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162 changes: 123 additions & 39 deletions content/applications/general/in_app_purchase.rst
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In-App Purchase (IAP)
=====================

In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you
to send SMS Text Messages or to send Invoices by post directly from your database.
In-App Purchases (IAP) are optional services that enhance Odoo databases. For example, the **SMS**
service sends text messages to contacts directly from the database, and the **Documents
Digitization** service digitizes scanned or PDF vendor bills, expenses, and resumes with optical
character recognition (OCR) and Artificial Intelligence.

.. _iap/buying_credits:
IAP services do not need to be configured or set up, but each service requires its own prepaid
credits. Odoo users receive free credits to test out each IAP service, but need to :ref:`buy more
<Buy credits>` to keep using them. Each service has its own pricing and pack options listed on the
`Odoo IAP website <https://iap.odoo.com/iap/all-in-app-services>`_.

Buying Credits
==============

Each IAP Service relies on prepaid credits to work and has its own pricing. To consult your current
balance or to recharge your account, go to :menuselection:`Settings --> Odoo IAP --> View my
Services`.

.. image:: in_app_purchase/image1.png
.. image:: in_app_purchase/iap.png
:align: center
:alt: Visit IAP.Odoo.com to review what services are available.

.. tip::
If you are on Odoo Online and have the Enterprise version, you benefit from free credits to test our
IAP features.
.. _in_app_purchase/portal:

IAP accounts
IAP services
============

Credits to use IAP services are stored on IAP accounts, which are specific to each service.
By default, IAP accounts are common to all companies, but can be restricted to specific
ones. Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Technical
Settings --> IAP Account`.

.. image:: in_app_purchase/image2.png
The `Odoo IAP website <https://iap.odoo.com/iap/all-in-app-services>`_ lists all IAP services
currently available, which include the following:

- :guilabel:`AI generated call summary and transcript service`: call recording transcript service
for the Asterisk Plus application.
- :guilabel:`Amazon Odoo Connector`: establishes seamless integration between an Amazon Seller
Central Account and Odoo, allowing users to effectively manage their products and orders.
- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses and resumes
with OCR and Artifical Intelligence.
- :guilabel:`Lead Generation`: generates leads based on a set of criteria and enriches the company
data of opportunities. Converts web visitors into quality leads and opportunities.
- :guilabel:`PLE Reports`: PLE report generator in .txt and .xls file formats.
- :guilabel:`Partner Autocomplete`: automatically enriches contact base with corporate data.
- :guilabel:`Pleo`: pulls expenses from Pleo.
- :guilabel:`SMS`: sends SMS Text Messages to contacts directly from the database.
- :guilabel:`Signer identification with itsme®️`: adds an identification step in Odoo Sign's
signature flows and asks signatories to provide their identity through the itsme®️ identity
platform and their mobile device.
- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
- :guilabel:`eInvoice Service`: submits invoices to Invoice Registration Portal (IRP).

Using services
--------------

IAP services are automatically integrated with Odoo, and do not require users to configure any
settings. To use a service, simply interact with it wherever it appears in the database.

.. example::
The SMS service can be used on any contact that contains a phone number.

#. Go to the contact's record.
#. Hover the mouse over the space to the right of the phone number until a :guilabel:`SMS 📱
(phone)` icon appears.
#. Click the :guilabel:`SMS 📱 (phone)` icon.
#. In the :guilabel:`Send SMS Text Message` pop-up that appears, type a message and click
:guilabel:`Send SMS`. Odoo will send the message via SMS and log what was sent in the chatter.

The prepaid credits for the SMS service are automatically deducted from the existing pool. If
there are not enough credits to send the message, Odoo will prompt the purchase of additional
credits.

For more information on how to use each service, review the documentation below:

.. seealso::
- :doc:`Lead mining </applications/sales/crm/acquire_leads/lead_mining>`
- :doc:`Enrich your contacts base with Partner Autocomplete
</applications/sales/crm/optimize/partner_autocomplete>`
- :doc:`SMS essentials </applications/marketing/sms_marketing/essentials/sms_essentials>`

.. _in_app_purchase/credits:

IAP credits
===========

Every time an IAP service is used, the prepaid credits for that service are spent. Odoo prompts the
purchase of more credits when there are not enough credits to continue using the service. Email
alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`.

Credits are purchased in "packs" from the `Odoo IAP website
<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service.

.. example::
The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four packs available for
purchase, in denominations of:

- **10** credits
- **100** credits
- **500** credits
- **1,000** credits

The number of credits consumed depends on the length of the SMS and the country of destination.
For more information on SMS pricing, click :doc:`here
</applications/marketing/sms_marketing/pricing/pricing_and_faq>`.

.. _Buy credits:

Buy credits
-----------

To manually buy credits:

#. Open the :guilabel:`Settings app`.
#. In the search bar, type :guilabel:`IAP`.
#. Click :guilabel:`View My Services`.
#. On the :guilabel:`IAP Account Settings` page, click on the service that needs more credits.
#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.

- The balance of credits is displayed below the :guilabel:`Buy Credit` button.
#. Click :guilabel:`Buy` on the desired pack of credits, and follow the prompts to enter payment
details.
#. Once the transaction is complete, the credits will be available for use.

.. image:: in_app_purchase/account-info.png
:align: center
:alt: The Account Information page for an IAP service showing the Buy Credit button.

.. tip::
An IAP account can be disabled by appending `+disabled` to its token.
Reverting this change will re-enable the account.

IAP Portal
==========
Users who have the Enterprise version of Odoo Online get free credits to test IAP features.
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Do you know the number of the basic free credits?


The IAP Portal is a platform regrouping your IAP Services. It is accessible from
:menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, you can view your current
balance, recharge your credits and set a reminder when your balance falls below a threshold.
.. _in_app_purchase/low-credits:

.. image:: in_app_purchase/image3.png
:align: center
Low-credit notification
-----------------------

Get notified when credits are low
=================================
To be notified when a service's credits are low:

To be notified when it’s time to recharge your credits, you can go to your IAP Portal through
:menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and check the
Receive threshold warning option. Then, you can provide a minimum amount of credits and email
addresses. Now, every time that the limit is reached, an automatic reminder will be sent by
email!
#. Open the :guilabel:`Settings app`.
#. In the search bar, type :guilabel:`IAP`.
#. Click :guilabel:`View My Services`.
#. On the :guilabel:`IAP Account Settings` page, click on the service that needs an alert.
#. On the :guilabel:`Account Information` page, click the :guilabel:`Warn Me` box. This causes two
more fields to appear.
#. In the :guilabel:`Threshold` field, type an amount. Odoo will send a notification email when the
balance falls below this amount.
#. In the :guilabel:`Email` field, type the email address that should receive the notification.
#. Click the :guilabel:`Save Manually (cloud)` icon on the top-left of the page.

.. image:: in_app_purchase/image4.png
.. image:: in_app_purchase/low-credits.png
:align: center
:alt: Odoo will send an email alert when credits for this service fall below the threshold.
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