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[IMP] payment providers: manual capture, refunds, test mode #14819

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[IMP] payment providers: manual capture, refunds, test mode #14819

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23 changes: 12 additions & 11 deletions content/applications/finance/payment_providers.rst
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Expand Up @@ -207,18 +207,19 @@ proceed as follows:
Test mode
---------

If you wish to try the payment provider as a test, set the :guilabel:`State` field in the payment
provider form to :guilabel:`Test mode`, then enter your provider's test/sandbox credentials in the
:guilabel:`Credentials` tab.
.. warning::
We recommend using the test mode on a **duplicate** or a **test** database to avoid potential
issues with invoice numbering.

To try a payment provider without affecting live transactions, set the :guilabel:`State` field in
the payment provider form to :guilabel:`Test mode`. Then, enter the **provider's dedicated test or
sandbox credentials** in the :guilabel:`Credentials` tab. Each payment provider has its own separate
test account or environment for this purpose.

.. note::
By default, the payment provider remains **unpublished** in test mode so that it's not visible to
visitors.

.. warning::
We recommend using the test mode on a duplicate or a test database to avoid potential issues
with your invoice numbering.

.. _payment_providers/payment_methods:

Payment methods
Expand Down Expand Up @@ -333,8 +334,8 @@ Transaction` button.
- The funds are likely not reserved forever. After a certain time, they may be automatically
released back to the customer's payment method. Refer to your payment provider's documentation
for the exact reservation duration.
- Odoo does not support this feature for all payment providers, but some allow the manual capture
from their website interface.
- :doc:`payment_providers/adyen` and :doc:`payment_providers/stripe` allow to capture payments
manually directly from their website interface.

.. _payment_providers/refunds:

Expand All @@ -350,8 +351,8 @@ not need to be enabled first. To refund a customer payment, navigate to it and c
optionally be refunded, too. These providers have the value **Full and partial** in the
:ref:`table above <payment_providers/online_providers>`. The providers that only support
refunding the total amount have the value **Full only**.
- Odoo does not support this feature for all payment providers, but some allow to refund payments
from their website interface.
- :doc:`payment_providers/adyen` and :doc:`payment_providers/stripe` allow to refund payments
directly from their website interface.

.. _payment_providers/express_checkout:

Expand Down