[ADD] account: How to accept paypal payments on invoices?

https://docs.google.com/document/d/1mJ3haiYVcMJtaPCcBr6YBHpJtczHt6ZlyFAqAREb5SI/edit
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Martin Trigaux 2015-10-19 10:57:42 +02:00
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@ -45,6 +45,7 @@ From the Accounting application, go to the menu :menuselection:`Configuration --
Revenues Types`.
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Example: 12 months maintenance contract

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==========================================
How to accept paypal payments on invoices?
==========================================
The "Paypal Payment Acquirer" module allows you to accept payments via
paypal, for your sales orders, invoices, or online orders. As paypal
accepts payments through credit cards (VISA, Mastercard, …), you will be
able to process most payment methods.
Paypal support two modes:
- Paypal Merchant Account: the user is redirected to paypal to do the
payment (either with a credit card or a paypal account)
- PayPal PayFlow Pro (S2S, Server 2 Server): the user is not redirected
to paypal and the payment can be done in the background. This
method is mostly used for subscription businesses where you need
to charge your customers periodically.
As of today, Odoo only support the normal Paypal Merchant Account.
Configuration
=============
Install the "PayPal Payment Acquirer" module
--------------------------------------------
Start by installing the **PayPal Payment Acquirer** module.
Once the module is installed, you should see a new payment acquirer in
the Setting application, menu "Payment Acquirers".
.. image:: ./media/paypal01.png
:align: center
By default, Paypal is configured to work in a test environment,
out-of-the-box. It means you can already test the full order to payment
flow with the paypal sandbox, without having to configure the next
steps.
Creating and configuring a PayPal merchant account
--------------------------------------------------
Create a basic Paypal account
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
a. Existing or newly created Personal Paypal account can be used.
b. Or upgrade your account to Business account (merchant) if needed
.. figure:: ./media/paypal02.png
:figclass: figure
:align: center
Paypal Account Summary page
Paypal Configuration
^^^^^^^^^^^^^^^^^^^^
1. Access "Seller preferences" menu from `PayPal website <https://www.paypal.com/myaccount/home>`__
.. image:: ./media/paypal03.png
.. _WebsitePreferences:
2. Access "Website preferences" and configure Auto Return
* **Database name**: yourcompany
* **Website URL**: https://yourcompany.odoo.com/
* **Return URL**: https://yourcompany.odoo.com/shop/confirmation
.. image:: ./media/paypal04.png
.. image:: ./media/paypal05.png
These settings will redirect your buyer to your web confirmation page.
.. image:: ./media/paypal06.png
3. Access and edit Instant payment notifications settings - IPN
.. image:: ./media/paypal07.png
.. image:: ./media/paypal08.png
Example
- **Database name**: "yourcompany"
- **Website URL**: https://yourcompany.odoo.com/
- **Notification URL**: https://yourcompany.odoo.com/payment/paypal/ipn/
.. tip:: verify that your Notify URL uses the correct protocol (HTTP / HTTPS)
4. Set the encoding to UTF-8 from the menu :menuselection:`Settings -->
Language Encoding --> More Options --> More selling tools`
.. image:: ./media/paypal09.png
.. image:: ./media/paypal10.png
.. image:: ./media/paypal11.png
5. Record your Merchant Paypal ID (personal or business account
both will have it) it will be entered in Odoo backend :menuselection:`Paypal
Settings --> Account Options`.
.. image:: ./media/paypal12.png
.. image:: ./media/paypal13.png
6. If you want your customers to be able to pay through Paypal
while not having a Paypal account- following setting "Paypal Account
Optional" needs to be set to **ON**. All users will be able to
choose Credit/debit card payment option - Paypal account not
required.
.. image:: ./media/paypal14.png
Setup your Paypal Payment Acquirer account credentials in Odoo
--------------------------------------------------------------
* :menuselection:`Settings --> Payments --> Payment Acquirers --> Paypal`
* **Paypal Email ID**: your paypal account email address
* **Paypal Merchant ID**: ID retrieved at previous step
.. image:: ./media/paypal15.png
:align: center
.. todo:: section How to test an order
Troubleshooting
===============
If your eCommerce customer gets this Error Message after completing
Paypal payment instead of being redirected to your database:
.. image:: ./media/paypal16.png
:align: center
Verify the Auto Return URL you have `configured in Paypal <WebsitePreferences_>`_
is correct and pointing to your own domain name.
You can either:
* Enter the correct return URL and activate Auto Return
* or deactivate Auto Return and delete URL (this method will have an
extra click through Paypal in order to return to your ecommerce
page.)
.. seealso::
* :doc:`credit_cards`
.. rst-class:: text-muted
| Written by Glen Babakhin (Odoo)
| Proofread by Samuel Cabodi (Odoo)