03e9a8fd2b
task-3702587 Based on https://github.com/odoo/documentation/pull/7414 Up to saas-16.4 closes odoo/documentation#7545 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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1.6 KiB
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50 lines
1.6 KiB
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===============
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Online payments
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===============
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.. toctree::
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online/install_portal_patch
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To make it more convenient for your customers to pay the invoices you issue, you can activate the
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**Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This
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allows your customers to see their invoices online and pay directly with their favorite payment
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method, making the payment process much easier.
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.. image:: online/online-payment-providers.png
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:align: center
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:alt: Payment provider choice after having clicked on "Pay Now"
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Configuration
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=============
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Make sure your :doc:`payment providers are correctly configured <../../payment_providers>`.
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.. note::
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By default, ":doc:`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the
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only payment provider activated, but you still have to fill out the payment details.
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To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
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Settings --> Customer Payments`, enable **Invoice Online Payment**, and click on *Save*.
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Customer Portal
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===============
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After issuing the invoice, click on *Send & Print* and send the invoice by email to the customer.
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They will receive an email with a link that redirects them to the invoice on their **Customer
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Portal**.
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.. image:: online/view-invoice.png
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:alt: Email with a link to view the invoice online on the Customer Portal.
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They can choose which Payment Provider to use by clicking on *Pay Now*.
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.. image:: online/pay-now.png
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:alt: "Pay now" button on an invoice in the Customer Portal.
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.. seealso::
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- :doc:`/applications/finance/payment_providers`
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