[IMP] Payment providers: advertise and document the "demo" provider
New page to document the new features of the demo payment provider, and modifications to related pages task id: 2982367 closes odoo/documentation#2736 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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@ -14,6 +14,7 @@ Payment providers (credit cards, online payments)
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payment_providers/asiapay
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payment_providers/authorize
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payment_providers/buckaroo
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payment_providers/demo
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payment_providers/flutterwave
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payment_providers/mercado_pago
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payment_providers/mollie
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@ -63,83 +64,96 @@ Online payment providers
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:widths: auto
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* -
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- Payment flow
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- Payment flow from
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- :ref:`Tokenization <payment_providers/features/tokenization>`
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- :ref:`Manual capture <payment_providers/features/manual_capture>`
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- :ref:`Refunds <payment_providers/features/refund>`
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- :ref:`Express checkout <payment_providers/features/express_checkout>`
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- :ref:`Extra fees <payment_providers/features/extra_fees>`
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* - :doc:`Adyen <payment_providers/adyen>`
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- Payment from Odoo
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- Odoo
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- |V|
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- Full only
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- Full and partial
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-
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-
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* - :doc:`Amazon Payment Services <payment_providers/amazon_payment_services>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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-
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* - :doc:`AsiaPay <payment_providers/asiapay>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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-
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* - :doc:`Authorize.Net <payment_providers/authorize>`
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- Payment from Odoo
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- Odoo
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- |V|
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- Full only
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- Full only
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-
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-
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* - :doc:`Buckaroo <payment_providers/buckaroo>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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-
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* - :doc:`Flutterwave <payment_providers/flutterwave>`
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- Payment from the provider website
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- The provider website
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- |V|
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-
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-
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-
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-
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* - :doc:`Mercado Pago <payment_providers/mercado_pago>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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-
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* - :doc:`Mollie <payment_providers/mollie>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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-
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* - :doc:`PayPal <payment_providers/paypal>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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- |V|
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* - :doc:`Razorpay <payment_providers/razorpay>`
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- Payment from the provider website
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- The provider website
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-
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- Full only
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- Full and partial
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-
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-
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* - :doc:`SIPS <payment_providers/sips>`
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- Payment from the provider website
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- The provider website
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-
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-
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-
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-
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-
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* - :doc:`Stripe <payment_providers/stripe>`
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- Payment from the provider website
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- The provider website
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- |V|
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- Full only
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- Full and partial
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- |V|
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-
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.. |V| replace:: ✔
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@ -150,6 +164,12 @@ Online payment providers
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added and configured on your Accounting app to do a bank reconciliation, which is an accounting
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control process.
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.. tip::
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In addition to the regular payment providers that integrate with an API such as Stripe, PayPal,
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or Adyen, Odoo bundles the :doc:`Demo payment provider <payment_providers/demo>`. This payment
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provider allows you to make demo payments to test business flows involving online payments. No
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credentials are required as the demo payments are fake.
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.. _payment_providers/bank_payments:
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Bank payments
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@ -251,7 +271,7 @@ Express checkout
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If your payment provider supports this feature, customers can use the **Google Pay** and **Apple
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Pay** buttons to pay their eCommerce orders in one click without filling the contact form. Using one
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of those buttons, they'll go straight from the cart to the confirmation page, stopping by the
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of those buttons, customers go straight from the cart to the confirmation page, stopping by the
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payment form of Google or Apple to validate the payment.
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Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider
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@ -260,6 +280,23 @@ and by ticking the :guilabel:`Allow Express Checkout` checkbox.
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.. note::
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All prices shown in the express checkout payment form are always taxes included.
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.. _payment_providers/features/extra_fees:
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Extra Fees
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----------
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If supported by the payment provider, you can add **extra fees** to online transactions. Fees can be
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configured either as **fixed** amounts and percentages, **variable** amounts and percentages, or
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*both* simultaneously. These can be applied according to **domestic** or **international**
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geolocation.
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To enable fees, from the *eCommerce* or *Accounting* app, head to :menuselection:`Configuration
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--> Payment Providers` and select the desired supported provider. Click on the :guilabel:`Fees` tab
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and check the :guilabel:`Add Extra Fees` box. Configure the settings to your needs.
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.. note::
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Fees are calculated on the tax-included price.
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.. _payment_providers/configuration:
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Configuration
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@ -387,6 +424,7 @@ payment method... What best suit your needs.
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- :doc:`payment_providers/authorize`
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- :doc:`payment_providers/asiapay`
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- :doc:`payment_providers/buckaroo`
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- :doc:`payment_providers/demo`
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- :doc:`payment_providers/mercado_pago`
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- :doc:`payment_providers/mollie`
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- :doc:`payment_providers/ogone`
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39
content/applications/finance/payment_providers/demo.rst
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39
content/applications/finance/payment_providers/demo.rst
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@ -0,0 +1,39 @@
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====
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Demo
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====
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Odoo's **Demo Payment Provider** allows you to test business flows involving online transactions
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without requiring real banking credentials.
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Configuration
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=============
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.. seealso::
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:ref:`payment_providers/add_new`
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.. important::
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Switch the state to :guilabel:`Test Mode`.
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Payment outcome
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===============
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Upon checkout or when paying a bill online, you can choose the payment outcome when using the demo
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payment provider. To do so, click on the :guilabel:`Payment Status` drop-down menu and select the
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desired outcome.
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.. image:: demo/demo-payment-outcome.png
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:align: center
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:alt: Payment status outcomes.
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Transaction state
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=================
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If you selected :guilabel:`Pending` as **payment outcome**, you can change the state of the
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transaction straight from its form view. To access a transaction's form view, activate the
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:ref:`developer mode <developer-mode>`, and go to :menuselection:`Accounting / Website -->
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Configuration --> Payment Transactions`. Then, change the status of a transaction by clicking on the
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state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, Canceled, Error`).
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.. image:: demo/demo-view-form.png
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:align: center
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:alt: Transaction's status bar.
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