[IMP] sales: get paid to validate doc

closes odoo/documentation#6813

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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2023-05-17 11:34:56 -07:00 committed by Sam Lieber (sali)
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============================ =================================
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 With Odoo *Sales*, online payments can be used to get automatic confirmation on orders.
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.
Enable online payment Enable online payment
===================== =====================
Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Payment** Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to the :guilabel:`Quotations
feature. \& 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 :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 After checking the box beside the :guilabel:`Online Payment` feature, a link to the
and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to :guilabel:`Payment Acquirers` appears beneath it. Click that link to reveal the entire
check out our documentation about how to be paid with payment acquirers such as :guilabel:`Payment Acquirers` page.
:doc:`/applications/finance/payment_acquirers/paypal`,
:doc:`/applications/finance/payment_acquirers/authorize`, and others in the .. image:: get_paid_to_validate/payment-acquirers.png
:doc:`/applications/finance/payment_acquirers` documentation. :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:: .. note::
If you are familiar with this documentation: :doc:`quote_template`; you On quotation templates, the :guilabel:`Online Payment` feature is located under the
can activate or not the **Online Payment** feature for each template you use, under their :guilabel:`Confirmation` tab.
confirmation tab.
On standard quotations, the :guilabel:`Online Payment` feature is located under the
:guilabel:`Other Info` tab.
Register a payment Register a payment
================== ==================
After opening quotations from their received email, your customers will have different After opening quotations from the email they receive, customers are presented with different options
possibilities to make their online payments. For example: 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 :align: center
:class: img-thumbnail :alt: How to register a payment on Odoo Sales.
:alt: How to register a payment on Odoo Sales?
.. tip:: .. tip::
By clicking on the **Customer Preview** button, you will be able to see what your customers Clicking the :guilabel:`Customer Preview` smart button on the quotation form provides a preview
will have to choose when it comes to payment. of the quotation as the customer sees it, along with the various online payment options they can
choose from.
.. seealso:: .. seealso::
- :doc:`quote_template` :doc:`quote_template`
- :doc:`/applications/finance/payment_acquirers`
- :doc:`/applications/finance/payment_acquirers/paypal`
- :doc:`/applications/finance/payment_acquirers/authorize`

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