79 lines
3.0 KiB
ReStructuredText
79 lines
3.0 KiB
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===================================================
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How to manage orders paid with payment acquirers
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===================================================
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Odoo confirms orders automatically as soon as the payment is authorized
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by a payment acquirer. This triggers the delivery.
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If you invoice based on ordered quantities,
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you are also requested to invoice the order.
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What are the payment status
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===========================
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At anytime, the salesman can check the transaction status from the order.
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.. image:: media/payment_transaction.png
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:align: center
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* *Draft*: transaction under processing.
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* *Pending*: the payment acquirer keeps the transaction on hold and you
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need to authorize it from the acquirer interface.
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* *Authorized*: the payment has been authorized but not yet captured.
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In Odoo, the order is already confirmed. Once the delivery done, you
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can capture the amount from the acquirer interface (or from Odoo if you use
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Authorize.net).
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* *Done*: the payment is authorized and captured. The order has been confirmed.
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* *Error*: an error has occured during the transaction.
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The customer needs to retry the payment.
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The order is still in draft.
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* *Cancelled*: when the customer cancels the payment in the payment acquirer form.
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They are taken back to Odoo in order to modify the order.
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.. note:: Specific messages are provided to your customers for every
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payment status, when they are redirected to Odoo after the transaction.
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To edit such messages, go to the *Messages* tab of the payment
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method.
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Auto-validate invoices at order
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===============================
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When the order is confirmed you can also have an invoice automatically issued
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and paid. This fully-automated made for businesses that invoice
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orders straight on.
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.. image:: media/payment_invoice.png
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:align: center
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.. note:: If you choose this mode you are requested to select a payment journal
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in order to record payments in your books.
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This payment is automatically reconcilied with the invoice, marking it as paid.
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Select your **bank account** if you get paid immediately on your bank account.
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If you don't you can create a specific journal for the payment acquirer
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(type = Bank). That way, you can track online payments in an intermediary
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account of your books until you get paid into your bank account
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(see `How to register credit card payments <../../accounting/receivables/customer_payments/credit_cards.html>`__).
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Capture the payment after the delivery
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======================================
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With this mode, the order is confirmed but the amount is kept on hold.
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Once the delivery processed, you can capture the payment from Odoo.
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This mode is only available with Authorize.net.
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.. image:: media/payment_capture_mode.png
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:align: center
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To capture the payment, open the transaction from the order.
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Then click *Capture Transaction*.
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.. image:: media/payment_capture.png
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:align: center
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With other payment acquirers, you can manage the capture in
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their own interfaces, not from Odoo. |