[IMP] misc: IAP grammar updates and new image

content/applications/general/in_app_purchase.rst

@@ -1,59 +1,192 @@
 =====================
-In-App Purchase (IAP)
+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.
+.. |IAP| replace:: :abbr:`IAP (In-app purchases)`
 
-.. _iap/buying_credits:
+In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its
+own specific features and functionality. A full list of services is available on the `Odoo IAP
+Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
 
-Buying Credits
-==============
+.. image:: in_app_purchase/iap.png
+   :align: center
+   :alt: The IAP catalog with various services available on IAP.Odoo.com.
 
-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`.
+.. example::
+   The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the
+   :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and
+   resumes with optical character recognition (OCR) and artificial intelligence (AI).
 
-.. image:: in_app_purchase/image1.png
-   :align: center
+|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on
+the service in the app to activate it. However, each service requires its own prepaid credits, and
+when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it.
 
-.. tip::
-   If you are on Odoo Online and have the Enterprise version, you benefit from free credits to test our
-   IAP features.
+.. note::
+   Users with an Enterprise version of Odoo Online get free credits to test IAP features.
 
-IAP accounts
+.. _in_app_purchase/portal:
+
+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`.
+|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses.
 
-.. image:: in_app_purchase/image2.png
-   :align: center
+The following |IAP| services are provided by Odoo:
 
-.. tip::
-   An IAP account can be disabled by appending `+disabled` to its token.
-   Reverting this change will re-enable the account.
+- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes
+  with OCR and AI.
+- :guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data.
+- :guilabel:`SMS`: sends SMS text messages to contacts directly from the database.
+- :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors
+  into quality leads and opportunities.
+- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
 
-IAP Portal
-==========
+For more information on every service currently available, visit the `Odoo IAP Catalog
+<https://iap.odoo.com/iap/all-in-app-services>`_.
 
-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.
+Use IAP services
+----------------
 
-.. image:: in_app_purchase/image3.png
-   :align: center
+|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.
 
-Get notified when credits are low
-=================================
+.. example::
+   The following flow focuses on the *SMS* |IAP| service being used from a contact's record.
 
-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!
+   This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the database.
 
-.. image:: in_app_purchase/image4.png
-   :align: center
+   .. image:: in_app_purchase/sms-icon.png
+      :align: center
+      :alt: The SMS icon on a typical contact information form located within an Odoo database.
+
+   One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:
+
+   #. Navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile
+      phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
+      contact form.
+   #. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱
+      (phone) SMS` icon appears to the right.
+   #. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up
+      window appears.
+   #. Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS Text Message`
+      pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via
+      SMS, to the contact, and logs what was sent in the *chatter* of the contact's form.
+
+   Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically
+   deducted from the existing credits. If there are not enough credits to send the message, Odoo
+   prompts the user to purchase more.
+
+.. seealso::
+   For more information on how to use various |IAP| services, and for more in-depth instructions
+   related to SMS functionality in Odoo, review the documentation below:
+
+   - :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 left to continue using a 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 Catalog
+<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, in
+   denominations of:
+
+   - :guilabel:`Starter Pack`: 10 credits
+   - :guilabel:`Standard Pack`: 100 credits
+   - :guilabel:`Advanced Pack`: 500 credits
+   - :guilabel:`Expert Pack`: 1,000 credits
+
+   .. image:: in_app_purchase/packs.png
+      :align: center
+      :alt: Four different packs of credits for the SMS IAP service.
+
+   The number of credits consumed depends on the length of the SMS and the country of destination.
+
+   For more information, refer to the :doc:`SMS Pricing and FAQ
+   </applications/marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
+
+.. _iap/buying_credits:
+
+Buy credits
+-----------
+
+If there are not enough credits to perform a task, the database automatically prompts the purchase
+of more credits.
+
+Users can check the current balance of credits for each service, and manually purchase more credits,
+by navigating to the :menuselection:`Settings app --> Search IAP --> View My Services`.
+
+Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
+database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
+additional credits can be purchased.
+
+Manually buy credits
+~~~~~~~~~~~~~~~~~~~~
+
+To manually buy credits in Odoo, follow these steps:
+
+#. Go to the :menuselection:`Settings application`.
+#. Type `IAP` in the search bar.
+#. Click :guilabel:`View My Services`.
+
+   .. image:: in_app_purchase/view-services.png
+      :align: center
+      :alt: The Settings app showing the Odoo IAP heading and View My Services button.
+
+#. Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
+   database. From here, click an |IAP| service to open its :guilabel:`Account Information` page,
+   where additional credits can be purchased.
+#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.
+
+   .. image:: in_app_purchase/account-info.png
+      :align: center
+      :alt: The Account Information page for an IAP service showing the Buy Credit button.
+
+#. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click
+   :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment
+   details, and confirm the order.
+
+   .. image:: in_app_purchase/buy-pack.png
+      :align: center
+      :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
+
+#. Once the transaction is complete, the credits are available for use in the database.
+
+.. _in_app_purchase/low-credits:
+
+Low-credit notification
+~~~~~~~~~~~~~~~~~~~~~~~
+
+It is possible to be notified when credits are low, in order to avoid running out of credits, while
+using an |IAP| service. To do that, follow this process:
+
+#. Go to the :menuselection:`Settings application`.
+#. Type `IAP` in the search bar.
+#. Click :guilabel:`View My Services`.
+#. The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From
+   here, click on the desired |IAP| account to view that service's :guilabel:`Account Information`
+   page.
+#. On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` box. Doing so reveals
+   two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
+
+   .. 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.
+
+#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum
+   threshold for this service.
+#. In the :guilabel:`Warning Email` field, enter the email address that should receive the
+   notification.
+
+Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls
+below the amount listed as the :guilabel:`Threshold`.