diff --git a/content/applications/finance/payment_acquirers.rst b/content/applications/finance/payment_acquirers.rst index f6bc19772..741882197 100644 --- a/content/applications/finance/payment_acquirers.rst +++ b/content/applications/finance/payment_acquirers.rst @@ -50,10 +50,9 @@ Bank Payments - | :doc:`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. -- | SEPA Direct Debit +- | :doc:`SEPA Direct Debit <../finance/accounting/receivables/customer_payments/batch_sdd>` | Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged - directly. :doc:`Click here <../finance/accounting/receivables/customer_payments/batch_sdd>` for more - information about this payment method. + directly. .. _payment_acquirers/online_providers: @@ -107,7 +106,7 @@ Add a new Payment Acquirer -------------------------- To add a new Payment acquirer and make it available to your customers, go to -:menuselection:`Accounting / Website --> Configuration --> eCommerce: Payment Acquirers`, look for +:menuselection:`Accounting / Website --> Configuration --> Payment Acquirers`, look for your payment acquirer, install the related module, and activate it. To do so, open the payment acquirer and change its state from *Disabled* to *Enabled*. @@ -212,7 +211,7 @@ Multi-company environment If you have multiple companies on your database and wish to use the same payment acquirer for several or all of them, switch to the company on which the payment acquirer is configured, then go -to :menuselection:`Accounting / Website --> Configuration --> Payments: Payment Acquirers` and +to :menuselection:`Accounting / Website --> Configuration --> Payment Acquirers` and select the payment acquirer to use. Then, click :menuselection:`Action --> Duplicate`, and in the :guilabel:`Company` field, set the company for which you want to have that payment acquirer available. Configure the rest of the fields according to your needs, and :guilabel:`Save`. diff --git a/content/applications/finance/payment_acquirers/wire_transfer.rst b/content/applications/finance/payment_acquirers/wire_transfer.rst index c818bf682..c47bc47e2 100644 --- a/content/applications/finance/payment_acquirers/wire_transfer.rst +++ b/content/applications/finance/payment_acquirers/wire_transfer.rst @@ -1,40 +1,47 @@ -=================================== -How to get paid with wire transfers -=================================== +============== +Wire transfers +============== -**Wire Transfer** is the default payment method available. -The aim is providing your customers with your bank details -so they can pay on their own. -This is very easy to start with but slow and inefficient process-wise. -Opt for payment acquirers as soon as you can! +The **Wire transfer** payment method allows you to provide payment instructions to your customers, +such as the bank details and communication. They are displayed: -How to provide customers with payment instructions -================================================== +- at the end of the checkout process, once the customer has selected :guilabel:`Wire transfer` as a + payment method and clicked the :guilabel:`Pay now` button: -Put your payment instructions in the **Thanks Message** of your payment method. + .. image:: wire_transfer/payment_instructions_checkout.png + :alt: Payment instructions at checkout + +- on the customer portal: + + .. image:: wire_transfer/payment_instructions_portal.png + :alt: Payment instructions on the customer portal + +.. note:: + - While this method is very accessible and requires minimal setup, it is very inefficient + process-wise. We recommend setting up a :doc:`payment acquirer <../payment_acquirers>` instead. + - Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you + receive the payment and :guilabel:`Confirm` the order. + +.. tip:: + **Wire transfer** can be used as a template for other payment methods that are processed + manually, such as checks, by renaming or duplicating it. + +Configuration +============= + +**Wire Transfer** is installed and enabled by default. + +To configure it, go to :menuselection:`Accounting / Website --> Configuration --> +Payment Acquirers`, and open the :guilabel:`Wire Transfer` card. Then, select the +:guilabel:`Communication` to be used in the :guilabel:`Configuration` tab: + + - :guilabel:`Based on Document Reference`: sales order or invoice number + - :guilabel:`Based on Customer ID`: customer identifier + +Define the payment instructions in the :guilabel:`Messages` tab: .. image:: wire_transfer/payment_instructions.png - :align: center + :alt: Define payment instructions -They will appear to the customers when they place an order. - -.. image:: wire_transfer/payment_customer_instructions.png - :align: center - -How to manage an order once you get paid -======================================== - -Whenever a customer pays by wire transfer, the order stays in an -intermediary stage **Quotation Sent** (i.e. unpaid order). -When you get paid, -you confirm the order manually to launch the delivery. - -How to create other manual payment methods -========================================== - -If you manage a B2B business, you can create other manually-processed -payment methods like paying by check. -To do so, just rename *Wire Transfer* or duplicate it. - -.. image:: wire_transfer/payment_check.png - :align: center +.. seealso:: + :doc:`../accounting/getting_started/cheat_sheet` diff --git a/content/applications/finance/payment_acquirers/wire_transfer/payment_check.png b/content/applications/finance/payment_acquirers/wire_transfer/payment_check.png deleted file mode 100644 index 5cfd97c50..000000000 Binary files a/content/applications/finance/payment_acquirers/wire_transfer/payment_check.png and /dev/null differ diff --git a/content/applications/finance/payment_acquirers/wire_transfer/payment_customer_instructions.png b/content/applications/finance/payment_acquirers/wire_transfer/payment_customer_instructions.png deleted file mode 100644 index a18f10a0d..000000000 Binary files a/content/applications/finance/payment_acquirers/wire_transfer/payment_customer_instructions.png and /dev/null differ diff --git a/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions.png b/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions.png index f3f9375b4..af01e729a 100644 Binary files a/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions.png and b/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions.png differ diff --git a/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions_checkout.png b/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions_checkout.png new file mode 100644 index 000000000..257066b00 Binary files /dev/null and b/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions_checkout.png differ diff --git a/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions_portal.png b/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions_portal.png new file mode 100644 index 000000000..0884cc284 Binary files /dev/null and b/content/applications/finance/payment_acquirers/wire_transfer/payment_instructions_portal.png differ