diff --git a/content/applications/sales/point_of_sale/payment_methods.rst b/content/applications/sales/point_of_sale/payment_methods.rst index c0af09608f..95e3bb15c9 100644 --- a/content/applications/sales/point_of_sale/payment_methods.rst +++ b/content/applications/sales/point_of_sale/payment_methods.rst @@ -4,27 +4,55 @@ Payment methods =============== -To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> -Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` to -allow this payment method *exclusively* for registered customers. - -Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash -payments, or :guilabel:`Bank` to use it for card payments. - -.. image:: payment_methods/payment-method.png - :alt: Creating a new payment method for a POS. +Configure a payment method with Odoo Point of Sale to provide customers with various payment +options, including cash, card payments through a :ref:`configured payment terminal +`, :doc:`online payments `, +or :doc:`customer accounts `. + +To create a payment method, go to :menuselection:`Point of Sale --> Configuration --> Payment +Methods`, click :guilabel:`New`, and follow the next steps: + +#. Enter a name for the payment method. +#. Enable the following options if needed: + + - :guilabel:`Online Payment`: To link the payment method to a :doc:`payment provider + ` and enable online payments, select a provider in + the :guilabel:`Allowed Providers` field or click :icon:`fa-arrow-right` :guilabel:`Payment + Providers` to install one. + - :guilabel:`Identify Customer`: Force the selection of a customer during the payment. +#. Select the preferred :doc:`Journal ` to + record all transactions. +#. Select the appropriate :guilabel:`Point of Sale` to enable the payment method. +#. Set the :guilabel:`Integration` field to one of the following options: + + - :guilabel:`None required`: For cash payments. + - :guilabel:`Terminal`: :ref:`Set up a terminal ` and allow card + payments. + - :guilabel:`Bank App (QR Code)`: Add at least one :ref:`bank account + ` to the journal to enable :doc:`QR code payments + ` with a bank app. Select a + :guilabel:`QR Code Format` in the form. +#. Save. .. note:: - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal` - field in which you can add your :doc:`payment terminal's information - `. + - The :guilabel:`Delivery Payment` option links a payment method to online orders placed through + :doc:`Urban Piper `. Select the + appropriate :guilabel:`Delivery Provider` to associate with the payment method. + - If the Accounting app is installed, use the :guilabel:`Intermediary Account` field, if needed, + to record transactions for this payment method in a specific receivable account for + better traceability. Leave the field empty to use the company's default :ref:`receivable + account `. When a :ref:`journal + ` is selected, an :ref:`Outstanding Account + ` can also be set if required. + +.. tip:: + - Use a dedicated :ref:`cash journal ` to record cash payments. + - Always set the :guilabel:`Journal` to :guilabel:`Bank` when :ref:`configuring a payment + terminal `. .. seealso:: - :doc:`payment_methods/terminals`. - -Once the payment method is created, you can select it in your POS settings. To do so, go to the -:ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method -under the :guilabel:`Payments` section. + - `Payment methods (video tutorial) `_ + - :doc:`payment_methods/terminals` .. toctree:: :titlesonly: diff --git a/content/applications/sales/point_of_sale/payment_methods/payment-method.png b/content/applications/sales/point_of_sale/payment_methods/payment-method.png deleted file mode 100644 index b4b1b3720e..0000000000 Binary files a/content/applications/sales/point_of_sale/payment_methods/payment-method.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals.rst b/content/applications/sales/point_of_sale/payment_methods/terminals.rst index b995919577..8080a0b548 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals.rst @@ -33,8 +33,7 @@ To activate a payment terminal and allow processing payments with it, follow the - :doc:`Tyro ` - :doc:`Viva.com ` - :doc:`Worldline ` -#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method - to the :guilabel:`Payment Methods` list to make it available in the POS interface. +#. Save. .. _pos/terminals/terminal-use: