[ADD] pos: Stripe payment terminal + link to doc in payment provider
Task ID:2574495
closes odoo/documentation#3189 X-original-commit:6b6104f081
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
This commit is contained in:
parent
b0ad5ac69e
commit
cafdb815e3
@ -10,6 +10,7 @@ Link your Stripe Account with Odoo
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :ref:`payment_providers/add_new`
|
- :ref:`payment_providers/add_new`
|
||||||
|
- :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment/stripe>`
|
||||||
|
|
||||||
The method to acquire your credentials depends on your hosting type:
|
The method to acquire your credentials depends on your hosting type:
|
||||||
|
|
||||||
|
@ -12,3 +12,5 @@ Payment Terminals
|
|||||||
payment/vantiv
|
payment/vantiv
|
||||||
payment/six
|
payment/six
|
||||||
payment/worldline
|
payment/worldline
|
||||||
|
payment/stripe
|
||||||
|
|
||||||
|
117
content/applications/sales/point_of_sale/payment/stripe.rst
Normal file
117
content/applications/sales/point_of_sale/payment/stripe.rst
Normal file
@ -0,0 +1,117 @@
|
|||||||
|
======
|
||||||
|
Stripe
|
||||||
|
======
|
||||||
|
|
||||||
|
Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease
|
||||||
|
the work of your cashiers.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`Use Stripe as payment provider. <../../../finance/payment_providers/stripe>`
|
||||||
|
|
||||||
|
Configuration
|
||||||
|
=============
|
||||||
|
|
||||||
|
Configure the payment method
|
||||||
|
----------------------------
|
||||||
|
|
||||||
|
Activate **Stripe** in the settings by going to :menuselection:`Point of Sale --> Configuration -->
|
||||||
|
Settings --> Payment Terminals` and enabling :guilabel:`Stripe`.
|
||||||
|
|
||||||
|
Then, create the payment method:
|
||||||
|
|
||||||
|
- Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, click
|
||||||
|
:guilabel:`Create`, and complete the :guilabel:`Method` field with your payment method's name;
|
||||||
|
- Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use a Payment Terminal`
|
||||||
|
field as :guilabel:`Stripe`;
|
||||||
|
- Enter your payment terminal serial number in the :guilabel:`Stripe Serial Number` field;
|
||||||
|
- Click :guilabel:`Don't forget to complete Stripe connect before using this payment method.`
|
||||||
|
|
||||||
|
.. image:: stripe/create-method-stripe.png
|
||||||
|
:align: center
|
||||||
|
:alt: payment method creation form
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- Click :guilabel:`Identify Customer` to allow this payment method **exclusively** for identified
|
||||||
|
customers. For any unidentified customers to be able to pay with Stripe, leave the
|
||||||
|
:guilabel:`Identify Customer` field unchecked.
|
||||||
|
- The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account` can stay empty to
|
||||||
|
use the default accounts.
|
||||||
|
- Find your payment terminal serial number under the device or on `Stripe's dashboard
|
||||||
|
<https://dashboard.stripe.com>`_.
|
||||||
|
|
||||||
|
Connect Stripe to Odoo
|
||||||
|
----------------------
|
||||||
|
|
||||||
|
Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a configuration page.
|
||||||
|
Fill in all the information to create your Stripe account and link it with Odoo. Once the forms are
|
||||||
|
completed, the API keys (:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on
|
||||||
|
**Stripe's** website. To do so, click :guilabel:`Get your Secret and Publishable keys`,
|
||||||
|
click the keys to copy them, and paste them into the corresponding fields in Odoo. Your terminal is
|
||||||
|
ready to be configured in a POS.
|
||||||
|
|
||||||
|
.. image:: stripe/stripe-connect.png
|
||||||
|
:align: center
|
||||||
|
:alt: stripe connection form
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- When you use **Stripe** exclusively in Point of Sale, you only need the **Secret Key** to use
|
||||||
|
your terminal.
|
||||||
|
- When you use Stripe as **payment provider**, the :guilabel:`State` can stay set as
|
||||||
|
:guilabel:`Disabled`.
|
||||||
|
- For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button does not work. To
|
||||||
|
retrieve the API keys manually, log in to your `Stripe dashboard
|
||||||
|
<https://dashboard.stripe.com>`_, type `API` in the search bar, and click
|
||||||
|
:guilabel:`Developers > API`.
|
||||||
|
|
||||||
|
Configure the payment terminal
|
||||||
|
------------------------------
|
||||||
|
|
||||||
|
Swipe right on your payment terminal, click :guilabel:`Settings`, enter the admin PIN code, validate
|
||||||
|
and select your network.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- The device must be connected to a secured WI-FI network.
|
||||||
|
- Your Odoo database and payment terminal must share the same network.
|
||||||
|
- You must enter the admin PIN code to access your payment terminal settings. By default, this
|
||||||
|
code is `07139`.
|
||||||
|
|
||||||
|
Link the payment method to a POS
|
||||||
|
--------------------------------
|
||||||
|
|
||||||
|
To add a **payment method** to your point of sale, go to :menuselection:`Point of Sale -->
|
||||||
|
Configuration --> Settings`. Select the POS, scroll down to the :guilabel:`Payments` section, and
|
||||||
|
add your payment method for **Stripe** in the :guilabel:`Payment Methods` field.
|
||||||
|
|
||||||
|
Pay with a payment terminal
|
||||||
|
===========================
|
||||||
|
|
||||||
|
When processing a payment, select :guilabel:`Stripe` as the payment method. Check the amount and
|
||||||
|
click :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
|
||||||
|
Successful`. To cancel the payment request, click :guilabel:`cancel`.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- | In case of connection issues between Odoo and the payment terminal, force the payment by
|
||||||
|
clicking on :guilabel:`Force Done`, which allows you to validate the order.
|
||||||
|
| This option is only available after receiving an error message informing you that the
|
||||||
|
connection failed.
|
||||||
|
- The terminal must have at least 10% battery level to use it.
|
||||||
|
- The device does not work for payments under €0.50.
|
||||||
|
|
||||||
|
Troubleshooting
|
||||||
|
===============
|
||||||
|
|
||||||
|
Payment terminal unavailable in your Stripe account
|
||||||
|
---------------------------------------------------
|
||||||
|
|
||||||
|
If the payment terminal is unavailable in your Stripe account, you must add it manually:
|
||||||
|
|
||||||
|
#. Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to
|
||||||
|
:menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;
|
||||||
|
#. Add a location by clicking the :guilabel:`+ New` button or selecting an already created location;
|
||||||
|
#. Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill in the required
|
||||||
|
information.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
You must provide a **registration code**. To retrieve that code, swipe right on your device,
|
||||||
|
enter the admin PIN code (by default: `07319`), validate, and click :guilabel:`Generate a
|
||||||
|
registration code`.
|
Binary file not shown.
After Width: | Height: | Size: 16 KiB |
Binary file not shown.
After Width: | Height: | Size: 11 KiB |
Loading…
Reference in New Issue
Block a user