Adyen Customer Area, then go to :menuselection:`Settings` and click
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:guilabel:`Company` in the :guilabel:`Account management` section.
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#. In the :guilabel:`General` section, click the :icon:`fa-pencil` (:guilabel:`Edit property`)
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icon next to the :guilabel:`Capture Delay` field.
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#. In the popup, set the :guilabel:`Capture delay` field to :guilabel:`Manual` and click
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:guilabel:`Save`.
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.. note::
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- After **7 days**, if the transaction has not been captured yet, the customer has the right to
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**revoke** it.
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- If the transaction is not captured within 7 days, the customer is entitled to revoke it.
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- You can :ref:`manually capture <payment_providers/manual_capture>` and :ref:`refund
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<payment_providers/refunds>` payments directly from your Adyen Customer Area.
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.. seealso::
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:doc:`../payment_providers`

content/applications/finance/payment_providers/mollie.rst

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`Mollie <https://www.mollie.com/>`_ is an online payments platform established in the Netherlands.
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Configuration
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=============
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.. _payment_providers/mollie/configure_dashboard:
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.. seealso::
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- :ref:`payment_providers/add_new`
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Credentials tab
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---------------
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Odoo needs your **API Credentials** to connect with your Mollie account, which comprise:
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Mollie configuration
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====================
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- **API Key**: The test or live API Key depending on the configuration of the provider.
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#. `Create a Mollie account
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<https://my.mollie.com/dashboard/signup>`_ if necessary
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and log in to the `Mollie Dashboard <https://my.mollie.com/dashboard/login>`_.
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#. Go to :menuselection:`Payments` in the top menu, then click :guilabel:`API keys`.
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#. :guilabel:`Copy` the :guilabel:`Live API Key` (or the :guilabel:`Test API Key` if you
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wish to test the integration without affecting live transactions) and save it for the
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:ref:`payment_providers/mollie/configure_odoo` step.
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You can copy your credentials from your Mollie account, and paste them in the related fields under
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the **Credentials** tab.
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.. _payment_providers/mollie/configure_odoo:
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To retrieve your API key, log into your Mollie account, go to
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:menuselection:`Developers --> API keys`, and copy your Test or Live **API Key**.
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Odoo configuration
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==================
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.. important::
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If you are trying Mollie as a test, with the Test API key, change the **State** to *Test Mode*.
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We recommend doing this on a test Odoo database, rather than on your main database.
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#. :ref:`Navigate to the payment provider Mollie <payment_providers/add_new>`
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#. Fill in the :guilabel:`API Key` with the value :ref:`previously saved
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<payment_providers/mollie/configure_dashboard>`.
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#. Configure the remaining options as needed.
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#. Set the :guilabel:`State` field to :guilabel:`Enabled` (or :guilabel:`Test Mode` if you
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want to :ref:`test the integration without affecting live transactions <payment_providers/test-mode>`).
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.. seealso::
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- :doc:`../payment_providers`
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:doc:`../payment_providers`

content/applications/finance/payment_providers/stripe.rst

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#. Go to `the API keys page on Stripe <https://dashboard.stripe.com/account/apikeys>`_, or log into
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your Stripe dashboard and go to :menuselection:`Developers --> API Keys`.
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#. In the :guilabel:`Standard keys` section, copy the :guilabel:`Publishable key` and the
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:guilabel:`Secret key` and save them for later.
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:guilabel:`Secret key` and save them for the :ref:`payment_providers/stripe/odoo-configuration`
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step.
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.. _payment_providers/stripe/odoo-configuration:
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Odoo configuration
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------------------

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