[IMP] POS: Update "Payment methods" doc #14783
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emmi-odoo
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auva-odoo
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Thank you for this much-needed update @emmi-odoo! 🙏 As usual, please reach out if anything unclear or needs discussing!
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| - If the :doc:`Urban Piper </applications/sales/point_of_sale/online_food_delivery>` setting is | ||
| enabled in the :ref:`POS settings <configuration/settings>`, the :guilabel:`Delivery Payment` | ||
| option appears on the :guilabel:`Payment Method` form and is used for online delivery payments. | ||
| Select a :guilabel:`Delivery Provider` to configure the option. |
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It's not super clear to me the link between UrbanPiper and payment methods (sorry!) Could we please discuss this?
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| - If the Accounting app is installed, the :guilabel:`Outstanding Account` and | ||
| :guilabel:`Intermediary Account` options appear in the :guilabel:`Payment Method` form to | ||
| assign transactions to different :doc:`accounts | ||
| </applications/finance/accounting/get_started/chart_of_accounts>`. Leave the field empty to | ||
| use the company's default account. |
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- There is no mention of intermediary accounts anywhere in the accounting doc; what is it exactly? just an account receivable used specifically for that payment method (instead of the general POS)
- I think you can only select an oustanding account if you select a journal (which makes sense because outstanding accounts are used (amongst other things) to create journal entries.
- I don't think you can always set both types of accounts; sometimes it's one or the other. Also, when can you set both actually? when would that make sense?
- I'm not sure about the Chart of accounts doc link, could ther ebe a more useful doc link maybe? (let's talk to the accounting people about this!)
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| - If the Accounting app is installed, the :guilabel:`Outstanding Account` and | |
| :guilabel:`Intermediary Account` options appear in the :guilabel:`Payment Method` form to | |
| assign transactions to different :doc:`accounts | |
| </applications/finance/accounting/get_started/chart_of_accounts>`. Leave the field empty to | |
| use the company's default account. | |
| - If the Accounting app is installed, the :guilabel:`Outstanding Account` (if a :guilabel:`Journal` is set) and/or | |
| :guilabel:`Intermediary Account` fields can be used to record the transactions made with the payment method in different :doc:`accounts <change this link?s>`. Leave the fields empty to use the company's default account. |
and where is the default account set? is this described somewhere in the pos doc?
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Hello @auva-odoo , The comments have been implemented, and the parts on Urban Piper as well as Intermediary/Outstanding Account have been improved. Thanks again for the review. |
auva-odoo
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Oct 13, 2025
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Thanks for the changes, @emmi-odoo! i added a few more comments and suggestions!
task-4946924
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auva-odoo
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Oct 14, 2025
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Oct 14, 2025
task-4946924 closes #14783 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This was referenced Oct 14, 2025
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task-4946924