diff --git a/accounting/receivables/customer_payments.rst b/accounting/receivables/customer_payments.rst index 5fcd33cc4..3a42d664f 100644 --- a/accounting/receivables/customer_payments.rst +++ b/accounting/receivables/customer_payments.rst @@ -6,7 +6,7 @@ Customer Payments :titlesonly: customer_payments/recording - customer_payments/credit_cards + customer_payments/online_payment customer_payments/check customer_payments/batch_sdd customer_payments/followup diff --git a/accounting/receivables/customer_payments/credit_cards.rst b/accounting/receivables/customer_payments/credit_cards.rst deleted file mode 100644 index 4ab6cabb4..000000000 --- a/accounting/receivables/customer_payments/credit_cards.rst +++ /dev/null @@ -1,167 +0,0 @@ -========================================= -Register credit card payments on invoices -========================================= - -There are two ways to handle payments received by credit cards. Odoo -support both approaches so that you can use the one that better fits -your habits. - -1. **Undeposited Funds** (mostly used in european countries): once you - receive the credit card payment authorization, you record a - payment by credit card on the invoice (using a Credit card - journal and posted on the Undeposited Fund account). Then, once - the credit card payments arrives in your bank account, move money - from Undeposited Funds to your bank account. - -2. **One journal entry only** (mostly used in the U.S.): once your - receive the credit card payment, you record a payment on your - bank, paid by credit card, without going through the Undeposited - Funds. Once you process your bank statement, you do the matching - with your bank feed and the credit card payment, without creating - a dedicated journal entry . - -We recommend the first approach as it is more accurate (your bank -account balance is accurate, taking into accounts credit cards that have -not been cashed yet). Both approaches require the same effort. - -If you use eCommerce and an automated payment gateway, you will only -need to take care of the bank reconciliation part as paid invoice will -be automatically recorded in the right journal. You will use the second -approach. - -Even if the first method is cleaner, Odoo support the second approach -because some accountants are used to it (*QuickBooks* and *Peachtree* -users). - -Option 1: Undeposited Funds -=========================== - -Configuration -------------- - -On the Accounting module, go to :menuselection:`Configuration --> Journals --> Create` - -Create a Journal called 'Credit card payments' with the following data: - -- **Journal Name**: Credit card -- **Default debit account**: Credit cards -- **Default credit account**: Credit cards - -The account type should be "Credit Card". Once it's done, don't forget to set the "Credit cards" account as "Allow -Reconciliation". - -.. image:: ./media/credit01.png - :align: center - -From credit card payments to bank statements --------------------------------------------- - -The first way to handle credit cards is to create a credit card journal. -Thus, credit cards become a payment method in itself and you will record -two transactions. - -Once you receive a customer credit card payment, go to the related -invoice and click on Register Payment. Fill in the information about the -payment: - -- **Payment method**: Credit card - -- **Memo**: write the invoice reference - -.. image:: ./media/credit02.png - :align: center - -This operation will produce the following journal entry: - -+----------------------+-------------------+----------+----------+ -| Account | Statement Match | Debit | Credit | -+======================+===================+==========+==========+ -| Account Receivable | | | 100.00 | -+----------------------+-------------------+----------+----------+ -| Credit Cards | | 100.00 | | -+----------------------+-------------------+----------+----------+ - -The invoice is marked as paid as soon as you record the credit card -payment. - -Then, once you get the bank statements, you will match this statement -with the credit card that is in the 'Credit card' account. - -+----------------+-------------------+----------+----------+ -| Account | Statement Match | Debit | Credit | -+================+===================+==========+==========+ -| Credit cards | X | | 100.00 | -+----------------+-------------------+----------+----------+ -| Bank | | 100.00 | | -+----------------+-------------------+----------+----------+ - -If you use this approach to manage credit cards payments, you get the -list of credit cards payments that have not been cashed in the "Credit -card" account (accessible, for example, from the general ledger). - -.. note:: - Both methods will produce the same data in your accounting at the end of the - process. But, if you have credit cards that have not been cashed, this one - is cleaner because those credit cards have not been reported yet on your bank - account. - -Option 2: One journal entry only -================================ - -Configuration -------------- - -There is nothing to configure if you plan to manage your credit cards -using this method. - -From credit card payments to bank statements --------------------------------------------- - -Once you receive a customer credit card payment, go to the related -invoice and click on Register Payment. Fill in the information about the -payment: - -- **Payment method**: the bank that will be used for the deposit - -- **Memo**: write the credit card transaction number - -.. image:: ./media/credit03.png - :align: center - -The invoice is marked as paid as soon as the credit card payment has -been recorded. Once you receive the bank statements, you will do the -matching with the statement and this actual payment (technically: point -this payment and relate it to the statement line). - -With this approach, you will get the following journal entry in your -books: - -+----------------------+-------------------+----------+----------+ -| Account | Statement Match | Debit | Credit | -+======================+===================+==========+==========+ -| Account Receivable | X | | 100.00 | -+----------------------+-------------------+----------+----------+ -| Bank | | 100.00 | | -+----------------------+-------------------+----------+----------+ - -.. tip:: - You may also record the payment directly without going on the customer - invoice, using the top menu :menuselection:`Sales --> Payments`. This method may be more - convenient if you have a lot of credit cards to record in a batch but you - will have to reconcile entries afterwards (matching payments with invoices). - -If you use this approach to manage received credit cards, you can use -the report "Bank Reconciliation Report" to verify which credit cards -have been received or paid by the bank (this report is available from -the "More" option from the Accounting dashboard on the related bank -account). - -.. image:: ./media/credit04.png - :align: center - -.. seealso:: - - * :doc:`recording` - * :doc:`../../bank/feeds/paypal` - * :doc:`check` - * :doc:`followup` diff --git a/accounting/receivables/customer_payments/media/credit01.png b/accounting/receivables/customer_payments/media/credit01.png deleted file mode 100644 index d4abff71b..000000000 Binary files a/accounting/receivables/customer_payments/media/credit01.png and /dev/null differ diff --git a/accounting/receivables/customer_payments/media/credit02.png b/accounting/receivables/customer_payments/media/credit02.png deleted file mode 100644 index 0bdf526de..000000000 Binary files a/accounting/receivables/customer_payments/media/credit02.png and /dev/null differ diff --git a/accounting/receivables/customer_payments/media/credit03.png b/accounting/receivables/customer_payments/media/credit03.png deleted file mode 100644 index 622ed2838..000000000 Binary files a/accounting/receivables/customer_payments/media/credit03.png and /dev/null differ diff --git a/accounting/receivables/customer_payments/media/credit04.png b/accounting/receivables/customer_payments/media/credit04.png deleted file mode 100644 index 1b862a71a..000000000 Binary files a/accounting/receivables/customer_payments/media/credit04.png and /dev/null differ diff --git a/accounting/receivables/customer_payments/media/online-payment-acquirers.png b/accounting/receivables/customer_payments/media/online-payment-acquirers.png new file mode 100644 index 000000000..200a4e164 Binary files /dev/null and b/accounting/receivables/customer_payments/media/online-payment-acquirers.png differ diff --git a/accounting/receivables/customer_payments/media/online-payment-pay-now.png b/accounting/receivables/customer_payments/media/online-payment-pay-now.png new file mode 100644 index 000000000..16bc53afb Binary files /dev/null and b/accounting/receivables/customer_payments/media/online-payment-pay-now.png differ diff --git a/accounting/receivables/customer_payments/media/online-payment-view-invoice.png b/accounting/receivables/customer_payments/media/online-payment-view-invoice.png new file mode 100644 index 000000000..e11d7aa5e Binary files /dev/null and b/accounting/receivables/customer_payments/media/online-payment-view-invoice.png differ diff --git a/accounting/receivables/customer_payments/online_payment.rst b/accounting/receivables/customer_payments/online_payment.rst new file mode 100644 index 000000000..d50f38d30 --- /dev/null +++ b/accounting/receivables/customer_payments/online_payment.rst @@ -0,0 +1,45 @@ +====================== +Invoice Online Payment +====================== + +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:: media/online-payment-acquirers.png + :align: center + :alt: Payment acquirer choice after having clicked on "Pay Now" + +Configuration +============= + +Make sure your :ref:`Payment Acquirers are correctly configured `. + +.. note:: + By default, ":doc:`Wire Transfer <../../../general/payment_acquirers/wire_transfer>`" is the only + Payment Acquirer activated, but you still have to fill out the payment details. + +To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration --> +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:: media/online-payment-view-invoice.png + :align: center + :alt: Email with a link to view the invoice online on the Customer Portal. + +They can choose which Payment Acquirer to use by clicking on *Pay Now*. + +.. image:: media/online-payment-pay-now.png + :align: center + :alt: "Pay now" button on an invoice in the Customer Portal. + +.. seealso:: + + - :doc:`../../../general/payment_acquirers/payment_acquirers` \ No newline at end of file diff --git a/accounting/receivables/customer_payments/recording.rst b/accounting/receivables/customer_payments/recording.rst index 5a45b3b5b..b8b3c0be9 100644 --- a/accounting/receivables/customer_payments/recording.rst +++ b/accounting/receivables/customer_payments/recording.rst @@ -121,7 +121,7 @@ payments. .. seealso:: - - :doc:`credit_cards` + - :doc:`online_payment` - :doc:`../../bank/feeds/paypal` - :doc:`check` - :doc:`followup` diff --git a/ecommerce/shopper_experience/payment_acquirer.rst b/ecommerce/shopper_experience/payment_acquirer.rst index 3f40ed210..713b7b5df 100644 --- a/ecommerce/shopper_experience/payment_acquirer.rst +++ b/ecommerce/shopper_experience/payment_acquirer.rst @@ -56,7 +56,7 @@ orders straight on. Select your **bank account** if you get paid immediately on your bank account. If you don't you can create a specific journal for the payment acquirer (type = Bank). That way, you can track online payments in an intermediary account of your books until you get paid into your bank - account (see :doc:`../../accounting/receivables/customer_payments/credit_cards`). + account (see :doc:`../../general/payment_acquirers/payment_acquirers`). Capture the payment after the delivery diff --git a/redirects.txt b/redirects.txt index d2395b190..316a45d4c 100644 --- a/redirects.txt +++ b/redirects.txt @@ -83,6 +83,7 @@ accounting/localizations/spain.rst accounting/fiscal_localizations/localizations accounting/localizations/switzerland.rst accounting/fiscal_localizations/localizations/switzerland.rst # localizations/* --> fiscal_localizations/localizations/* accounting/payables/supplier_bills/bills_or_receipts.rst accounting/payables/supplier_bills/purchase_receipts.rst # bills_or_receipts.rst -> purchase_receipts.rst accounting/bank/reconciliation/configure.rst accounting/bank/reconciliation/reconciliation_models.rst # configure -> reconciliation_models (#613) +accounting/receivables/customer_payments/credit_cards.rst accounting/receivables/customer_payments/online_payment.rst # credit_cards -> online_payment social_marketing/social_marketing.rst social_marketing/overview.rst # social_marketing/* -> overview/* (#578)