[IMP] payment_providers/paypal: new PayPal version
task-3355211
closes odoo/documentation#11388
X-original-commit: 3a24e18b45
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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Audrey (auva)
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PayPal
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======
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`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide, and
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`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide and
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one of the few that does not charge a subscription fee.
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.. note::
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@ -10,112 +10,71 @@ one of the few that does not charge a subscription fee.
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<https://www.paypal.com/webapps/mpp/country-worldwide>`_, only `a selection of currencies are
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supported <https://developer.paypal.com/docs/reports/reference/paypal-supported-currencies>`_.
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Settings in PayPal
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==================
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.. _payment_providers/paypal/configuration-paypal:
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To access your PayPal account settings, log into PayPal, open the :guilabel:`Account Settings`, and
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open the :guilabel:`Website payments` menu.
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Configuration in PayPal
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=======================
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.. image:: paypal/paypal-account.png
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:align: center
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:alt: PayPal account menu
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#. `Log into your PayPal Developer Dashboard <https://developer.paypal.com/dashboard/>`_.
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#. Click :guilabel:`Apps & Credentials` and click :guilabel:`Create App`.
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#. Enter an :guilabel:`App Name` and click :guilabel:`Create App`.
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#. Copy the :guilabel:`Client ID` and :guilabel:`Secret` and save them for
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:ref:`later <payment_providers/paypal/configuration-odoo>`.
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.. important::
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Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return <paypal/auto-return>` and
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:ref:`PDT <paypal/pdt>` **must** be enabled.
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If you use customer names or addresses that include accented or non-Latin characters, you
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**must** configure the encoding format of the payment request sent by Odoo to PayPal to avoid
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transaction failures without notice. To do so, access the `PayPal button language encoding
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setting <https://www.paypal.com/cgi-bin/websrc?cmd=_profile-language-encoding>`_, click
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:guilabel:`More Options`, and set the :guilabel:`Encoding` field to :guilabel:`UTF-8`.
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.. _paypal/auto-return:
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Auto Return
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-----------
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The **Auto Return** feature automatically redirects customers to Odoo once the payment is processed.
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From :guilabel:`Website payments`, go to :menuselection:`Website preferences --> Update --> Auto
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return for website payments --> Auto return` and select :guilabel:`On`. Enter the address of your
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Odoo database (e.g., `https://yourcompany.odoo.com`) in the :guilabel:`Return URL` field, and
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:guilabel:`Save`.
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.. note::
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Any URL does the job. Odoo only needs the setting to be enabled since it uses another URL.
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.. _paypal/pdt:
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Payment Data Transfer (PDT)
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---------------------------
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:abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations, displays the payment
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status to the customers, and verifies the authenticity of the payments. From :menuselection:`Website
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preferences --> Update`, scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`.
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If you are trying PayPal as a test, access your :ref:`PayPal Sandbox account
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<payment_providers/paypal/testing>` and `configure the encoding format for your sandbox account
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<https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_.
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.. tip::
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PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return <paypal/auto-return>`
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and :ref:`Payment Data Transfer (PDT) <paypal/pdt>` are enabled. If you need the **PDT Identity
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Token**, disable and re-enable :guilabel:`Payment data transfer` to display the token again.
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For encrypted website payments & EWP_SETTINGS errors, please check the `PayPal documentation
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<https://developer.paypal.com/docs/online/>`_.
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PayPal Account Optional
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-----------------------
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.. _payment_providers/paypal/configuration-odoo:
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We advise not to prompt customers to log in with a PayPal account upon payment. It is better and
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more accessible for customers to pay with a debit/credit card. To disable that prompt, go to
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:menuselection:`Account Settings --> Website payments --> Update` and select :guilabel:`On` for
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:guilabel:`PayPal account optional`.
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Configuration in Odoo
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=====================
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Payment Messages Format
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-----------------------
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#. :ref:`Navigate to the payment provider PayPal <payment_providers/add_new>`.
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#. In the :guilabel:`Credentials` tab, enter the :guilabel:`Email` linked to your PayPal account,
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then fill in the :guilabel:`Client ID` and :guilabel:`Client Secret` fields with the values you
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saved at the step :ref:`payment_providers/paypal/configuration-paypal`.
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#. Click :guilabel:`Generate your webhook` to create the :guilabel:`Webhook ID`.
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#. Set the :guilabel:`State` field to :guilabel:`Enabled`, and make sure the PayPal payment provider
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is :guilabel:`Published`.
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#. Configure the remaining options as desired.
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If you use accented characters (or anything other than primary Latin characters) for customer names
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or addresses, then you **must** configure the encoding format of the payment request sent by Odoo to
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PayPal. If you do not, some transactions fail without notice.
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.. _payment_providers/paypal/testing:
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To do so, go to `your production account <https://www.paypal.com/cgi-bin/customerprofileweb
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?cmd=_profile-language-encoding>`_. Then, click :guilabel:`More Options` and set the two default
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encoding formats as :guilabel:`UTF-8`.
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Testing
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=======
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.. tip::
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- For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
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<https://developer.paypal.com/docs/online/>`_.
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- Configure your :ref:`Paypal Sandbox account <paypal/testing>`, then follow this
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`link <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
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to configure the encoding format in a test environment.
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PayPal provides two sandbox accounts that you can use to simulate live transactions:
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Settings in Odoo
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================
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.. seealso::
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:ref:`payment_providers/add_new`
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Odoo needs your **API Credentials** to connect with your PayPal account. To do so, go to
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:menuselection:`Accounting --> Configuration --> Payment Providers` and :guilabel:`Activate` PayPal.
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Then, enter your PayPal account credentials in the :guilabel:`Credentials` tab:
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- :guilabel:`Email`: the login email address in Paypal;
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- :guilabel:`PDT Identity Token`: the key used to verify the authenticity of transactions.
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.. _paypal/testing:
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Test environment
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================
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Configuration
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-------------
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Thanks to PayPal sandbox accounts, you can test the entire payment flow in Odoo.
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Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal credentials,
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which creates two sandbox accounts:
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- A business account (to use as merchants, e.g.,
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`pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_);
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- A default personal account (to use as shoppers, e.g.,
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`pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`_).
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Log into PayPal sandbox using the merchant account and follow the same configuration instructions.
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Enter your sandbox credentials in Odoo (:menuselection:`Accounting --> Configuration --> Payment
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Providers --> PayPal` in the :guilabel:`Credentials` tab, and make sure the status is set on
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:guilabel:`Test Mode`.
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Run a test transaction from Odoo using the sandbox personal account.
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- A business account (to use as the merchant account, e.g., `ab-1abc12345678@business.example.com`);
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- A default personal account (to use as the shopper account, e.g.,
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`ba-9cba87654321@personal.example.com`).
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To test the PayPal payment workflow in Odoo:
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#. Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal
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credentials and go to :menuselection:`Testing Tools --> Sandbox Accounts`.
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#. Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon next to the sandbox business account
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and select :guilabel:`View/Edit account`.
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#. Copy the :guilabel:`Email`, :guilabel:`Client ID`, and :guilabel:`Secret` and save them for the
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next step.
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#. In Odoo, :ref:`configure the PayPal payment provider <payment_providers/paypal/configuration-odoo>`
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with the values saved at the previous step and set the :guilabel:`State` field to
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:guilabel:`Test Mode`.
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You can then run a test transaction from Odoo using the sandbox personal account.
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.. seealso::
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- :ref:`payment_providers/test-mode`
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- :doc:`../payment_providers`
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