diff --git a/content/applications/finance/payment_providers.rst b/content/applications/finance/payment_providers.rst index 181e5de31..aa3de0537 100644 --- a/content/applications/finance/payment_providers.rst +++ b/content/applications/finance/payment_providers.rst @@ -178,10 +178,9 @@ Bank payments - | :doc:`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 - more information about this payment method. + directly. .. _payment_providers/features: @@ -379,8 +378,6 @@ Countries Restrict the use of the payment provider to a selection of countries. Leave this field blank to make the payment provider available in all countries. -.. _payment_providers/journal: - Maximum Amount ************** @@ -392,6 +389,8 @@ to make the payment provider available regardless of the payment amount. amount. For example, the **Donation** snippet of the Website app, and the **Checkout** page of the **eCommerce** app when paid delivery methods are enabled. +.. _payment_providers/journal: + Payment journal *************** diff --git a/content/applications/finance/payment_providers/wire_transfer.rst b/content/applications/finance/payment_providers/wire_transfer.rst index 0961ddcc3..1df35dd45 100644 --- a/content/applications/finance/payment_providers/wire_transfer.rst +++ b/content/applications/finance/payment_providers/wire_transfer.rst @@ -1,39 +1,54 @@ -=================================== -How to get paid with wire transfers -=================================== +============== +Wire transfers +============== -**Wire Transfer** is the default payment method available. The aim is providing your customers with -your bank details so they can pay on their own. This is very easy to start with but slow and -inefficient process-wise. Opt for payment providers as soon as you can! +The **Wire transfer** payment method allows you to provide payment instructions to your customers, +such as the bank details and communication. They are displayed: -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 provider <../payment_providers>` 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 +============= + +To configure **Wire Transfer**, go to :menuselection:`Accounting / Website --> Configuration --> +Payment Providers`, 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 +If you have already defined :doc:`a bank account <../accounting/bank>`, the account number will be +automatically added to the default message generated by Odoo. You can also add it afterwards and +update the message by clicking :guilabel:`Reload pending message`. .. seealso:: - - :doc:`../payment_providers` + :ref:`payment_providers/journal` diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_check.png b/content/applications/finance/payment_providers/wire_transfer/payment_check.png deleted file mode 100644 index 5cfd97c50..000000000 Binary files a/content/applications/finance/payment_providers/wire_transfer/payment_check.png and /dev/null differ diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_customer_instructions.png b/content/applications/finance/payment_providers/wire_transfer/payment_customer_instructions.png deleted file mode 100644 index a18f10a0d..000000000 Binary files a/content/applications/finance/payment_providers/wire_transfer/payment_customer_instructions.png and /dev/null differ diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png b/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png index f3f9375b4..feb3d5808 100644 Binary files a/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png and b/content/applications/finance/payment_providers/wire_transfer/payment_instructions.png differ diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_instructions_checkout.png b/content/applications/finance/payment_providers/wire_transfer/payment_instructions_checkout.png new file mode 100644 index 000000000..257066b00 Binary files /dev/null and b/content/applications/finance/payment_providers/wire_transfer/payment_instructions_checkout.png differ diff --git a/content/applications/finance/payment_providers/wire_transfer/payment_instructions_portal.png b/content/applications/finance/payment_providers/wire_transfer/payment_instructions_portal.png new file mode 100644 index 000000000..0884cc284 Binary files /dev/null and b/content/applications/finance/payment_providers/wire_transfer/payment_instructions_portal.png differ