[IMP] payment_acquirers: revamp online payment providers' documentation
task-2654702
closes odoo/documentation#1165
X-original-commit: 3a2bbc028b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
@ -1,19 +1,25 @@
|
||||
:show-content:
|
||||
|
||||
================================================
|
||||
Payment Acquirers (Credit Cards, Online Payment)
|
||||
================================================
|
||||
=================================================
|
||||
Payment acquirers (credit cards, online payments)
|
||||
=================================================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
payment_acquirers/wire_transfer
|
||||
payment_acquirers/adyen
|
||||
payment_acquirers/alipay
|
||||
payment_acquirers/authorize
|
||||
payment_acquirers/buckaroo
|
||||
payment_acquirers/mollie
|
||||
payment_acquirers/ogone
|
||||
payment_acquirers/paypal
|
||||
payment_acquirers/sips
|
||||
payment_acquirers/stripe
|
||||
|
||||
Odoo embeds several **payment acquirers** that allow your customers to pay on their *Customer
|
||||
Portals* or your *eCommerce website*. They can pay Sales Orders, invoices, or subscriptions with
|
||||
Portals* or your *eCommerce website*. They can pay sales orders, invoices, or subscriptions with
|
||||
recurring payments with their favorite payment methods such as **Credit Cards**.
|
||||
|
||||
Offering several payment methods increases the chances of getting paid in time, or even immediately,
|
||||
@ -28,13 +34,13 @@ trust.
|
||||
Odoo apps delegate the handling of sensitive information to the certified payment acquirer so
|
||||
that you don't ever have to worry about PCI compliance.
|
||||
|
||||
This means that no sensitive information (such as credit card numbers or credentials) is stored
|
||||
on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo apps use a unique reference
|
||||
number to the data stored safely in the payment acquirers' systems.
|
||||
This means that no sensitive information (such as credit card numbers) is stored on Odoo servers
|
||||
or Odoo databases hosted elsewhere. Instead, Odoo apps use a unique reference number to the data
|
||||
stored safely in the payment acquirers' systems.
|
||||
|
||||
.. _payment_acquirers/acquirers:
|
||||
|
||||
Payment Acquirers
|
||||
Payment acquirers
|
||||
=================
|
||||
|
||||
From an accounting perspective, we can distinguish two types of payment acquirers: the payments that
|
||||
@ -43,7 +49,7 @@ acquirers that are third-party services and require you to follow another accoun
|
||||
|
||||
.. _payment_acquirers/bank_payments:
|
||||
|
||||
Bank Payments
|
||||
Bank payments
|
||||
-------------
|
||||
|
||||
- | :doc:`Wire Transfer <payment_acquirers/wire_transfer>`
|
||||
@ -51,43 +57,58 @@ Bank Payments
|
||||
approve the payment manually once you have received it on your bank account.
|
||||
- | SEPA Direct Debit
|
||||
| Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged
|
||||
directly. :doc:`Click here <../finance/accounting/receivables/customer_payments/batch_sdd>` for more
|
||||
information about this payment method.
|
||||
directly. :doc:`Click here <../finance/accounting/receivables/customer_payments/batch_sdd>` for
|
||||
more information about this payment method.
|
||||
|
||||
.. _payment_acquirers/online_providers:
|
||||
|
||||
Online Payment Providers
|
||||
Online payment providers
|
||||
------------------------
|
||||
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| | Redirection to | Payment | Save Cards | Capture Amount |
|
||||
| | the acquirer website | from Odoo | | Manually |
|
||||
+=====================================+======================+===========+============+=================+
|
||||
| Adyen | ✔ | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| Alipay | ✔ | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| :doc:`Authorize.Net | ✔ | ✔ | ✔ | ✔ |
|
||||
| <payment_acquirers/authorize>` | | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| Buckaroo | ✔ | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| Ingenico | ✔ | ✔ | ✔ | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| :doc:`PayPal | ✔ | | | |
|
||||
| <payment_acquirers/paypal>` | | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| PayUMoney | ✔ | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| SIPS | ✔ | | | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
| Stripe | ✔ | ✔ | ✔ | |
|
||||
+-------------------------------------+----------------------+-----------+------------+-----------------+
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| | Payment flow | Save cards | Capture amount | Refund |
|
||||
| | | | manually | from Odoo |
|
||||
+===============================+======================+============+=================+===========+
|
||||
| :doc:`Adyen | Payment from Odoo | |V| | | |V| |
|
||||
| <payment_acquirers/adyen>` | | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`Alipay | Redirection to the | | | |
|
||||
| <payment_acquirers/alipay>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`Authorize.Net | Payment from Odoo | |V| | |V| | |
|
||||
| <payment_acquirers/authorize>`| | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`Buckaroo | Redirection to the | | | |
|
||||
| <payment_acquirers/buckaroo>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`Mollie | Redirection to the | | | |
|
||||
| <payment_acquirers/mollie>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`Ogone | Redirection to the | |V| | | |
|
||||
| <payment_acquirers/ogone>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`PayPal | Redirection to the | | | |
|
||||
| <payment_acquirers/paypal>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| PayU Latam | Redirection to the | | | |
|
||||
| | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| PayUMoney | Redirection to the | | | |
|
||||
| | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`SIPS | Redirection to the | | | |
|
||||
| <payment_acquirers/sips>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
| :doc:`Stripe | Redirection to the | |V| | | |
|
||||
| <payment_acquirers/stripe>` | acquirer website | | | |
|
||||
+-------------------------------+----------------------+------------+-----------------+-----------+
|
||||
|
||||
.. |V| replace:: ✔
|
||||
|
||||
.. note::
|
||||
Some of these Online Payment Providers can also be added as :doc:`Bank Accounts
|
||||
<../finance/accounting/bank/setup/bank_accounts>`, but this is **not** the same process as adding them
|
||||
as Payment Acquirers. Payment Acquirers allow customers to pay online, and Bank Accounts are
|
||||
Some of these online payment providers can also be added as :doc:`bank accounts
|
||||
<../finance/accounting/bank/setup/bank_accounts>`, but this is **not** the same process as adding
|
||||
them as payment acquirers. Payment acquirers allow customers to pay online, and bank accounts are
|
||||
added and configured on your Accounting app to do a bank reconciliation, which is an accounting
|
||||
control process.
|
||||
|
||||
@ -96,15 +117,15 @@ Online Payment Providers
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Some of the features described in this section are available only with some Payment Acquirers. Refer
|
||||
Some of the features described in this section are available only with some payment acquirers. Refer
|
||||
to :ref:`the table above <payment_acquirers/online_providers>` for more details.
|
||||
|
||||
.. _payment_acquirers/add_new:
|
||||
|
||||
Add a new Payment Acquirer
|
||||
Add a new payment acquirer
|
||||
--------------------------
|
||||
|
||||
To add a new Payment acquirer and make it available to your customers, go to
|
||||
To add a new payment acquirer and make it available to your customers, go to
|
||||
:menuselection:`Accounting --> Configuration --> Payment Acquirers`, look for your payment acquirer,
|
||||
install the related module, and activate it. To do so, open the payment acquirer and change its
|
||||
state from *Disabled* to *Enabled*.
|
||||
@ -124,11 +145,11 @@ state from *Disabled* to *Enabled*.
|
||||
Credentials tab
|
||||
~~~~~~~~~~~~~~~
|
||||
|
||||
If not done yet, go to the **Online Payment Provider**'s website, create an account, and make sure
|
||||
to have the credentials required for third-party use. Odoo requires these credentials to communicate
|
||||
with the Payment Acquirer and get the confirmation of the *payment authentication*.
|
||||
If not done yet, go to the online payment provider website, create an account, and make sure to have
|
||||
the credentials required for third-party use. Odoo requires these credentials to communicate with
|
||||
the payment acquirer.
|
||||
|
||||
The form in this section is specific to the Payment Acquirer you are configuring. Please refer to
|
||||
The form in this section is specific to the payment acquirer you are configuring. Please refer to
|
||||
the related documentation for more information.
|
||||
|
||||
.. _payment_acquirers/configuration_tab:
|
||||
@ -136,66 +157,66 @@ the related documentation for more information.
|
||||
Configuration tab
|
||||
~~~~~~~~~~~~~~~~~
|
||||
|
||||
You can change the Payment Acquirer front-end appearance by modifying its name under the **Displayed
|
||||
as** field and which credit card icons to display under the **Supported Payment Icons** field.
|
||||
You can change the payment acquirer's front-end appearance by modifying its name under the
|
||||
**Displayed as** field and which credit card icons to display under the **Supported Payment Icons**
|
||||
field.
|
||||
|
||||
.. _payment_acquirers/save_cards:
|
||||
|
||||
Save and reuse Credit Cards
|
||||
Save and reuse credit cards
|
||||
***************************
|
||||
|
||||
With the **Save Cards** feature, Odoo can store **Payment Tokens** in your database, which can be
|
||||
used for subsequent payments, without having to reenter the payment details. This is particularly
|
||||
useful for subscriptions' recurring payments.
|
||||
useful for the eCommerce conversion rate and subscriptions' recurring payments.
|
||||
|
||||
.. _payment_acquirers/capture_amount:
|
||||
|
||||
Place a hold on a card
|
||||
**********************
|
||||
|
||||
If the **Capture Amount Manually** field is enabled, the funds are reserved for a few days on the
|
||||
customer's card, but not charged yet. You must then go to the related Sales Order and manually
|
||||
If you wish to manually capture an amount instead of having an immediate capture, you can enable the
|
||||
manual capture. Capturing payments manually has many advantages:
|
||||
|
||||
- Receive the payment confirmation and wait until the order is shipped to capture the payment.
|
||||
- Review and verify that orders are legitimate before the payment is completed and the fulfillment
|
||||
process starts.
|
||||
- Avoid potentially high credit card fees in the event of overselling or cancelled orders.
|
||||
|
||||
The **Capture Amount Manually** field is under the **Configuration** tab. If enabled, the funds are
|
||||
reserved for a few days on the customer's card, but not charged yet. Please refer to your acquirer's
|
||||
documentation for the exact reservation duration.
|
||||
|
||||
.. image:: payment_acquirers/media/capture_manually.png
|
||||
:align: center
|
||||
:alt: Configuration tab on Odoo
|
||||
|
||||
To capture the payment, you must then go to the related sales order or invoice and manually
|
||||
*capture* the funds before its automatic cancellation, or *void the transaction* to unlock the funds
|
||||
from the customer's card.
|
||||
|
||||
.. _payment_acquirers/payment_flow:
|
||||
|
||||
Payment Flow
|
||||
************
|
||||
|
||||
Choose in the **Payment Flow** field if to redirect the user to the payment acquirer's portal to
|
||||
authenticate the payment, or if to stay on the current page and authenticate the payment from Odoo.
|
||||
.. image:: payment_acquirers/media/capture.png
|
||||
:align: center
|
||||
:alt: Hold the credit card payment until you capture or revoke it on Odoo
|
||||
|
||||
.. note::
|
||||
Some features are available only if you select *Redirection to the acquirer website*.
|
||||
Odoo may not yet support the manual capture for all acquirers, but some acquirers allow managing
|
||||
the capture from their interfaces.
|
||||
|
||||
.. _payment_acquirers/countries:
|
||||
|
||||
Countries
|
||||
*********
|
||||
|
||||
Restrict the use of the Payment Acquirer to a selection of countries. Leave this field blank to make
|
||||
the Payment Acquirer available to all countries.
|
||||
Restrict the use of the payment acquirer to a selection of countries. Leave this field blank to make
|
||||
the payment acquirer available to all countries.
|
||||
|
||||
.. _payment_acquirers/journal:
|
||||
|
||||
Payment Journal
|
||||
Payment journal
|
||||
***************
|
||||
|
||||
The **Payment Journal** selected for your Payment Acquirer must be a *Bank* journal.
|
||||
|
||||
.. important::
|
||||
In many cases, Odoo automatically creates a new **Journal** and a new **Account** when you
|
||||
activate a new Payment Acquirer. Both of them are preset to work out-of-the-box, but we strongly
|
||||
recommend you to make sure these fields are correctly set according to your accounting needs, and
|
||||
adapt them if necessary.
|
||||
|
||||
.. _payment_acquirers/messages:
|
||||
|
||||
Messages tab
|
||||
~~~~~~~~~~~~
|
||||
|
||||
Change here the messages displayed by Odoo after a payment's confirmation or failure.
|
||||
The **Payment journal** selected for your payment acquirer must be a *Bank* journal.
|
||||
|
||||
.. _payment_acquirers/accounting:
|
||||
|
||||
@ -207,33 +228,30 @@ reconciliation workflows. However, payments recorded with **Online Payment Provi
|
||||
to consider how you want to record your payments' journal entries. We recommend you to ask your
|
||||
accountant for advice.
|
||||
|
||||
Odoo default method is to record the payments on a *Current Assets Account*, on a dedicated *Bank
|
||||
Journal*, once the *Payment Authentication* is confirmed. At some point, you transfer the funds from
|
||||
the *Payment Acquirer* to your *Bank Account*.
|
||||
You need to select a *Payment Journal* on your acquirer configuration to record the payments,
|
||||
on a **Outstanding Account**. The Journal's **type** must be *Bank Journal*.
|
||||
|
||||
Here are the requirements for this to work:
|
||||
You can use a single journal for many payment methods. And for each payment method, you can either:
|
||||
|
||||
- Bank Journal
|
||||
- Define an **Accounting Account** to separate these payments from another payment method.
|
||||
- Leave blank to fallback on the default account, which you can see or change in the settings.
|
||||
|
||||
- The Journal's **type** must be *Bank Journal*.
|
||||
- Select the right **Default Debit Account** and **Default Credit Account**.
|
||||
- | Under the *Advanced Settings* tab, make sure that **Posting** is set as *Post At Payment
|
||||
Validation*.
|
||||
| This implies that the Journal Entry is recorded directly when your Odoo database receives the
|
||||
confirmation of the *Payment Authentication* from the Online Payment Provider.
|
||||
.. image:: payment_acquirers/media/bank_journal.png
|
||||
:align: center
|
||||
:alt: A bank journal in the "Incoming Payments Tab".
|
||||
|
||||
- Current Asset Account
|
||||
|
||||
- The Account's **type** is *Current Assets*
|
||||
- The Account must **Allow Reconciliation**
|
||||
|
||||
.. note::
|
||||
In many cases, Odoo automatically creates a new **Journal** and a new **Current Asset Account**
|
||||
when you activate a new Payment Acquirer. You can modify them if necessary.
|
||||
You can have the same bank account for the whole company, or for some journals only, or a single
|
||||
payment method... What best suit your needs.
|
||||
|
||||
.. seealso::
|
||||
|
||||
- :doc:`../finance/accounting/receivables/customer_payments/recording`
|
||||
- :doc:`payment_acquirers/wire_transfer`
|
||||
- :doc:`payment_acquirers/adyen`
|
||||
- :doc:`payment_acquirers/alipay`
|
||||
- :doc:`payment_acquirers/authorize`
|
||||
- :doc:`payment_acquirers/paypal`
|
||||
- :doc:`payment_acquirers/buckaroo`
|
||||
- :doc:`payment_acquirers/mollie`
|
||||
- :doc:`payment_acquirers/ogone`
|
||||
- :doc:`payment_acquirers/paypal`
|
||||
- :doc:`payment_acquirers/sips`
|
||||
- :doc:`payment_acquirers/stripe`
|
||||
- :doc:`../websites/ecommerce/shopper_experience/payment_acquirer`
|
||||
|
103
content/applications/general/payment_acquirers/adyen.rst
Normal file
@ -0,0 +1,103 @@
|
||||
=====
|
||||
Adyen
|
||||
=====
|
||||
|
||||
`Adyen <https://www.adyen.com/>`_ is a Dutch-based company that offers several online payment
|
||||
possibilities.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your Adyen account, which comprise:
|
||||
|
||||
- **Merchant Account**: The code of the merchant account to use with Adyen.
|
||||
- :ref:`API Key <adyen/api_and_client_keys>`: The API key of the webservice user.
|
||||
- :ref:`Client Key <adyen/api_and_client_keys>`: The client key of the webservice user.
|
||||
- :ref:`HMAC Key <adyen/hmac_key>`: The HMAC key of the webhook.
|
||||
- :ref:`Checkout API URL <adyen/urls>`: The base URL for the Checkout API endpoints.
|
||||
- :ref:`Recurring API URL <adyen/urls>`: The base URL for the Recurring API endpoints.
|
||||
|
||||
You can copy your credentials from your Adyen account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
|
||||
.. important::
|
||||
If you are trying Adyen as a test, with a *test account*, change the **State** to *Test Mode*. We
|
||||
recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
.. _adyen/api_and_client_keys:
|
||||
|
||||
API Key and Client Key
|
||||
~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
In order to retrieve the API Key and the Client Key, log into your Adyen account, go to
|
||||
:menuselection:`Developers --> API Credentials`.
|
||||
- If you already have an API user, open it.
|
||||
- If you don't have an API user yet, click on **Create new credential**.
|
||||
Go to :menuselection:`Authentication` and get or generate your **API Key** and **Client Key**. Be
|
||||
careful to copy your API key as you'll not be allowed to get it later without generating a new one.
|
||||
|
||||
This is also the place where you'll :ref:`allow payments to be made from your website
|
||||
<adyen/allowed_origins>`.
|
||||
|
||||
.. _adyen/hmac_key:
|
||||
|
||||
HMAC key
|
||||
~~~~~~~~
|
||||
|
||||
In order to retrieve the HMAC Key, you'll need to configure a `Standard Notification` webhook. For
|
||||
this, log into your Adyen account then go to :menuselection:`Developers --> Webhooks --> Add webhook
|
||||
--> Add Standard notification`.
|
||||
|
||||
.. image:: media/adyen_add_webhook.png
|
||||
:align: center
|
||||
:alt: Configure a webhook.
|
||||
|
||||
There, in :menuselection:`Transport --> URL`, enter your server address followed by
|
||||
`/payment/adyen/notification`.
|
||||
|
||||
.. image:: media/adyen_webhook_url.png
|
||||
:align: center
|
||||
:alt: Enter the notification URL.
|
||||
|
||||
Then continue in :menuselection:`Additional Settings --> HMAC Key --> Generate new HMAC key`. Be
|
||||
careful to copy it as you'll not be allowed to get it later without generating a new one.
|
||||
|
||||
You have to save the webhook to finalize its creation.
|
||||
|
||||
.. _adyen/urls:
|
||||
|
||||
URLs
|
||||
~~~~
|
||||
|
||||
To retrieve the URLs, log into your Adyen account, go to :menuselection:`Developers --> API URLs`.
|
||||
Pick one of the URLs listed next to **Recurring** as your **Recurring API URL** and one of the URLs
|
||||
listed next to **Checkout API** as your **Checkout API URL**.
|
||||
|
||||
.. image:: media/adyen_api_urls.png
|
||||
:align: center
|
||||
:alt: Get the links for the different API.
|
||||
|
||||
Adyen Account
|
||||
-------------
|
||||
|
||||
.. _adyen/allowed_origins:
|
||||
|
||||
Allow payments from a specific origin
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
To allow payment originated from your website, follow the steps in :ref:`adyen/api_and_client_keys`
|
||||
to navigate to your API user and go to :menuselection:`Allowed Origins`, then add the URLs from
|
||||
where payments will be made (the URLs of the servers hosting your Odoo instances).
|
||||
|
||||
.. image:: media/adyen_allowed_origins.png
|
||||
:align: center
|
||||
:alt: Allows payments originated from a specific domain.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
36
content/applications/general/payment_acquirers/alipay.rst
Normal file
@ -0,0 +1,36 @@
|
||||
======
|
||||
Alipay
|
||||
======
|
||||
|
||||
`Alipay <https://www.alipay.com/>`_ is an online payments platform established in China by Alibaba
|
||||
Group.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your Alipay account, which comprise:
|
||||
|
||||
- **Account**: Depending on where you are situated
|
||||
- `Express Checkout` if your are a Chinese Merchant.
|
||||
- `Cross-border` if you are not.
|
||||
- **Alipay Seller Email**: Your public Alipay partner email (for express checkout only).
|
||||
- **Merchant Partner ID**: The public partner ID solely used to identify the account with Alipay.
|
||||
- **MD5 Signature Key**: The signature key.
|
||||
|
||||
You can copy your credentials from your Alipay account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
|
||||
To retrieve them, log into your Alipay account, they are on the front page.
|
||||
|
||||
.. important::
|
||||
If you are trying Alipay as a test, in the *sandbox*, change the **State** to *Test Mode*. We
|
||||
recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
@ -2,116 +2,46 @@
|
||||
Authorize.Net
|
||||
=============
|
||||
|
||||
`Authorize.Net <https://www.authorize.net>`__ is a United States-based online payment solution
|
||||
`Authorize.Net <https://www.authorize.net>`_ is a United States-based online payment solution
|
||||
provider, allowing businesses to accept **credit cards**.
|
||||
|
||||
.. image:: media/authorize-net.png
|
||||
:align: center
|
||||
:alt: Authorize.Net logo
|
||||
Configuration
|
||||
=============
|
||||
|
||||
This Payment Acquirer offers additional options that are not available for other :doc:`Payment
|
||||
Acquirers <../payment_acquirers>`, such as the ability to process your customer's payment after
|
||||
delivery.
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Authorize.Net account
|
||||
=====================
|
||||
|
||||
If not done yet, choose a plan and `Sign Up for an Authorize.Net account
|
||||
<https://www.authorize.net/sign-up.html>`__.
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials & Keys** to connect with your Authorize.Net account, which
|
||||
comprise:
|
||||
|
||||
- API Login ID
|
||||
- Transaction Key
|
||||
- Signature Key
|
||||
- **API Login ID**: The ID solely used to identify the account with Authorize.Net.
|
||||
- **API Transaction Key**
|
||||
- **API Signature Key**
|
||||
- **API Client Key**
|
||||
|
||||
To retrieve them, log into your Authorize.Net account, go to :menuselection:`Account --> Security
|
||||
Settings --> General Security Settings --> API Credentials & Keys`, and generate your **Transaction
|
||||
Key** and **Signature Key**.
|
||||
|
||||
.. image:: media/authorize-api-keys.png
|
||||
:align: center
|
||||
:alt: Generate your Transaction Key and Signature Key on your Authorize.Net account
|
||||
|
||||
.. seealso::
|
||||
|
||||
- `Authorize.Net: Getting Started Guide
|
||||
<https://support.authorize.net/s/article/Authorize-Net-Getting-Started-Guide>`__
|
||||
|
||||
Payment Acquirer Configuration
|
||||
==============================
|
||||
|
||||
To configure Authorize.Net as Payment Acquirer in Odoo, go to :menuselection:`Accounting -->
|
||||
Configuration --> Payment Acquirers`, open **Authorize.Net**, and change the **State** to *Enabled*.
|
||||
Don't forget to click on *Save* once you've set everything up.
|
||||
|
||||
.. note::
|
||||
Please refer to the :doc:`Payment Acquirers documentation <../payment_acquirers>` to read how to
|
||||
configure this payment acquirer.
|
||||
|
||||
Credentials
|
||||
-----------
|
||||
|
||||
Copy your credentials from your Authorize.Net account (API Login Id, API Transaction Key, and API
|
||||
Signature Key), paste them in the related fields under the **Credentials** tab, then click on
|
||||
**Generate Client Key**.
|
||||
|
||||
.. note::
|
||||
The **API Client Key** is necessary only if you select *Payment from Odoo* option as
|
||||
:ref:`Payment Flow <payment_acquirers/payment_flow>`.
|
||||
To retrieve them, log into your Authorize.Net account, go to :menuselection:`Account --> Settings
|
||||
--> Security Settings --> API Credentials & Keys`, generate your **Transaction Key** and
|
||||
**Signature Key**, and paste them on the related fields in Odoo. Then, click on **Generate Client
|
||||
Key**.
|
||||
|
||||
.. important::
|
||||
If you are trying Authorize.Net as a test, with a *sandbox account*, change the **State** to
|
||||
*Test Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
Payment Flow
|
||||
------------
|
||||
Configuration tab
|
||||
-----------------
|
||||
|
||||
The **Payment Flow** lets you decide if to redirect the user to the payment acquirer's portal to
|
||||
authenticate the payment, or if to stay on the current page and authenticate the payment from Odoo.
|
||||
This field is under the **Configuration** tab.
|
||||
Place a hold on a card
|
||||
~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
If you select *Redirection to the acquirer website*, make sure you add a **Default Receipt URL** and
|
||||
a **Default Relay Response URL** to your Authorize.net account.
|
||||
|
||||
To do so, log into your Authorize.Net account, go to :menuselection:`Account --> Transaction Format
|
||||
Settings --> Transaction Response Settings --> Response/Receipt URLs`, and set the default links:
|
||||
|
||||
- | Default Receipt URL:
|
||||
| *https://[yourcompany.odoo.com]*/**payment/authorize/return**
|
||||
- | Default Relay Response URL:
|
||||
| *https://[yourcompany.odoo.com]*/**shop/confirmation**
|
||||
|
||||
.. note::
|
||||
| Failing to complete this step results in the following error:
|
||||
| *The referrer, relay response or receipt link URL is invalid.*
|
||||
|
||||
Capture the payment after the delivery
|
||||
--------------------------------------
|
||||
|
||||
The **Capture Amount Manually** field is under the **Configuration** tab. If enabled, the funds are
|
||||
reserved for 30 days on the customer's card, but not charged yet.
|
||||
|
||||
.. image:: media/authorize-configuration.png
|
||||
:align: center
|
||||
:alt: Authorize.Net Configuration tab on Odoo
|
||||
|
||||
To capture the payment, go to the related Sales Order and click on *Capture Transaction*. If the
|
||||
order is canceled, you can click on *Void Transaction* to unlock the funds from the customer's card.
|
||||
|
||||
.. image:: media/authorize-capture.png
|
||||
:align: center
|
||||
:alt: Hold the credit card payment until you capture or revoke it on Odoo
|
||||
With Authorize.net, you can enable the :ref:`manual capture <payment_acquirers/capture_amount>`. If
|
||||
enabled, the funds are reserved for 30 days on the customer's card, but not charged yet.
|
||||
|
||||
.. warning::
|
||||
After **30 days**, the transaction is **voided automatically** by Authorize.net.
|
||||
|
||||
.. note::
|
||||
With other payment acquirers, you can manage the capture in their own interfaces, not from Odoo.
|
||||
|
||||
.. seealso::
|
||||
- `Authorize.Net: Getting Started Guide
|
||||
<https://support.authorize.net/s/article/Authorize-Net-Getting-Started-Guide>`__
|
||||
- :doc:`../payment_acquirers`
|
||||
- :doc:`../../websites/ecommerce/shopper_experience/payment_acquirer`
|
||||
|
47
content/applications/general/payment_acquirers/buckaroo.rst
Normal file
@ -0,0 +1,47 @@
|
||||
========
|
||||
Buckaroo
|
||||
========
|
||||
|
||||
`Buckaroo <https://www.buckaroo.eu/>`_ is a Dutch-based company that offers several online payment
|
||||
possibilities.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your Buckaroo account, which comprise:
|
||||
|
||||
- :ref:`Website Key <buckaroo/website_key>`: The key solely used to identify the website with
|
||||
Buckaroo.
|
||||
- :ref:`Secret Key <buckaroo/secret_key>`: The secret key you entered on Buckaroo.
|
||||
|
||||
You can copy your credentials from your Buckaroo account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
|
||||
.. _buckaroo/website_key:
|
||||
|
||||
Website Key
|
||||
~~~~~~~~~~~
|
||||
|
||||
In order to retrieve the Website Key, log into your Buckaroo account, go to
|
||||
:menuselection:`Configuration --> Templates --> Your Website`.
|
||||
|
||||
.. _buckaroo/secret_key:
|
||||
|
||||
Secret Key
|
||||
~~~~~~~~~~
|
||||
|
||||
In order to retrieve the Website Key, log into your Buckaroo account, go to
|
||||
:menuselection:`Configuration --> Security --> Secret Key`.
|
||||
|
||||
.. important::
|
||||
If you are trying Buckaroo in a test account, change the **State** to *Test Mode*. We
|
||||
recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
After Width: | Height: | Size: 13 KiB |
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 15 KiB |
After Width: | Height: | Size: 7.6 KiB |
After Width: | Height: | Size: 4.0 KiB |
Before Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 6.5 KiB |
After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 4.7 KiB After Width: | Height: | Size: 4.7 KiB |
After Width: | Height: | Size: 10 KiB |
After Width: | Height: | Size: 3.9 KiB |
Before Width: | Height: | Size: 58 KiB |
Before Width: | Height: | Size: 9.9 KiB |
Before Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 3.7 KiB |
Before Width: | Height: | Size: 5.2 KiB |
Before Width: | Height: | Size: 3.9 KiB |
Before Width: | Height: | Size: 5.1 KiB |
Before Width: | Height: | Size: 6.1 KiB |
Before Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 6.4 KiB |
Before Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 4.0 KiB |
31
content/applications/general/payment_acquirers/mollie.rst
Normal file
@ -0,0 +1,31 @@
|
||||
======
|
||||
Mollie
|
||||
======
|
||||
|
||||
`Mollie <https://www.mollie.com/>`_ is an online payments platform established in the Netherlands.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your Mollie account, which comprise:
|
||||
|
||||
- **API Key**: The test or live API Key depending on the configuration of the acquirer.
|
||||
|
||||
You can copy your credentials from your Mollie account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
|
||||
To retrieve your API key, log into your Mollie account, go to
|
||||
:menuselection:`Developers --> API keys`, and copy your Test or Live **API Key**.
|
||||
|
||||
.. important::
|
||||
If you are trying Mollie as a test, with the Test API key, change the **State** to *Test Mode*.
|
||||
We recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
69
content/applications/general/payment_acquirers/ogone.rst
Normal file
@ -0,0 +1,69 @@
|
||||
=====
|
||||
Ogone
|
||||
=====
|
||||
|
||||
`Ogone <https://www.ingenico.com/>`_, also known as **Ingenico Payment Services** is a France-based
|
||||
company that provides the technology involved in secure electronic transactions.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your Ogone account, which comprise:
|
||||
|
||||
- **PSPID**: The ID solely used to identify the account with Ogone. You chose it when you opened
|
||||
your account.
|
||||
- :ref:`API User ID <ogone/api_user>`: The ID solely used to identify the user with Ogone.
|
||||
- :ref:`API User Password <ogone/api_user>`: Value used to identify the user with Ogone.
|
||||
- :ref:`SHA Key IN <ogone/sha_key_in>`: Key used in the signature Odoo send to Ogone.
|
||||
- :ref:`SHA Key OUT <ogone/sha_key_out>`: Key used in the signature Ogone send to Odoo.
|
||||
|
||||
You can copy your credentials from your Ogone account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
|
||||
.. _ogone/api_user:
|
||||
|
||||
API User ID and Password
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
If you already created a user and have both its ID and password, just copy them. You can also
|
||||
generate a new password from :menuselection:`Configuration --> Users --> Your chosen user --> change
|
||||
password`.
|
||||
|
||||
If you don't have a user, create one by going to :menuselection:`Configuration --> Users -->
|
||||
New User`. Set your **User ID** to get your **password** when you save your new user.
|
||||
|
||||
.. image:: media/ogone_new_user.png
|
||||
:align: center
|
||||
:alt: Get your password when you save the new user.
|
||||
|
||||
.. _ogone/sha_key_in:
|
||||
|
||||
SHA Key IN
|
||||
~~~~~~~~~~
|
||||
|
||||
In order to retrieve the SHA Key IN, log into your ogone account, go to
|
||||
:menuselection:`Configuration --> Technical Information --> Data and origin verification -->
|
||||
Checks for e-Commerce & Alias Gateway`, and retrieve **SHA Key IN**.
|
||||
|
||||
.. _ogone/sha_key_out:
|
||||
|
||||
SHA Key OUT
|
||||
~~~~~~~~~~~
|
||||
|
||||
In order to retrieve the API Key and the Client Key, log into your ogone account, go to
|
||||
:menuselection:`Configuration --> Technical Information --> Transaction feedback --> All transaction
|
||||
submission modes`, and get or generate your **API Key** and **Client Key**. Be careful to copy your
|
||||
API key as you'll not be allowed to get it later without generating a new one.
|
||||
|
||||
.. important::
|
||||
If you are trying Ogone as a test, with the Test Account, change the **State** to *Test Mode*. We
|
||||
recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
@ -1,185 +1,123 @@
|
||||
=============================
|
||||
Configure your Paypal account
|
||||
=============================
|
||||
======
|
||||
Paypal
|
||||
======
|
||||
|
||||
Paypal is available and popular worldwide. It doesn’t charge any
|
||||
subscription fee and creating an account is very easy. That’s why we
|
||||
definitely recommend it for starters in Odoo. It works as a seamless
|
||||
flow where the customer is routed to Paypal website to register the
|
||||
payment.
|
||||
|
||||
Paypal account
|
||||
==============
|
||||
|
||||
A business account is needed to get paid with Paypal. Create a
|
||||
`Paypal Business Account <https://www.paypal.com/us/merchantsignup/
|
||||
applicationChecklist?signupType=CREATE_NEW_ACCOUNT&productIntentId=wp_standard>`_
|
||||
or upgrade your Personal account to a Business account. Go to the Paypal
|
||||
settings and click on *Upgrade to a Business account*.
|
||||
Then follow the few configuration steps.
|
||||
|
||||
|
||||
Settings in Paypal
|
||||
==================
|
||||
|
||||
| First, let’s see how to set up your Paypal account in order to build a
|
||||
seamless customer experience with Odoo.
|
||||
| Log in and open the settings. Go to :menuselection:`Products & Services -->
|
||||
Website payments` and click **Update** on **Website preferences**.
|
||||
|
||||
.. image:: media/paypal01.png
|
||||
:align: center
|
||||
|
||||
Auto Return
|
||||
-----------
|
||||
|
||||
*Auto Return* automatically redirects your customers to Odoo once the
|
||||
payment is processed. Check *Auto Return* and enter your domain name
|
||||
with the suffix ``/shop/confirmation`` as *Return URL*
|
||||
(e.g. ``https://yourcompany.odoo.com/shop/confirmation``).
|
||||
|
||||
This URL is requested in Paypal but not used in practice as Odoo
|
||||
transmits it at each transaction. Don’t worry if you manage several
|
||||
sales channels or Odoo databases.
|
||||
|
||||
.. image:: media/paypal02.png
|
||||
:align: center
|
||||
|
||||
Payment Data Transfer (PDT)
|
||||
---------------------------
|
||||
|
||||
*Payment Data Transfer* delivers the payment confirmation to Odoo as
|
||||
soon as it is processed. Without it, Odoo cannot end the sales flow.
|
||||
This setting must be activated as well. When saving, an *Identity
|
||||
Token* is generated. You will be later requested to enter it in Odoo.
|
||||
|
||||
.. image:: media/paypal03.png
|
||||
:align: center
|
||||
|
||||
Paypal Account Optional
|
||||
|
||||
We advise you to not prompt customers to log in with a Paypal account
|
||||
when they get to pay. Let them pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned on.
|
||||
|
||||
.. image:: media/paypal04.png
|
||||
:align: center
|
||||
|
||||
Instant Payment Notification (IPN)
|
||||
----------------------------------
|
||||
|
||||
PDT sends order confirmations once and only once. As a result, your site
|
||||
must be running when it happens; otherwise, it will never receive the
|
||||
message. That’s why we advise to activate the *Instant Payment
|
||||
Notification* (IPN) on top. With IPN, delivery of order confirmations
|
||||
is virtually guaranteed since IPN resends a confirmation until your site acknowledges receipt.
|
||||
|
||||
| To activate IPN, get back to *Website payments* menu and click
|
||||
*Update* in *Instant Payment Notification*.
|
||||
| The *Notification URL* to set is your domain name +
|
||||
“payment/paypal/ipn” (e.g. ``https://yourcompany.odoo.com/payment/paypal/ipn``).
|
||||
|
||||
.. image:: media/paypal05.png
|
||||
:align: center
|
||||
|
||||
Payment Messages Format
|
||||
-----------------------
|
||||
|
||||
If you use accented characters (or anything else than basic Latin characters)
|
||||
for your customer names, addresses... you MUST configure the encoding format of
|
||||
the payment request sent by Odoo to Paypal.
|
||||
|
||||
.. danger::
|
||||
|
||||
If you don't configure this setting, some transactions fail without notice.
|
||||
|
||||
To do so, open:
|
||||
|
||||
* `this page for a test account <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__
|
||||
|
||||
* `this page for a production account <https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__
|
||||
|
||||
Then, click *More Options* and set the two default encoding formats as **UTF-8**.
|
||||
|
||||
.. image:: media/paypal07.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/paypal08.png
|
||||
:align: center
|
||||
|
||||
Your Paypal account is ready!
|
||||
|
||||
.. tip::
|
||||
If you want your customers to pay without creating a Paypal account,
|
||||
*Paypal Account Optional* needs to be turned on.
|
||||
|
||||
.. image:: media/paypal_account_optional.png
|
||||
|
||||
.. tip::
|
||||
For Encrypted Website Payments & EWP_SETTINGS error,
|
||||
please check the `Paypal documentation <https://developer.paypal.com/docs/
|
||||
classic/paypal-payments-standard/integration-guide/encryptedwebpayments/
|
||||
#encrypted-website-payments-ewp>`_.
|
||||
`Paypal <https://www.paypal.com//>` is available and popular worldwide. It doesn't charge any
|
||||
subscription fee and creating an account is very easy. That's why we definitely recommend it for
|
||||
starters in Odoo. It works as a seamless flow where the customer is routed to Paypal website to
|
||||
register the payment.
|
||||
|
||||
Settings in Odoo
|
||||
================
|
||||
|
||||
Activation
|
||||
----------
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Activate *Paypal* from the config bar of Sales, Invoicing and
|
||||
eCommerce apps, or from the configuration menu of *Payment Acquirers*.
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Credentials
|
||||
-----------
|
||||
Odoo needs your **API Credentials** to connect with your PayPal account, which comprise:
|
||||
|
||||
Odoo requires three Paypal credentials:
|
||||
- **Email ID**: your login email address in Paypal.
|
||||
- **Merchant ID**: the code of the merchant account used to identify your Paypal account.
|
||||
- **Use IPN**: either you want to use Instant Payment Notification. Already checked, you don't have
|
||||
to change it.
|
||||
|
||||
- *Email ID* is your login email address in Paypal.
|
||||
- *Merchant ID* can be found in the settings of your Paypal account, in
|
||||
:menuselection:`Account Settings --> Business information`.
|
||||
- *Paypal PDT Token* is given in *Website payments* configuration as explained here above.
|
||||
You can copy your credentials from your Paypal account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
|
||||
.. image:: media/paypal09.png
|
||||
:align: center
|
||||
To retrieve them, log into your Paypal account, and go to :menuselection:`Your account menu -->
|
||||
Account settings --> Business Profile --> Business Information`
|
||||
|
||||
Transaction fees
|
||||
----------------
|
||||
.. important::
|
||||
If you are trying Paypal as a test, with a *sandbox account*, change the **State** to *Test
|
||||
Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
Configuration tab
|
||||
-----------------
|
||||
|
||||
You can charge extra fees to your customers for paying with Paypal;
|
||||
This to cover the transaction fees Paypal charges you. Once redirected to Paypal, your customer sees an extra applied to the order amount.
|
||||
This to cover the transaction fees Paypal charges you. Once redirected to Paypal, your customer sees
|
||||
an extra applied to the order amount.
|
||||
|
||||
To activate this, go to the Configuration tab of Paypal configuration in
|
||||
Odoo and check *Add Extra Fees*.
|
||||
To activate this, go to the Configuration tab of Paypal configuration in Odoo and check *Add Extra
|
||||
Fees*.
|
||||
|
||||
.. image:: media/paypal10.png
|
||||
:align: center
|
||||
|
||||
You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`__ to set up
|
||||
fees.
|
||||
You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`_ to set up fees.
|
||||
|
||||
.. note::
|
||||
`Traders in the EU <https://europa.eu/youreurope/citizens/consumers/shopping/pricing-payments/
|
||||
index_en.htm>`_ are not allowed to charge extra fees for paying with credit cards.
|
||||
|
||||
Go live!
|
||||
========
|
||||
Settings in Paypal
|
||||
==================
|
||||
|
||||
Your configuration is ready to roll. Make sure *Production* mode is
|
||||
on. Then publish the payment method by clicking the *Published* button right next to it.
|
||||
First, let’s see how to set up your Paypal account in order to build a seamless customer experience
|
||||
with Odoo.
|
||||
|
||||
.. image:: media/paypal11.png
|
||||
:align: center
|
||||
Log in and open the settings. Go to :menuselection:`Your account menu --> Account settings -->
|
||||
Product & Services --> Website payments` and click **Update** on **Website preferences**.
|
||||
|
||||
.. image:: media/paypal12.png
|
||||
:align: Center
|
||||
Auto Return
|
||||
-----------
|
||||
|
||||
Paypal is now available in your payment form available in eCommerce,
|
||||
Sales and Invoicing apps. Customers are redirected to Paypal website
|
||||
when hitting *Pay Now*. They get back to a confirmation page in Odoo
|
||||
once the payment is processed.
|
||||
*Auto Return* automatically redirects your customers to Odoo once the payment is processed. Check
|
||||
*Auto Return* and enter your domain name with the suffix ``/shop/confirmation`` as *Return URL*
|
||||
(e.g. `https://yourcompany.odoo.com/shop/confirmation`).
|
||||
|
||||
.. image:: media/paypal13.png
|
||||
:align: center
|
||||
This URL is requested in Paypal but not used in practice as Odoo transmits it at each transaction.
|
||||
Don’t worry if you manage several sales channels or Odoo databases.
|
||||
|
||||
Payment Data Transfer (PDT)
|
||||
---------------------------
|
||||
|
||||
*Payment Data Transfer* delivers the payment confirmation to Odoo as soon as it is processed.
|
||||
Without it, Odoo cannot end the sales flow. This setting must be activated as well. When saving, an
|
||||
*Identity Token* is generated. You will be later requested to enter it in Odoo.
|
||||
|
||||
Paypal Account Optional
|
||||
-----------------------
|
||||
|
||||
We advise you to not prompt customers to log in with a Paypal account when they get to pay. Let them
|
||||
pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned
|
||||
on.
|
||||
|
||||
Instant Payment Notification (IPN)
|
||||
----------------------------------
|
||||
|
||||
PDT sends order confirmations once and only once. As a result, your site must be running when it
|
||||
happens; otherwise, it will never receive the message. That’s why we advise to activate the *Instant
|
||||
Payment Notification* (IPN) on top. With IPN, delivery of order confirmations is virtually
|
||||
guaranteed since IPN resends a confirmation until your site acknowledges receipt.
|
||||
|
||||
| To activate IPN, get back to *Website payments* menu and click *Update* in *Instant Payment
|
||||
Notification*.
|
||||
| The *Notification URL* to set is your domain name + “payment/paypal/ipn” (e.g.
|
||||
`https://yourcompany.odoo.com/payment/paypal/ipn`).
|
||||
|
||||
Payment Messages Format
|
||||
-----------------------
|
||||
|
||||
If you use accented characters (or anything else than basic Latin characters) for your customer
|
||||
names, addresses... you MUST configure the encoding format of the payment request sent by Odoo to
|
||||
Paypal.
|
||||
|
||||
.. danger::
|
||||
If you don't configure this setting, some transactions fail without notice.
|
||||
|
||||
To do so, open:
|
||||
|
||||
- `this page for a test account <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
|
||||
- `this page for a production account <https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
|
||||
|
||||
Then, click *More Options* and set the two default encoding formats as **UTF-8**.
|
||||
|
||||
Your Paypal account is ready!
|
||||
|
||||
.. tip::
|
||||
For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
|
||||
<https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/
|
||||
encryptedwebpayments#encrypted-website-payments-ewp>`_.
|
||||
|
||||
Test environment
|
||||
================
|
||||
@ -195,13 +133,10 @@ This will create two sandbox accounts:
|
||||
- A default personal account (to use as shopper, e.g. `pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`__).
|
||||
|
||||
Log in to Paypal Sandbox with the merchant account and follow the same configuration instructions.
|
||||
Enter your sandbox credentials in Odoo and make sure Paypal is still
|
||||
set on *Test Environment*. Also, make sure the automatic invoicing
|
||||
is not activated in your eCommerce settings, to not generate invoices
|
||||
when a fictitious transaction is completed.
|
||||
Enter your sandbox credentials in Odoo and make sure Paypal is still set on *Test Mode*. We
|
||||
recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
Run a test transaction from Odoo using the sandbox personal account.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
||||
- :doc:`../../websites/ecommerce/shopper_experience/payment_acquirer`
|
||||
|
32
content/applications/general/payment_acquirers/sips.rst
Normal file
@ -0,0 +1,32 @@
|
||||
====
|
||||
SIPS
|
||||
====
|
||||
|
||||
`SIPS <https://sips.worldline.com/>`_ is an online payments solution from the multinational
|
||||
Worldline.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your SIPS account, which comprise:
|
||||
|
||||
- **Merchant ID**: The ID solely used to identify the merchant account with SIPS.
|
||||
- **Secret Key**: The key to sign the merchant account with SIPS.
|
||||
- **Secret Key Version**: The version of the key, pre-filled.
|
||||
- **Interface Version**: Pre-filled, don't change it.
|
||||
|
||||
You can copy your credentials from your SIPS environment info documentation, in the section
|
||||
**PROD**, and paste them in the related fields under the **Credentials** tab.
|
||||
|
||||
.. important::
|
||||
If you are trying SIPS as a test, with the *TEST* credentials, change the **State** to *Test
|
||||
Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
@ -2,31 +2,48 @@
|
||||
Stripe
|
||||
======
|
||||
|
||||
`Stripe <https://stripe.com/>`_ is a United States-based online payment solution
|
||||
provider, allowing businesses to accept **credit cards** and other payment methods.
|
||||
`Stripe <https://stripe.com/>`_ is a United States-based online payment solution provider, allowing
|
||||
businesses to accept **credit cards** and other payment methods.
|
||||
|
||||
Enable Local Payment Methods
|
||||
============================
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Local payment methods are payment methods that are only available for certain merchants
|
||||
and customers countries and currencies.
|
||||
.. seealso::
|
||||
- :ref:`payment_acquirers/add_new`
|
||||
|
||||
The Stripe connector in Odoo supports the following local payment methods:
|
||||
Credentials tab
|
||||
---------------
|
||||
|
||||
- Bancontact
|
||||
- EPS
|
||||
- Giropay
|
||||
- iDeal:
|
||||
- Przelewy24 (P24)
|
||||
Odoo needs your **API Credentials** to connect with your Stripe account, which comprise:
|
||||
|
||||
To enable specific Local Payment Methods with Stripe, list them as supported payment icons.
|
||||
To do so, go to :menuselection:`Payment Acquirers --> Stripe --> Configuration` and add the desired payment methods in
|
||||
the **Supported Payment Icons** field. If the desired payment method is already listed, you don't have anything to do.
|
||||
- Publishable Key: The key solely used to identify the account with Stripe.
|
||||
- Secret Key: The key to sign the merchant account with Stripe.
|
||||
- Webhook Signing Secret: If a webhook is enabled on your Stripe account
|
||||
(:menuselection:`Developers --> webhooks`), this signing secret must be set to authenticate the
|
||||
messages sent from Stripe to Odoo.
|
||||
|
||||
To retrieve the publishable and secret keys, log into your Stripe dashboard and go to
|
||||
:menuselection:`Developers --> API Keys --> Standard Keys`
|
||||
|
||||
.. important::
|
||||
If you are trying Stripe as a test, in the **test mode**, change the **State** to *Test
|
||||
Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
|
||||
|
||||
Enable local payment methods
|
||||
****************************
|
||||
|
||||
Local payment methods are payment methods that are only available for certain merchants and
|
||||
customers countries and currencies.
|
||||
|
||||
To enable specific local payment methods with Stripe, list them as supported payment icons. To do
|
||||
so, go to :menuselection:`Payment Acquirers --> Stripe --> Configuration` and add the desired
|
||||
payment methods in the **Supported Payment Icons** field. If the desired payment method is already
|
||||
listed, you don't have anything to do. If a payment icon record doesn't exist in the database, its
|
||||
related payment method is considered enabled with Stripe.
|
||||
|
||||
.. image:: media/stripe_enable_local_payment_method.png
|
||||
:align: center
|
||||
:alt: Select and add icons of payment methods you want to enable
|
||||
:alt: Select and add icons of the payment methods you want to enable
|
||||
|
||||
.. note::
|
||||
If a payment method icon doesn't exist at all in the database, the corresponding local payment method is always offered
|
||||
to customers.
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|
||||
|
@ -2,41 +2,38 @@
|
||||
How to get paid with wire transfers
|
||||
=======================================
|
||||
|
||||
**Wire Transfer** is the default payment method available.
|
||||
The aim is providing your customers with your bank details
|
||||
so they can pay on their own.
|
||||
This is very easy to start with but slow and inefficient process-wise.
|
||||
Opt for payment acquirers as soon as you can!
|
||||
|
||||
**Wire Transfer** is the default payment method available. The aim is providing your customers with
|
||||
your bank details so they can pay on their own. This is very easy to start with but slow and
|
||||
inefficient process-wise. Opt for payment acquirers as soon as you can!
|
||||
|
||||
How to provide customers with payment instructions
|
||||
==================================================
|
||||
|
||||
Put your payment instructions in the **Thanks Message** of your payment method.
|
||||
|
||||
.. image:: media/payment_instructions.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
They will appear to the customers when they place an order.
|
||||
|
||||
.. image:: media/payment_customer_instructions.png
|
||||
:align: center
|
||||
|
||||
:align: center
|
||||
|
||||
How to manage an order once you get paid
|
||||
========================================
|
||||
|
||||
Whenever a customer pays by wire transfer, the order stays in an
|
||||
intermediary stage **Quotation Sent** (i.e. unpaid order).
|
||||
When you get paid,
|
||||
you confirm the order manually to launch the delivery.
|
||||
|
||||
Whenever a customer pays by wire transfer, the order stays in an intermediary stage **Quotation
|
||||
Sent** (i.e. unpaid order). When you get paid, you confirm the order manually to launch the
|
||||
delivery.
|
||||
|
||||
How to create other manual payment methods
|
||||
==========================================
|
||||
|
||||
If you manage a B2B business, you can create other manually-processed
|
||||
payment methods like paying by check.
|
||||
To do so, just rename *Wire Transfer* or duplicate it.
|
||||
If you manage a B2B business, you can create other manually-processed payment methods like paying by
|
||||
check. To do so, just rename *Wire Transfer* or duplicate it.
|
||||
|
||||
.. image:: media/payment_check.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../payment_acquirers`
|