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[IMP] pos/terminals: Update Payment terminals
task-4946909
closes odoo/documentation#14505
X-original-commit: 7234165f58
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
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@@ -4,48 +4,52 @@
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Payment terminals
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=================
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Connecting and integrating a payment terminal with your POS system allows you to accept multiple
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payment options, including credit and debit cards, making the payment process more efficient.
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Connect and integrate a payment terminal to a :ref:`POS system <pos/session-start>` to accept
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multiple payment options, including credit and debit cards.
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.. _terminals/configuration:
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.. _pos/terminals/configuration:
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Configuration
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=============
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Go to the :ref:`application settings <configuration/settings>`, scroll down to the
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:guilabel:`Payment Terminals` section, and tick your terminal's checkbox.
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To activate a payment terminal and allow processing payments with it, follow these steps:
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.. image:: terminals/payment-terminals.png
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:alt: checkbox in the settings to enable a payment terminal
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#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and scroll down to the
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:guilabel:`Payment Terminals` section.
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#. Enable the relevant terminal.
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#. Click :guilabel:`Save`.
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#. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create the
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corresponding payment method <../payment_methods>`.
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#. Set the :guilabel:`Integration` field to :guilabel:`Terminal`, select the relevant terminal, and
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complete the terminal-specific configuration:
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Then, follow the corresponding documentation to configure your device:
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- :doc:`Adyen <terminals/adyen>`
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- :doc:`Ingenico <terminals/ingenico>`
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- :doc:`Mercado Pago <terminals/mercado_pago>`
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- :doc:`Razorpay <terminals/razorpay>`
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- :doc:`SIX <terminals/six>`
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- :doc:`Stripe <terminals/stripe>`
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- :doc:`Tyro <terminals/tyro>`
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- :doc:`Viva.com <terminals/viva_com>`
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- :doc:`Worldline <terminals/worldline>`
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#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method
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to the :guilabel:`Payment Methods` list to make it available in the POS interface.
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- :doc:`Adyen configuration <terminals/adyen>`
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- :doc:`Ingenico configuration <terminals/ingenico>`
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- :doc:`Mercado Pago configuration <terminals/mercado_pago>`
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- :doc:`Razorpay configuration <terminals/razorpay>`
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- :doc:`SIX configuration <terminals/six>`
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- :doc:`Stripe configuration <terminals/stripe>`
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- :doc:`Tyro configuration <terminals/tyro>`
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- :doc:`Viva.com configuration <terminals/viva_com>`
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- :doc:`Worldline configuration <terminals/worldline>`
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.. _pos/terminals/terminal-use:
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Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to
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the POS <../payment_methods>`.
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Terminal use
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============
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Pay with a payment terminal
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===========================
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To process a :ref:`payment <pos/sell>` with a :ref:`configured terminal
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<pos/terminals/configuration>` for an order, select the terminal's :doc:`payment method
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<../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the
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terminal device.
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When processing a payment, select the terminal's payment method. Check the amount and
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click on :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
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Successful`.
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Once the transaction is successful, the payment is automatically validated in Point of Sale.
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.. note::
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- | In case of connection issues between Odoo and the payment terminal, force the payment by
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clicking on :guilabel:`Force Done`, which allows you to validate the order.
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| This option is only available after receiving an error message informing you that the
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connection failed.
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- To cancel the payment request, click on :guilabel:`Cancel`.
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- Connection issues between Odoo and the payment terminal result in transaction cancellation.
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- To cancel the payment request, click :guilabel:`Cancel`.
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.. toctree::
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:titlesonly:
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@@ -289,7 +289,7 @@ the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`
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.. important::
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- The :guilabel:`Add tip after payment` setting only works for a POS in the United States
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of America with an :doc:`Adyen <payment_methods/terminals/adyen>` or a :doc:`Stripe
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<payment_methods/terminals/stripe>` :ref:`payment terminal <terminals/configuration>`.
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<payment_methods/terminals/stripe>` :ref:`payment terminal <pos/terminals/configuration>`.
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- The :guilabel:`Add tip through payment terminal (Adyen)` setting only works with an
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:ref:`Adyen <adyen/tips>` terminal.
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