diff --git a/accounting/receivables/customer_invoices/deferred_revenues.rst b/accounting/receivables/customer_invoices/deferred_revenues.rst index 5aa4d410d..1c2f877a1 100644 --- a/accounting/receivables/customer_invoices/deferred_revenues.rst +++ b/accounting/receivables/customer_invoices/deferred_revenues.rst @@ -45,6 +45,7 @@ From the Accounting application, go to the menu :menuselection:`Configuration -- Revenues Types`. .. figure:: ./media/deffered01.png + :figclass: figure :align: center Example: 12 months maintenance contract diff --git a/accounting/receivables/customer_payments/media/paypal01.png b/accounting/receivables/customer_payments/media/paypal01.png new file mode 100644 index 000000000..1d9bd158a Binary files /dev/null and b/accounting/receivables/customer_payments/media/paypal01.png differ diff --git a/accounting/receivables/customer_payments/media/paypal02.png b/accounting/receivables/customer_payments/media/paypal02.png new file mode 100644 index 000000000..92acf94d8 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000000000..a20b03660 Binary files /dev/null and b/accounting/receivables/customer_payments/media/paypal16.png differ diff --git a/accounting/receivables/customer_payments/paypal.rst b/accounting/receivables/customer_payments/paypal.rst index 93969998e..b1980094c 100644 --- a/accounting/receivables/customer_payments/paypal.rst +++ b/accounting/receivables/customer_payments/paypal.rst @@ -1,3 +1,158 @@ ========================================== 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 `__ + + .. 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 `_ +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)