[ADD] payment_providers: Pay on site & Cash on delivery

task-4987726
Group bank payments (wire transfer and SDD) in a single file

closes #15308

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>

Author: auva-odoo

content/applications/finance/accounting/payments/batch_sdd.rst

@@ -81,13 +81,13 @@ To create an |sdd| mandate:
      (:guilabel:`gear`) icon, then select :guilabel:`Mandate form`.
    - The :guilabel:`SDD Scheme` depends on the type of customer: Select :guilabel:`CORE` for B2C
      customers and :guilabel:`B2B` for B2B customers.
-   - |sdd| mandates are created automatically for :doc:`online payments made with SDD
-     <../../payment_providers/sdd>`.
+   - |sdd| mandates are created automatically for :ref:`online payments made with SDD
+     <payment_providers/bank_payments/sdd>`.
 
 Once an |sdd| mandate is active, subsequent |sdd| payments can be generated via Odoo and
 :ref:`uploaded to your online banking interface <accounting/batch_sdd/XML>`. Customers with an
-active |sdd| mandate can also use this payment method for :doc:`online purchases
-<../../payment_providers/sdd>`.
+active |sdd| mandate can also use this payment method for :ref:`online purchases
+<payment_providers/bank_payments/sdd>`.
 
 .. _accounting/batch_sdd/close-revoke-mandate:
 
@@ -139,7 +139,7 @@ of all posted |sdd| payments to your online banking interface. To do so, follow
 
 .. seealso::
    - :doc:`batch`
-   - :doc:`SEPA Direct Debit for online payments <../../payment_providers/sdd>`
+   - :ref:`SEPA Direct Debit for online payments <payment_providers/bank_payments/sdd>`
    - `SEPA guidelines
      <https://www.europeanpaymentscouncil.eu/document-library/implementation-guidelines/sepa-credit-transfer-inter-psp-implementation-guidelines>`_
 

content/applications/finance/accounting/payments/online.rst

@@ -19,7 +19,7 @@ Configuration
 Make sure your :doc:`payment providers are correctly configured <../../payment_providers>`.
 
 .. note::
-   By default, ":doc:`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the
+   By default, :ref:`Wire Transfer <payment_providers/bank_payments/wire_transfer>` is the
    only payment provider activated, but you still have to fill out the payment details.
 
 To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->

content/applications/finance/payment_providers.rst

@@ -7,8 +7,6 @@ Online payments
 .. toctree::
    :titlesonly:
 
-   payment_providers/wire_transfer
-   payment_providers/sdd
    payment_providers/adyen
    payment_providers/amazon_payment_services
    payment_providers/asiapay
@@ -27,6 +25,8 @@ Online payments
    payment_providers/stripe
    payment_providers/worldline
    payment_providers/xendit
+   payment_providers/bank_payments
+   payment_providers/inperson_payments
 
 Odoo embeds several **payment providers** that allow your customers to pay online, on their
 *customer portals*, or on your *eCommerce website*. They can pay sales orders, invoices, or
@@ -52,7 +52,8 @@ Supported payment providers
 
 To access the supported payment providers, go to :menuselection:`Accounting --> Configuration -->
 Payment Providers`, :menuselection:`Website --> Configuration --> Payment Providers`, or
-:menuselection:`Sales --> Configuration --> Payment Providers`.
+:menuselection:`Sales --> Configuration --> Payment Providers`. Click the relevant payment provider
+card to access and configure the related provider.
 
 .. _payment_providers/online_providers:
 
@@ -196,12 +197,20 @@ Online payment providers
 Bank payments
 -------------
 
-- | :doc:`Wire Transfer <payment_providers/wire_transfer>`
-  | When selected, Odoo displays your payment information with a payment reference. You have to
-    approve the payment manually once you have received it in your bank account.
-- | :doc:`SEPA Direct Debit <payment_providers/sdd>`
-  | Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their
-    bank account charged directly.
+- | :ref:`Wire Transfer <payment_providers/bank_payments/wire_transfer>`
+  | Odoo displays your payment information with a payment reference. You have to approve the payment
+    manually once it has been received in your bank account.
+- | :ref:`SEPA Direct Debit <payment_providers/bank_payments/sdd>`
+  | Customers can make a bank transfer to register a SEPA Direct Debit mandate and allow their
+    account to be charged directly for future payments.
+
+In-person payments
+------------------
+
+- | :ref:`Pay on Site <payment_providers/inperson_payments/pay_on_site>`
+  | Customers can reserve products online and pay when collecting their orders in store.
+- | :ref:`Cash on Delivery <payment_providers/inperson_payments/cash_on_delivery>`
+  | Customers can pay for their orders upon delivery.
 
 .. _payment_providers/add_new:
 
@@ -258,36 +267,39 @@ are the ones that have been activated. To activate or deactivate a payment metho
 click :guilabel:`Enable Payment Methods`, then click the toggle button of the related method.
 
 .. tip::
-   Payment methods are displayed on your website based on their sequence order. To reorder them,
-   click :guilabel:`Enable Payment Methods` in the payment provider form, then, in the
-   :guilabel:`Payment Methods` list, drag and drop the payment methods in the desired order.
+   - To view the complete list of supported payment methods, go to :menuselection:`Accounting -->
+     Configuration --> Payment Methods`, :menuselection:`Website --> Configuration -->
+     Payment Methods`, or :menuselection:`Sales --> Configuration --> Payment Methods`.
+   - Payment methods are displayed on the ecommerce website based on their sequence order. To
+     reorder them, drag and drop the payment methods into the desired order in the
+     :guilabel:`Payment Methods` list.
 
 Icons and brands
 ----------------
 
 The icons displayed next to the payment method on your website are either the icons of the brands
 activated for the payment method or, if there aren't any, the icons of the payment methods
-themselves. To modify them, go to :menuselection:`Accounting --> Configuration --> Payment Methods`,
-:menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales -->
-Configuration --> Payment Methods`, then click on the payment method.
+themselves. To modify them, :ref:`access the list of payment methods
+<payment_providers/payment_methods>`, then click the relevant one.
 
 To modify a payment method's icon, hover your mouse over the image in the upper-right corner of the
 payment method's form and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon.
 
 Select the :guilabel:`Brands` tab to view the brands that have been activated for the payment
 method. The brands and their related icons are displayed based on their sequence order; to reorder
-them, drag and drop them in the desired order. To modify a brand's icon, select the brand, then,
+them, drag and drop them into the desired order. To modify a brand's icon, select the brand, then,
 in the popup window that opens, hover the mouse over the image in the upper-right corner and click
 the :icon:`fa-pencil` (:guilabel:`pencil`) icon.
 
 Advanced configuration
 ----------------------
 
-To configure payment methods further, go to :menuselection:`Accounting --> Configuration --> Payment
-Methods`, :menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales
---> Configuration --> Payment Methods`. Click on the payment method, then activate the
-:ref:`developer mode <developer-mode>`. Click the :guilabel:`Configuration` tab to adapt the
-features.
+To further configure payment methods, follow these steps:
+
+#. Activate the :ref:`developer mode <developer-mode>`.
+#. :ref:`Access the list of payment methods <payment_providers/payment_methods>` and click the
+   relevant one.
+#. Go to the :guilabel:`Configuration` tab and adjust the features as needed.
 
 .. danger::
    - Each payment method is preconfigured in a way that aligns with the payment providers'
@@ -483,8 +495,6 @@ payments from other payments.
    :alt: Define an outstanding account for a payment provider.
 
 .. seealso::
-   - :doc:`payment_providers/wire_transfer`
-   - :doc:`payment_providers/sdd`
    - :doc:`payment_providers/adyen`
    - :doc:`payment_providers/authorize`
    - :doc:`payment_providers/asiapay`
@@ -500,4 +510,6 @@ payments from other payments.
    - :doc:`payment_providers/stripe`
    - :doc:`payment_providers/worldline`
    - :doc:`payment_providers/xendit`
+   - :doc:`payment_providers/bank_payments`
+   - :doc:`payment_providers/inperson_payments`
    - :doc:`accounting/bank`

content/applications/finance/payment_providers/sdd.rst renamed to content/applications/finance/payment_providers/bank_payments.rst

@@ -1,4 +1,56 @@
-=================
+=============
+Bank payments
+=============
+
+.. seealso::
+   :doc:`../payment_providers`
+
+.. _payment_providers/bank_payments/wire_transfer:
+
+Wire transfer
+=============
+
+The **Wire Transfer** payment method allows you to provide payment instructions to customers,
+such as your bank details and a reference to include with the payment. These instructions are
+displayed after the customer selects :guilabel:`Wire Transfer` as the payment method and clicks the
+:guilabel:`Pay now` button at the end of the checkout process on your ecommerce website or on the
+customer portal.
+
+.. note::
+   - While this method is widely accessible and requires minimal setup, it is not efficient
+     process-wise. It is recommended to set up a :doc:`payment provider <../payment_providers>`
+     instead.
+   - Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you
+     receive the payment and manually :guilabel:`Confirm` the order.
+
+To configure **Wire Transfer**, follow these steps:
+
+#. :ref:`Navigate to the Wire Transfer payment provider <payment_providers/supported_providers>`.
+#. In the :guilabel:`Configuration` tab, select whether the memo or :guilabel:`Communication` to be
+   displayed alongside the payment instructions should be:
+
+   - :guilabel:`Based on Document Reference`: the sales order or invoice number
+   - :guilabel:`Based on Customer ID`: the customer identifier
+
+#. Enable :guilabel:`Enable QR codes` to activate QR code payments.
+
+   .. note::
+      :doc:`Additional accounting setup <../accounting/customer_invoices/epc_qr_code>` is required
+      to use QR codes.
+
+#. Define the payment instructions in the :guilabel:`Messages` tab. If :doc:`a bank account
+   <../accounting/bank>` has already been defined, the account number is automatically added to the
+   default message generated by Odoo. You can also add it afterward and update the message by
+   clicking :guilabel:`Reload pending message`.
+#. Set the :guilabel:`State` field to :guilabel:`Enabled`.
+
+.. tip::
+   The **Wire transfer** payment method can serve as a template for other payment methods that are
+   processed manually, such as checks. :ref:`Access the Wire Transfer payment method
+   <payment_providers/payment_methods>`, then duplicate it if needed and rename it accordingly.
+
+.. _payment_providers/bank_payments/sdd:
+
 SEPA Direct Debit
 =================
 
@@ -24,7 +76,7 @@ customers' bank accounts based on a signed :ref:`SEPA Direct Debit mandate
 .. _sdd/configuration:
 
 Configuration
-=============
+-------------
 
 To configure **SEPA Direct Debit**, follow these steps:
 
@@ -54,11 +106,8 @@ To configure **SEPA Direct Debit**, follow these steps:
 .. tip::
    You can also test SEPA direct debit payments using the :ref:`payment_providers/test-mode`.
 
-.. seealso::
-   :doc:`../payment_providers`
-
 Online payments with |sdd|
-==========================
+--------------------------
 
 Customers selecting |sdd| as a payment method are prompted to enter their IBAN to complete the
 :ref:`SEPA Direct Debit mandate <accounting/batch_sdd/sdd_mandates>`.

content/applications/finance/payment_providers/inperson_payments.rst

@@ -0,0 +1,40 @@
+==================
+In-person payments
+==================
+
+.. note::
+   Sales orders are automatically confirmed when paid using an in-person payment method.
+
+.. _payment_providers/inperson_payments/pay_on_site:
+
+Pay on site
+===========
+
+To allow customers to reserve products online and pay when collecting them in-store, enable and
+configure the :ref:`Click & Collect feature <ecommerce/shipping/instore-pickup>`. The **Pay on
+Site** payment provider is automatically enabled and published. To edit the default instructions
+shown to customers, :ref:`access the payment provider form <payment_providers/supported_providers>`
+and go to the :guilabel:`Messages` tab.
+
+.. note::
+   The method is only available at checkout for customers who select the **Pick up in store**
+   delivery method.
+
+.. _payment_providers/inperson_payments/cash_on_delivery:
+
+Cash on delivery
+================
+
+The **Cash on Delivery** payment method allows customers to pay for their order at the time of
+delivery. To make it available to customers, :doc:`navigate to the relevant delivery method form
+</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method>`
+and enable :guilabel:`Cash on Delivery`. The **Cash on Delivery** payment provider is automatically
+enabled and published. To edit the default instructions shown to customers, :ref:`access the payment
+provider form <payment_providers/supported_providers>` and go to the :guilabel:`Messages` tab.
+
+.. note::
+   This method is only available at checkout for customers who select a delivery method with the
+   :guilabel:`Cash on Delivery` feature enabled.
+
+.. seealso::
+   :doc:`../payment_providers`