diff --git a/content/applications/finance/accounting/payments/batch_sdd.rst b/content/applications/finance/accounting/payments/batch_sdd.rst index af89ec89a2..1a1aa33390 100644 --- a/content/applications/finance/accounting/payments/batch_sdd.rst +++ b/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 + `. Once an |sdd| mandate is active, subsequent |sdd| payments can be generated via Odoo and :ref:`uploaded to your online banking interface `. 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 +`. .. _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 ` - `SEPA guidelines `_ diff --git a/content/applications/finance/accounting/payments/online.rst b/content/applications/finance/accounting/payments/online.rst index fbeadbac1e..44d516721f 100644 --- a/content/applications/finance/accounting/payments/online.rst +++ b/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 `" is the + By default, :ref:`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 --> diff --git a/content/applications/finance/payment_providers.rst b/content/applications/finance/payment_providers.rst index ed516739b1..bc92269c9f 100644 --- a/content/applications/finance/payment_providers.rst +++ b/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 ` - | 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 ` - | Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their - bank account charged directly. +- | :ref:`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 ` + | 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 ` + | Customers can reserve products online and pay when collecting their orders in store. +- | :ref:`Cash on Delivery ` + | Customers can pay for their orders upon delivery. .. _payment_providers/add_new: @@ -258,36 +267,39 @@ are the ones that have been activated. To activate or deactivate a payment metho click :guilabel:`Enable Payment Methods`, then click the toggle button of the related method. .. tip:: - Payment methods are displayed on your website based on their sequence order. To reorder them, - click :guilabel:`Enable Payment Methods` in the payment provider form, then, in the - :guilabel:`Payment Methods` list, drag and drop the payment methods in the desired order. + - To view the complete list of supported payment methods, go to :menuselection:`Accounting --> + Configuration --> Payment Methods`, :menuselection:`Website --> Configuration --> + Payment Methods`, or :menuselection:`Sales --> Configuration --> Payment Methods`. + - Payment methods are displayed on the ecommerce website based on their sequence order. To + reorder them, drag and drop the payment methods into the desired order in the + :guilabel:`Payment Methods` list. Icons and brands ---------------- The icons displayed next to the payment method on your website are either the icons of the brands activated for the payment method or, if there aren't any, the icons of the payment methods -themselves. To modify them, go to :menuselection:`Accounting --> Configuration --> Payment Methods`, -:menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales --> -Configuration --> Payment Methods`, then click on the payment method. +themselves. To modify them, :ref:`access the list of payment methods +`, then click the relevant one. To modify a payment method's icon, hover your mouse over the image in the upper-right corner of the payment method's form and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon. Select the :guilabel:`Brands` tab to view the brands that have been activated for the payment method. The brands and their related icons are displayed based on their sequence order; to reorder -them, drag and drop them in the desired order. To modify a brand's icon, select the brand, then, +them, drag and drop them into the desired order. To modify a brand's icon, select the brand, then, in the popup window that opens, hover the mouse over the image in the upper-right corner and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon. Advanced configuration ---------------------- -To configure payment methods further, go to :menuselection:`Accounting --> Configuration --> Payment -Methods`, :menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales ---> Configuration --> Payment Methods`. Click on the payment method, then activate the -:ref:`developer mode `. Click the :guilabel:`Configuration` tab to adapt the -features. +To further configure payment methods, follow these steps: + +#. Activate the :ref:`developer mode `. +#. :ref:`Access the list of payment methods ` and click the + relevant one. +#. Go to the :guilabel:`Configuration` tab and adjust the features as needed. .. danger:: - Each payment method is preconfigured in a way that aligns with the payment providers' @@ -483,8 +495,6 @@ 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 +510,6 @@ 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` diff --git a/content/applications/finance/payment_providers/sdd.rst b/content/applications/finance/payment_providers/bank_payments.rst similarity index 62% rename from content/applications/finance/payment_providers/sdd.rst rename to content/applications/finance/payment_providers/bank_payments.rst index 1faaf04af3..f638be035c 100644 --- a/content/applications/finance/payment_providers/sdd.rst +++ b/content/applications/finance/payment_providers/bank_payments.rst @@ -1,4 +1,56 @@ -================= +============= +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 `. +#. 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:: + The **Wire transfer** payment method can serve as a template for other payment methods that are + processed manually, such as checks. :ref:`Access the Wire Transfer payment method + `, then duplicate it if needed and rename it accordingly. + +.. _payment_providers/bank_payments/sdd: + SEPA Direct Debit ================= @@ -24,7 +76,7 @@ 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 +106,8 @@ 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 `. diff --git a/content/applications/finance/payment_providers/inperson_payments.rst b/content/applications/finance/payment_providers/inperson_payments.rst new file mode 100644 index 0000000000..5ec1221765 --- /dev/null +++ b/content/applications/finance/payment_providers/inperson_payments.rst @@ -0,0 +1,40 @@ +================== +In-person payments +================== + +.. note:: + Sales orders are automatically confirmed when paid using an in-person payment method. + +.. _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 `. 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 ` +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 +` +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 ` 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` diff --git a/content/applications/finance/payment_providers/wire_transfer.rst b/content/applications/finance/payment_providers/wire_transfer.rst deleted file mode 100644 index 8ea1395b14..0000000000 --- a/content/applications/finance/payment_providers/wire_transfer.rst +++ /dev/null @@ -1,58 +0,0 @@ -============== -Wire transfers -============== - -The **Wire Transfer** payment method allows you to provide payment instructions to your 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. - -.. image:: wire_transfer/payment_instructions_portal.png - :scale: 80% - :alt: Payment instructions 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. - -.. 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. - -Configuration -============= - -To configure **Wire Transfer**: - -#. :ref:`Navigate to the Wire Transfer payment provider `. -#. 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`. - - .. image:: wire_transfer/payment_instructions.png - :alt: Define payment instructions - -#. Set the :guilabel:`State` field to :guilabel:`Enabled`. - -.. tip:: - You can also test wire transfers using the :ref:`payment_providers/test-mode`. - -.. seealso:: - :doc:`../payment_providers` diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png b/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png deleted file mode 100644 index 0bf63ff83f..0000000000 Binary files a/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png and /dev/null differ diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_instructions_portal.png b/content/applications/finance/payment_providers/wire_transfer/payment_instructions_portal.png deleted file mode 100644 index 1c6cd480e1..0000000000 Binary files a/content/applications/finance/payment_providers/wire_transfer/payment_instructions_portal.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst index 17dc0f8882..b88e8a5e12 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.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 + `. 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 `. 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 ` or :ref:`based on rules ` options, refer to their respective sections below. +- :guilabel:`Cash on Delivery`: allow customers to choose the :ref:`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 diff --git a/content/applications/websites/ecommerce/shipping.rst b/content/applications/websites/ecommerce/shipping.rst index 780db623f1..1e611668e4 100644 --- a/content/applications/websites/ecommerce/shipping.rst +++ b/content/applications/websites/ecommerce/shipping.rst @@ -99,14 +99,14 @@ In the :guilabel:`Provider` field, select :ref:`Based on Rules 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 - ` the delivery method and ensure the - :guilabel:`Provider` field is set to :guilabel:`Pick up in store`. + ` 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 + method is :ref:`enabled and published ` when the :guilabel:`Click & + Collect` feature is activated. diff --git a/redirects/19.0.txt b/redirects/19.0.txt index 8083b183b9..027471b82a 100644 --- a/redirects/19.0.txt +++ b/redirects/19.0.txt @@ -8,3 +8,8 @@ applications/inventory_and_mrp/inventory/product_management/inventory_valuation/ applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst applications/inventory_and_mrp/inventory/inventory_valuation/valuation_by_lots.rst + +# applications/finance + +applications/finance/payment_providers/wire_transfer.rst applications/finance/payment_providers/bank_payments.rst +applications/finance/payment_providers/sdd.rst applications/finance/payment_providers/bank_payments.rst \ No newline at end of file