[IMP] payment providers: Wire Transfer

taskid-3301001

closes odoo/documentation#4563

X-original-commit: 61da7ce7aa
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>

content/applications/finance/payment_acquirers.rst

@@ -135,10 +135,9 @@ Bank payments
 - | :doc:`Wire Transfer <payment_acquirers/wire_transfer>`
   | When selected, Odoo displays your payment information with a payment reference. You have to
     approve the payment manually once you have received it on your bank account.
-- | SEPA Direct Debit
+- | :doc:`SEPA Direct Debit <../finance/accounting/payments/batch_sdd>`
   | Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged
-    directly. :doc:`Click here <../finance/accounting/payments/batch_sdd>` for
+    directly.
-    more information about this payment method.
 
 .. _payment_acquirers/features:
 

content/applications/finance/payment_acquirers/wire_transfer.rst

@@ -1,39 +1,52 @@
-===================================
+==============
-How to get paid with wire transfers
+Wire transfers
-===================================
+==============
 
-**Wire Transfer** is the default payment method available. The aim is providing your customers with
+The **Wire transfer** payment method allows you to provide payment instructions to your customers,
-your bank details so they can pay on their own. This is very easy to start with but slow and
+such as the bank details and communication. They are displayed:
-inefficient process-wise. Opt for payment acquirers as soon as you can!
 
-How to provide customers with payment instructions
+- at the end of the checkout process, once the customer has selected :guilabel:`Wire transfer` as a
-==================================================
+  payment method and clicked the :guilabel:`Pay now` button:
 
-Put your payment instructions in the **Thanks Message** of your payment method.
+  .. image:: wire_transfer/payment_instructions_checkout.png
+     :alt: Payment instructions at checkout
+
+- on the customer portal:
+
+  .. image:: wire_transfer/payment_instructions_portal.png
+     :alt: Payment instructions on the customer portal
+
+.. note::
+   - While this method is very accessible and requires minimal setup, it is very inefficient
+     process-wise. We recommend setting up a :doc:`payment acquirer <../payment_acquirers>` instead.
+   - Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you
+     receive the payment and :guilabel:`Confirm` the order.
+
+.. tip::
+   **Wire transfer** can be used as a template for other payment methods that are processed
+   manually, such as checks, by renaming or duplicating it.
+
+Configuration
+=============
+
+**Wire Transfer** is installed and enabled by default.
+
+To configure it, go to :menuselection:`Accounting / Website --> Configuration -->
+Payment Acquirers`, and open the :guilabel:`Wire Transfer` card. Then, in the
+:guilabel:`Configuration` tab:
+
+- Select the :guilabel:`Communication` to be used;
+
+  - :guilabel:`Based on Document Reference`: sales order or invoice number
+  - :guilabel:`Based on Customer ID`: customer identifier
+
+- Tick the :guilabel:`Enable QR codes` check box to activate :doc:`QR code payments
+  <../accounting/customer_invoices/epc_qr_code>`.
+
+Define the payment instructions in the :guilabel:`Messages` tab:
 
 .. image:: wire_transfer/payment_instructions.png
-   :align: center
+   :alt: Define payment instructions
-
-They will appear to the customers when they place an order.
-
-.. image:: wire_transfer/payment_customer_instructions.png
-   :align: center
-
-How to manage an order once you get paid
-========================================
-
-Whenever a customer pays by wire transfer, the order stays in an intermediary stage **Quotation
-Sent** (i.e. unpaid order). When you get paid, you confirm the order manually to launch the
-delivery.
-
-How to create other manual payment methods
-==========================================
-
-If you manage a B2B business, you can create other manually-processed payment methods like paying by
-check. To do so, just rename *Wire Transfer* or duplicate it.
-
-.. image:: wire_transfer/payment_check.png
-   :align: center
 
 .. seealso::
-   - :doc:`../payment_acquirers`
+   :ref:`payment_acquirers/journal`