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[IMP] payment_providers: PCI DSS compliance, payment methods on portal

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task-4042449
task-2949379

closes odoo/documentation#10986

X-original-commit: d8b827cda4
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
Audrey (auva) 2024-09-05 13:04:47 +00:00
parent c5e10fe11d
commit 2ef48862cf
2 changed files with 17 additions and 6 deletions
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21
content/applications/finance/payment_providers.rst
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@ -177,8 +177,8 @@ Bank payments
.. _payment_providers/add_new:
Enable a payment provider
=========================
Enabling a payment provider
===========================
To add a new payment provider and make its related payment methods available to your customers,
proceed as follows:
@ -284,10 +284,19 @@ In this case, a **payment token** is created in Odoo to be used as a payment met
payments without the customer having to enter their payment method details again. This is
particularly useful for the eCommerce conversion rate and subscriptions that use recurring payments.
.. note::
You remain fully PCI-compliant when you enable this feature because Odoo does not store the card
details directly. Instead, it creates a payment token that only references the card details
stored on the payment provider's server.
.. tip::
To add or delete their saved payment method details, customers can click :guilabel:`Manage
payment methods` in the :ref:`customer portal <users-portal-payment-methods>`.
.. admonition:: PCI DSS and Attestation of Compliance
Odoo is not `PCI <https://www.pcisecuritystandards.org>`_ DSS-certified because it does not
store cardholder data or process payments. Instead, it outsources tokenization and payment to
:ref:`external payment providers <payment_providers/online_providers>`, which means that as an
Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with
the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo
should not be mentioned as a payment processor or a third-party service provider in the
:abbr:`SAQ (Self-Assessment Questionnaire)`.
.. _payment_providers/manual_capture:

2
content/applications/general/users/portal.rst
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@ -156,6 +156,8 @@ on :guilabel:`Confirm Password`. Next, activate :abbr:`2FA (two-factor authentic
Finally, click :guilabel:`Enable two-factor authentication` to complete the setup.
.. _users-portal-payment-methods:
Change payment info
-------------------