[MOV] accounting: restructuration of the accounting documentation

This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better

task-3330093

closes odoo/documentation#4477

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan Castillo (jcs)
2023-05-12 10:52:05 +00:00
parent 5f6af82817
commit 14afa1a1a2
323 changed files with 1012 additions and 1204 deletions
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:show-content:
===============
Online payments
===============
.. toctree::
online/install_portal_patch
To make it more convenient for your customers to pay the invoices you issue, you can activate the
**Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This
allows your customers to see their invoices online and pay directly with their favorite payment
method, making the payment process much easier.
.. image:: online/online-payment-providers.png
:align: center
:alt: Payment provider choice after having clicked on "Pay Now"
Configuration
=============
Make sure your :ref:`Payment Providers are correctly configured <payment_providers/configuration>`.
.. note::
By default, ":doc:`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the only
Payment Provider activated, but you still have to fill out the payment details.
To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
Settings --> Customer Payments`, enable **Invoice Online Payment**, and click on *Save*.
Customer Portal
===============
After issuing the invoice, click on *Send & Print* and send the invoice by email to the customer.
They will receive an email with a link that redirects them to the invoice on their **Customer
Portal**.
.. image:: online/view-invoice.png
:alt: Email with a link to view the invoice online on the Customer Portal.
They can choose which Payment Provider to use by clicking on *Pay Now*.
.. image:: online/pay-now.png
:alt: "Pay now" button on an invoice in the Customer Portal.
.. seealso::
- :doc:`/applications/finance/payment_providers`