Jonathan
258569306b
task-3284514
+ update of access pos settings
Task-3256407
closes odoo/documentation#4241
X-original-commit: f851ea0e0a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo <jcs@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>
42 lines
1.8 KiB
ReStructuredText
42 lines
1.8 KiB
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:show-content:
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===============
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Payment methods
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===============
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To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
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Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` to
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allow this payment method *exclusively* for registered customers.
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Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
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payments, or :guilabel:`Bank` to use it for card payments.
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.. comment:
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when created, add a link to the customeraccount page under advanced_pricing_features
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.. image:: payment_methods/payment-method.png
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:alt: Creating a new payment method for a POS.
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.. note::
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- Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
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field in which you can add your terminal's information.
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- Credentials are mandatory to use a payment terminal. To learn how to configure the different
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terminals, check out the following documentation pages:
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- :doc:`Adyen configuration <payment_methods/terminals/adyen>`
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- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
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- :doc:`Six configuration <payment_methods/terminals/six>`
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- :doc:`Stripe configuration <payment_methods/terminals/stripe>`
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- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
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- :doc:`Worldline configuration <payment_methods/terminals/worldline>`
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Once the payment method is created, you can select it to be used in your POS. To do so, go to the
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:ref:`POS settings <configuration/settings>`, select the POS for which you wish to make the payment
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method available in the :guilabel:`Point of Sale` field, and add the payment method(s) under the
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:guilabel:`Payment` section.
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.. toctree::
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:titlesonly:
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payment_methods/terminals
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