diff --git a/content/applications/finance/payment_providers.rst b/content/applications/finance/payment_providers.rst index 968fc957f..9704dcae7 100644 --- a/content/applications/finance/payment_providers.rst +++ b/content/applications/finance/payment_providers.rst @@ -14,6 +14,7 @@ Payment providers (credit cards, online payments) payment_providers/asiapay payment_providers/authorize payment_providers/buckaroo + payment_providers/demo payment_providers/flutterwave payment_providers/mercado_pago payment_providers/mollie @@ -63,83 +64,96 @@ Online payment providers :widths: auto * - - - Payment flow + - Payment flow from - :ref:`Tokenization ` - :ref:`Manual capture ` - :ref:`Refunds ` - :ref:`Express checkout ` + - :ref:`Extra fees ` * - :doc:`Adyen ` - - Payment from Odoo + - Odoo - |V| - Full only - Full and partial - + - * - :doc:`Amazon Payment Services ` - - Payment from the provider website + - The provider website + - - - - - * - :doc:`AsiaPay ` - - Payment from the provider website + - The provider website + - - - - - * - :doc:`Authorize.Net ` - - Payment from Odoo + - Odoo - |V| - Full only - Full only - + - * - :doc:`Buckaroo ` - - Payment from the provider website + - The provider website + - - - - - * - :doc:`Flutterwave ` - - Payment from the provider website + - The provider website - |V| - - - + - * - :doc:`Mercado Pago ` - - Payment from the provider website + - The provider website + - - - - - * - :doc:`Mollie ` - - Payment from the provider website + - The provider website + - - - - - * - :doc:`PayPal ` - - Payment from the provider website + - The provider website - - - - + - |V| * - :doc:`Razorpay ` - - Payment from the provider website + - The provider website - - Full only - Full and partial - + - * - :doc:`SIPS ` - - Payment from the provider website + - The provider website + - - - - - * - :doc:`Stripe ` - - Payment from the provider website + - The provider website - |V| - Full only - Full and partial - |V| + - .. |V| replace:: ✔ @@ -150,6 +164,12 @@ Online payment providers added and configured on your Accounting app to do a bank reconciliation, which is an accounting control process. +.. tip:: + In addition to the regular payment providers that integrate with an API such as Stripe, PayPal, + or Adyen, Odoo bundles the :doc:`Demo payment provider `. This payment + provider allows you to make demo payments to test business flows involving online payments. No + credentials are required as the demo payments are fake. + .. _payment_providers/bank_payments: Bank payments @@ -251,7 +271,7 @@ Express checkout If your payment provider supports this feature, customers can use the **Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in one click without filling the contact form. Using one -of those buttons, they'll go straight from the cart to the confirmation page, stopping by the +of those buttons, customers go straight from the cart to the confirmation page, stopping by the payment form of Google or Apple to validate the payment. Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider @@ -260,6 +280,23 @@ and by ticking the :guilabel:`Allow Express Checkout` checkbox. .. note:: All prices shown in the express checkout payment form are always taxes included. +.. _payment_providers/features/extra_fees: + +Extra Fees +---------- + +If supported by the payment provider, you can add **extra fees** to online transactions. Fees can be +configured either as **fixed** amounts and percentages, **variable** amounts and percentages, or +*both* simultaneously. These can be applied according to **domestic** or **international** +geolocation. + +To enable fees, from the *eCommerce* or *Accounting* app, head to :menuselection:`Configuration +--> Payment Providers` and select the desired supported provider. Click on the :guilabel:`Fees` tab +and check the :guilabel:`Add Extra Fees` box. Configure the settings to your needs. + +.. note:: + Fees are calculated on the tax-included price. + .. _payment_providers/configuration: Configuration @@ -387,6 +424,7 @@ payment method... What best suit your needs. - :doc:`payment_providers/authorize` - :doc:`payment_providers/asiapay` - :doc:`payment_providers/buckaroo` + - :doc:`payment_providers/demo` - :doc:`payment_providers/mercado_pago` - :doc:`payment_providers/mollie` - :doc:`payment_providers/ogone` diff --git a/content/applications/finance/payment_providers/demo.rst b/content/applications/finance/payment_providers/demo.rst new file mode 100644 index 000000000..1a5986c26 --- /dev/null +++ b/content/applications/finance/payment_providers/demo.rst @@ -0,0 +1,39 @@ +==== +Demo +==== + +Odoo's **Demo Payment Provider** allows you to test business flows involving online transactions +without requiring real banking credentials. + +Configuration +============= + +.. seealso:: + :ref:`payment_providers/add_new` + +.. important:: + Switch the state to :guilabel:`Test Mode`. + +Payment outcome +=============== + +Upon checkout or when paying a bill online, you can choose the payment outcome when using the demo +payment provider. To do so, click on the :guilabel:`Payment Status` drop-down menu and select the +desired outcome. + +.. image:: demo/demo-payment-outcome.png + :align: center + :alt: Payment status outcomes. + +Transaction state +================= + +If you selected :guilabel:`Pending` as **payment outcome**, you can change the state of the +transaction straight from its form view. To access a transaction's form view, activate the +:ref:`developer mode `, and go to :menuselection:`Accounting / Website --> +Configuration --> Payment Transactions`. Then, change the status of a transaction by clicking on the +state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, Canceled, Error`). + +.. image:: demo/demo-view-form.png + :align: center + :alt: Transaction's status bar. diff --git a/content/applications/finance/payment_providers/demo/demo-payment-outcome.png b/content/applications/finance/payment_providers/demo/demo-payment-outcome.png new file mode 100644 index 000000000..2c87383c8 Binary files /dev/null and b/content/applications/finance/payment_providers/demo/demo-payment-outcome.png differ diff --git a/content/applications/finance/payment_providers/demo/demo-view-form.png b/content/applications/finance/payment_providers/demo/demo-view-form.png new file mode 100644 index 000000000..b032c3257 Binary files /dev/null and b/content/applications/finance/payment_providers/demo/demo-view-form.png differ