[IMP] sales: online signature confirmation doc

closes odoo/documentation#6869

X-original-commit: e6a6b9b453
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/send_quotations/get_paid_to_validate.rst

@@ -1,53 +1,91 @@
-============================
-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.
+The Odoo *Sales* application provides customers with the ability to confirm orders, via an online
+payment, directly on a sales order. Once the sales order is electronically paid for by the customer,
+the salesperson attached to the sales order is instantly notified that the order is confirmed.
 
-Enable online payment
-=====================
+Activate online payments
+========================
 
-Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Payment**
-feature.
+In order to have customers confirm orders with an online payment, the *Online Payment* setting
+**must** be activated.
 
-.. image:: get_paid_to_validate/get_paid_1.png
+To activate the *Online Payment* feature, go to :menuselection:`Sales app --> Configuration -->
+Settings`, scroll to the :guilabel:`Quotations \& Orders` heading, check the box next to the
+:guilabel:`Online Payment` feature, and click :guilabel:`Save`.
+
+.. image:: get_paid_to_validate/online-payment-setting.png
    :align: center
-   :class: img-thumbnail
-   :alt: How to enable online payment on Odoo Sales?
+   :alt: The online payment setting in the Odoo Sales application.
 
-There, you will have direct access to the **Payment Providers** page. It will allow you to select
-and configure your providers of choice. Before creating or modifying a payment provider, be sure to
-check out our documentation about how to be paid with payment providers such as
-:doc:`/applications/finance/payment_providers/paypal`,
-:doc:`/applications/finance/payment_providers/authorize`, and others in the
-:doc:`/applications/finance/payment_providers` documentation.
+Beneath the :guilabel:`Online Payment` option on the *Sales* :guilabel:`Settings` page, there's a
+:guilabel:`Default Quotation Validity` field. In this field, there's the option to add a specific
+number of days for quotations to remain valid by default.
 
-.. 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.
+To enable this feature on a standard quotation, click the checkbox for the :guilabel:`Payment`
+feature option, located in the :guilabel:`Online confirmation` field, on the :guilabel:`Other Info`
+tab.
+
+.. image:: get_paid_to_validate/online-payment-option-quotation.png
+   :align: center
+   :alt: The online payment setting on a standard quotation in Odoo Sales.
+
+To enable this feature on a quotation template, click the checkbox for the :guilabel:`Payment`
+feature option, located in the :guilabel:`Online confirmation` field of the quotation template form.
+
+.. image:: get_paid_to_validate/online-payment-option-quotation-template.png
+   :align: center
+   :alt: The online payment setting on quotation template forms in Odoo Sales.
+
+Payment providers
+=================
+
+After activating the :guilabel:`Online Payment` feature, a link to configure :guilabel:`Payment
+Providers` appears beneath it.
+
+Clicking that link reveals a separate :guilabel:`Payment Providers` page, in which a large variety
+of payment providers can be enabled, customized, and published.
+
+.. image:: get_paid_to_validate/payment-providers-page.png
+   :align: center
+   :alt: Payment providers page in Odoo Sales.
+
+.. seealso::
+   :doc:`../../../finance/payment_providers`
 
 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 in their customer portal, customers can click :guilabel:`Accept \& Pay` to
+confirm their order with an online payment.
 
-.. image:: get_paid_to_validate/get_paid_2.png
+.. image:: get_paid_to_validate/accept-and-pay-button.png
    :align: center
-   :class: img-thumbnail
-   :alt: How to register a payment on Odoo Sales?
+   :alt: The accept and pay button on an online quotation in 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.
+After clicking :guilabel:`Accept \& Pay`, customers are presented with :guilabel:`Validate Order`
+pop-up window containing different options for them to make online payments, in the :guilabel:`Pay
+with` section.
+
+.. image:: get_paid_to_validate/validate-order-pay-with.png
+   :align: center
+   :alt: How to register a payment on a validate order pop-up window in Odoo Sales.
+
+.. note::
+   Odoo will **only** offer payment options on the :guilabel:`Validate Order` pop-up window that
+   have been published and configured on the :guilabel:`Payment Providers` page.
+
+Once the customer selects their desired method of payment, they will click the :guilabel:`Pay`
+button on the pop-up window to confirm the order. Odoo instantly notifies the assigned salesperson
+upon order confirmation with an online payment.
+
+.. image:: get_paid_to_validate/payment-confirmation-notification-chatter.png
+   :align: center
+   :alt: Sample of notification that appears in the chatter when an online payment is made.
 
 .. seealso::
    - :doc:`quote_template`
-   - :doc:`/applications/finance/payment_providers`
-   - :doc:`/applications/finance/payment_providers/paypal`
-   - :doc:`/applications/finance/payment_providers/authorize`
+   - :doc:`get_signature_to_validate`
+   - :doc:`../../../finance/payment_providers`