diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals.rst b/content/applications/sales/point_of_sale/payment_methods/terminals.rst index c4a84e512..949101d98 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals.rst @@ -7,11 +7,13 @@ Payment terminals Connecting and integrating a payment terminal with your POS system allows you to accept multiple payment options, including credit and debit cards, making the payment process more efficient. +.. _terminals/configuration: + Configuration ============= -Go to the :doc:`application settings <../configuration>`, scroll down to the :guilabel:`Payment -Terminals` section, and tick your terminal's checkbox. +Go to the :ref:`application settings `, scroll down to the +:guilabel:`Payment Terminals` section, and tick your terminal's checkbox. .. image:: terminals/settings-pt.png :alt: checkbox in the settings to enable a payment terminal diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst index afb9c2df4..d3460d35b 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst @@ -19,66 +19,65 @@ your terminal following the steps described on your terminal's screen. - `Adyen Docs - Payment terminal quickstart guides `_. -Configure the payment method ----------------------------- - -First, go to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals`, -and enable :guilabel:`Adyen`. -Then, go to :menuselection:`Configuration --> Payment Methods` and create a new payment method. -Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field. - -.. note:: - The selected journal **must** be a bank journal for the :guilabel:`Use a payment terminal` field - to appear. - -Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an :guilabel:`Adyen -Terminal Identifier`. +.. _adyen/api: Generate an Adyen API key -~~~~~~~~~~~~~~~~~~~~~~~~~ +------------------------- -The **Adyen API key** is a key used to authenticate your requests. To generate an API key, go to -your **Adyen account**. - -Then, go to :menuselection:`Developers --> API credentials`. Create a new credential or click on an -existing one. - -Click on :guilabel:`Generate an API key` and copy-paste that key onto the Odoo mandatory field. +The **Adyen API key** is used to authenticate requests from your Adyen terminal. To generate an API +key, go to your :menuselection:`Adyen account --> Developers --> API credentials`, and **create** +new credentials or select **existing** ones. Click :guilabel:`Generate an API key` and save the key +to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the payment method creation +`. .. seealso:: - `Adyen Docs - API credentials `_. -Locate the Adyen terminal identifier -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +.. _adyen/identifier: -The **Adyen Terminal Identifier** is your terminal's serial number, which is used to identify the +Locate the Adyen terminal identifier +------------------------------------ + +The **Adyen Terminal Identifier** is the terminal's serial number, which is used to identify the hardware. -To find this number, go to your **Adyen account**. Then, go to :menuselection:`Point of Sale ---> Terminals`, select the terminal to link, and copy-paste its serial number onto the Odoo -mandatory field. +To find this number, go to your :menuselection:`Adyen account --> Point of Sale --> Terminals`, +select the terminal to link with, and save its serial number to paste it into the Odoo +:guilabel:`Adyen Terminal Identifier` field at :ref:`the payment method creation +`. Set the Event URLs -~~~~~~~~~~~~~~~~~~ +------------------ -For Odoo to know when a payment is made, you must set the terminal **Event URLs**. To do so, +For Odoo to know when a payment is made, you must configure the terminal **Event URLs**. To do so, -#. log in to `Adyen's website `_; -#. go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected +#. Log in to `Adyen's website `_; +#. Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected terminal; -#. from the terminal settings, click :guilabel:`Integrations`; -#. set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`; -#. click the **pencil icon** button and enter your server address, followed by - `/pos_adyen/notification` in the :guilabel:`Event URLs` field; and -#. click :guilabel:`Save` at the bottom of the screen to save the changes. +#. From the terminal settings, click :guilabel:`Integrations`; +#. Set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`; +#. Click the **pencil icon** button and enter your server address, followed by + `/pos_adyen/notification` in the :guilabel:`Event URLs` field; +#. Click :guilabel:`Save` at the bottom of the screen to save changes. -Add a new payment method -======================== +.. _adyen/method-creation: -To add a new **payment method** to a point of sale, go to :menuselection:`Point of Sale --> -Configuration --> Point of Sale`. Then, select the POS and go to :menuselection:`Payments --> -Payment Methods`, and add your new method for Adyen. +Configure the payment method +---------------------------- + +Enable the payment terminal :ref:`in the application settings ` and +:doc:`create the related payment method <../../payment_methods>`. Set the journal type as +:guilabel:`Bank` and select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field. + +Finally, fill in the mandatory fields with your :ref:`Adyen API key `, :ref:`Adyen +Terminal Identifier `, and :guilabel:`Adyen Merchant Account`. + +.. image:: adyen/payment-method.png + +Once the payment method is created, you can select it in your POS settings. To do so, go to the +:ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method +under the :guilabel:`Payments` section. Pay with a payment terminal =========================== diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/adyen/payment-method.png b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen/payment-method.png new file mode 100644 index 000000000..10c7ffa7e Binary files /dev/null and b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen/payment-method.png differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst index c3397e496..b2c757370 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst @@ -35,19 +35,16 @@ Box* (you can find it on the form view of your IoT Box). Then, enter Configure the payment method ---------------------------- -First, go in the general settings of the POS app, and activate the -Ingenico setting. +Enable the payment terminal :ref:`in the application settings ` and +:doc:`create the related payment method <../../payment_methods>`. Set the journal type as +:guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field. +Then, select your terminal device in the :guilabel:`Payment Terminal Device` field. -.. image:: ingenico/payment_terminal_03.png - :align: center +.. image:: ingenico/payment-method.png -Go back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, -go in the payments section and access your payment methods. Create a new -payment method for Ingenico, select the payment terminal option Ingenico, and -select your payment terminal device. - -.. image:: ingenico/payment_terminal_04.png - :align: center +Once the payment method is created, you can select it in your POS settings. To do so, go to the +:ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method +under the :guilabel:`Payments` section. Pay with a payment terminal =========================== diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment-method.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment-method.png new file mode 100644 index 000000000..7f342498b Binary files /dev/null and b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment-method.png differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_03.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_03.png deleted file mode 100644 index a37e29c00..000000000 Binary files a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_03.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_04.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_04.png deleted file mode 100644 index 004a75789..000000000 Binary files a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_04.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/six.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/six.rst index 51189cfa3..dda06aef2 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/six.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/six.rst @@ -52,15 +52,18 @@ homepage under the :guilabel:`Payments` section to confirm the connection. Configure the payment method ---------------------------- -From your database, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` to -create a new payment method specifically for Six. Click :guilabel:`New`, enter a :guilabel:`Name`, -set the :guilabel:`Journal` field as :guilabel:`Bank`, the :guilabel:`Use a Payment Terminal` field -as :guilabel:`SIX IOT`, and select the corresponding device in the :guilabel:`Payment Terminal -Device` field. +Enable the payment terminal :ref:`in the application settings ` and +:doc:`create the related payment method <../../payment_methods>`. Set the journal type as +:guilabel:`Bank` and select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. +Then, select your terminal device in the :guilabel:`Payment Terminal Device` field. .. image:: six/new-payment-method.png :alt: Creating a new payment method for the SIX payment terminal +Once the payment method is created, you can select it in your POS settings. To do so, go to the +:ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method +under the :guilabel:`Payments` section. + Pay with a payment terminal =========================== diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst index 9995f5af9..829430b61 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst @@ -62,15 +62,16 @@ the terminal automatically restarts. Configure the payment method ---------------------------- -From the Point of Sale application, go to :menuselection:`Configuration --> Settings --> Payment -terminals` and activate the *Worldline* payment terminal. +Enable the payment terminal :ref:`in the application settings ` and +:doc:`create the related payment method <../../payment_methods>`. Set the journal type as +:guilabel:`Bank` and select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` field. +Then, select your terminal device in the :guilabel:`Payment Terminal Device` field. .. image:: worldline/worldline-payment-terminals.png - :align: center -Then, go to :menuselection:`Configuration --> Payment methods` and create a new payment method for -*Worldline*. Select the payment terminal *Worldline* and your payment terminal device on your -*Payment Method form*. +Once the payment method is created, you can select it in your POS settings. To do so, go to the +:ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method +under the :guilabel:`Payments` section. .. _worldline/yomani-info: diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-form.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-form.png deleted file mode 100644 index f2c02b6c3..000000000 Binary files a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-form.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-ipsequence.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-ipsequence.png deleted file mode 100644 index 42c9f0656..000000000 Binary files a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-ipsequence.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment-terminals.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment-terminals.png index f045a5dd4..c3c28ea2c 100644 Binary files a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment-terminals.png and b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment-terminals.png differ