From 55a96bbe510f5963fa479eff2d1cb062576199e6 Mon Sep 17 00:00:00 2001 From: Victor Feyens Date: Fri, 20 Jan 2023 15:37:39 +0000 Subject: [PATCH] [ADD] finance: explain how to disable online invoice payment closes odoo/documentation#3383 Related: odoo/odoo#110177 Signed-off-by: Antoine Vandevenne (anv) --- .../customer_payments/online_payment.rst | 6 ++ .../online_payment/install_portal_patch.rst | 57 +++++++++++++++++++ 2 files changed, 63 insertions(+) create mode 100644 content/applications/finance/accounting/receivables/customer_payments/online_payment/install_portal_patch.rst diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment.rst b/content/applications/finance/accounting/receivables/customer_payments/online_payment.rst index 1147c0003..ac42e6899 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/online_payment.rst +++ b/content/applications/finance/accounting/receivables/customer_payments/online_payment.rst @@ -1,7 +1,13 @@ +:show-content: + ====================== Invoice online payment ====================== +.. toctree:: + + online_payment/install_portal_patch + To make it more convenient for your customers to pay the invoices you issue, you can activate the **Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This allows your customers to see their invoices online and pay directly with their favorite payment diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment/install_portal_patch.rst b/content/applications/finance/accounting/receivables/customer_payments/online_payment/install_portal_patch.rst new file mode 100644 index 000000000..0058cc7c3 --- /dev/null +++ b/content/applications/finance/accounting/receivables/customer_payments/online_payment/install_portal_patch.rst @@ -0,0 +1,57 @@ +=================================================== +Install the patch to disable online invoice payment +=================================================== + +Following recent changes in Odoo 16, you might be warned that disabling the :guilabel:`Invoice +Online Payment` setting will uninstall modules. If you want to disable the feature without +uninstalling modules, follow the steps below to install the module **Payment - Account / Invoice +Online Payment Patch**. + +.. note:: + | If your Odoo database is created after the module **Payment - Account / Invoice Online Payment + Patch** was released, you don't have anything to do. + | To check if the module is already installed, go to :guilabel:`Apps`, remove the `Apps` filter, + and search for `account_payment`. If the module **Payment - Account / Invoice Online Payment + Patch** is present and marked as installed, your Odoo database is already up-to-date and you + are able to disable the feature without side-effect. + +Update Odoo to the latest release +================================= + +The possibility to disable the :guilabel:`Invoice Online Payment` setting without side-effect is +made available through a new Odoo module; to be able to install it, you must make sure that your +Odoo source code is up-to-date. + +If you use Odoo on Odoo.com or Odoo.sh platform, your code is already up-to-date and you can proceed +to the next step. + +If you use Odoo with an on-premise setup or through a partner, you must update your installation as +detailed in :doc:`this documentation page `, or by contacting your +integrating partner. + +Update the list of available modules +==================================== + +New modules must be *discovered* by your Odoo instance to be available in the **Apps** menu. + +To do so, activate the :ref:`developer mode `, and go to :menuselection:`Apps --> +Update Apps List`. A wizard will ask for confirmation. + +Install the module Invoice Online Payment Patch +=============================================== + +.. warning:: + You should never install new modules in your production database without first testing them in a + duplicate or staging environment. For Odoo.com customers, a duplicate database can be created + from the database management page. For Odoo.sh users, you should use a staging or duplicate + database. For on-premise users, you should use a staging environment---contact your integrating + partner for more information regarding how to test a new module in your particular setup. + +The module should now be available in your :guilabel:`Apps` menu. Remove the ``Apps`` filter and +search for ``account_payment``; the module :guilabel:`Payment - Account / Invoice Online Payment Patch` +should be available for installation. If you cannot find the module after having updated the list +of available modules, it means your Odoo source code is not up-to-date; refer to step one of this +page. + +Once the module is installed, disabling the feature will work as intended and will not ask you to +uninstall installed applications or modules.