61da7ce7aa
taskid-3301001 closes odoo/documentation#4540 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
53 lines
1.9 KiB
ReStructuredText
53 lines
1.9 KiB
ReStructuredText
==============
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Wire transfers
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==============
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The **Wire transfer** payment method allows you to provide payment instructions to your customers,
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such as the bank details and communication. They are displayed:
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- at the end of the checkout process, once the customer has selected :guilabel:`Wire transfer` as a
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payment method and clicked the :guilabel:`Pay now` button:
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.. image:: wire_transfer/payment_instructions_checkout.png
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:alt: Payment instructions at checkout
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- on the customer portal:
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.. image:: wire_transfer/payment_instructions_portal.png
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:alt: Payment instructions on the customer portal
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.. note::
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- While this method is very accessible and requires minimal setup, it is very inefficient
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process-wise. We recommend setting up a :doc:`payment acquirer <../payment_acquirers>` instead.
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- Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you
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receive the payment and :guilabel:`Confirm` the order.
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.. tip::
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**Wire transfer** can be used as a template for other payment methods that are processed
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manually, such as checks, by renaming or duplicating it.
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Configuration
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=============
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**Wire Transfer** is installed and enabled by default.
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To configure it, go to :menuselection:`Accounting / Website --> Configuration -->
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Payment Acquirers`, and open the :guilabel:`Wire Transfer` card. Then, in the
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:guilabel:`Configuration` tab:
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- Select the :guilabel:`Communication` to be used;
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- :guilabel:`Based on Document Reference`: sales order or invoice number
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- :guilabel:`Based on Customer ID`: customer identifier
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- Tick the :guilabel:`Enable QR codes` check box to activate :doc:`QR code payments
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<../accounting/customer_invoices/epc_qr_code>`.
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Define the payment instructions in the :guilabel:`Messages` tab:
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.. image:: wire_transfer/payment_instructions.png
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:alt: Define payment instructions
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.. seealso::
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:ref:`payment_acquirers/journal`
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