diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate.rst b/content/applications/sales/sales/send_quotations/get_paid_to_validate.rst index 658e0e940..b958d72c0 100644 --- a/content/applications/sales/sales/send_quotations/get_paid_to_validate.rst +++ b/content/applications/sales/sales/send_quotations/get_paid_to_validate.rst @@ -1,53 +1,91 @@ -============================ -Get paid to confirm an order -============================ +================================= +Online payment order confirmation +================================= -In general, online payments are considered as a fast and secure alternative to traditional payment -methods. It is generally cheaper, easier and faster than other payment methods. It is particularly -useful and efficient for international transactions. With Odoo Sales, you can use online payments -to get automatic orders confirmation. Online payments are made instantly, so it's very convenient -and saves lots of time in a basic sales process. +The Odoo *Sales* application provides customers with the ability to confirm orders, via an online +payment, directly on a sales order. Once the sales order is electronically paid for by the customer, +the salesperson attached to the sales order is instantly notified that the order is confirmed. -Enable online payment -===================== +Activate online payments +======================== -Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Payment** -feature. +In order to have customers confirm orders with an online payment, the *Online Payment* setting +**must** be activated. -.. image:: get_paid_to_validate/get_paid_1.png +To activate the *Online Payment* feature, go to :menuselection:`Sales app --> Configuration --> +Settings`, scroll to the :guilabel:`Quotations \& Orders` heading, check the box next to the +:guilabel:`Online Payment` feature, and click :guilabel:`Save`. + +.. image:: get_paid_to_validate/online-payment-setting.png :align: center - :class: img-thumbnail - :alt: How to enable online payment on Odoo Sales? + :alt: The online payment setting in the Odoo Sales application. -There, you will have direct access to the **Payment Providers** page. It will allow you to select -and configure your providers of choice. Before creating or modifying a payment provider, be sure to -check out our documentation about how to be paid with payment providers such as -:doc:`/applications/finance/payment_providers/paypal`, -:doc:`/applications/finance/payment_providers/authorize`, and others in the -:doc:`/applications/finance/payment_providers` documentation. +Beneath the :guilabel:`Online Payment` option on the *Sales* :guilabel:`Settings` page, there's a +:guilabel:`Default Quotation Validity` field. In this field, there's the option to add a specific +number of days for quotations to remain valid by default. -.. note:: - If you are familiar with this documentation: :doc:`quote_template`; you - can activate or not the **Online Payment** feature for each template you use, under their - confirmation tab. +To enable this feature on a standard quotation, click the checkbox for the :guilabel:`Payment` +feature option, located in the :guilabel:`Online confirmation` field, on the :guilabel:`Other Info` +tab. + +.. image:: get_paid_to_validate/online-payment-option-quotation.png + :align: center + :alt: The online payment setting on a standard quotation in Odoo Sales. + +To enable this feature on a quotation template, click the checkbox for the :guilabel:`Payment` +feature option, located in the :guilabel:`Online confirmation` field of the quotation template form. + +.. image:: get_paid_to_validate/online-payment-option-quotation-template.png + :align: center + :alt: The online payment setting on quotation template forms in Odoo Sales. + +Payment providers +================= + +After activating the :guilabel:`Online Payment` feature, a link to configure :guilabel:`Payment +Providers` appears beneath it. + +Clicking that link reveals a separate :guilabel:`Payment Providers` page, in which a large variety +of payment providers can be enabled, customized, and published. + +.. image:: get_paid_to_validate/payment-providers-page.png + :align: center + :alt: Payment providers page in Odoo Sales. + +.. seealso:: + :doc:`../../../finance/payment_providers` Register a payment ================== -After opening quotations from their received email, your customers will have different -possibilities to make their online payments. For example: +After opening quotations in their customer portal, customers can click :guilabel:`Accept \& Pay` to +confirm their order with an online payment. -.. image:: get_paid_to_validate/get_paid_2.png +.. image:: get_paid_to_validate/accept-and-pay-button.png :align: center - :class: img-thumbnail - :alt: How to register a payment on Odoo Sales? + :alt: The accept and pay button on an online quotation in Odoo Sales. -.. tip:: - By clicking on the **Customer Preview** button, you will be able to see what your customers - will have to choose when it comes to payment. +After clicking :guilabel:`Accept \& Pay`, customers are presented with :guilabel:`Validate Order` +pop-up window containing different options for them to make online payments, in the :guilabel:`Pay +with` section. + +.. image:: get_paid_to_validate/validate-order-pay-with.png + :align: center + :alt: How to register a payment on a validate order pop-up window in Odoo Sales. + +.. note:: + Odoo will **only** offer payment options on the :guilabel:`Validate Order` pop-up window that + have been published and configured on the :guilabel:`Payment Providers` page. + +Once the customer selects their desired method of payment, they will click the :guilabel:`Pay` +button on the pop-up window to confirm the order. Odoo instantly notifies the assigned salesperson +upon order confirmation with an online payment. + +.. image:: get_paid_to_validate/payment-confirmation-notification-chatter.png + :align: center + :alt: Sample of notification that appears in the chatter when an online payment is made. .. seealso:: - :doc:`quote_template` - - :doc:`/applications/finance/payment_providers` - - :doc:`/applications/finance/payment_providers/paypal` - - :doc:`/applications/finance/payment_providers/authorize` + - :doc:`get_signature_to_validate` + - :doc:`../../../finance/payment_providers` diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/accept-and-pay-button.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/accept-and-pay-button.png new file mode 100644 index 000000000..ff4a129aa Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/accept-and-pay-button.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_1.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_1.png deleted file mode 100644 index 3819269a1..000000000 Binary files a/content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_1.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_2.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_2.png deleted file mode 100644 index 066e6b99c..000000000 Binary files a/content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_2.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation-template.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation-template.png new file mode 100644 index 000000000..392390bac Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation-template.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation.png new file mode 100644 index 000000000..bdba9ab4e Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png new file mode 100644 index 000000000..df08a3caf Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png new file mode 100644 index 000000000..51563aaf4 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-providers-page.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-providers-page.png new file mode 100644 index 000000000..315ab6a2e Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-providers-page.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order-pay-with.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order-pay-with.png new file mode 100644 index 000000000..3894943ab Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order-pay-with.png differ