diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals.rst b/content/applications/sales/point_of_sale/payment_methods/terminals.rst index aa9eff8ae..b69d38d84 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals.rst @@ -4,48 +4,52 @@ Payment terminals ================= -Connecting and integrating a payment terminal with your POS system allows you to accept multiple -payment options, including credit and debit cards, making the payment process more efficient. +Connect and integrate a payment terminal to a :ref:`POS system ` to accept +multiple payment options, including credit and debit cards. -.. _terminals/configuration: +.. _pos/terminals/configuration: Configuration ============= -Go to the :ref:`application settings `, scroll down to the -:guilabel:`Payment Terminals` section, and tick your terminal's checkbox. +To activate a payment terminal and allow processing payments with it, follow these steps: -.. image:: terminals/payment-terminals.png - :alt: checkbox in the settings to enable a payment terminal +#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and scroll down to the + :guilabel:`Payment Terminals` section. +#. Enable the relevant terminal. +#. Click :guilabel:`Save`. +#. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create the + corresponding payment method <../payment_methods>`. +#. Set the :guilabel:`Integration` field to :guilabel:`Terminal`, select the relevant terminal, and + complete the terminal-specific configuration: -Then, follow the corresponding documentation to configure your device: + - :doc:`Adyen ` + - :doc:`Ingenico ` + - :doc:`Mercado Pago ` + - :doc:`Razorpay ` + - :doc:`SIX ` + - :doc:`Stripe ` + - :doc:`Tyro ` + - :doc:`Viva.com ` + - :doc:`Worldline ` +#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method + to the :guilabel:`Payment Methods` list to make it available in the POS interface. -- :doc:`Adyen configuration ` -- :doc:`Ingenico configuration ` -- :doc:`Mercado Pago configuration ` -- :doc:`Razorpay configuration ` -- :doc:`SIX configuration ` -- :doc:`Stripe configuration ` -- :doc:`Tyro configuration ` -- :doc:`Viva.com configuration ` -- :doc:`Worldline configuration ` +.. _pos/terminals/terminal-use: -Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to -the POS <../payment_methods>`. +Terminal use +============ -Pay with a payment terminal -=========================== +To process a :ref:`payment ` with a :ref:`configured terminal +` for an order, select the terminal's :doc:`payment method +<../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the +terminal device. -When processing a payment, select the terminal's payment method. Check the amount and -click on :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment -Successful`. +Once the transaction is successful, the payment is automatically validated in Point of Sale. .. note:: - - | In case of connection issues between Odoo and the payment terminal, force the payment by - clicking on :guilabel:`Force Done`, which allows you to validate the order. - | This option is only available after receiving an error message informing you that the - connection failed. - - To cancel the payment request, click on :guilabel:`Cancel`. + - Connection issues between Odoo and the payment terminal result in transaction cancellation. + - To cancel the payment request, click :guilabel:`Cancel`. .. toctree:: :titlesonly: diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/payment-terminals.png b/content/applications/sales/point_of_sale/payment_methods/terminals/payment-terminals.png deleted file mode 100644 index 07fde00dc..000000000 Binary files a/content/applications/sales/point_of_sale/payment_methods/terminals/payment-terminals.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant.rst b/content/applications/sales/point_of_sale/restaurant.rst index 11f0ec855..cc2e7c359 100644 --- a/content/applications/sales/point_of_sale/restaurant.rst +++ b/content/applications/sales/point_of_sale/restaurant.rst @@ -289,7 +289,7 @@ the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:` .. important:: - The :guilabel:`Add tip after payment` setting only works for a POS in the United States of America with an :doc:`Adyen ` or a :doc:`Stripe - ` :ref:`payment terminal `. + ` :ref:`payment terminal `. - The :guilabel:`Add tip through payment terminal (Adyen)` setting only works with an :ref:`Adyen ` terminal.