[ADD] accounting: What are the different ways to record a payment?

https://docs.google.com/document/d/1-xCjAEodA8S2hCqtBvTXPNAFk0Vpf4sk0uNfDCHh3q0/edit

accounting/receivables/customer_payments.rst

@@ -9,4 +9,4 @@ Customer Payments
    customer_payments/credit_cards
    customer_payments/paypal
    customer_payments/cheques
-   customer_payments/refund
+   customer_payments/followup

accounting/receivables/customer_payments/followup.rst

@@ -0,0 +1,3 @@
+=================================================
+How to get paid and organize customer follow-ups?
+=================================================

accounting/receivables/customer_payments/recording.rst

@@ -1,3 +1,135 @@
-=====================================
-The different ways to record payments
-=====================================
+================================================
+What are the different ways to record a payment?
+================================================
+
+In Odoo, a payment can either be linked directly to an invoice or be a
+stand alone record for use on a later date:
+
+- If a payment is linked to an invoice, it reduces the amount due of
+  the invoice. You can have multiple payments linked to the same
+  invoice.
+
+- If a payment is not linked to an invoice, the customer has an
+  outstanding credit with your company, or your company as an
+  outstanding balance with a vendor. You can use this outstanding
+  credit/debit to pay future invoices or bills.
+
+Paying an invoice
+=================
+
+If you register a payment on a customer invoice or a vendor bill, the
+payment is automatically reconciled with the invoice reducing the amount
+due.
+
+.. image:: ./media/recording01.png
+  :align: center
+
+The green icon near the payment line will display more information about
+the payment. From there you can choose to open the journal entry or
+reconcile the payment.
+
+.. note::
+
+	If you unreconcile a payment, it is still registered in your books but not
+	linked to the specific invoice any longer. If you unreconcile a payment in a
+	different currency, Odoo will create a journal entry to reverse the Currency
+	Exchange Loss/Gain posted at the time of reconciliation.
+
+Payments not tied to an invoice
+===============================
+
+Registering a payment
+---------------------
+
+In the Accounting application, you can create a new payment from the
+Sales menu (register a customer payment) or the Purchases menu (pay a
+vendor). If you use these menus, the payment is not linked to an
+invoice, but can easily be reconciled on an invoice later on.
+
+.. image:: ./media/recording02.png
+  :align: center
+
+When registering a new payment, you must select a customer or vendor,
+the payment method, and the amount of the payment. The currency of the
+transaction is defined by the payment method. If the payment refers to a
+document (sale order, purchase order or invoice), set the reference of
+this document in the memo field.
+
+Once confirmed, a journal entry will be posted reflecting the
+transaction just made in the accounting application.
+
+Reconciling invoice payments
+----------------------------
+
+The easiest way of reconciling a payment with an invoice is to do so on
+the invoice directly.
+
+When validating a new invoice, Odoo will warn you that an outstanding
+payment for this customer or vendor is available. In this case, you can
+reconcile this payment to the invoice near the totals at the bottom,
+under "Outstanding Payments".
+
+.. image:: ./media/recording03.png
+  :align: center
+
+Reconciling all your outstanding payments and invoices
+------------------------------------------------------
+
+If you want to reconcile all outstanding payments and invoices at once
+(instead of doing so one by one), you can use the batch reconciliation
+feature within Odoo.
+
+The batch reconciliation feature is available from the dashboard on the
+Customer Invoices card and the Vendor Bills card for reconciling
+Accounts Receivable and Payable, respectively.
+
+.. image:: ./media/recording04.png
+  :align: center
+
+The payments matching tool will open all unreconciled customers or
+vendors and will give you the opportunity to process them all one by
+one, doing the matching of all their payments and invoices at once.
+
+.. image:: ./media/recording05.png
+  :align: center
+
+During the reconciliation, if the sum of the debits and credits do not
+match, it means there is still a remaining balance that either needs to
+be reconciled at a later date, or needs to be written off directly.
+
+Transferring money from one bank account to another
+===================================================
+
+Just like making a customer or vendor payment, you transfer cash
+internally between your bank accounts from the dashboard or from the
+menus up top.
+
+.. image:: ./media/recording06.png
+  :align: center
+
+This will take you to the same screen you have for receiving and making
+payments.
+
+.. image:: ./media/recording07.png
+  :align: center
+
+.. note::
+
+	When making an internal transfer from one bank account to another, select
+	the bank you want to apply the transfer from in the dashboard, and in the
+	register payments screen, you select the transfer to account. Do not go
+	through this process again in the other bank account or else you will end up
+	with two journal entries for the same transaction.
+
+
+.. seealso::
+
+	* :doc:`credit_cards`
+	* :doc:`paypal`
+	* :doc:`cheques`
+	* :doc:`followup`
+
+.. rst-class:: text-muted
+
+| Written by Fabien Pinckaers (Odoo)
+| Proofread by Geoffrey Bressan (Odoo)

accounting/receivables/customer_payments/refund.rst

@@ -1,3 +0,0 @@
-================
-Refund a payment
-================