[ADD] finance: explain how to disable online invoice payment

closes odoo/documentation#3383

Related: odoo/odoo#110177
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Victor Feyens 2023-01-20 15:37:39 +00:00 committed by Antoine Vandevenne (anv)
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====================== ======================
Invoice online payment 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 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 **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 allows your customers to see their invoices online and pay directly with their favorite payment

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===================================================
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 </administration/maintain/update>`, 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 <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.