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 bdc67079a..366417d70 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 +1,57 @@ -============================ -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. +With Odoo *Sales*, online payments can be used to get automatic confirmation on orders. Enable online payment ===================== -Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Payment** -feature. +Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to the :guilabel:`Quotations +\& Orders` heading, and activate the :guilabel:`Online Payment` feature by checking the box next to +it, and clicking :guilabel:`Save`. -.. image:: get_paid_to_validate/get_paid_1.png +.. image:: get_paid_to_validate/online-payment-setting.png :align: center - :class: img-thumbnail - :alt: How to enable online payment on Odoo Sales? + :alt: How to enable online payment on Odoo Sales. -There, you will have direct access to the **Payment Acquirers** page. It will allow you to select -and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to -check out our documentation about how to be paid with payment acquirers such as -:doc:`/applications/finance/payment_acquirers/paypal`, -:doc:`/applications/finance/payment_acquirers/authorize`, and others in the -:doc:`/applications/finance/payment_acquirers` documentation. +After checking the box beside the :guilabel:`Online Payment` feature, a link to the +:guilabel:`Payment Acquirers` appears beneath it. Click that link to reveal the entire +:guilabel:`Payment Acquirers` page. + +.. image:: get_paid_to_validate/payment-acquirers.png + :align: center + :alt: Payment acquirers page in the Odoo Sales application. + +On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected and configured. Before +creating (or modifying) a payment acquirer, be sure to review the documentation related to the ways +payment acquirers can be used with Odoo, such as: + +- :doc:`../../../finance/payment_acquirers/paypal` +- :doc:`../../../finance/payment_acquirers/authorize` +- :doc:`../../../finance/payment_acquirers` .. 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. + On quotation templates, the :guilabel:`Online Payment` feature is located under the + :guilabel:`Confirmation` tab. + + On standard quotations, the :guilabel:`Online Payment` feature is located under the + :guilabel:`Other Info` tab. 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 from the email they receive, customers are presented with different options +to make online payments, in the :guilabel:`Pay with` section. -.. image:: get_paid_to_validate/get_paid_2.png +.. image:: get_paid_to_validate/validate-order.png :align: center - :class: img-thumbnail - :alt: How to register a payment on Odoo Sales? + :alt: How to register a payment on 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. + Clicking the :guilabel:`Customer Preview` smart button on the quotation form provides a preview + of the quotation as the customer sees it, along with the various online payment options they can + choose from. .. seealso:: - - :doc:`quote_template` - - :doc:`/applications/finance/payment_acquirers` - - :doc:`/applications/finance/payment_acquirers/paypal` - - :doc:`/applications/finance/payment_acquirers/authorize` + :doc:`quote_template` 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/get_paid_1.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/get_paid_1.png rename to content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-acquirers.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-acquirers.png new file mode 100644 index 000000000..024e69e04 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-acquirers.png differ diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order.png b/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order.png new file mode 100644 index 000000000..02f643ba7 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order.png differ