[IMP] payment_providers: payment methods + restructure doc page

task-3570280

closes odoo/documentation#7527

X-original-commit: 67894e33f6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
“Audrey 2023-12-29 10:36:31 +01:00
parent 958fa599e1
commit 86fac322d3
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@ -20,11 +20,11 @@ method, making the payment process much easier.
Configuration
=============
Make sure your :ref:`Payment Providers are correctly configured <payment_providers/configuration>`.
Make sure your :doc:`payment providers are correctly configured <../../payment_providers>`.
.. note::
By default, ":doc:`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the only
Payment Provider activated, but you still have to fill out the payment details.
By default, ":doc:`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the
only payment provider activated, but you still have to fill out the payment details.
To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
Settings --> Customer Payments`, enable **Invoice Online Payment**, and click on *Save*.

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@ -1,8 +1,8 @@
:show-content:
=================================================
Payment providers (credit cards, online payments)
=================================================
===============
Online payments
===============
.. toctree::
:titlesonly:
@ -25,34 +25,31 @@ Payment providers (credit cards, online payments)
payment_providers/stripe
payment_providers/xendit
Odoo embeds several **payment providers** that allow your customers to pay on their *Customer
Portals* or your *eCommerce website*. They can pay sales orders, invoices, or subscriptions with
recurring payments with their favorite payment methods such as **Credit Cards**.
Odoo embeds several **payment providers** that allow your customers to pay online, on their
*customer portals*, or on your *eCommerce website*. They can pay sales orders, invoices, or
subscriptions with recurring payments using their favorite payment methods, such as
**credit cards**.
Offering several payment methods increases the chances of getting paid in time, or even immediately,
as you make it more convenient for your customers to pay with the payment method they prefer and
trust.
Each payment provider is linked to a list of supported :ref:`payment methods
<payment_providers/payment_methods>` that can be (de)activated based on your needs.
.. image:: payment_providers/online-payment.png
:align: center
:alt: Pay online in the customer portal and select which payment provider to use.
:alt: Online payment form
.. note::
Odoo apps delegate the handling of sensitive information to the certified payment provider so
that you don't ever have to worry about PCI compliance.
This means that no sensitive information (such as credit card numbers) is stored on Odoo servers
or Odoo databases hosted elsewhere. Instead, Odoo apps use a unique reference number to the data
stored safely in the payment providers' systems.
that you don't ever have to worry about PCI compliance. No sensitive information (such as credit
card numbers) is stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo apps
use a unique reference number for the data stored safely in the payment providers' systems.
.. _payment_providers/supported_providers:
Supported payment providers
===========================
From an accounting perspective, we can distinguish two types of payment providers: the payment
providers that are third-party services and require you to follow another accounting workflow, and
the payments that go directly on the bank account and follow the usual reconciliation workflow.
To access the supported payment providers, go to :menuselection:`Accounting --> Configuration -->
Payment Providers`, :menuselection:`Website --> Configuration --> Payment Providers`, or
:menuselection:`Sales --> Configuration --> Payment Providers`.
.. _payment_providers/online_providers:
@ -66,10 +63,10 @@ Online payment providers
* -
- Payment flow from
- :ref:`Tokenization <payment_providers/features/tokenization>`
- :ref:`Manual capture <payment_providers/features/manual_capture>`
- :ref:`Refunds <payment_providers/features/refund>`
- :ref:`Express checkout <payment_providers/features/express_checkout>`
- :ref:`Tokenization <payment_providers/tokenization>`
- :ref:`Manual capture <payment_providers/manual_capture>`
- :ref:`Refunds <payment_providers/refunds>`
- :ref:`Express checkout <payment_providers/express_checkout>`
* - :doc:`Adyen <payment_providers/adyen>`
- Odoo
- |V|
@ -77,13 +74,13 @@ Online payment providers
- Full and partial
-
* - :doc:`Amazon Payment Services <payment_providers/amazon_payment_services>`
- The provider website
- The provider's website
-
-
-
-
* - :doc:`AsiaPay <payment_providers/asiapay>`
- The provider website
- The provider's website
-
-
-
@ -95,31 +92,31 @@ Online payment providers
- Full only
-
* - :doc:`Buckaroo <payment_providers/buckaroo>`
- The provider website
- The provider's website
-
-
-
-
* - :doc:`Flutterwave <payment_providers/flutterwave>`
- The provider website
- The provider's website
- |V|
-
-
-
* - :doc:`Mercado Pago <payment_providers/mercado_pago>`
- The provider website
- The provider's website
-
-
-
-
* - :doc:`Mollie <payment_providers/mollie>`
- The provider website
- The provider's website
-
-
-
-
* - :doc:`PayPal <payment_providers/paypal>`
- The provider website
- The provider's website
-
-
-
@ -131,7 +128,7 @@ Online payment providers
- Full and partial
-
* - :doc:`SIPS <payment_providers/sips>`
- The provider website
- The provider's website
-
-
-
@ -143,7 +140,7 @@ Online payment providers
- Full and partial
- |V|
* - :doc:`Xendit <payment_providers/xendit>`
- The provider website
- The provider's website
-
-
-
@ -152,17 +149,19 @@ Online payment providers
.. |V| replace::
.. note::
Some of these online payment providers can also be added as :doc:`bank accounts
<../finance/accounting/bank>`, but this is **not** the same process as adding
them as payment providers. Payment providers allow customers to pay online, and bank accounts are
added and configured on your Accounting app to do a bank reconciliation, which is an accounting
control process.
- Each provider has its own specific configuration flow, depending on which feature is
available.
- Some of these online payment providers can also be added as :doc:`bank accounts
<../finance/accounting/bank>`, but this is **not** the same process as adding them as payment
providers. Payment providers allow customers to pay online, and bank accounts are added and
configured in the Accounting app to do a :doc:`bank reconciliation
<accounting/bank/reconciliation>`.
.. tip::
In addition to the regular payment providers that integrate with an API such as Stripe, PayPal,
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 <payment_providers/demo>`. 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.
provider allows you to test business flows involving online payments. No credentials are required
as the demo payments are dummy payments.
.. _payment_providers/bank_payments:
@ -171,251 +170,267 @@ Bank payments
- | :doc:`Wire Transfer <payment_providers/wire_transfer>`
| When selected, Odoo displays your payment information with a payment reference. You have to
approve the payment manually once you have received it on your bank account.
approve the payment manually once you have received it in your bank account.
- | :doc:`SEPA Direct Debit <../finance/accounting/payments/batch_sdd>`
| Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their
bank account charged directly.
.. _payment_providers/features:
.. _payment_providers/add_new:
Additional features
===================
Enable a payment provider
=========================
Some payment providers support additional features for the payment flow. Refer to the :ref:`table
above <payment_providers/online_providers>` to check if your payment provider supports these
To add a new payment provider and make its related payment methods available to your customers,
proceed as follows:
#. Go to the payment provider's website, create an account, and make sure you have the API
credentials requested for third-party use. These are necessary for Odoo to communicate with the
payment provider.
#. In Odoo, navigate to the :guilabel:`Payment providers` by going to :menuselection:`Accounting -->
Configuration --> Payment Providers`, :menuselection:`Website --> Configuration --> Payment
Providers`, or :menuselection:`Sales --> Configuration --> Payment Providers`.
#. Select the provider and configure the :guilabel:`Credentials` tab.
#. Set the :guilabel:`State` field to :guilabel:`Enabled`.
.. note::
- The fields available in the :guilabel:`Credentials` tab depend on the payment provider. Refer
to the :ref:`related documentation <payment_providers/supported_providers>` for more
information.
- Once you have enabled the payment provider, it is automatically published on your website.
If you wish to unpublish it, click the :guilabel:`Published` button. Customers cannot make
payments through an unpublished provider, but they can still manage
:dfn:`(delete and assign to a subscription)` their existing tokens linked to such a provider.
.. _payment_providers/test-mode:
Test mode
---------
If you wish to try the payment provider as a test, set the :guilabel:`State` field in the payment
provider form to :guilabel:`Test mode`, then enter your provider's test/sandbox credentials in the
:guilabel:`Credentials` tab.
.. note::
By default, the payment provider remains **unpublished** in test mode so that it's not visible to
visitors.
.. warning::
We recommend using the test mode on a duplicate or a test database to avoid potential issues
with your invoice numbering.
.. _payment_providers/payment_methods:
Payment methods
===============
Each payment provider is related to a list of supported payment methods; the methods listed in the
:guilabel:`Payment methods` field in the :guilabel:`Configuration` tab of the payment provider form
are the ones that have been activated. To activate or deactivate a payment method for a provider,
click :guilabel:`Enable Payment Methods`, then click the toggle button of the related method.
.. tip::
Payment methods are displayed on your website based on their sequence order. To reorder them,
click :guilabel:`Enable Payment Methods` in the payment provider form, then, in the
:guilabel:`Payment Methods` list, drag and drop the payment methods in the desired order.
Icons and brands
----------------
The icons displayed next to the payment method on your website are either the icons of the brands
activated for the payment method or, if there aren't any, the icons of the payment methods
themselves. To modify them, go to :menuselection:`Accounting --> Configuration --> Payment Methods`,
:menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales -->
Configuration --> Payment Methods`, then click on the payment method.
To modify a payment method's icon, hover your mouse over the image in the upper-right corner of the
payment method's form and click the pencil icon (:guilabel:`✎`).
Select the :guilabel:`Brands` tab to view the brands that have been activated for the payment
method. The brands and their related icons are displayed based on their sequence order; to reorder
them, drag and drop them in the desired order. To modify a brand's icon, select the brand, then,
in the popup window that opens, hover the mouse over the image in the upper-right corner and click
the pencil icon (:guilabel:`✎`).
Advanced configuration
----------------------
To configure payment methods further, go to :menuselection:`Accounting --> Configuration --> Payment
Methods`, :menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales
--> Configuration --> Payment Methods`. Click on the payment method, then activate the
:ref:`developer mode <developer-mode>`. Click the :guilabel:`Configuration` tab to adapt the
features.
.. _payment_providers/features/tokenization:
.. danger::
- Each payment method is preconfigured in a way that aligns with the payment providers'
behavior and their integration with Odoo. Any change to this configuration may result in errors
and should be tested on a duplicate or test database first.
- Modifications to the payment method's configuration only work to the extent of the method's
and provider's capabilities. For example, adding :ref:`countries
<payment_providers/currencies_countries>` for a payment method only supported in one country or
enabling :ref:`tokenization <payment_providers/tokenization>` for a method linked to a provider
that does not support it will not produce the intended results.
.. _payment_providers/tokenization:
Tokenization
------------
============
If your payment provider supports this feature, customers can choose to save their card for later. A
**payment token** is created in Odoo and can be used as a payment method for subsequent payments
without having to enter the card details again. This is particularly useful for the eCommerce
conversion rate and for subscriptions that use recurring payments.
:ref:`If the payment provider supports this feature <payment_providers/online_providers>`, customers
can save their payment method details for later. To enable this feature, go to the
:guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Allow Saving
Payment Methods`.
Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider
and by ticking the :guilabel:`Allow Saving Payment Methods` checkbox.
In this case, a **payment token** is created in Odoo to be used as a payment method for subsequent
payments without the customer having to enter their payment method details again. This is
particularly useful for the eCommerce conversion rate and subscriptions that use recurring payments.
.. note::
You remain fully PCI-compliant when you enable this feature because Odoo does not store the card
details directly. Instead, it creates a payment token that only holds a reference to the card
details stored on the payment provider's server.
details directly. Instead, it creates a payment token that only references the card details
stored on the payment provider's server.
.. _payment_providers/features/manual_capture:
.. _payment_providers/manual_capture:
Manual capture
--------------
==============
If your payment provider supports this feature, you can authorize and capture payments in two steps
instead of one. When you authorize a payment, the funds are reserved on the customer's payment
method but they are not immediately charged. The charge is only made when you manually capture the
payment later on. You can also void the authorization to release the reserved funds; this is
equivalent to a regular cancellation. Capturing payments manually can prove itself useful in many
situations:
:ref:`If the payment provider supports this feature <payment_providers/online_providers>`, you can
authorize and capture payments in two steps instead of one. To enable this feature, go to the
:guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Capture Amount
Manually`.
- Receive the payment confirmation and wait until the order is shipped to capture the payment.
- Review and verify that orders are legitimate before the payment is completed and the fulfillment
process starts.
- Avoid potentially high processing fees for cancelled payments: payment providers will not charge
you for voiding an authorization.
- Hold a security deposit to return later, minus any deductions (e.g., after a damage).
When you authorize a payment, the funds are reserved on the customer's payment method but not
immediately charged. They are charged when you manually capture the payment later on. You can also
void the authorization to cancel it and release the reserved funds. Capturing payments manually is
helpful in many situations:
Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider
and by ticking the :guilabel:`Capture Amount Manually` checkbox.
- Receive the payment confirmation and wait until the order is shipped to capture the payment.
- Review and verify that orders are legitimate before the payment is completed and the fulfillment
process starts.
- Avoid potentially high refund fees for refunded payments: payment providers will not charge you
for voiding an authorization.
- Hold a security deposit to return later, minus any deductions (e.g., in case of damages).
To capture the payment after it was authorized, go to the related sales order or invoice and click
on the :guilabel:`CAPTURE TRANSACTION` button. To release the funds, click on the :guilabel:`VOID
TRANSACTION` button.
If your provider supports partial capture, you can select to capture only a **partial amount** of
the full amount. The **remaining (uncaptured) amount** can either be voided or partially captured
again later.
the :guilabel:`Capture Transaction` button. To release the funds, click the :guilabel:`Void
Transaction` button.
.. note::
- Some payment providers support capturing only part of the authorized amount. The remaining
amount can then be either captured or voided. These providers have the value **Full and
partial** in the :ref:`table above <payment_providers/online_providers>`. The providers that
only support capturing or voiding the full amount have the value **Full only**.
only support capturing or voiding the total amount have the value **Full only**.
- The funds are likely not reserved forever. After a certain time, they may be automatically
released back to the customer's payment method. Refer to your payment provider's documentation
for the exact reservation duration.
- Odoo does not support this feature for all payment providers but some allow the manual capture
- Odoo does not support this feature for all payment providers, but some allow the manual capture
from their website interface.
.. _payment_providers/features/refund:
.. _payment_providers/refunds:
Refunds
-------
=======
If your payment provider supports this feature, you can refund payments directly from Odoo. It does
not need to be enabled first. To refund a customer payment, navigate to it and click on the
:guilabel:`REFUND` button.
not need to be enabled first. To refund a customer payment, navigate to it and click the
:guilabel:`Refund` button.
.. note::
- Some payment providers support refunding only part of the amount. The remaining amount can then
optionally be refunded too. These providers have the value **Full and partial** in the
optionally be refunded, too. These providers have the value **Full and partial** in the
:ref:`table above <payment_providers/online_providers>`. The providers that only support
refunding the full amount have the value **Full only**.
- Odoo does not support this feature for all payment providers but some allow to refund payments
refunding the total amount have the value **Full only**.
- Odoo does not support this feature for all payment providers, but some allow to refund payments
from their website interface.
.. _payment_providers/features/express_checkout:
.. _payment_providers/express_checkout:
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, customers go straight from the cart to the confirmation page, stopping by the
payment form of Google or Apple to validate the payment.
:ref:`If the payment provider supports this feature <payment_providers/online_providers>`, you can
allow customers to use the :guilabel:`Google Pay` and :guilabel:`Apple Pay` buttons and pay their
eCommerce orders in one click. When they use one of these buttons, customers go straight from the
cart to the confirmation page without filling out the contact form. They just have to validate the
payment on Google's or Apple's payment form.
Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider
and by ticking the :guilabel:`Allow Express Checkout` checkbox.
To enable this feature, go to the :guilabel:`Configuration` tab of the selected payment provider and
enable :guilabel:`Allow Express Checkout`.
.. note::
All prices shown in the express checkout payment form are always taxes included.
All prices shown on the express checkout payment form always include taxes.
.. _payment_providers/configuration:
Availability
============
Configuration
=============
You can adapt the payment provider's availability by specifying the :guilabel:`Maximum amount`
allowed and modifying the :guilabel:`Currencies` and :guilabel:`Countries` in the
:guilabel:`Configuration` tab.
.. _payment_providers/currencies_countries:
Currencies and countries
------------------------
All payment providers have a different list of available currencies and countries. They serve as a
first filter during payment operations, i.e., the payment methods linked to the payment provider are
not available for selection if the customer's currency or country is not in the supported list. As
there might be errors, updates, and unknowns in the lists of available currencies and countries,
adding or removing a payment provider's supported currencies or countries is possible.
.. note::
Each provider has its specific configuration flow, depending on :ref:`which feature is available
<payment_providers/online_providers>`.
.. _payment_providers/add_new:
- :ref:`Payment methods <payment_providers/payment_methods>` also have their own list of
available currencies and countries that serves as another filter during payment operations.
- If the list of supported currencies or countries is empty, it means the list is too long to be
displayed, or Odoo does not have information on that payment provider. The payment provider
remains available, even though it is possible the payment will be refused at a later stage
should the country or currency not be supported.
Add a new payment provider
--------------------------
Maximum amount
--------------
To add a new payment provider and make it available to your customers, go to
:menuselection:`Accounting --> Configuration --> Payment Providers`, look for your payment provider,
install the related module, and activate it. To do so, open the payment provider and change its
state from *Disabled* to *Enabled*.
.. image:: payment_providers/activation.png
:align: center
:alt: Click on install, then on activate to make the payment provider available on Odoo.
.. warning::
We recommend using the *Test Mode* on a duplicated database or a test database. The Test Mode is
meant to be used with your test/sandbox credentials, but Odoo generates Sales Orders and Invoices
as usual. It isn't always possible to cancel an invoice, and this could create some issues with
your invoices numbering if you were to test your payment providers on your main database.
.. _payment_providers/credentials_tab:
Credentials tab
~~~~~~~~~~~~~~~
If not done yet, go to the online payment provider website, create an account, and make sure to have
the credentials required for third-party use. Odoo requires these credentials to communicate with
the payment provider.
The form in this section is specific to the payment provider you are configuring. Please refer to
the related documentation for more information.
.. _payment_providers/configuration_tab:
Configuration tab
~~~~~~~~~~~~~~~~~
You can change the payment provider's front-end appearance by modifying its name under the
**Displayed as** field, and the supported credit card icons displayed under the **Supported Payment Methods**
field.
.. _payment_providers/currencies:
Currencies
**********
All payment providers have a different list of available currencies. They are preconfigured and
available in the :guilabel:`Configuration` tab. They serve as a first filter during payment
operations, i.e. the payment provider is not displayed as available for payment if the currency is
not in the supported list.
.. tip::
As there might be errors, updates, and unknowns in the lists of available currencies, it is
possible to add or remove currencies.
If the list of supported currencies is empty, it either means the list is too long to be displayed,
or Odoo does not have information on that payment provider. The payment provider remains available,
even though it is possible the payment will be refused at a later stage should the currency not be
supported. This field is required if the user needs to select a currency when setting up their
payment provider account.
.. _payment_providers/countries:
Countries
*********
Restrict the use of the payment provider to a selection of countries. Leave this field blank to make
the payment provider available in all countries.
Maximum Amount
**************
Restrict the maximum amount that can be paid with the selected provider. Leave this field to `0.00`
to make the payment provider available regardless of the payment amount.
You can restrict the :guilabel:`Maximum Amount` that can be paid with the selected provider. Leave
the field to `0.00` to make the payment provider available regardless of the payment amount.
.. important::
This feature is not intended to work on pages which allow the customer to update the payment
amount. For example, the **Donation** snippet of the Website app, and the **Checkout** page of
the **eCommerce** app when paid delivery methods are enabled.
This feature is not intended to work on pages that allow the customer to update the payment
amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods
<../websites/ecommerce/checkout_payment_shipping/shipping>` are enabled.
.. _payment_providers/journal:
Payment journal
***************
===============
The **Payment journal** selected for your payment provider must be a *Bank* journal.
A :doc:`payment journal <accounting/bank>` must be defined for the payment provider to record the
payments on an **outstanding account**. By default, the :guilabel:`Bank` journal is added as the
payment journal for all payment providers. To modify it, go to the :guilabel:`Configuration` tab of
the selected payment provider and select another :guilabel:`Payment journal`.
.. _payment_providers/publish:
Publish on the website
----------------------
By default, payment providers are *unpublished*, which means that only internal users can see them
on the website. Your customers cannot make payments through an unpublished provider but they can
still manage :dfn:`(delete and assign to a subscription)` their already existing tokens linked to
such an provider. This conveniently allows you to test an provider while preventing making payments
and registering new tokens.
Click on the :guilabel:`Publish` button located in the top right corner of the provider's form to
publish it on the website and make it available to your customers. Click on the
:guilabel:`Unpublish` button to unpublish it.
.. tip::
Payment providers are automatically published and unpublished when you respectively change their
state to `enabled` and `test`.
.. _payment_providers/accounting:
.. note::
- The payment journal must be a :guilabel:`Bank` journal.
- The same journal can be used for several payment providers.
- Payment journals must only be configured if the :doc:`Invoicing or Accounting app <accounting>`
is installed.
Accounting perspective
======================
----------------------
The **Bank Payments** that go directly to one of your bank accounts follow their usual
reconciliation workflows. However, payments recorded with **Online Payment Providers** require you
to consider how you want to record your payments' journal entries. We recommend you to ask your
accountant for advice.
From an accounting perspective, there are two types of online payment workflows: the payments that
are directly deposited into your bank account and follow the usual :doc:`reconciliation
<accounting/bank/reconciliation>` workflow, and those coming from third-party :ref:`online payment
providers <payment_providers/online_providers>` and require you to follow another accounting
workflow. For these payments, you need to consider how you want to record your payments' journal
entries. We recommend you ask your accountant for advice.
You need to select a *Payment Journal* on your provider configuration to record the payments,
on a **Outstanding Account**. The Journal's **type** must be *Bank Journal*.
You can use a single journal for many payment methods. And for each payment method, you can either:
- Define an **Accounting Account** to separate these payments from another payment method.
- Leave blank to fallback on the default account, which you can see or change in the settings.
By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal
<payment_providers/journal>` is used, but you can also specify an :ref:`outstanding account
<bank/outstanding-accounts>` for each payment provider to separate the provider's payments from
other payments.
.. image:: payment_providers/bank_journal.png
:align: center
:alt: A bank journal in the "Incoming Payments Tab".
You can have the same bank account for the whole company, or for some journals only, or a single
payment method... What best suit your needs.
:alt: Define an outstanding account for a payment provider.
.. seealso::
- :doc:`payment_providers/wire_transfer`
@ -434,3 +449,4 @@ payment method... What best suit your needs.
- :doc:`payment_providers/stripe`
- :doc:`payment_providers/xendit`
- :doc:`../websites/ecommerce/checkout_payment_shipping/payments`
- :doc:`accounting/bank`

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@ -141,7 +141,7 @@ Place a hold on a card
Adyen allows you to capture an amount manually instead of having an immediate capture.
To set it up, enable the **Capture Amount Manually** option on Odoo, as explained in the
:ref:`payment providers documentation <payment_providers/features/manual_capture>`.
:ref:`payment providers documentation <payment_providers/manual_capture>`.
Then, open your Adyen Merchant Account, go to :menuselection:`Account --> Settings`, and set the
**Capture Delay** to **manual**.

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@ -41,7 +41,7 @@ Place a hold on a card
~~~~~~~~~~~~~~~~~~~~~~
With Authorize.Net, you can enable the :ref:`manual capture
<payment_providers/features/manual_capture>`. If enabled, the funds are reserved for 30 days on the
<payment_providers/manual_capture>`. If enabled, the funds are reserved for 30 days on the
customer's card, but not charged yet.
.. warning::
@ -66,9 +66,6 @@ previously configured Authorize.Net payment provider on Odoo by going to :menuse
(:guilabel:`⛭`) and select :guilabel:`Duplicate`. Change the provider's name to differentiate both
versions (e.g., `Authorize.net - Banks`).
Open the :guilabel:`Configuration` tab, set the :guilabel:`Allow Payments From` field to
:guilabel:`Bank Account (USA only)`.
When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` for a regular account or
:guilabel:`Test Mode` for a sandbox account.

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@ -22,7 +22,6 @@ The method to acquire your credentials depends on your hosting type:
#. Confirm your email address when Stripe sends you a confirmation email.
#. At the end of the process, you are redirected to Odoo. If you submitted all the requested
information, you are all set and your payment provider is enabled.
#. Your can continue to :ref:`stripe/local-payment-methods`.
.. tip::
To use your own API keys, :ref:`activate the Developer mode <developer-mode>` and
@ -40,7 +39,6 @@ The method to acquire your credentials depends on your hosting type:
#. :ref:`Fill in your credentials <stripe/api_keys>`.
#. :ref:`Generate a webhook <stripe/webhook>`.
#. Enable the payment provider.
#. You are all set and can continue to :ref:`stripe/local-payment-methods`.
.. tip::
To connect your Stripe account after the onboarding is already completed, go to
@ -100,34 +98,5 @@ create a webhook either automatically or manually.
When you click on **Add endpoint**, your Webhook is configured. You can then click on
**reveal** to display your signing secret.
.. _stripe/local-payment-methods:
Enable local payment methods
============================
Local payment methods are payment methods that are only available for certain merchants and
customers countries and currencies.
Odoo supports the following local payment methods:
- Bancontact
- EPS
- giropay
- iDEAL
- Przelewy24 (P24)
To enable some of these local payment methods with Stripe, list them as supported payment icons. To
do so, go to :menuselection:`Payment Providers --> Stripe --> Configuration` and add the desired
payment methods in the **Supported Payment Icons** field. If the desired payment method is already
listed, you do not have anything to do.
.. image:: stripe/payments-config.png
:alt: Select and add icons of the payment methods you want to enable
.. note::
- If a payment method record does not exist in the database and its related local payment method
is listed above, it is considered enabled with Stripe.
- If a local payment method is not listed above, it is not supported and cannot be enabled.
.. seealso::
- :doc:`../payment_providers`

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@ -71,8 +71,8 @@ invoice manually.
.. important::
If the online confirmation requires a pre-payment, your customer can select only the
:ref:`payment providers <payment_providers/supported_providers>` that have the :ref:`tokenization
feature <payment_providers/features/tokenization>`. This ensures that the customer is
automatically charged at each new period.
feature <payment_providers/tokenization>`. This ensures that the customer is automatically
charged at each new period.
.. toctree::
:titlesonly:

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@ -21,8 +21,7 @@ Alternatively, you can access **payment providers** via :menuselection:`Website
--> Settings`. In the :guilabel:`Shop - Payment` section, you can :guilabel:`Configure SEPA Direct
Debit` if you wish to use it, as well as :guilabel:`View other providers`. If you use the
:guilabel:`Authorize.net` payment provider, the
:ref:`Payment Capture Method <payment_providers/features/manual_capture>` can be configured in that
same menu.
:ref:`Payment Capture Method <payment_providers/manual_capture>` can be configured in that same menu.
If you are using :doc:`/applications/finance/payment_providers/paypal`, you can also enable and
configure it here.