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[ADD] ecommerce: How to set up payment methods
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‎ecommerce/shopper_experience.rst

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=================
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Improve the shopper experience
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=================
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.. toctree::
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:titlesonly:
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shopper_experience/payment
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shopper_experience/paypal
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shopper_experience/portal
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‎ecommerce/shopper_experience/payment.rst

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=============================
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How to set up payment methods
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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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Payment methods
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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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.. 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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-----------------
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Can be used to request payments to any payment acquirer not listed in Odoo.
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Edit a payment method
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=======================
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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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* the picture,
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* the notification messages (thank you & next step, error, cancellation).
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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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1. Review the elements here above.
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2. Enter your credentials (online acquirers only).
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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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5. Test the payment flow in *Test* mode (default mode).
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6. Switch to *Production* mode.
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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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.. 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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.. 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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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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2. Once done he is taken back to Odoo's confirmation page. The transaction status shows up:
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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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* *Confirmed*: the payment has been authorized automatically.
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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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4. Launch the delivery and invoicing from:
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* eCommerce: :menuselection:`Website Admin --> Orders --> (Unpaid) Orders`,
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* online quotations: :menuselection:`Sales --> Sales --> Quotations/Sales Orders`.
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For internal tracking purposes, a link to the transaction status is provided in the sales order.
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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 i FD92 nvoice 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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