[IMP] general: add new doc about payment acquirers (#676)

- Updates the main current doc about Payment Acquirers with a completely new doc - Moves some docs from ecommerce to general - redirects - ecommerce/shopper_experience/payment --> general/payment_acquirers/payment_acquirers - ecommerce/shopper_experience/authorize --> general/payment_acquirers/authorize - ecommerce/shopper_experience/paypal --> general/payment_acquirers/paypal - ecommerce/shopper_experience/wire_transfer --> general/payment_acquirers/wire_transfer
2020-05-25 18:59:17 +02:00
parent 1af52cd415
commit 2dbddd8ff7
46 changed files with 253 additions and 125 deletions
@@ -5,10 +5,6 @@ Get paid
 .. toctree::
   :titlesonly:

-   shopper_experience/payment
-   shopper_experience/paypal
-   shopper_experience/authorize
-   shopper_experience/wire_transfer
   shopper_experience/payment_acquirer
   shopper_experience/portal

@@ -1,81 +0,0 @@
-==================================
-How to get paid with Authorize.Net
-==================================
-
-Authorize.Net is one of the most popular eCommerce payment platforms in North America.
-Unlike most of the other payment acquirers compatible with Odoo, 
-Authorize.Net can be used as `payment gateway <https://www.authorize.net/solutions/merchantsolutions/pricing/?p=gwo>`__ only.
-That way you can use the `payment processor or merchant <https://www.authorize.net/partners/resellerprogram/processorlist/>`__ that you like.
-
-
-Create an Authorize.Net account
-===============================
-
-* Create an `Authorize.Net account <https://www.authorize.net>`__ 
-  by clicking 'Get Started'.
-* In the pricing page, press *Sign up now* if you want to use Authorize.net as
-  both payment gateway and merchant. If you want to use your own merchant, press
-  the related option.
-
-  .. image:: media/authorize01.png
-    :align: center
-
-* Go through the registration steps. 
-* The account is set as a test account by default. You can use this test
-  account to process a test transaction from Odoo.
-* Once ready, switch to **Production** mode. 
-
-
-Set up Odoo
-===========
-* Activate Authorize.Net in Odoo from :menuselection:`Website or Sales or Accounting 
-  --> Settings --> Payment Acquirers`.
-* Enter both your **Login ID** 
-  your **API Transaction Key** and your **API Signature Key**.
-
-  .. image:: media/authorize02.png
-    :align: center
-
-  To get those credentials from Authorize.Net, you can follow the direction
-  in the Authorize.net Help
-  `API Credentials and Keys <https://account.authorize.net/help/Account/Settings/Security_Settings/General_Settings/API_Login_ID_and_Transaction_Key.htm>`__
-  entry and access the menu :menuselection:`Account --> Settings --> API Credentials & Keys`
-  in the Authorize.net dashboard. Note that you need *both* a Transaction key and and Signature key.
-
-* Once both keys are set up, you can then generate a Client Key by clicking the
-  "Generate Client Key" button. Note that these 3 keys are necessary for the
-  setup to work correctly.
-
-
-Go live
-=======
-Your configuration is now ready! 
-You can make Authorize.Net visible on your merchant interface
-and activate the **Enabled** state.
-
-.. image:: media/paypal_live.png
-    :align: center
-
-.. note:: Credentials provided by Authorize.net are different for both
-   test and production mode. Don't forget to update them in Odoo when you
-   switch from testing to production or vice-versa.
-
-
-Assess Authorize.Net as payment solution
-========================================
-You can test and assess Authorize.Net for free by creating a `developer account <https://developer.authorize.net>`__.
-
-Once the account created you receive sandbox credentials.
-Enter them in Odoo as explained here above and make sure 
-you are still in *Test* mode.
-
-You can also log in to `Authorize.Net sandbox platform <https://sandbox.authorize.net/>`__
-to configure your sandbox account.
-
-To perform ficticious transactions you can use fake card numbers
-provided in the `Authorize.Net Testing Guide <https://developer.authorize.net/hello_world/testing_guide/>`__. 
-
-.. seealso::
-
-  * :doc:`payment`
-  * :doc:`payment_acquirer`
@@ -1,111 +0,0 @@
-======================================
-How to get paid with payment acquirers
-======================================
-
-Odoo embeds several payment methods to get paid on eCommerce, Sales 
-and Invoicing apps.
-
-
-What are the payment methods available
-======================================
-
-Wire transfer
-------------
-
-Wire Transfer is the default payment method available. The aim is providing your
-customers with your bank details so they can pay on their own via their bank.
-This is very easy to start with but slow and inefficient process-wise. 
-Opt for online acquirers as soon as you can!
-
-Payment acquirers
-----------------
-
-Redirect your customers to payment platforms to collect money effortless
-and track the payment status (call-back).
-Odoo supports more and more platforms over time: 
-
-* `Paypal <paypal.html>`__
-* Ingenico
-* Authorize.net
-* Adyen
-* Buckaroo
-* PayUmoney
-* Sips
-* Stripe
-
-
-How to go live
-==============
-
-Once the payment method is ready, make it visible in the payment interface 
-by switching the state to **Enabled**.
-
-.. image:: media/paypal_live.png
-    :align: center
-
-
-How to let customers save and reuse credit cards
-================================================
-To ease the payment of returning customers, you can let them
-save and reuse a credit card if they want to.
-If so, a payment token will be saved in Odoo.
-This option is available with Ingenico and Authorize.net.
-
-You can turn this on from the acquirer configuration form.
-
-.. image:: media/payment_save_card.png
-    :align: center
-
-
-How to debit credit cards to pay subscriptions
-==============================================
-`Odoo Subscription <https://www.odoo.com/page/subscriptions>`__ allows to
-bill services automatically on a recurring basis.
-Along with it, you can have an automatic debit of the customer's credit card.
-
-This option is available with Ingenico and Authorize.net.
-
-You can turn this on from the acquirer configuration form.
-
-.. image:: media/payment_recurring.png
-    :align: center
-
-That way a payment token will be recorded when the customer
-goes for the subscription and an automatic debit will occur
-whenever an invoice is issued from the subscription.
-
-
-How to use other acquirers (advanced)
-=====================================
-
-Odoo can submit single payment requests and redirect to any payment acquirer.
-But there is no call-back, i.e. Odoo doesn't track the transaction status.
-So you will confirm orders manually once you get paid.
-
-How to:
-
-* Switch to :doc:`Developer mode <../../../general/developer_mode/activate>`.
-
-* Take the **Custom** payment method.
-
-* Set up the payment form (S2S Form Template) as instructed by your payment acquirer. 
-  You can start from *default_acquirer_button* that you can duplicate.
-
-
-Other configurations
-====================
-
-Odoo can also be used for more advanced payment processes
-like installment plans (e.g. 
-`Paypal Installment Plans <https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/installment_buttons>`__).
-
-Such a customization service is made on-demand by our technical experts
-based on your own requirements. A business advisor can reach you out for
-such matter. `Contact us <https://www.odoo.com/page/contactus>`_.
-
-
-.. seealso::
-
-  * :doc:`paypal`
-  * :doc:`wire_transfer`
-  * :doc:`payment_acquirer`
@@ -1,207 +0,0 @@
-=============================
-Configure your Paypal account
-=============================
-
-Paypal is available and popular worldwide. It doesn’t charge any
-subscription fee and creating an account is very easy. That’s why we
-definitely recommend it for starters in Odoo. It works as a seamless
-flow where the customer is routed to Paypal website to register the
-payment.
-
-Paypal account
-==============
-
-A business account is needed to get paid with Paypal. Create a
-`Paypal Business Account <https://www.paypal.com/us/merchantsignup/
-applicationChecklist?signupType=CREATE_NEW_ACCOUNT&productIntentId=wp_standard>`_
-or upgrade your Personal account to a Business account. Go to the Paypal
-settings and click on *Upgrade to a Business account*.
-Then follow the few configuration steps.
-
-
-Settings in Paypal
-==================
-
-| First, let’s see how to set up your Paypal account in order to build a
-  seamless customer experience with Odoo.
-| Log in and open the settings. Go to :menuselection:`Products & Services -->
-  Website payments` and click **Update** on **Website preferences**.
-
-.. image:: media/paypal01.png
-    :align: center
-
-Auto Return
-----------
-
-*Auto Return* automatically redirects your customers to Odoo once the
-payment is processed. Check *Auto Return* and enter your domain name
-with the suffix ``/shop/confirmation`` as *Return URL*
-(e.g. ``https://yourcompany.odoo.com/shop/confirmation``).
-
-This URL is requested in Paypal but not used in practice as Odoo
-transmits it at each transaction. Don’t worry if you manage several
-sales channels or Odoo databases.
-
-.. image:: media/paypal02.png
-    :align: center
-
-Payment Data Transfer (PDT)
---------------------------
-
-*Payment Data Transfer* delivers the payment confirmation to Odoo as
-soon as it is processed. Without it, Odoo cannot end the sales flow.
-This setting must be activated as well. When saving, an *Identity
-Token* is generated. You will be later requested to enter it in Odoo.
-
-.. image:: media/paypal03.png
-    :align: center
-
-Paypal Account Optional
-
-We advise you to not prompt customers to log in with a Paypal account
-when they get to pay. Let them pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned on.
-
-.. image:: media/paypal04.png
-    :align: center
-
-Instant Payment Notification (IPN)
----------------------------------
-
-PDT sends order confirmations once and only once. As a result, your site
-must be running when it happens; otherwise, it will never receive the
-message. That’s why we advise to activate the *Instant Payment
-Notification* (IPN) on top. With IPN, delivery of order confirmations
-is virtually guaranteed since IPN resends a confirmation until your site acknowledges receipt.
-
-| To activate IPN, get back to *Website payments* menu and click
-  *Update* in *Instant Payment Notification*.
-| The *Notification URL* to set is your domain name +
-  “payment/paypal/ipn” (e.g. ``https://yourcompany.odoo.com/payment/paypal/ipn``).
-
-.. image:: media/paypal05.png
-    :align: center
-
-Payment Messages Format
-----------------------
-
-If you use accented characters (or anything else than basic Latin characters)
-for your customer names, addresses... you MUST configure the encoding format of
-the payment request sent by Odoo to Paypal.
-
-.. danger::
-
-    If you don't configure this setting, some transactions fail without notice.
-
-To do so, open:
-
-* `this page for a test account <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__
-
-* `this page for a production account <https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`__
-
-Then, click *More Options* and set the two default encoding formats as **UTF-8**.
-
-.. image:: media/paypal07.png
-    :align: center
-
-.. image:: media/paypal08.png
-    :align: center
-
-Your Paypal account is ready!
-
-.. tip::
-   If you want your customers to pay without creating a Paypal account,
-   *Paypal Account Optional* needs to be turned on.
-    
-   .. image:: media/paypal_account_optional.png
-
-.. tip::
-   For Encrypted Website Payments & EWP_SETTINGS error,
-   please check the `Paypal documentation <https://developer.paypal.com/docs/
-   classic/paypal-payments-standard/integration-guide/encryptedwebpayments/
-   #encrypted-website-payments-ewp>`_.
-
-Settings in Odoo
-================
-
-Activation
----------
-
-Activate *Paypal* from the config bar of Sales, Invoicing and
-eCommerce apps, or from the configuration menu of *Payment Acquirers*.
-
-Credentials
-----------
-
-Odoo requires three Paypal credentials:
-
- *Email ID* is your login email address in Paypal.
- *Merchant ID* can be found in the settings of your Paypal account, in
-  :menuselection:`Account Settings --> Business information`.
- *Paypal PDT Token* is given in *Website payments* configuration as explained here above.
-
-.. image:: media/paypal09.png
-    :align: center
-
-Transaction fees
----------------
-
-You can charge extra fees to your customers for paying with Paypal;
-This to cover the transaction fees Paypal charges you. Once redirected to Paypal, your customer sees an extra applied to the order amount.
-
-To activate this, go to the Configuration tab of Paypal configuration in
-Odoo and check *Add Extra Fees*.
-
-.. image:: media/paypal10.png
-    :align: center
-
-You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`__ to set up
-fees.
-
-.. note::
-   `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.
-
-Go live!
-========
-
-Your configuration is ready to roll. Make sure *Production* mode is
-on. Then publish the payment method by clicking the *Published* button right next to it.
-
-.. image:: media/paypal11.png
-    :align: center 
-
-.. image:: media/paypal12.png
-    :align: Center
-
-Paypal is now available in your payment form available in eCommerce,
-Sales and Invoicing apps. Customers are redirected to Paypal website
-when hitting *Pay Now*. They get back to a confirmation page in Odoo
-once the payment is processed.
-
-.. image:: media/paypal13.png
-    :align: center
-
-Test environment
-================
-
-You can test the entire payment flow in Odoo thanks to Paypal Sandbox accounts.
-
-Log in to `Paypal Developer Site <https://developer.paypal.com/>`__ with your Paypal credentials.
-
-This will create two sandbox accounts:
-
-  A business account (to use as merchant, e.g. `pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`__).
-
-  A default personal account (to use as shopper, e.g. `pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`__).
-
-Log in to Paypal Sandbox with the merchant account and follow the same configuration instructions.
-Enter your sandbox credentials in Odoo and make sure Paypal is still
-set on *Test Environment*. Also, make sure the automatic invoicing
-is not activated in your eCommerce settings, to not generate invoices
-when a fictitious transaction is completed.
-
-Run a test transaction from Odoo using the sandbox personal account.
-
-.. seealso::
-   - :doc:`payment`
-   - :doc:`payment_acquirer`
@@ -1,42 +0,0 @@
-=======================================
-How to get paid with wire transfers
-=======================================
-
-**Wire Transfer** is the default payment method available. 
-The aim is providing your customers with your bank details 
-so they can pay on their own.
-This is very easy to start with but slow and inefficient process-wise. 
-Opt for payment acquirers as soon as you can!
-
-
-How to provide customers with payment instructions
-==================================================
-Put your payment instructions in the **Thanks Message** of your payment method.
-
-.. image:: media/payment_instructions.png
-  :align: center
-
-They will appear to the customers when they place an order.
-
-.. image:: media/payment_customer_instructions.png
-  :align: center
-
-
-How to manage an order once you get paid
-========================================
-
-Whenever a customer pays by wire transfer, the order stays in an 
-intermediary stage **Quotation Sent** (i.e. unpaid order). 
-When you get paid,
-you confirm the order manually to launch the delivery.
-
-
-How to create other manual payment methods
-==========================================
-
-If you manage a B2B business, you can create other manually-processed 
-payment methods like paying by check.
-To do so, just rename *Wire Transfer* or duplicate it.
-
-.. image:: media/payment_check.png
-  :align: center