[IMP] sales: get paid to validate doc

closes odoo/documentation#6815

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

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