[DEL] accounting: doc about Paypal
This commit is contained in:
parent
4bd0353e2f
commit
4e070ab14c
@ -10,5 +10,4 @@ Bank Feeds
|
||||
feeds/bank_statements
|
||||
feeds/bank_synchronization
|
||||
feeds/ponto
|
||||
feeds/paypal
|
||||
feeds/saltedge
|
||||
|
Binary file not shown.
Before Width: | Height: | Size: 10 KiB |
Binary file not shown.
Before Width: | Height: | Size: 14 KiB |
Binary file not shown.
Before Width: | Height: | Size: 18 KiB |
@ -1,69 +0,0 @@
|
||||
=========================================
|
||||
Synchronize your PayPal account with Odoo
|
||||
=========================================
|
||||
|
||||
With Odoo, you can synchronize your PayPal account. That way, you don't
|
||||
have to record all your PayPal transaction in your favorite accounting
|
||||
software. The synchronization is done every 4 hours, and you can start
|
||||
reconciling PayPal payments in just a click.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Install the account_yodlee module
|
||||
----------------------------------
|
||||
|
||||
Start by installing the **account_yodlee** module, if it is not already
|
||||
installed. To do that, got the the menu
|
||||
:menuselection:`Accounting --> Configuration --> Settings` of the
|
||||
accounting application. In the section **Bank & Cash**, set the option **Bank
|
||||
Interface - Sync your bank feeds automatically**.
|
||||
|
||||
.. image:: media/paypal01.png
|
||||
:align: center
|
||||
|
||||
Click on the apply button once it's done.
|
||||
|
||||
Setup your PayPal account
|
||||
-------------------------
|
||||
|
||||
A PayPal account in Odoo is managed like a bank account. To setup your
|
||||
PayPal account, use the menu :menuselection:`Configuration --> Bank Accounts`.
|
||||
Create a new bank account and name it **PayPal**. In the bank field, you can set
|
||||
**PayPal**.
|
||||
|
||||
.. image:: media/paypal02.png
|
||||
:align: center
|
||||
|
||||
Once the PayPal account is created, go back to the **Accounting** dashboard
|
||||
and click on the **Synchronize** button. In the dialog, choose **PayPal** as
|
||||
the online institution and click on the configure button.
|
||||
|
||||
.. image:: media/paypal03.png
|
||||
:align: center
|
||||
|
||||
Then, you will have to provide your credentials to connect to PayPal.
|
||||
|
||||
.. note::
|
||||
Your Paypal **must be in English** (if it is not the case you must change
|
||||
the language of your Paypal account) and if you use a Paypal business account
|
||||
you must switch back to the old interface in order for it to work with
|
||||
Online feeds (you can switch from new to old interface in your Paypal account).
|
||||
|
||||
If you don't do this you will get a message either saying to put Paypal in
|
||||
English or that the site is not supported.
|
||||
|
||||
If you configured your Paypal account correctly you should get to the next step
|
||||
of the Online feeds configuration. There you will have a screen with a date to
|
||||
fetch transaction from and a list of account to choose. You must choose the
|
||||
**Paypal balance** account.
|
||||
|
||||
Once everything is done, you should see your PayPal transactions right
|
||||
in Odoo and you can start reconciling your payments.
|
||||
|
||||
Enjoy a full integration! You don't need to record transaction manually
|
||||
anymore.
|
||||
|
||||
.. note::
|
||||
You only have to provide your credentials the first time. Once
|
||||
done, Odoo will synchronize with PayPal every 4 hours automatically.
|
@ -122,6 +122,5 @@ payments.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`online_payment`
|
||||
- :doc:`../../bank/feeds/paypal`
|
||||
- :doc:`check`
|
||||
- :doc:`followup`
|
||||
|
Loading…
Reference in New Issue
Block a user