[IMP] eCommerce: brand new doc on payment methods + requested config changes for Paypal
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Frédéric Gilson
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Yannick Tivisse
Yannick Tivisse
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@@ -1,175 +1,111 @@
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=============================
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How to set up payment methods
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=============================
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======================================
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How to get paid with payment acquirers
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======================================
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To collect payments, you can either request your customers to process it
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manually (e.g. wire transfer) or redirect them to payment acquirers. The payment
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process described hereunder is common to both eCommerce and online quotations.
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Odoo embeds several payment methods to get paid on eCommerce, Sales
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and Invoicing apps.
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Payment methods
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===============
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What are the payment methods available
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======================================
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Wire transfer
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-------------
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Wire Transfer is the default payment method available. The aim is providing your
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customers with your bank details so that they can pay via their bank. This is very
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easy to start with but slow and inefficient process-wise. Opt for online acquirers
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as soon as you can!
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customers with your bank details so they can pay on their own via their bank.
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This is very easy to start with but slow and inefficient process-wise.
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Opt for online acquirers as soon as you can!
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.. tip::
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For B2B users: you can create new manually-processed payment methods (check,
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purchase order, etc.) by renaming 'Wire Transfer' or duplicating it.
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Online payment acquirers
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------------------------
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Redirect your customers to payment acquirer platforms to collect money effortless.
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Odoo supports more and more platforms over time: Paypal, Ingenico, Authorize.net,
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etc. Once the payment accepted, orders are confirmed in Odoo so that the delivery
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& invoicing processes are triggered automatically.
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Custom (advanced)
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Payment acquirers
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-----------------
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Can be used to request payments to any payment acquirer not listed in Odoo.
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Redirect your customers to payment platforms to collect money effortless
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and track the payment status (call-back).
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Odoo supports more and more platforms over time:
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Edit a payment method
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=======================
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* `Paypal <paypal.html>`__
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* Ingenico
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* Authorize.net
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* Adyen
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* Buckaroo
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* PayUmoney
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* Sips
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* Stripe
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To make payment methods intuitive for your customers feel free to customize them by editing:
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* the name,
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How to go live
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==============
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* the picture,
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Once the payment method ready, make it visible in the payment interface
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and activate the **Production** mode.
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* the notification messages (thank you & next step, error, cancellation).
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.. image:: media/paypal_live.png
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:align: center
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Go to :menuselection:`Website Admin --> Configuration --> Payment Acquirers` to do so.
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Generic setup
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=============
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How to let customers save and reuse credit cards
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================================================
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To ease the payment of returning customers, you can let them
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save and reuse a credit card if they want to.
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If so, a payment token will be saved in Odoo.
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This option is available with Ingenico and Authorize.net.
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1. Review the elements here above.
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You can turn this on from the acquirer configuration form.
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2. Enter your credentials (online acquirers only).
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.. image:: media/payment_save_card.png
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:align: center
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3. Choose your order confirmation preference (see below).
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4. Publish the payment method.
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How to debit credit cards to pay subscriptions
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==============================================
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`Odoo Subscription <https://www.odoo.com/page/subscriptions>`__ allows to
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bill services automatically on a recurring basis.
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Along with it, you can have an automatic debit of the customer's credit card.
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5. Test the payment flow in *Test* mode (default mode).
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This option is available with Ingenico and Authorize.net.
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6. Switch to *Production* mode.
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You can turn this on from the acquirer configuration form.
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7. Se your default payment acquirer in :menuselection:`Accounting --> Configuration --> Settings`.
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It will be auto-selected for your customers when they enter the payment screen.
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.. image:: media/payment_recurring.png
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:align: center
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.. note::
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Rely on the documentation related to your payment acquirer to go through step 2, 5 and 6. Some
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acquirers provides you with specific credentials for test and production modes (Paypal). Others
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let you switch mode in their setup interface (Authorize.net).
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That way a payment token will be recorded when the customer
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goes for the subscription and an automatic debit will occur
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whenever an invoice is issued from the subscription.
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.. tip::
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With Ingenico and Authorize.net, you can let your customers save and reuse a payment card to
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accelerate the process on next checkouts. See *Store Card Data* in Configuration tab.
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Payment flow
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============
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How to use other acquirers (advanced)
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=====================================
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1. When choosing the payment method, the customer is taken to the payment acquirer interface to
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process the payment.
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Odoo can submit single payment requests and redirect to any payment acquirer.
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But there is no call-back, i.e. Odoo doesn't track the transaction status.
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So you will confirm orders manually once you get paid.
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2. Once done he is taken back to Odoo's confirmation page. The transaction status shows up:
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How to:
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* *Pending*: the order will be confirmed as soon as you authorize the transaction in the acquirer interface.
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* Switch to developer mode.
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* *Confirmed*: the payment has been authorized automatically.
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* Take the **Custom** payment method.
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3. A confirmation email is sent to the customer with a copy of the order in pdf. It shows the payment status.
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* Set up the payment form (S2S Form Template) as instructed by your payment acquirer.
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You can start from *default_acquirer_button* that you can duplicate.
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4. Launch the delivery and invoicing from:
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* eCommerce: :menuselection:`Website Admin --> Orders --> (Unpaid) Orders`,
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Other configurations
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====================
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* online quotations: :menuselection:`Sales --> Sales --> Quotations/Sales Orders`.
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Odoo can also be used for more advanced payment processes
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like installment plans (e.g.
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`Paypal Installment Plans <https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/installment_buttons>`__).
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For internal tracking purposes, a link to the transaction status is provided in the sales order.
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Such a customization service is made on-demand by our technical experts
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based on your own requirements. A business advisor can reach you out for
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such matter. `Contact us. <https://www.odoo.com/page/contactus>`__
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.. note::
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If the customer cancels the payment while on the payment acquirer form, it is taken back to
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the store page (or online quotation) in order to reprocess the order. The payment is
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marked as *Cancelled* in Odoo.
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.. tip::
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You can edit the confirmation email template from
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:menuselection:`Website Admin --> Configuration --> Settings`.
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Order confirmation preferences
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==============================
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There are 4 different behaviors available for any payment acquirer.
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No automatic confirmation
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-------------------------
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This is the default mode for *Wire Transfer*. It means Odoo does not confirm orders but keep
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them in an intermediary stage (*Quotation Sent* = *Unpaid Order*). Once you get the payment,
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you are expected to confirm the order manually to pursue the process (delivery, invoicing).
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Authorize the amount and confirm the SO on acquirer confirmation (capture manually)
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-----------------------------------------------------------------------------------
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Odoo confirms the order as soon as the payment success notification comes in. To get the
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money however, you need to capture it from your payment transaction. In lots of countries
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you are indeed requested to deliver your goods before capturing the amount.
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Authorize & capture the amount and confirm the SO on acquirer confirmation
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--------------------------------------------------------------------------
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This is the default mode for payment acquirers. The amount is captured automatically.
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.. tip::
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For B2B: if you use a manual payment method like *Wire Transfer* and don't expect any
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upfront payment to launch the delivery, switch to this mode as well.
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Authorize & capture the amount, confirm the SO and auto-validate the invoice on acquirer confirmation
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-----------------------------------------------------------------------------------------------------
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If you invoice upfront and not at the delivery, switch to this last mode to automate everything.
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You are requested to select a Payment Journal to record such payments
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(see :doc:`../../accounting/receivables/customer_payments/credit_cards`).
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Custom payment acquirers (advanced)
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===================================
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Odoo can submit payment requests and redirect to any payment acquirer. In such a case, you need
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to confirm the sale manually in Odoo once you get paid because Odoo cannot read any payment
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status sent by the acquirer.
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To configure this:
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* switch to developer mode,
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* edit the *Custom* payment method,
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* set up the payment form (S2S Form Template) as instructed by your payment acquirer. You can
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start from *default_acquirer_button* that you can duplicate.
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Recurring payments & Installment plans
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======================================
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The Ingenico integration allows you to process and manage recurring payments from Odoo
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Subscriptions app out-of-the-box (more information coming soon).
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With some customization, Odoo can also trigger installment plans if this is permitted by
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your payment acquirer’s API:
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e.g. Paypal Installment Plans (see https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/installment_buttons).
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Such a service is made on-demand by our technical experts based on your own requirements.
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Ask our business advisors at info@odoo.com.
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.. seealso::
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* :doc:`paypal`
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* :doc:`wire_transfer`
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* :doc:`payment_acquirer`
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@@ -0,0 +1,79 @@
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===================================================
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How to manage orders paid with payment acquirers
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===================================================
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Odoo confirms orders automatically as soon as the payment is authorized
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by a payment acquirer. This triggers the delivery.
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If you invoice based on ordered quantities,
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you are also requested to invoice the order.
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What are the payment status
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===========================
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At anytime, the salesman can check the transaction status from the order.
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.. image:: media/payment_transaction.png
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:align: center
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* *Draft*: transaction under processing.
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* *Pending*: the payment acquirer keeps the transaction on hold and you
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need to authorize it from the acquirer interface.
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* *Authorized*: the payment has been authorized but not yet captured.
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In Odoo, the order is already confirmed. Once the delivery done, you
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can capture the amount from the acquirer interface (or from Odoo if you use
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Authorize.net).
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* *Done*: the payment is authorized and captured. The order has been confirmed.
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* *Error*: an error has occured during the transaction.
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The customer needs to retry the payment.
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The order is still in draft.
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* *Cancelled*: when the customer cancels the payment in the payment acquirer form.
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They are taken back to Odoo in order to modify the order.
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.. note:: Specific messages are provided to your customers for every
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payment status, when they are redirected to Odoo after the transaction.
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To edit such messages, go to the *Messages* tab of the payment
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method.
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Auto-validate invoices at order
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===============================
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When the order is confirmed you can also have an invoice automatically issued
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and paid. This fully-automated made for businesses that invoice
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orders straight on.
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.. image:: media/payment_invoice.png
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:align: center
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.. note:: If you choose this mode you are requested to select a payment journal
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in order to record payments in your books.
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This payment is automatically reconcilied with the invoice, marking it as paid.
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Select your **bank account** if you get paid immediately on your bank account.
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If you don't you can create a specific journal for the payment acquirer
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(type = Bank). That way, you can track online payments in an intermediary
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account of your books until you get paid into your bank account
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(see `How to register credit card payments <../../accounting/receivables/customer_payments/credit_cards.html>`__).
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Capture the payment after the delivery
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======================================
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With this mode, the order is confirmed but the amount is kept on hold.
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Once the delivery processed, you can capture the payment from Odoo.
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This mode is only available with Authorize.net.
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.. image:: media/payment_capture_mode.png
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:align: center
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To capture the payment, open the transaction from the order.
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Then click *Capture Transaction*.
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.. image:: media/payment_capture.png
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:align: center
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With other payment acquirers, you can manage the capture in
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their own interfaces, not from Odoo.
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@@ -1,48 +1,112 @@
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===================================
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How to collect payments with Paypal
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===================================
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===========================
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How to get paid with Paypal
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===========================
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Paypal is the easiest payment method to configure. It is also the only one without any subscription
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free.
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Paypal is the easiest online payment method to configure.
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It is also the only one without any subscription free.
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We definitely advise it to any starter.
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Setup your Paypal account
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=========================
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1. Create a business account at Paypal.com (see:
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https://www.paypal.com/in/cgi-bin/webscr?cmd=xpt/Marketing/general/how-to-set-up-a-paypal-account-outside)
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or upgrade your account to Business account (merchant) if you have a basic account.
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Set up your Paypal account
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==========================
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2. Log in to your account at Paypal.com and go to
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:menuselection:`My Account --> Profile --> My Selling Tools`. There click *PayPal button language
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encoding* under *More Selling Tools* section. Then, click *More Options* and replace the two default
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encoding formats by *UTF-8*.
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* Create a `Paypal Business Account <https://www.paypal.com>`__
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or upgrade your account to *Business account* if you have a basic account.
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3. Open Paypal setup form in Odoo and enter your *Email ID*.
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* Log in to `Paypal <https://www.paypal.com>`__
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and open the settings of your **Profile**.
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4. The Paypal Merchant ID is not mandatory (extra verification level). It is provided in
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Paypal under :menuselection:`My Account --> Overview`.
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.. image:: media/paypal_profile.png
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:align: center
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5. Configure the IPN feedback (Paypal contacting your Odoo instance without needing the
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redirection). The setting can be found in
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:menuselection:`Profile --> My Selling Tools --> Instant payment notification`.
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Activate it and set it to <odoo_instance_url>/payment/paypal/ipn.
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* Now enter the menu **My selling tools**.
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6. To test the workflow, you can create sandbox accounts by logging in at
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https://developer.paypal.com/webapps/developer/applications/myapps with the same Paypal credentials.
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Two default sandbox accounts are automatically generated when you register to Paypal:
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one is a buyer, the other is a shopper.
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.. image:: media/paypal_selling_tools.png
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:align: center
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7. Log in with your buyer sandbox account to https://www.sandbox.paypal.com (same password than real
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account) and apply the same format change.
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* Let's start with the **Website Preferences**.
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* Turn on **Auto Return** and enter the **Return URL**:
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<odoo_instance_url>/shop/confirmation.
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Verify that this address uses the correct protocol (HTTP/HTTPS).
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.. image:: media/paypal_auto_return.png
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:align: center
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* Turn on **Payment Data Transfer**.
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When saving, an **Identity Token** is generated.
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You will be later requested to enter it in Odoo.
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.. image:: media/paypal_data_transfer.png
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:align: center
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* Then, get back to your profile to activate the
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**Instant Payment Notification (IPN)** in *My selling tools*.
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Enter the **Notification URL**: <odoo_instance_url>/payment/paypal/ipn
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.. image:: media/paypal_ipn_setup.png
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:align: center
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* Now you must change the encoding format of the payment request sent by Odoo
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to Paypal. To do so, get back to *My selling tools* and click
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**PayPal button language encoding** in *More Selling Tools* section.
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.. image:: media/paypal_button_encoding.png
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:align: center
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Then, click *More Options* and set the two default encoding formats as **UTF-8**.
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.. image:: media/paypal_more_options.png
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:align: center
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.. image:: media/paypal_encoding_options.png
|
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:align: center
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.. tip:: If you want your customers to pay without creating a Paypal account,
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**Paypal Account Optional** needs to be turned on.
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.. image:: media/paypal_account_optional.png
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:align: center
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||||
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Set up Paypal's payment method in Odoo
|
||||
======================================
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||||
* Open Paypal setup form in :menuselection:`Website or Sales or Accounting
|
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--> Settings --> Payment Acquirers+`. Enter both your **Email ID**
|
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and your **Merchant ID** and check **Use IPN**.
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||||
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.. image:: media/paypal_credentials.png
|
||||
:align: center
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They are both provided in your Paypal profile,
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under :menuselection:`My business info`.
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||||
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||||
* Enter your **Identity Token** in Odoo (from *Auto Return* option).
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||||
To do so, open the *Settings* and activate the **Developer Mode**.
|
||||
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||||
.. image:: media/paypal_debug.png
|
||||
:align: center
|
||||
|
||||
Then, go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||
and create a parameter with following values:
|
||||
|
||||
* Key: payment_paypal.pdt_token
|
||||
* Value: your Paypal *Identity Token*
|
||||
|
||||
.. image:: media/paypal_identity_token.png
|
||||
:align: center
|
||||
|
||||
|
||||
Go live
|
||||
=======
|
||||
Your configuration is now ready!
|
||||
You can make Paypal visible on your merchant interface
|
||||
and activate the **Production mode**.
|
||||
|
||||
.. image:: media/paypal_live.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
To automatically redirect your customers when the payment is completed, go to your Website
|
||||
Preferences and turn *Auto Return* on. Set *Return URL* to <odoo_instance_url>/shop/confirmation.
|
||||
Verify that your *Notify URL* uses the correct protocol (HTTP/HTTPS).
|
||||
|
||||
.. tip::
|
||||
If you want your customers to pay without creating a Paypal account, *Paypal Account
|
||||
Optional* needs to be turned on.
|
||||
|
||||
Transaction fees
|
||||
================
|
||||
@@ -50,5 +114,42 @@ Transaction fees
|
||||
You can charge an extra to the customer 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 and check *Add Extra Fees*. Default
|
||||
fees are the ones charged by Paypal.
|
||||
To activate this, go to the *Configuration* tab of Paypal config form in Odoo
|
||||
and check *Add Extra Fees*. Default fees for US can be seen here below.
|
||||
|
||||
.. image:: media/paypal_fees.png
|
||||
:align: center
|
||||
|
||||
To apply the right fees for your country, please refer to
|
||||
`Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`__.
|
||||
|
||||
|
||||
Test the payment flow
|
||||
=====================
|
||||
|
||||
You can test the entire payment flow 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).
|
||||
* A default personal account (to use as shopper, e.g. pp.merch01-buyer@example.com).
|
||||
|
||||
* Log in to `Paypal Sandbox <https://www.sandbox.paypal.com>`__
|
||||
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* mode.
|
||||
Also, make sure the confirmation mode of Paypal is not
|
||||
*Authorize & capture the amount, confirm the SO and auto-validate
|
||||
the invoice on acquirer confirmation*.
|
||||
Otherwise a confirmed invoice will be automatically generated when
|
||||
the transaction is completed.
|
||||
|
||||
* Run a test transaction from Odoo using the sandbox personal account.
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`payment`
|
||||
* :doc:`payment_acquirer`
|
||||
@@ -1,18 +1,20 @@
|
||||
==========================================
|
||||
How customers can access their portal
|
||||
==========================================
|
||||
=================================================
|
||||
How customers can access their customer account
|
||||
=================================================
|
||||
|
||||
It has never been so easy for your customers to access their documents
|
||||
through a portal. Forget endless signup forms, Odoo makes it as easy as
|
||||
ABC. With eCommerce and Online Quotation apps, your customers are requested
|
||||
to create a portal account (name, email, password only) from the very first
|
||||
order confirmation or online quotation email they get from you.
|
||||
It has never been so easy for your customers to access their
|
||||
customer account. Forget endless signup forms,
|
||||
Odoo makes it as easy as ABC.
|
||||
They are suggested to sign up (name, email, password) when the order
|
||||
is placed, and not before.
|
||||
Indeed, nothing is more annoying than going through a signup process
|
||||
before buying something.
|
||||
|
||||
Sign up
|
||||
=======
|
||||
|
||||
When clicking the link in the email or when clicking *Sign up* in the checkout
|
||||
process, your customer is directed to the *Sign up* page.
|
||||
The invitation to sign up shows up when the customer wants to visualize
|
||||
the order from order confirmation email.
|
||||
|
||||
.. image:: ./media/portal_odoo_signup.png
|
||||
:align: center
|
||||
@@ -20,19 +22,17 @@ process, your customer is directed to the *Sign up* page.
|
||||
Customer account
|
||||
================
|
||||
|
||||
Once logged in the customer will access his account by clicking *My Account*
|
||||
Once logged in the customer will access the account by clicking *My Account*
|
||||
in the login dropdown menu.
|
||||
|
||||
.. image:: ./media/portal_link.png
|
||||
:align: center
|
||||
|
||||
From the portal menu all the customer history can be reviewed. The main address
|
||||
(billing) can also be modified.
|
||||
THere they find all their history. The main address (billing) can also be modified.
|
||||
|
||||
.. image:: ./media/portal_menu.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
If a portal user is a contact of a company (*Company* field set in customer
|
||||
detail form), this last will see all the documents of the company and all
|
||||
its other contacts through the portal.
|
||||
If the customer is set as a contact of a company in your address book,
|
||||
they will see all the documents whose the customer belongs to this company.
|
||||
|
||||
@@ -0,0 +1,42 @@
|
||||
=======================================
|
||||
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
|
||||
Reference in New Issue
Block a user