diff --git a/content/applications/finance/payment_providers.rst b/content/applications/finance/payment_providers.rst index f58239380c..2594ca3033 100644 --- a/content/applications/finance/payment_providers.rst +++ b/content/applications/finance/payment_providers.rst @@ -29,10 +29,9 @@ Online payments 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 -subscriptions with recurring payments using their favorite payment methods, such as -**credit cards**. +Odoo embeds several **payment providers** that enable customers to pay online through *customer +portals*, or *eCommerce websites*. Customers pay for sales orders, invoices, or subscriptions with +recurring payments using their favorite payment methods, such as **credit cards**. Each payment provider is linked to a list of supported :ref:`payment methods ` that can be (de)activated based on your needs. @@ -185,8 +184,7 @@ Online payment providers .. [*] Refer to the :doc:`Xendit documentation ` for more information. .. note:: - - Each provider has its own specific configuration flow, depending on which feature is - available. + - Each provider has its own specific configuration flow, depending on which feature is available. - Some of these online payment providers can also be added as :doc:`bank accounts <../finance/accounting/bank>`, but this is **not** the same process as adding them as payment providers. Payment providers allow customers to pay online, and bank accounts are added and @@ -240,10 +238,10 @@ proceed as follows: - The fields available in the :guilabel:`Credentials` tab depend on the payment provider. Refer to the :ref:`related documentation ` for more information. - - Once you have enabled the payment provider, it is automatically published on your website. - If you wish to unpublish it, click the :guilabel:`Published` button. Customers cannot make - payments through an unpublished provider, but they can still manage - :dfn:`(delete and assign to a subscription)` their existing tokens linked to such a provider. + - Once you have enabled the payment provider, it is automatically published on your website. If + you wish to unpublish it, click the :guilabel:`Published` button. Customers cannot make + payments through an unpublished provider, but they can still manage :dfn:`(delete and assign to + a subscription)` their existing tokens linked to such a provider. .. _payment_providers/test-mode: @@ -275,8 +273,8 @@ click :guilabel:`Enable Payment Methods`, then click the toggle button of the re .. tip:: - 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`. + 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. @@ -312,8 +310,8 @@ To further configure payment methods, follow these steps: - Each payment method is preconfigured in a way that aligns with the payment providers' behavior and their integration with Odoo. Any change to this configuration may result in errors and should be tested on a duplicate or test database first. - - Modifications to the payment method's configuration only work to the extent of the method's - and provider's capabilities. For example, adding :ref:`countries + - Modifications to the payment method's configuration only work to the extent of the method's and + provider's capabilities. For example, adding :ref:`countries ` for a payment method only supported in one country or enabling :ref:`tokenization ` for a method linked to a provider that does not support it will not produce the intended results. @@ -338,13 +336,13 @@ particularly useful for the eCommerce conversion rate and subscriptions that use .. admonition:: PCI DSS and Attestation of Compliance - Odoo is not `PCI `_ DSS-certified because it does not - store cardholder data or process payments. Instead, it outsources tokenization and payment to + Odoo is not `PCI `_ DSS-certified because it does not store + cardholder data or process payments. Instead, it outsources tokenization and payment to :ref:`external payment providers `, which means that as an - Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with - the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo - should not be mentioned as a payment processor or a third-party service provider in the - :abbr:`SAQ (Self-Assessment Questionnaire)`. + Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the + provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo should + not be mentioned as a payment processor or a third-party service provider in the :abbr:`SAQ + (Self-Assessment Questionnaire)`. .. _payment_providers/manual_capture: @@ -422,17 +420,31 @@ enable :guilabel:`Allow Express Checkout`. Availability ============ -You can adapt the payment provider's availability by specifying the :guilabel:`Maximum amount` -allowed and modifying the :guilabel:`Currencies` and :guilabel:`Countries` in the -:guilabel:`Configuration` tab. +You can adapt the payment provider's availability by specifying the **Minimum** and +:guilabel:`Maximum amounts` allowed, modifying the :guilabel:`Currencies` and :guilabel:`Countries`, +and specifying :guilabel:`Pricelists` in the :guilabel:`Configuration` tab. .. tip:: To display an availability report for payment providers and payment methods, and to help diagnose potential availability issues on the payment form, enable the :ref:`developer-mode`, then click - the :icon:`fa-bug` (:guilabel:`bug`) icon next to the :guilabel:`Choose a payment method` - heading on the payment form. The report includes a list of enabled payment providers and payment - methods, reasons for any payment providers or methods not being available, if applicable, and a - list of supported providers for each payment method. + the :icon:`fa-bug` (:guilabel:`bug`) icon next to the :guilabel:`Choose a payment method` heading + on the payment form. The report includes a list of enabled payment providers and payment methods, + reasons for any payment providers or methods not being available, if applicable, and a list of + supported providers for each payment method. + +.. _payment_providers/maximum_amount: + +Minimum and maximum amount +-------------------------- + +Set the :guilabel:`Minimum Amount` and :guilabel:`Maximum Amount` that can be paid with the selected +provider. Leave the fields to `0.00` to make the payment provider available regardless of the +payment amount. + +.. important:: + This feature is not intended to work on pages that allow the customer to update the payment + amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods + <../websites/ecommerce/shipping>` are enabled. .. _payment_providers/currencies_countries: @@ -446,7 +458,6 @@ there might be errors, updates, and unknowns in the lists of available currencie adding or removing a payment provider's supported currencies or countries is possible. .. note:: - - :ref:`Payment methods ` also have their own list of available currencies and countries that serves as another filter during payment operations. - If the list of supported currencies or countries is empty, it means the list is too long to be @@ -454,18 +465,11 @@ adding or removing a payment provider's supported currencies or countries is pos remains available, even though it is possible the payment will be refused at a later stage should the country or currency not be supported. -.. _payment_providers/maximum_amount: - -Maximum amount --------------- - -You can restrict the :guilabel:`Maximum Amount` that can be paid with the selected provider. Leave -the field to `0.00` to make the payment provider available regardless of the payment amount. +Pricelists +---------- -.. important:: - This feature is not intended to work on pages that allow the customer to update the payment - amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods - <../websites/ecommerce/shipping>` are enabled. +Select specifc :guilabel:`Pricelists` that can apply to the payment provider. Leaving the field +blank makes all pricelists available to the provider. .. _payment_providers/journal: @@ -498,7 +502,7 @@ By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal ` for each payment provider to separate the provider's payments from other payments. -.. image:: payment_providers/bank_journal.png +.. image:: payment_providers/bank-journal.png :alt: Define an outstanding account for a payment provider. .. seealso:: diff --git a/content/applications/finance/payment_providers/bank_journal.png b/content/applications/finance/payment_providers/bank-journal.png similarity index 100% rename from content/applications/finance/payment_providers/bank_journal.png rename to content/applications/finance/payment_providers/bank-journal.png