[ADD] POS: customer credit as payment method

[LoredanaLrpz]

task-3090872

[robodoo]

[emmi-odoo]

Nice doc, @LoredanaLrpz , I added some suggestions to reduce the amount of pronouns and turn passive sentences into active ones. You could also harmonize your headers a bit, some contain nouns only (Configuration, Default credit limit) while others have active verbs (Settle due accounts).

[auva-odoo]

Hi @LoredanaLrpz , thank you for your work on this! I had a few notes and suggestions after reviewing and testing the instructions:

• The Payment methods doc page is outdated, and since it is a central part of this doc, I think it'd be a good idea to update it as well (we could create another task for this if you prefer, of course!).
• When I tested this in 18.0 with just the Invoicing app, I didn't have the Customer statements smart button on the customer form, nor the Settle due accounts option in the hamburger menu that you mention later on in this doc. Note that this changed somewhere along the way (it works in 18.4 with just Invoicing). Note that "Settle due accounts" becomes "Settle invoices" in 18.4 at least, I didn't check the other versions.
• I think we should clarify somewhere that allowing customers to "purchase on credit" really just means creating an invoice that they’ll pay later. When using the Customer Credit payment method, no payment is actually registered at the time, since the invoice hasn’t been paid yet. I would make that clear.
• I’d suggest grouping all the info about order processing, like selecting a customer, choosing a payment method, and enabling Invoice, in one section to make the workflow easier to follow.

[LoredanaLrpz]

Edit: I rebased for saas-18.4

[auva-odoo]

Thank you for your work @LoredanaLrpz 🙂 I added a few comments and suggestions; let me know if you'd like to discuss anything!

(PS: I did this review in between rounds of helping with release notes so I apologize in advance if any of my comments come across as a bit too direct 🙏)

[auva-odoo]

Thanks for the changes @LoredanaLrpz! 🙂 This LGTM!

[LoredanaLrpz]

@robodoo r+