diff --git a/content/applications/websites/ecommerce/shopper_experience/media/payment_capture.png b/content/applications/websites/ecommerce/shopper_experience/media/payment_capture.png deleted file mode 100644 index 6c221a835..000000000 Binary files a/content/applications/websites/ecommerce/shopper_experience/media/payment_capture.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/shopper_experience/media/payment_capture_mode.png b/content/applications/websites/ecommerce/shopper_experience/media/payment_capture_mode.png deleted file mode 100644 index 26f5ef099..000000000 Binary files a/content/applications/websites/ecommerce/shopper_experience/media/payment_capture_mode.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/shopper_experience/media/payment_invoice.png b/content/applications/websites/ecommerce/shopper_experience/media/payment_invoice.png deleted file mode 100644 index 5e57bb1bf..000000000 Binary files a/content/applications/websites/ecommerce/shopper_experience/media/payment_invoice.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/shopper_experience/media/payment_transaction.png b/content/applications/websites/ecommerce/shopper_experience/media/payment_transaction.png deleted file mode 100644 index 1758e77bd..000000000 Binary files a/content/applications/websites/ecommerce/shopper_experience/media/payment_transaction.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/shopper_experience/payment_acquirer.rst b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer.rst index 6fc7dd9b3..9277b0b85 100644 --- a/content/applications/websites/ecommerce/shopper_experience/payment_acquirer.rst +++ b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer.rst @@ -1,78 +1,62 @@ -=================================================== -How to manage orders paid with payment acquirers -=================================================== +========================================= +Manage orders paid with Payment Acquirers +========================================= -Odoo confirms orders automatically as soon as the payment is authorized -by a payment acquirer. This triggers the delivery. -If you invoice based on ordered quantities, -you are also requested to invoice the order. +The moment a payment is officially authorized by a Payment Acquirer, Odoo *automatically* confirms +the order, which triggers the delivery. And, if you invoice based on ordered quantities, you are +requested to invoice the order, as well. +Let’s take a closer look at how to manage orders paid with Payment Acquirers. -What are the payment status -=========================== -At anytime, the salesman can check the transaction status from the order. +Checking the status of a payment +================================ -.. image:: media/payment_transaction.png - :align: center +To check the status of a payment, go to :menuselection:`Website --> Orders --> Orders`. Then, simply +click on the order you wish to check on. -* *Draft*: transaction under processing. +Once you are on the Sales Order page, you will find the payment is confirmed with an automatic note +in the *Chatter*. -* *Pending*: the payment acquirer keeps the transaction on hold and you - need to authorize it from the acquirer interface. +.. image:: payment_acquirer/chatter-transaction.png + :align: center + :alt: payment is confirmed in the chatter of sales order -* *Authorized*: the payment has been authorized but not yet captured. - In Odoo, the order is already confirmed. Once the delivery done, you - can capture the amount from the acquirer interface (or from Odoo if you use - Authorize.net). +If the user decides to create an invoice, the payment is directly reconciled. This note in +the *Chatter* includes a link to the Payment entry, which contains various details about the +transaction, along with a link to the related Journal Entry. -* *Done*: the payment is authorized and captured. The order has been confirmed. - -* *Error*: an error has occured during the transaction. - The customer needs to retry the payment. - The order is still in draft. - -* *Cancelled*: when the customer cancels the payment in the payment acquirer form. - They are taken back to Odoo in order to modify the order. +.. image:: payment_acquirer/transaction-info.png + :align: center + :alt: page with details surrounding the specific transaction .. note:: Specific messages are provided to your customers for every - payment status, when they are redirected to Odoo after the transaction. - To edit such messages, go to the *Messages* tab of the payment + payment status whenever they are redirected to Odoo after the transaction. + To edit these messages, go to the *Messages* tab of the payment method. +Automatically generate invoices at order +======================================== -Auto-validate invoices at order -=============================== +When the order is confirmed, you can also choose to have an invoice automatically issued +and paid. This fully-automated feature is designed for businesses that invoice +orders right away. -When the order is confirmed you can also have an invoice automatically issued -and paid. This fully-automated made for businesses that invoice -orders straight on. +To do automatically generate invoices at order: + - Go to :menuselection:`Website --> Configuration --> Settings --> Invoicing`. + - Then, under the **Invoicing Policy** option, select *Invoice what is ordered*. + - Then activate *Automatic Invoices* and *Save*. -.. image:: media/payment_invoice.png - :align: center +.. image:: payment_acquirer/automatic-invoice.png + :align: center + :alt: example of automatic invoice -.. note:: - If you choose this mode you are requested to select a payment journal in order to record payments - in your books. This payment is automatically reconcilied with the invoice, marking it as paid. - Select your **bank account** if you get paid immediately on your bank account. If you don't you - can create a specific journal for the payment acquirer (type = Bank). That way, you can track - online payments in an intermediary account of your books until you get paid into your bank - account (see :doc:`../../../general/payment_acquirers/payment_acquirers`). +Capture payment after the delivery +================================== +If the acquirer handling the payment is configured to capture amounts manually, the order is +confirmed, but the amount is kept on hold. Once the delivery is processed, you can capture the +payment from the related Sales Order. -Capture the payment after the delivery -====================================== -With this mode, the order is confirmed but the amount is kept on hold. -Once the delivery processed, you can capture the payment from Odoo. -This mode is only available with Authorize.net. - -.. image:: media/payment_capture_mode.png - :align: center - -To capture the payment, open the transaction from the order. -Then click *Capture Transaction*. - -.. image:: media/payment_capture.png - :align: center - -With other payment acquirers, you can manage the capture in -their own interfaces, not from Odoo. \ No newline at end of file +.. seealso:: + - :doc:`../../../general/payment_acquirers/payment_acquirers` + - :ref:`Payment Acquirers: Place a hold on a card ` diff --git a/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/automatic-invoice.png b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/automatic-invoice.png new file mode 100644 index 000000000..644eae1d7 Binary files /dev/null and b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/automatic-invoice.png differ diff --git a/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/chatter-transaction.png b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/chatter-transaction.png new file mode 100644 index 000000000..2c7d5d750 Binary files /dev/null and b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/chatter-transaction.png differ diff --git a/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/transaction-info.png b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/transaction-info.png new file mode 100644 index 000000000..5a8117006 Binary files /dev/null and b/content/applications/websites/ecommerce/shopper_experience/payment_acquirer/transaction-info.png differ