[IMP] sales: get paid to validate doc
closes odoo/documentation#6813
X-original-commit: 5541f2132e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
parent
e4aee350b8
commit
ae745cfa1f
@ -1,53 +1,57 @@
|
||||
============================
|
||||
Get paid to confirm an order
|
||||
============================
|
||||
=================================
|
||||
Online payment order confirmation
|
||||
=================================
|
||||
|
||||
In general, online payments are considered as a fast and secure alternative to traditional payment
|
||||
methods. It is generally cheaper, easier and faster than other payment methods. It is particularly
|
||||
useful and efficient for international transactions. With Odoo Sales, you can use online payments
|
||||
to get automatic orders confirmation. Online payments are made instantly, so it's very convenient
|
||||
and saves lots of time in a basic sales process.
|
||||
With Odoo *Sales*, online payments can be used to get automatic confirmation on orders.
|
||||
|
||||
Enable online payment
|
||||
=====================
|
||||
|
||||
Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Payment**
|
||||
feature.
|
||||
Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to the :guilabel:`Quotations
|
||||
\& Orders` heading, and activate the :guilabel:`Online Payment` feature by checking the box next to
|
||||
it, and clicking :guilabel:`Save`.
|
||||
|
||||
.. image:: get_paid_to_validate/get_paid_1.png
|
||||
.. image:: get_paid_to_validate/online-payment-setting.png
|
||||
:align: center
|
||||
:class: img-thumbnail
|
||||
:alt: How to enable online payment on Odoo Sales?
|
||||
:alt: How to enable online payment on Odoo Sales.
|
||||
|
||||
There, you will have direct access to the **Payment Acquirers** page. It will allow you to select
|
||||
and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to
|
||||
check out our documentation about how to be paid with payment acquirers such as
|
||||
:doc:`/applications/finance/payment_acquirers/paypal`,
|
||||
:doc:`/applications/finance/payment_acquirers/authorize`, and others in the
|
||||
:doc:`/applications/finance/payment_acquirers` documentation.
|
||||
After checking the box beside the :guilabel:`Online Payment` feature, a link to the
|
||||
:guilabel:`Payment Acquirers` appears beneath it. Click that link to reveal the entire
|
||||
:guilabel:`Payment Acquirers` page.
|
||||
|
||||
.. image:: get_paid_to_validate/payment-acquirers.png
|
||||
:align: center
|
||||
:alt: Payment acquirers page in the Odoo Sales application.
|
||||
|
||||
On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected and configured. Before
|
||||
creating (or modifying) a payment acquirer, be sure to review the documentation related to the ways
|
||||
payment acquirers can be used with Odoo, such as:
|
||||
|
||||
- :doc:`../../../finance/payment_acquirers/paypal`
|
||||
- :doc:`../../../finance/payment_acquirers/authorize`
|
||||
- :doc:`../../../finance/payment_acquirers`
|
||||
|
||||
.. note::
|
||||
If you are familiar with this documentation: :doc:`quote_template`; you
|
||||
can activate or not the **Online Payment** feature for each template you use, under their
|
||||
confirmation tab.
|
||||
On quotation templates, the :guilabel:`Online Payment` feature is located under the
|
||||
:guilabel:`Confirmation` tab.
|
||||
|
||||
On standard quotations, the :guilabel:`Online Payment` feature is located under the
|
||||
:guilabel:`Other Info` tab.
|
||||
|
||||
Register a payment
|
||||
==================
|
||||
|
||||
After opening quotations from their received email, your customers will have different
|
||||
possibilities to make their online payments. For example:
|
||||
After opening quotations from the email they receive, customers are presented with different options
|
||||
to make online payments, in the :guilabel:`Pay with` section.
|
||||
|
||||
.. image:: get_paid_to_validate/get_paid_2.png
|
||||
.. image:: get_paid_to_validate/validate-order.png
|
||||
:align: center
|
||||
:class: img-thumbnail
|
||||
:alt: How to register a payment on Odoo Sales?
|
||||
:alt: How to register a payment on Odoo Sales.
|
||||
|
||||
.. tip::
|
||||
By clicking on the **Customer Preview** button, you will be able to see what your customers
|
||||
will have to choose when it comes to payment.
|
||||
Clicking the :guilabel:`Customer Preview` smart button on the quotation form provides a preview
|
||||
of the quotation as the customer sees it, along with the various online payment options they can
|
||||
choose from.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`quote_template`
|
||||
- :doc:`/applications/finance/payment_acquirers`
|
||||
- :doc:`/applications/finance/payment_acquirers/paypal`
|
||||
- :doc:`/applications/finance/payment_acquirers/authorize`
|
||||
:doc:`quote_template`
|
||||
|
Binary file not shown.
Before Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 4.1 KiB After Width: | Height: | Size: 4.1 KiB |
Binary file not shown.
After Width: | Height: | Size: 31 KiB |
Binary file not shown.
After Width: | Height: | Size: 25 KiB |
Loading…
Reference in New Issue
Block a user