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task-4048339 closes odoo/documentation#13025 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
59 lines
2.4 KiB
ReStructuredText
59 lines
2.4 KiB
ReStructuredText
==============
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Wire transfers
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==============
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The **Wire Transfer** payment method allows you to provide payment instructions to your customers,
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such as your bank details and a reference to include with the payment. These instructions are
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displayed after the customer selects :guilabel:`Wire Transfer` as the payment method and clicks the
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:guilabel:`Pay now` button at the end of the checkout process on your ecommerce website or
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on the customer portal.
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.. image:: wire_transfer/payment_instructions_portal.png
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:scale: 80%
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:alt: Payment instructions on the customer portal
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.. note::
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- While this method is widely accessible and requires minimal setup, it is not efficient
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process-wise. It is recommended to set up a :doc:`payment provider <../payment_providers>`
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instead.
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- Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you
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receive the payment and manually :guilabel:`Confirm` the order.
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.. tip::
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**Wire transfer** can be used as a template for other payment methods that are processed
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manually, such as checks, by renaming or duplicating it.
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Configuration
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=============
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To configure **Wire Transfer**:
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#. :ref:`Navigate to the Wire Transfer payment provider <payment_providers/supported_providers>`.
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#. In the :guilabel:`Configuration` tab, select whether the memo or :guilabel:`Communication` to be
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displayed alongside the payment instructions should be:
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- :guilabel:`Based on Document Reference`: the sales order or invoice number
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- :guilabel:`Based on Customer ID`: the customer identifier
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#. Enable :guilabel:`Enable QR codes` to activate QR code payments.
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.. note::
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:doc:`Additional accounting setup <../accounting/customer_invoices/epc_qr_code>` is required
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to use QR codes.
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#. Define the payment instructions in the :guilabel:`Messages` tab. If :doc:`a bank account
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<../accounting/bank>` has already been defined, the account number is automatically added to the
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default message generated by Odoo. You can also add it afterward and update the message by
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clicking :guilabel:`Reload pending message`.
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.. image:: wire_transfer/payment_instructions.png
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:alt: Define payment instructions
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#. Set the :guilabel:`State` field to :guilabel:`Enabled`.
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.. tip::
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You can also test wire transfers using the :ref:`payment_providers/test-mode`.
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.. seealso::
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:doc:`../payment_providers`
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