[IMP] POS: Update "Payment methods" doc

task-4946924

closes #14867

X-original-commit: 6793ea1
Signed-off-by: Audrey Vandromme (auva) <[email protected]>
Signed-off-by: Emmanuel Minga (EMMI) <[email protected]>

Author: emmi-odoo

content/applications/sales/point_of_sale/payment_methods.rst

@@ -4,27 +4,57 @@
 Payment methods
 ===============
 
-To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
-Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` to
-allow this payment method *exclusively* for registered customers.
+Configure a payment method with Odoo Point of Sale to provide customers with various payment
+options, including cash, card payments through a :ref:`configured payment terminal
+<pos/terminals/configuration>`, :doc:`online payments </applications/finance/payment_providers>`,
+or :doc:`customer accounts <payment_methods/customer_credit>`.
 
-Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
-payments, or :guilabel:`Bank` to use it for card payments.
+To create a payment method, go to :menuselection:`Point of Sale --> Configuration --> Payment
+Methods`, click :guilabel:`New`, and follow the next steps:
 
-.. image:: payment_methods/payment-method.png
-   :alt: Creating a new payment method for a POS.
+#. Enter a name for the payment method.
+#. Enable the following options if needed:
+
+   - :guilabel:`Online Payment`: To link the payment method to a :doc:`payment provider
+     </applications/finance/payment_providers>` and enable online payments, select a provider in
+     the :guilabel:`Allowed Providers` field or click :icon:`fa-arrow-right` :guilabel:`Payment
+     Providers` to install one.
+   - :guilabel:`Identify Customer`: Force the selection of a customer during the payment.
+#. Select the preferred :doc:`Journal </applications/finance/accounting/get_started/journals>` to
+   record all transactions.
+#. Select the appropriate :guilabel:`Point of Sale` to enable the payment method.
+#. Set the :guilabel:`Integration` field to one of the following options:
+
+   - :guilabel:`None required`: For cash payments.
+   - :guilabel:`Terminal`: :ref:`Set up a terminal <pos/terminals/configuration>` and allow card
+     payments.
+   - :guilabel:`Bank App (QR Code)`: Add at least one :ref:`bank account
+     <accounting/journals/bank>` to the journal to enable :doc:`QR code payments
+     </applications/sales/point_of_sale/payment_methods/qr_code_payment>` with a bank app. Select a
+     :guilabel:`QR Code Format` in the form.
+   - :guilabel:`Cash Machine (Glory)`: Connect a **Glory** cash machine to automate the point of
+     sale's cash transactions.
+#. Save.
 
 .. note::
-   Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
-   field in which you can add your :doc:`payment terminal's information
-   <payment_methods/terminals>`.
+   - The :guilabel:`Delivery Payment` option links a payment method to online orders placed through
+     :doc:`Urban Piper </applications/sales/point_of_sale/online_food_delivery>`. Select the
+     appropriate :guilabel:`Delivery Provider` to associate with the payment method.
+   - If the Accounting app is installed, use the :guilabel:`Intermediary Account` field, if needed,
+     to record transactions for this payment method in a specific receivable account for
+     better traceability. Leave the field empty to use the company's default :ref:`receivable
+     account <accounting/accounts-receivable-payable>`. When a :ref:`journal
+     <accounting/journals/bank>` is selected, an :ref:`Outstanding Account
+     <accounting/journals/outstanding-accounts>` can also be set if required.
 
-.. seealso::
-   :doc:`payment_methods/terminals`.
+.. tip::
+   - Use a dedicated :ref:`cash journal <accounting/journals/cash>` to record cash payments.
+   - Always set the :guilabel:`Journal` to :guilabel:`Bank` when :ref:`configuring a payment
+     terminal <pos/terminals/configuration>`.
 
-Once the payment method is created, you can select it in your POS settings. To do so, go to the
-:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
-under the :guilabel:`Payments` section.
+.. seealso::
+   - `Payment methods (video tutorial) <https://www.youtube.com/watch?v=eHr4tS8Wmss>`_
+   - :doc:`payment_methods/terminals`
 
 .. toctree::
    :titlesonly:

content/applications/sales/point_of_sale/payment_methods/payment-method.png

@@ -34,8 +34,7 @@ To activate a payment terminal and allow processing payments with it, follow the
    - :doc:`Tyro <terminals/tyro>`
    - :doc:`Viva.com <terminals/viva_com>`
    - :doc:`Worldline <terminals/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.
+#. Save.
 
 .. _pos/terminals/terminal-use: