diff --git a/content/applications/general/payment_acquirers.rst b/content/applications/general/payment_acquirers.rst index 6c75e33ca..46d768b05 100644 --- a/content/applications/general/payment_acquirers.rst +++ b/content/applications/general/payment_acquirers.rst @@ -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 ` @@ -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 | ✔ | ✔ | ✔ | ✔ | -| ` | | | | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ -| Buckaroo | ✔ | | | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ -| Ingenico | ✔ | ✔ | ✔ | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ -| :doc:`PayPal | ✔ | | | | -| ` | | | | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ -| PayUMoney | ✔ | | | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ -| SIPS | ✔ | | | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ -| Stripe | ✔ | ✔ | ✔ | | -+-------------------------------------+----------------------+-----------+------------+-----------------+ ++-------------------------------+----------------------+------------+-----------------+-----------+ +| | Payment flow | Save cards | Capture amount | Refund | +| | | | manually | from Odoo | ++===============================+======================+============+=================+===========+ +| :doc:`Adyen | Payment from Odoo | |V| | | |V| | +| ` | | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`Alipay | Redirection to the | | | | +| ` | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`Authorize.Net | Payment from Odoo | |V| | |V| | | +| `| | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`Buckaroo | Redirection to the | | | | +| ` | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`Mollie | Redirection to the | | | | +| ` | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`Ogone | Redirection to the | |V| | | | +| ` | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`PayPal | Redirection to the | | | | +| ` | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| PayU Latam | Redirection to the | | | | +| | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| PayUMoney | Redirection to the | | | | +| | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`SIPS | Redirection to the | | | | +| ` | acquirer website | | | | ++-------------------------------+----------------------+------------+-----------------+-----------+ +| :doc:`Stripe | Redirection to the | |V| | | | +| ` | 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 ` 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` \ No newline at end of file + - :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` diff --git a/content/applications/general/payment_acquirers/adyen.rst b/content/applications/general/payment_acquirers/adyen.rst new file mode 100644 index 000000000..a58d4a45e --- /dev/null +++ b/content/applications/general/payment_acquirers/adyen.rst @@ -0,0 +1,103 @@ +===== +Adyen +===== + +`Adyen `_ 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 `: The API key of the webservice user. +- :ref:`Client Key `: The client key of the webservice user. +- :ref:`HMAC Key `: The HMAC key of the webhook. +- :ref:`Checkout API URL `: The base URL for the Checkout API endpoints. +- :ref:`Recurring API URL `: 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/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` diff --git a/content/applications/general/payment_acquirers/alipay.rst b/content/applications/general/payment_acquirers/alipay.rst new file mode 100644 index 000000000..ba587e2d9 --- /dev/null +++ b/content/applications/general/payment_acquirers/alipay.rst @@ -0,0 +1,36 @@ +====== +Alipay +====== + +`Alipay `_ 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` diff --git a/content/applications/general/payment_acquirers/authorize.rst b/content/applications/general/payment_acquirers/authorize.rst index cec04d3da..5ae7db821 100644 --- a/content/applications/general/payment_acquirers/authorize.rst +++ b/content/applications/general/payment_acquirers/authorize.rst @@ -2,116 +2,46 @@ Authorize.Net ============= -`Authorize.Net `__ is a United States-based online payment solution +`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 -`__. +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 - `__ - -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 `. +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 `. 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 - `__ - :doc:`../payment_acquirers` - - :doc:`../../websites/ecommerce/shopper_experience/payment_acquirer` diff --git a/content/applications/general/payment_acquirers/buckaroo.rst b/content/applications/general/payment_acquirers/buckaroo.rst new file mode 100644 index 000000000..bbd5be3c5 --- /dev/null +++ b/content/applications/general/payment_acquirers/buckaroo.rst @@ -0,0 +1,47 @@ +======== +Buckaroo +======== + +`Buckaroo `_ 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 `: The key solely used to identify the website with + Buckaroo. +- :ref:`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` diff --git a/content/applications/general/payment_acquirers/media/adyen_add_webhook.png b/content/applications/general/payment_acquirers/media/adyen_add_webhook.png new file mode 100644 index 000000000..23c3444bd Binary files /dev/null and b/content/applications/general/payment_acquirers/media/adyen_add_webhook.png differ diff --git a/content/applications/general/payment_acquirers/media/adyen_allowed_origins.png b/content/applications/general/payment_acquirers/media/adyen_allowed_origins.png new file mode 100644 index 000000000..a184b8fec Binary files /dev/null and b/content/applications/general/payment_acquirers/media/adyen_allowed_origins.png differ diff --git a/content/applications/general/payment_acquirers/media/adyen_api_urls.png b/content/applications/general/payment_acquirers/media/adyen_api_urls.png new file mode 100644 index 000000000..aff145b65 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a/content/applications/general/payment_acquirers/media/paypal_account_optional.png and /dev/null differ diff --git a/content/applications/general/payment_acquirers/mollie.rst b/content/applications/general/payment_acquirers/mollie.rst new file mode 100644 index 000000000..e30609c96 --- /dev/null +++ b/content/applications/general/payment_acquirers/mollie.rst @@ -0,0 +1,31 @@ +====== +Mollie +====== + +`Mollie `_ 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` diff --git a/content/applications/general/payment_acquirers/ogone.rst b/content/applications/general/payment_acquirers/ogone.rst new file mode 100644 index 000000000..efed3341d --- /dev/null +++ b/content/applications/general/payment_acquirers/ogone.rst @@ -0,0 +1,69 @@ +===== +Ogone +===== + +`Ogone `_, 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 `: The ID solely used to identify the user with Ogone. +- :ref:`API User Password `: Value used to identify the user with Ogone. +- :ref:`SHA Key IN `: Key used in the signature Odoo send to Ogone. +- :ref:`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` diff --git a/content/applications/general/payment_acquirers/paypal.rst b/content/applications/general/payment_acquirers/paypal.rst index ee0ae614a..342fecf10 100644 --- a/content/applications/general/payment_acquirers/paypal.rst +++ b/content/applications/general/payment_acquirers/paypal.rst @@ -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 `_ -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 `__ - -* `this page for a production account `__ - -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 `_. +`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. 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 `__ to set up -fees. +You can refer to `Paypal Fees `_ to set up fees. .. note:: `Traders in the EU `_ 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 `_ +- `this page for a production account `_ + +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 + `_. 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 `__). 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` diff --git a/content/applications/general/payment_acquirers/sips.rst b/content/applications/general/payment_acquirers/sips.rst new file mode 100644 index 000000000..fc43fae9b --- /dev/null +++ b/content/applications/general/payment_acquirers/sips.rst @@ -0,0 +1,32 @@ +==== +SIPS +==== + +`SIPS `_ 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` diff --git a/content/applications/general/payment_acquirers/stripe.rst b/content/applications/general/payment_acquirers/stripe.rst index 37e229265..55050f82a 100644 --- a/content/applications/general/payment_acquirers/stripe.rst +++ b/content/applications/general/payment_acquirers/stripe.rst @@ -2,31 +2,48 @@ Stripe ====== -`Stripe `_ is a United States-based online payment solution -provider, allowing businesses to accept **credit cards** and other payment methods. +`Stripe `_ 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` diff --git a/content/applications/general/payment_acquirers/wire_transfer.rst b/content/applications/general/payment_acquirers/wire_transfer.rst index 248ee06d4..da58db782 100644 --- a/content/applications/general/payment_acquirers/wire_transfer.rst +++ b/content/applications/general/payment_acquirers/wire_transfer.rst @@ -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 \ No newline at end of file + :align: center + +.. seealso:: + - :doc:`../payment_acquirers` \ No newline at end of file