[ADD] payment_providers: Pay on site & Cash on delivery

task-4987726
Group bank payments (wire transfer and SDD) in a single file

Author: auva-odoo

content/applications/finance/accounting/payments/batch_sdd.rst

@@ -81,13 +81,13 @@ To create an |sdd| mandate:
      (:guilabel:`gear`) icon, then select :guilabel:`Mandate form`.
    - The :guilabel:`SDD Scheme` depends on the type of customer: Select :guilabel:`CORE` for B2C
      customers and :guilabel:`B2B` for B2B customers.
-   - |sdd| mandates are created automatically for :doc:`online payments made with SDD
-     <../../payment_providers/sdd>`.
+   - |sdd| mandates are created automatically for :ref:`online payments made with SDD
+     <payment_providers/bank_payments/sdd>`.
 
 Once an |sdd| mandate is active, subsequent |sdd| payments can be generated via Odoo and
 :ref:`uploaded to your online banking interface <accounting/batch_sdd/XML>`. Customers with an
-active |sdd| mandate can also use this payment method for :doc:`online purchases
-<../../payment_providers/sdd>`.
+active |sdd| mandate can also use this payment method for :ref:`online purchases
+<payment_providers/bank_payments/sdd>`.
 
 .. _accounting/batch_sdd/close-revoke-mandate:
 
@@ -139,7 +139,7 @@ of all posted |sdd| payments to your online banking interface. To do so, follow
 
 .. seealso::
    - :doc:`batch`
-   - :doc:`SEPA Direct Debit for online payments <../../payment_providers/sdd>`
+   - :ref:`SEPA Direct Debit for online payments <payment_providers/bank_payments/sdd>`
    - `SEPA guidelines
      <https://www.europeanpaymentscouncil.eu/document-library/implementation-guidelines/sepa-credit-transfer-inter-psp-implementation-guidelines>`_
 

content/applications/finance/accounting/payments/online.rst

@@ -19,7 +19,7 @@ Configuration
 Make sure your :doc:`payment providers are correctly configured <../../payment_providers>`.
 
 .. note::
-   By default, ":doc:`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the
+   By default, :ref:`Wire Transfer <payment_providers/bank_payments/wire_transfer>` is the
    only payment provider activated, but you still have to fill out the payment details.
 
 To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->

content/applications/finance/payment_providers.rst

@@ -7,8 +7,6 @@ Online payments
 .. toctree::
    :titlesonly:
 
-   payment_providers/wire_transfer
-   payment_providers/sdd
    payment_providers/adyen
    payment_providers/amazon_payment_services
    payment_providers/asiapay
@@ -27,6 +25,8 @@ Online payments
    payment_providers/stripe
    payment_providers/worldline
    payment_providers/xendit
+   payment_providers/bank_payments
+   payment_providers/inperson_payments
 
 Odoo embeds several **payment providers** that allow your customers to pay online, on their
 *customer portals*, or on your *eCommerce website*. They can pay sales orders, invoices, or
@@ -52,7 +52,8 @@ Supported payment providers
 
 To access the supported payment providers, go to :menuselection:`Accounting --> Configuration -->
 Payment Providers`, :menuselection:`Website --> Configuration --> Payment Providers`, or
-:menuselection:`Sales --> Configuration --> Payment Providers`.
+:menuselection:`Sales --> Configuration --> Payment Providers`. Click the relevant payment provider
+card to access and configure the related provider.
 
 .. _payment_providers/online_providers:
 
@@ -196,12 +197,20 @@ Online payment providers
 Bank payments
 -------------
 
-- | :doc:`Wire Transfer <payment_providers/wire_transfer>`
-  | When selected, Odoo displays your payment information with a payment reference. You have to
-    approve the payment manually once you have received it in your bank account.
-- | :doc:`SEPA Direct Debit <payment_providers/sdd>`
-  | Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their
-    bank account charged directly.
+- | :ref:`Wire Transfer <payment_providers/bank_payments/wire_transfer>`
+  | Odoo displays your payment information with a payment reference. You have to approve the payment
+    manually once it has been received in your bank account.
+- | :ref:`SEPA Direct Debit <payment_providers/bank_payments/sdd>`
+  | Customers can make a bank transfer to register a SEPA Direct Debit mandate and allow their
+    account to be charged directly for future payments.
+
+In-person payments
+------------------
+
+- | :ref:`Pay on Site <payment_providers/inperson_payments/pay_on_site>`
+  | Customers can reserve products online and pay when collecting their orders in store.
+- | :ref:`Cash on Delivery <payment_providers/inperson_payments/cash_on_delivery>`
+  | Customers can pay for their orders upon delivery.
 
 .. _payment_providers/add_new:
 
@@ -483,8 +492,6 @@ payments from other payments.
    :alt: Define an outstanding account for a payment provider.
 
 .. seealso::
-   - :doc:`payment_providers/wire_transfer`
-   - :doc:`payment_providers/sdd`
    - :doc:`payment_providers/adyen`
    - :doc:`payment_providers/authorize`
    - :doc:`payment_providers/asiapay`
@@ -500,4 +507,6 @@ payments from other payments.
    - :doc:`payment_providers/stripe`
    - :doc:`payment_providers/worldline`
    - :doc:`payment_providers/xendit`
+   - :doc:`payment_providers/bank_payments`
+   - :doc:`payment_providers/inperson_payments`
    - :doc:`accounting/bank`

content/applications/finance/payment_providers/sdd.rst renamed to content/applications/finance/payment_providers/bank_payments.rst

@@ -1,4 +1,55 @@
-=================
+=============
+Bank payments
+=============
+
+.. seealso::
+   :doc:`../payment_providers`
+
+.. _payment_providers/bank_payments/wire_transfer:
+
+Wire transfer
+=============
+
+The **Wire Transfer** payment method allows you to provide payment instructions to customers,
+such as your bank details and a reference to include with the payment. These instructions are
+displayed after the customer selects :guilabel:`Wire Transfer` as the payment method and clicks the
+:guilabel:`Pay now` button at the end of the checkout process on your ecommerce website or on the
+customer portal.
+
+.. note::
+   - While this method is widely accessible and requires minimal setup, it is not efficient
+     process-wise. It is recommended to set up a :doc:`payment provider <../payment_providers>`
+     instead.
+   - Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you
+     receive the payment and manually :guilabel:`Confirm` the order.
+
+To configure **Wire Transfer**, follow these steps:
+
+#. :ref:`Navigate to the Wire Transfer payment provider <payment_providers/supported_providers>`.
+#. In the :guilabel:`Configuration` tab, select whether the memo or :guilabel:`Communication` to be
+   displayed alongside the payment instructions should be:
+
+   - :guilabel:`Based on Document Reference`: the sales order or invoice number
+   - :guilabel:`Based on Customer ID`: the customer identifier
+
+#. Enable :guilabel:`Enable QR codes` to activate QR code payments.
+
+   .. note::
+      :doc:`Additional accounting setup <../accounting/customer_invoices/epc_qr_code>` is required
+      to use QR codes.
+
+#. Define the payment instructions in the :guilabel:`Messages` tab. If :doc:`a bank account
+   <../accounting/bank>` has already been defined, the account number is automatically added to the
+   default message generated by Odoo. You can also add it afterward and update the message by
+   clicking :guilabel:`Reload pending message`.
+#. Set the :guilabel:`State` field to :guilabel:`Enabled`.
+
+.. tip::
+   **Wire transfer** can be used as a template for other payment methods that are processed
+   manually, such as checks, by renaming or duplicating it.
+
+.. _payment_providers/bank_payments/sdd:
+
 SEPA Direct Debit
 =================
 
@@ -24,7 +75,7 @@ customers' bank accounts based on a signed :ref:`SEPA Direct Debit mandate
 .. _sdd/configuration:
 
 Configuration
-=============
+-------------
 
 To configure **SEPA Direct Debit**, follow these steps:
 
@@ -54,11 +105,8 @@ To configure **SEPA Direct Debit**, follow these steps:
 .. tip::
    You can also test SEPA direct debit payments using the :ref:`payment_providers/test-mode`.
 
-.. seealso::
-   :doc:`../payment_providers`
-
 Online payments with |sdd|
-==========================
+--------------------------
 
 Customers selecting |sdd| as a payment method are prompted to enter their IBAN to complete the
 :ref:`SEPA Direct Debit mandate <accounting/batch_sdd/sdd_mandates>`.

content/applications/finance/payment_providers/inperson_payments.rst

@@ -0,0 +1,37 @@
+==================
+In-person payments
+==================
+
+.. _payment_providers/inperson_payments/pay_on_site:
+
+Pay on site
+===========
+
+To allow customers to reserve products online and pay when collecting them in-store, enable and
+configure the :ref:`Click & Collect feature <ecommerce/shipping/instore-pickup>`. The **Pay on
+Site** payment provider is automatically enabled and published. To edit the default instructions
+shown to customers, :ref:`access the payment provider form <payment_providers/supported_providers>`
+and go to the :guilabel:`Messages` tab.
+
+.. note::
+   The method is only available at checkout for customers who select the **Pick up in store**
+   delivery method.
+
+.. _payment_providers/inperson_payments/cash_on_delivery:
+
+Cash on delivery
+================
+
+The **Cash on Delivery** payment method allows customers to pay for their order at the time of
+delivery. To make it available to customers, :doc:`navigate to the relevant delivery method form
+</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method>`
+and enable :guilabel:`Cash on Delivery`. The **Cash on Delivery** payment provider is automatically
+enabled and published. To edit the default instructions shown to customers, :ref:`access the payment
+provider form <payment_providers/supported_providers>` and go to the :guilabel:`Messages` tab.
+
+.. note::
+   This method is only available at checkout for customers who select a delivery method with the
+   :guilabel:`Cash on Delivery` feature enabled.
+
+.. seealso::
+   :doc:`../payment_providers`

content/applications/finance/payment_providers/wire_transfer.rst

@@ -12,14 +12,14 @@ product, and the shipping details can be added to the delivery order.
 Configuration
 -------------
 
-To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
+To configure delivery methods, go to :menuselection:`Inventory --> Configuration --> Delivery
 Methods`.
 
 .. note::
    If the :guilabel:`Delivery Methods` option is not available from the :guilabel:`Configuration`
    drop-down menu, verify whether the feature is enabled by following these steps:
 
-   #. Go to :menuselection:`Inventory app --> Configuration --> Settings`.
+   #. Go to :menuselection:`Inventory --> Configuration --> Settings`.
    #. Scroll to the :guilabel:`Shipping` section and enable the :guilabel:`Delivery Methods` feature
       by checking the corresponding checkbox.
 
@@ -33,14 +33,18 @@ a form to provide details about the shipping provider, including:
 
 - :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate
   shipping`, `same day delivery`, etc.).
-- :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable
-  website from the drop-down menu, or leave it blank to apply the method to all web pages.
+- :guilabel:`Website`: configure :doc:`delivery methods for an ecommerce
+  </applications/websites/ecommerce/shipping>`. Select the applicable website from the drop-down
+  menu, or leave it blank to apply the method to all web pages.
 - :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
   :ref:`third-party carrier <inventory/shipping/third_party>`. Ensure the integration with the
   shipping carrier is properly installed and select the provider from the drop-down menu. For more
   details on configuring custom shipping methods, such as :ref:`fixed price
   <inventory/shipping/fixed>` or :ref:`based on rules <inventory/shipping/rules>` options, refer to
   their respective sections below.
+- :guilabel:`Cash on Delivery`: allow customers to choose the :ref:`Cash on Delivery
+  <payment_providers/inperson_payments/cash_on_delivery>` payment method when selecting this
+  delivery option on the ecommerce website.
 - :guilabel:`Company`: If the shipping method should apply to a specific company, select it from the
   drop-down menu. Leave the field blank to apply the method to all companies.
 - :guilabel:`Routes`: select the applicable routes to define different delivery methods, such as
@@ -76,7 +80,7 @@ For examples on how to configure specific shipping methods, refer to the section
 Fixed price
 -----------
 
-To configure a shipping price that is the same for all orders, go to :menuselection:`Inventory app
+To configure a shipping price that is the same for all orders, go to :menuselection:`Inventory
 --> Configuration --> Delivery Methods`. Then, click :guilabel:`New`, and on the shipping method
 form, set the :guilabel:`Provider` to the :guilabel:`Fixed Price` option. Selecting this option
 makes the :guilabel:`Fixed Price` field become available, which is where the fixed rate shipping
@@ -172,7 +176,7 @@ different :doc:`routes <../daily_operations/use_routes>` for it.
    - in-store pickup or home delivery: ship from the central warehouse, or pick from the store's
      stock, depending on customer selection.
 
-To set up routes, go to :menuselection:`Inventory app --> Configuration --> Routes`. Click
+To set up routes, go to :menuselection:`Inventory --> Configuration --> Routes`. Click
 :guilabel:`New`, or select the desired route.
 
 On the route form, in the :guilabel:`Applicable On` section, tick the :guilabel:`Shipping Methods`
@@ -183,7 +187,7 @@ checkbox.
 
    Routes form with the :guilabel:`Shipping Method` checkbox ticked.
 
-Then, go to :menuselection:`Inventory app --> Configuration --> Delivery Methods`, and select the
+Then, go to :menuselection:`Inventory --> Configuration --> Delivery Methods`, and select the
 desired shipping method.
 
 On the shipping method form, in the :guilabel:`Routes` field, select the available fulfillment

content/applications/finance/payment_providers/wire_transfer/payment_instructions.png

@@ -99,14 +99,14 @@ In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shippi
 Click & Collect
 ===============
 
-To allow customers to reserve products online and pay for/collect them in-store, follow these steps:
+To allow customers to reserve products online and collect them in-store, follow these steps:
 
 #. Go to :menuselection:`Website --> Configuration --> Settings`.
-#. Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and
+#. Scroll to the :guilabel:`eCommerce` section, enable :guilabel:`Click & Collect`, and
    :guilabel:`Save`.
 #. Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure
-   <inventory/shipping_receiving/configure-delivery-method>` the delivery method and ensure the
-   :guilabel:`Provider` field is set to :guilabel:`Pick up in store`.
+   <inventory/shipping_receiving/configure-delivery-method>` the delivery method if needed and
+   ensure the :guilabel:`Provider` field is set to :guilabel:`Pick up in store`.
 #. In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where
    customers can collect their orders.
 #. Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to
@@ -122,4 +122,7 @@ To allow customers to reserve products online and pay for/collect them in-store,
      selector on the product page.
    - Each warehouse must have a **complete address** to ensure its location is accurately displayed
      to customers. Incomplete addresses prevent the warehouse from being shown.
-   - The Click & Collect option is not available for services.
+   - The :guilabel:`Click & Collect` option is not available for services.
+   - By default, the :ref:`Pay on Site <payment_providers/inperson_payments/pay_on_site>` payment
+     method is :ref:`enabled and published <payment_providers/add_new>` when the :guilabel:`Click &
+     Collect` feature is activated.