[ADD] finance: explain how to disable online invoice payment

closes odoo/documentation#3390

X-original-commit: 55a96bbe51
Related: odoo/odoo#110764
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
This commit is contained in:
Victor Feyens 2023-01-20 15:37:39 +00:00 committed by Antoine Vandevenne (anv)
parent 1a4a9cc5d6
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:show-content:
======================
Invoice online payment
======================
.. toctree::
online_payment/install_portal_patch
To make it more convenient for your customers to pay the invoices you issue, you can activate the
**Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This
allows your customers to see their invoices online and pay directly with their favorite payment

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===================================================
Install the patch to disable online invoice payment
===================================================
Following recent changes in Odoo 16, you might be warned that disabling the :guilabel:`Invoice
Online Payment` setting will uninstall modules. If you want to disable the feature without
uninstalling modules, follow the steps below to install the module **Payment - Account / Invoice
Online Payment Patch**.
.. note::
| If your Odoo database is created after the module **Payment - Account / Invoice Online Payment
Patch** was released, you don't have anything to do.
| To check if the module is already installed, go to :guilabel:`Apps`, remove the `Apps` filter,
and search for `account_payment`. If the module **Payment - Account / Invoice Online Payment
Patch** is present and marked as installed, your Odoo database is already up-to-date and you
are able to disable the feature without side-effect.
Update Odoo to the latest release
=================================
The possibility to disable the :guilabel:`Invoice Online Payment` setting without side-effect is
made available through a new Odoo module; to be able to install it, you must make sure that your
Odoo source code is up-to-date.
If you use Odoo on Odoo.com or Odoo.sh platform, your code is already up-to-date and you can proceed
to the next step.
If you use Odoo with an on-premise setup or through a partner, you must update your installation as
detailed in :doc:`this documentation page </administration/maintain/update>`, or by contacting your
integrating partner.
Update the list of available modules
====================================
New modules must be *discovered* by your Odoo instance to be available in the **Apps** menu.
To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Apps -->
Update Apps List`. A wizard will ask for confirmation.
Install the module Invoice Online Payment Patch
===============================================
.. warning::
You should never install new modules in your production database without first testing them in a
duplicate or staging environment. For Odoo.com customers, a duplicate database can be created
from the database management page. For Odoo.sh users, you should use a staging or duplicate
database. For on-premise users, you should use a staging environment---contact your integrating
partner for more information regarding how to test a new module in your particular setup.
The module should now be available in your :guilabel:`Apps` menu. Remove the ``Apps`` filter and
search for ``account_payment``; the module :guilabel:`Payment - Account / Invoice Online Payment Patch`
should be available for installation. If you cannot find the module after having updated the list
of available modules, it means your Odoo source code is not up-to-date; refer to step one of this
page.
Once the module is installed, disabling the feature will work as intended and will not ask you to
uninstall installed applications or modules.