[ADD] Subscription: Created new page 'Subscriptions and payments'

closes #14955

Signed-off-by: Thomas Jude Cavazos (thjud) <[email protected]>
Co-authored-by: Felicia Kuan <[email protected]>

Author: theRealThagomizer

content/applications/sales/subscriptions.rst

@@ -277,3 +277,4 @@ tab, under the ::guilabel:`SALES` section.
    subscriptions/automatic_alerts
    subscriptions/scheduled_actions
    subscriptions/reports
+   subscriptions/automatic_payments

content/applications/sales/subscriptions/automatic_payments.rst

@@ -0,0 +1,90 @@
+====================================
+Subscriptions and automatic payments
+====================================
+
+By default, the **Subscriptions** app will automatically generate quotations and invoices for
+customers, but it can also support automatic payments. Setting up automatic payments requires
+additional configuration, including choosing an automatic payment provider and either setting up a
+customer portal or an **eCommerce** website. Here's an overview of how to get started.
+
+Setting up a payment processor that supports automatic payments
+===============================================================
+
+Setting up automatic recurring payments requires using a payment provider that supports
+tokenization. Tokenization lets customers save their payment details, such as credit card or banking
+account information, for automatic billing. The following payment providers support tokenization:
+
+- :doc:`Adyen <../../finance/payment_providers/adyen>`
+- :doc:`Authorize.net <../../finance/payment_providers/authorize>`
+- :doc:`Flutterwave <../../finance/payment_providers/flutterwave>`
+- :doc:`Razorpay <../../finance/payment_providers/razorpay>`
+- :doc:`Stripe <../../finance/payment_providers/stripe>`
+- :doc:`Xendit <../../finance/payment_providers/xendit>`
+
+Here are the steps to setting up automatic payments.
+
+#. Choose a payment provider that supports tokenization.
+#. Follow the provider's own setup guide to create an account and begin configuring their API
+   credentials in Odoo.
+#. :ref:`Enable <payment_providers/add_new>` the payment provider.
+#. :ref:`Configure the payment methods <payment_providers/payment_methods>` for the chosen payment
+   provider.
+#. :ref:`Configure the tokenization <payment_providers/tokenization>` for the chosen payment
+   provider.
+
+How customers can set up automatic payments
+===========================================
+
+Once these steps are complete, payment providers will be able to create tokens with customers' saved
+payment details during the checkout process. Saved payment details can then be used for future
+online or recurring subscription charges. Customers will also be able to log into their
+:doc:`customer portal <../../general/users/portal>` and enter their payment information there.
+
+Some payment providers will automatically save customers' payment information as part of the
+checkout process. Others will give them the option to save their information for future payments. If
+customers choose not to save their payment information, they will not be able to make automatic
+payments.
+
+.. important::
+   Building an **eCommerce** website requires the :doc:`Website <../../websites/website>` app.
+
+What happens if an automatic payment fails?
+===========================================
+
+When an automatic payment fails, the sales order is updated with:
+
+- a :guilabel:`Payment Failure` tag
+- the :guilabel:`Contract in exception` checkbox ticked (in the :guilabel:`Subscription` section of
+  the :guilabel:`Other Info` tab).
+
+Being marked :guilabel:`Contract in exception` prevents scheduled actions from running, which keeps
+the system from accidentally double-charging the customer if the automatic payment actually went
+through. Because the status of the payment failed to register with the system, users must manually
+check if the payment has been made before automatic payments and other scheduled actions can resume.
+
+To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`. Click
+into the desired subscription, then check the Chatter to see if the payment was made.
+
+If the payment *was not* made, first enter :doc:`developer mode <../../general/developer_mode>`.
+Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in
+exception`. Reload the sales order and confirm that the :guilabel:`Payment Failure` tag is gone.
+
+If the payment *was* made, a new invoice must be made and posted manually. This automatically
+updates the next invoice date of the subscription. Once the invoice is created, enter
+:doc:`developer mode <../../general/developer_mode>` and navigate to the new sales order. Click the
+:guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`.
+Reload the sales order and confirm that the :guilabel:`Payment Failure` tag is gone.
+
+.. figure:: renewals/contract-in-exception.png
+   :alt: The contract in exception option selected with the payment failure tag shown.
+
+The :guilabel:`Contract in exception` option selected with the :guilabel:`Payment Failure` tag
+shown.
+
+In both cases, once the :guilabel:`Contract in exception` checkbox is no longer ticked, Odoo handles
+renewals automatically again. If the subscription remains in :guilabel:`Payment Failure`, it is
+ignored by Odoo until the sales order is closed.
+
+.. seealso::
+  - :doc:`../../finance/payment_providers`
+  - :doc:`../../general/users/portal`

content/applications/sales/subscriptions/renewals.rst

@@ -92,37 +92,5 @@ also appears at the top of the sales order.
 When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue
 related to this specific subscription.
 
-.. important::
-   On rare occasions, automatic payment can fail, which results in a *Payment Failure* tag on the
-   top-right of the sales order, if there is an error in the payment method.
-
-   This is done to prevent the system from charging the customer again the next time a scheduled
-   action is run. Because the status of the payment is unknown, Odoo requests a manual operation to
-   check if the payment has been made, before the payment can be used again.
-
-   To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`.
-   Click into the desired subscription, then check the *Chatter* to see if the payment was made.
-
-   If the payment was **not** made, first enter :doc:`debug mode <../../general/developer_mode>`.
-   Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract
-   in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone.
-
-   If the payment **was** made, a new invoice must be made and posted manually. This automatically
-   updates the next invoice date of the subscription. Once created, enter :doc:`debug mode
-   <../../general/developer_mode>`, and navigate to the new sales order. Click the :guilabel:`Other
-   Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`.
-   Reload the sales order, and the :guilabel:`Payment Failure` tag is gone.
-
-   .. figure:: renewals/contract-in-exception.png
-      :align: center
-      :alt: The "contract in exception" option selected with the "payment failure" tag shown.
-
-      The :guilabel:`contract in exception`` option selected with the :guilabel:`payment failure`
-      tag shown.
-
-   In both cases, once the :guilabel:`Contract in exception` option is no longer selected, Odoo
-   handles renewals automatically again. If the subscription remains in *payment failure*, it is
-   skipped by Odoo until the sales order is closed.
-
 .. seealso::
    - :doc:`../subscriptions`