[IMP] paypal: clarify steps to properly configure PayPal
The "Enable IPN" step is also removed because this setting is overruled by the payment request that Odoo sends to PayPal. Enabling IPN in PayPal has no effect. task-2744043 closes odoo/documentation#1480 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Antoine Vandevenne (anv)
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@ -3,9 +3,9 @@ Paypal
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======
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`Paypal <https://www.paypal.com/>`_ is available and popular worldwide. It doesn't charge any
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subscription fee and creating an account is very easy. That's why we definitely recommend it for
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starters in Odoo. It works as a seamless flow where the customer is routed to Paypal website to
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register the payment.
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subscription fee, and creating an account is very easy. That's why we recommend it for starters in
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Odoo. It works as a seamless flow where the customer is routed to the Paypal website to register the
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payment.
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Settings in Odoo
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================
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@ -18,29 +18,34 @@ Credentials tab
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Odoo needs your **API Credentials** to connect with your PayPal account, which comprise:
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- **Email ID**: your login email address in Paypal.
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- **Merchant ID**: the code of the merchant account used to identify your Paypal account.
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- **Use IPN**: either you want to use Instant Payment Notification. Already checked, you don't have
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- **Email**: your login email address in Paypal.
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- **Merchant Account ID**: the code of the merchant account used to identify your Paypal account.
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- **PDT Identity Token**: the key used to verify the authenticity of transactions.
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- **Use IPN**: whether you want to use Instant Payment Notification. Already checked, you don't have
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to change it.
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You can copy your credentials from your Paypal account, and paste them in the related fields under
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You can copy your credentials from your Paypal account and paste them into the related fields under
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the **Credentials** tab.
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To retrieve them, log into your Paypal account, and go to :menuselection:`Your account menu -->
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Account settings --> Business Profile --> Business Information`
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To retrieve the **Merchant Account ID**, log into your Paypal account and go to
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:menuselection:`Account menu --> Account Settings --> Business information`.
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To set the **PDT Identity Token**, switch to :ref:`developer mode <developer-mode>` and retrieve the
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token by following the configuration step :ref:`paypal/enable-pdt`.
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.. important::
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If you are trying Paypal as a test, with a *sandbox account*, change the **State** to *Test
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Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
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If you are trying Paypal as a test, using a :ref:`Paypal Sandbox account <paypal/testing>`,
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change the **State** to *Test Mode*. We recommend doing this on a test Odoo database rather than
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on your main database.
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Configuration tab
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-----------------
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You can charge extra fees to your customers for paying with Paypal;
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This to cover the transaction fees Paypal charges you. Once redirected to Paypal, your customer sees
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an extra applied to the order amount.
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You can charge extra fees to your customers for paying with Paypal to cover the transaction fees
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Paypal charges you. Once redirected to Paypal, your customer sees an extra amount applied to the
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order amount.
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To activate this, go to the Configuration tab of Paypal configuration in Odoo and check *Add Extra
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To activate this, go to Paypal configuration's Configuration tab in Odoo and activate *Add Extra
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Fees*.
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You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`_ to set up fees.
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@ -52,28 +57,36 @@ You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`_
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Settings in Paypal
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==================
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First, let’s see how to set up your Paypal account in order to build a seamless customer experience
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with Odoo.
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First, set up your Paypal account to build a seamless customer experience with Odoo.
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Log in and open the settings. Go to :menuselection:`Your account menu --> Account settings -->
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Product & Services --> Website payments` and click **Update** on **Website preferences**.
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Log into your PayPal account and open the account settings. Then, go to :menuselection:`Account menu
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--> Account settings --> Website payments`.
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Auto Return
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-----------
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Enable Auto Return
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------------------
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*Auto Return* automatically redirects your customers to Odoo once the payment is processed. Check
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*Auto Return* and enter your domain name with the suffix ``/shop/confirmation`` as *Return URL*
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(e.g. `https://yourcompany.odoo.com/shop/confirmation`).
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The *Auto Return* feature automatically redirects your customers to Odoo once the payment is
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processed.
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This URL is requested in Paypal but not used in practice as Odoo transmits it at each transaction.
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Don’t worry if you manage several sales channels or Odoo databases.
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From the *Website payments* settings page, go to :menuselection:`Website preferences --> Update -->
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Auto return for website payments` and select **On**. Enter the address of your Odoo database (e.g.,
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`https://yourcompany.odoo.com`) in the **Return URL** field.
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Payment Data Transfer (PDT)
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---------------------------
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.. note::
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Any URL will do the job. Odoo only needs the setting to be enabled since it uses another URL.
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*Payment Data Transfer* delivers the payment confirmation to Odoo as soon as it is processed.
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Without it, Odoo cannot end the sales flow. This setting must be activated as well. When saving, an
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*Identity Token* is generated. You will be later requested to enter it in Odoo.
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.. _paypal/enable-pdt:
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Enable Payment Data Transfer (PDT)
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----------------------------------
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Enable the *Payment Data Transfer* feature to receive payment confirmations immediately. This
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feature also displays the payment status to the customers and verifies the authenticity of the
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payments.
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From the *Website payments* settings page, go to :menuselection:`Website preferences --> Update -->
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Payment data transfer` and select **On**. PayPal displays your **PDT Identity Token** as soon as
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the change is saved.
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Paypal Account Optional
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-----------------------
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@ -82,59 +95,48 @@ We advise you to not prompt customers to log in with a Paypal account when they
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pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned
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on.
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Instant Payment Notification (IPN)
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----------------------------------
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PDT sends order confirmations once and only once. As a result, your site must be running when it
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happens; otherwise, it will never receive the message. That’s why we advise to activate the *Instant
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Payment Notification* (IPN) on top. With IPN, delivery of order confirmations is virtually
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guaranteed since IPN resends a confirmation until your site acknowledges receipt.
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| To activate IPN, get back to *Website payments* menu and click *Update* in *Instant Payment
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Notification*.
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| The *Notification URL* to set is your domain name + “payment/paypal/ipn” (e.g.
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`https://yourcompany.odoo.com/payment/paypal/ipn`).
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Payment Messages Format
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-----------------------
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If you use accented characters (or anything else than basic Latin characters) for your customer
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names, addresses... you MUST configure the encoding format of the payment request sent by Odoo to
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Paypal.
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Suppose you use accented characters (or anything else than primary Latin characters) for your
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customer names or addresses. In that case, you **must** configure the encoding format of the payment
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request sent by Odoo to Paypal. Otherwise, some transactions fail without notice.
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.. danger::
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If you don't configure this setting, some transactions fail without notice.
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To do so, open:
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- `this page for a test account <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
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- `this page for a production account <https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
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Then, click *More Options* and set the two default encoding formats as **UTF-8**.
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To do so, go to `your production account <https://www.paypal.com/cgi-bin/customerprofileweb
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?cmd=_profile-language-encoding>`_. Then, click *More Options* and set the two default encoding
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formats as **UTF-8**.
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Your Paypal account is ready!
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.. tip::
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For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
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<https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/
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encryptedwebpayments#encrypted-website-payments-ewp>`_.
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- For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
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<https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/
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encryptedwebpayments#encrypted-website-payments-ewp>`_.
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- Configure your :ref:`Paypal Sandbox account <paypal/testing>`, then follow this
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`link <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
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to configure the encoding format in a test environment.
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.. _paypal/testing:
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Test environment
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================
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You can test the entire payment flow in Odoo thanks to Paypal Sandbox accounts.
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Configuration
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-------------
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Log in to `Paypal Developer Site <https://developer.paypal.com/>`__ with your Paypal credentials.
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Thanks to Paypal Sandbox accounts, you can test the entire payment flow in Odoo.
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This will create two sandbox accounts:
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Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your Paypal
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credentials, which creates two sandbox accounts:
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- A business account (to use as merchant, e.g. `pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`__).
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- A business account (to use as merchants, e.g.,
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`pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_).
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- A default personal account (to use as shoppers, e.g.,
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`pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`_).
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- A default personal account (to use as shopper, e.g. `pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`__).
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Log in to Paypal Sandbox with the merchant account and follow the same configuration instructions.
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Enter your sandbox credentials in Odoo and make sure Paypal is still set on *Test Mode*. We
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recommend doing this on a test Odoo database, rather than on your main database.
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Log into Paypal Sandbox using the merchant account and follow the same configuration instructions.
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Enter your sandbox credentials in Odoo and ensure Paypal is set on *Test Mode*. We recommend doing
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this on a test Odoo database rather than your main database.
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Run a test transaction from Odoo using the sandbox personal account.
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