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>
163 lines
6.5 KiB
ReStructuredText
163 lines
6.5 KiB
ReStructuredText
======
|
|
PayPal
|
|
======
|
|
|
|
`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide, and
|
|
one of the few that does not charge a subscription fee.
|
|
|
|
.. note::
|
|
While PayPal is available in `over 200 countries/regions
|
|
<https://www.paypal.com/webapps/mpp/country-worldwide>`_, only `a selection of currencies are
|
|
supported <https://developer.paypal.com/docs/reports/reference/paypal-supported-currencies>`_.
|
|
|
|
Settings in PayPal
|
|
==================
|
|
|
|
To access your PayPal account settings, log into PayPal, open the :guilabel:`Account Settings`, and
|
|
open the :guilabel:`Website payments` menu.
|
|
|
|
.. image:: paypal/paypal-account.png
|
|
:align: center
|
|
:alt: PayPal account menu
|
|
|
|
.. important::
|
|
Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return <paypal/auto-return>`,
|
|
:ref:`PDT <paypal/pdt>`, and :ref:`IPN <paypal/ipn>` **must** all be enabled.
|
|
|
|
.. _paypal/auto-return:
|
|
|
|
Auto Return
|
|
-----------
|
|
|
|
The **Auto Return** feature automatically redirects customers to Odoo once the payment is processed.
|
|
|
|
From :guilabel:`Website payments`, go to :menuselection:`Website preferences --> Update --> Auto
|
|
return for website payments --> Auto return` and select :guilabel:`On`. Enter the address of your
|
|
Odoo database (e.g., `https://yourcompany.odoo.com`) in the :guilabel:`Return URL` field, and
|
|
:guilabel:`Save`.
|
|
|
|
.. note::
|
|
Any URL does the job. Odoo only needs the setting to be enabled since it uses another URL.
|
|
|
|
.. _paypal/pdt:
|
|
|
|
Payment Data Transfer (PDT)
|
|
---------------------------
|
|
|
|
:abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations, displays the payment
|
|
status to the customers, and verifies the authenticity of the payments. From :menuselection:`Website
|
|
preferences --> Update`, scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`.
|
|
|
|
.. tip::
|
|
PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return <paypal/auto-return>`
|
|
and :ref:`Payment Data Transfer (PDT) <paypal/pdt>` are enabled. If you need the **PDT Identity
|
|
Token**, disable and re-enable :guilabel:`Payment data transfer` to display the token again.
|
|
|
|
.. _paypal/ipn:
|
|
|
|
Instant Payment Notification (IPN)
|
|
----------------------------------
|
|
|
|
:abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but allows for more
|
|
notifications, such as chargeback notifications. To enable **IPN**, go to :menuselection:`Website
|
|
payments --> Instant payment notifications --> Update` and click :guilabel:`Choose IPN settings`.
|
|
Enter a :guilabel:`Notification URL`, select :guilabel:`Receive IPN messages (Enabled)`, and
|
|
:guilabel:`Save`.
|
|
|
|
PayPal Account Optional
|
|
-----------------------
|
|
|
|
We advise not to prompt customers to log in with a PayPal account upon payment. It is better and
|
|
more accessible for customers to pay with a debit/credit card. To disable that prompt, go to
|
|
:menuselection:`Account Settings --> Website payments --> Update` and select :guilabel:`On` for
|
|
:guilabel:`PayPal account optional`.
|
|
|
|
Payment Messages Format
|
|
-----------------------
|
|
|
|
If you use accented characters (or anything other than primary Latin characters) for customer names
|
|
or addresses, then you **must** configure the encoding format of the payment request sent by Odoo to
|
|
PayPal. If you do not, some transactions fail without notice.
|
|
|
|
To do so, go to `your production account <https://www.paypal.com/cgi-bin/customerprofileweb
|
|
?cmd=_profile-language-encoding>`_. Then, click :guilabel:`More Options` and set the two default
|
|
encoding formats as :guilabel:`UTF-8`.
|
|
|
|
.. tip::
|
|
- For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
|
|
<https://developer.paypal.com/docs/online/>`_.
|
|
- Configure your :ref:`Paypal Sandbox account <paypal/testing>`, then follow this
|
|
`link <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
|
|
to configure the encoding format in a test environment.
|
|
|
|
Settings in Odoo
|
|
================
|
|
|
|
.. seealso::
|
|
:ref:`payment_providers/add_new`
|
|
|
|
Credentials
|
|
-----------
|
|
|
|
Odoo needs your **API Credentials** to connect with your PayPal account. To do so, go to
|
|
:menuselection:`Accounting --> Configuration --> Payment Providers` and :guilabel:`Activate` PayPal.
|
|
Then, enter your PayPal account credentials in the :guilabel:`Credentials` tab:
|
|
|
|
- :guilabel:`Email`: the login email address in Paypal;
|
|
- :guilabel:`PDT Identity Token`: the key used to verify the authenticity of transactions;
|
|
- :guilabel:`Use IPN`: enable for PayPal to work properly in Odoo.
|
|
|
|
.. tip::
|
|
Save the :guilabel:`PDT Identity Token` for later use.
|
|
|
|
To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode <developer-mode>` and
|
|
retrieve the token by following the configuration steps at :ref:`paypal/pdt`.
|
|
|
|
.. note::
|
|
The PayPal **Merchant ID** is not required in Odoo.
|
|
.. important::
|
|
If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account <paypal/testing>`,
|
|
change the :guilabel:`State` to :guilabel:`Test Mode`. We recommend doing this on a test Odoo
|
|
database rather than on your main database.
|
|
|
|
Extra fees
|
|
----------
|
|
|
|
You can charge :ref:`extra fees <payment_providers/extra_fees>` to customers choosing to pay with
|
|
PayPal in order to cover the transaction fees PayPal charges you.
|
|
|
|
.. note::
|
|
- You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`_ to set up
|
|
fees.
|
|
- `Traders in the EU <https://europa.eu/youreurope/citizens/consumers/shopping/pricing-payments/index_en.htm>`_
|
|
are not allowed to charge extra fees for paying with credit cards.
|
|
|
|
.. _paypal/testing:
|
|
|
|
Test environment
|
|
================
|
|
|
|
Configuration
|
|
-------------
|
|
|
|
Thanks to PayPal sandbox accounts, you can test the entire payment flow in Odoo.
|
|
|
|
Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal credentials,
|
|
which creates two sandbox accounts:
|
|
|
|
- A business account (to use as merchants, e.g.,
|
|
`pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_);
|
|
- A default personal account (to use as shoppers, e.g.,
|
|
`pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`_).
|
|
|
|
Log into PayPal sandbox using the merchant account and follow the same configuration instructions.
|
|
Enter your sandbox credentials in Odoo (:menuselection:`Accounting --> Configuration --> Payment
|
|
Providers --> PayPal` in the :guilabel:`Credentials` tab, and make sure the status is set on
|
|
:guilabel:`Test Mode`. We recommend doing this on a test Odoo database rather than your main
|
|
database.
|
|
|
|
Run a test transaction from Odoo using the sandbox personal account.
|
|
|
|
.. seealso::
|
|
- :doc:`../payment_providers`
|