diff --git a/ecommerce/shopper_experience.rst b/ecommerce/shopper_experience.rst new file mode 100644 index 000000000..513be901b --- /dev/null +++ b/ecommerce/shopper_experience.rst @@ -0,0 +1,14 @@ +================= +Improve the shopper experience +================= + +.. toctree:: + :titlesonly: + + shopper_experience/payment + shopper_experience/paypal + shopper_experience/portal + + + + diff --git a/ecommerce/shopper_experience/payment.rst b/ecommerce/shopper_experience/payment.rst new file mode 100644 index 000000000..860e41eeb --- /dev/null +++ b/ecommerce/shopper_experience/payment.rst @@ -0,0 +1,175 @@ +============================= +How to set up payment methods +============================= + +To collect payments, you can either request your customers to process it +manually (e.g. wire transfer) or redirect them to payment acquirers. The payment +process described hereunder is common to both eCommerce and online quotations. + +Payment methods +=============== + +Wire transfer +------------- + +Wire Transfer is the default payment method available. The aim is providing your +customers with your bank details so that they can pay via their bank. This is very +easy to start with but slow and inefficient process-wise. Opt for online acquirers +as soon as you can! + +.. tip:: + For B2B users: you can create new manually-processed payment methods (check, + purchase order, etc.) by renaming 'Wire Transfer' or duplicating it. + +Online payment acquirers +------------------------ + +Redirect your customers to payment acquirer platforms to collect money effortless. +Odoo supports more and more platforms over time: Paypal, Ingenico, Authorize.net, +etc. Once the payment accepted, orders are confirmed in Odoo so that the delivery +& invoicing processes are triggered automatically. + +Custom (advanced) +----------------- + +Can be used to request payments to any payment acquirer not listed in Odoo. + +Edit a payment method +======================= + +To make payment methods intuitive for your customers feel free to customize them by editing: + +* the name, + +* the picture, + +* the notification messages (thank you & next step, error, cancellation). + +Go to :menuselection:`Website Admin --> Configuration --> Payment Acquirers` to do so. + +Generic setup +============= + +1. Review the elements here above. + +2. Enter your credentials (online acquirers only). + +3. Choose your order confirmation preference (see below). + +4. Publish the payment method. + +5. Test the payment flow in *Test* mode (default mode). + +6. Switch to *Production* mode. + +7. Se your default payment acquirer in :menuselection:`Accounting --> Configuration --> Settings`. + It will be auto-selected for your customers when they enter the payment screen. + +.. note:: + Rely on the documentation related to your payment acquirer to go through step 2, 5 and 6. Some + acquirers provides you with specific credentials for test and production modes (Paypal). Others + let you switch mode in their setup interface (Authorize.net). + +.. tip:: + With Ingenico and Authorize.net, you can let your customers save and reuse a payment card to + accelerate the process on next checkouts. See *Store Card Data* in Configuration tab. + +Payment flow +============ + +1. When choosing the payment method, the customer is taken to the payment acquirer interface to + process the payment. + +2. Once done he is taken back to Odoo's confirmation page. The transaction status shows up: + +* *Pending*: the order will be confirmed as soon as you authorize the transaction in the acquirer interface. + +* *Confirmed*: the payment has been authorized automatically. + +3. A confirmation email is sent to the customer with a copy of the order in pdf. It shows the payment status. + +4. Launch the delivery and invoicing from: + +* eCommerce: :menuselection:`Website Admin --> Orders --> (Unpaid) Orders`, + +* online quotations: :menuselection:`Sales --> Sales --> Quotations/Sales Orders`. + +For internal tracking purposes, a link to the transaction status is provided in the sales order. + +.. note:: + If the customer cancels the payment while on the payment acquirer form, it is taken back to + the store page (or online quotation) in order to reprocess the order. The payment is + marked as *Cancelled* in Odoo. + +.. tip:: + You can edit the confirmation email template from + :menuselection:`Website Admin --> Configuration --> Settings`. + +Order confirmation preferences +============================== + +There are 4 different behaviors available for any payment acquirer. + +No automatic confirmation +------------------------- + +This is the default mode for *Wire Transfer*. It means Odoo does not confirm orders but keep +them in an intermediary stage (*Quotation Sent* = *Unpaid Order*). Once you get the payment, +you are expected to confirm the order manually to pursue the process (delivery, invoicing). + +Authorize the amount and confirm the SO on acquirer confirmation (capture manually) +----------------------------------------------------------------------------------- + +Odoo confirms the order as soon as the payment success notification comes in. To get the +money however, you need to capture it from your payment transaction. In lots of countries +you are indeed requested to deliver your goods before capturing the amount. + +Authorize & capture the amount and confirm the SO on acquirer confirmation +-------------------------------------------------------------------------- + +This is the default mode for payment acquirers. The amount is captured automatically. + +.. tip:: + For B2B: if you use a manual payment method like *Wire Transfer* and don't expect any + upfront payment to launch the delivery, switch to this mode as well. + +Authorize & capture the amount, confirm the SO and auto-validate the invoice on acquirer confirmation +----------------------------------------------------------------------------------------------------- + +If you invoice upfront and not at the delivery, switch to this last mode to automate everything. +You are requested to select a Payment Journal to record such payments +(see :doc:`../../accounting/receivables/customer_payments/credit_cards`). + +Custom payment acquirers (advanced) +=================================== + +Odoo can submit payment requests and redirect to any payment acquirer. In such a case, you need +to confirm the sale manually in Odoo once you get paid because Odoo cannot read any payment +status sent by the acquirer. + +To configure this: + +* switch to developer mode, + +* edit the *Custom* payment method, + +* set up the payment form (S2S Form Template) as instructed by your payment acquirer. You can + start from *default_acquirer_button* that you can duplicate. + +Recurring payments & Installment plans +====================================== + +The Ingenico integration allows you to process and manage recurring payments from Odoo +Subscriptions app out-of-the-box (more information coming soon). + +With some customization, Odoo can also trigger installment plans if this is permitted by +your payment acquirer’s API: + +e.g. Paypal Installment Plans (see https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/installment_buttons). + +Such a service is made on-demand by our technical experts based on your own requirements. +Ask our business advisors at info@odoo.com. + +.. seealso:: + + * :doc:`paypal`