[IMP] POS: Update "Payment methods" doc

task-4946924

Author: emmi-odoo

content/applications/sales/point_of_sale/payment_methods.rst

@@ -4,27 +4,56 @@
 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.
-
-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.
-
-.. image:: payment_methods/payment-method.png
-   :alt: Creating a new payment method for a POS.
+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 customer accounts.
+
+To create a payment method, go to :menuselection:`Point of Sale --> Configuration --> Payment
+Methods`, click :guilabel:`New`, and follow the next steps:
+
+#. Enter a name for the payment method.
+#. Enable the following options if needed:
+
+   - :guilabel:`Online Payment`: To link the payment method to a payment provider 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 account during the payment.
+#. Select the preferred :guilabel:`Journal` to record all transactions.
+#. Select the preferred :guilabel:`Point of Sale` to assign the 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)`: Generate a :doc:`QR code with a bank app
+     </applications/sales/point_of_sale/payment_methods/qr_code_payment>`. Select a :guilabel:`QR
+     Code Format`.
+#. 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>`.
+   - If the :doc:`Urban Piper </applications/sales/point_of_sale/online_food_delivery>` setting is
+     enabled in the :ref:`POS settings <configuration/settings>`, the :guilabel:`Delivery Payment`
+     option appears on the :guilabel:`Payment Method` form and is used for online delivery payments.
+     Select a :guilabel:`Delivery Provider` to configure the option.
+   - If the Accounting app is installed, the :guilabel:`Outstanding Account` and
+     :guilabel:`Intermediary Account` options appear in the :guilabel:`Payment Method` form to
+     assign transactions to different :doc:`accounts
+     </applications/finance/accounting/get_started/chart_of_accounts>`. Leave the field empty to
+     use the company's default account.
+
+.. tip::
+   - Create a :guilabel:`Cash` Journal for cash payments. Click in the :guilabel:`Journal` field,
+     then :guilabel:`Search more`, and click :guilabel:`New`.
+   - Activate at least one :doc:`payment provider </applications/websites/ecommerce/payments>` to
+     allow online payments and add at least one bank account to the journal to enable QR code
+     payments through bank apps.
+   - Always set the :guilabel:`Journal` to :guilabel:`Bank` when :ref:`configuring a payment
+     terminal <pos/terminals/configuration>`.
 
 .. seealso::
-   :doc:`payment_methods/terminals`.
-
-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.
+   - `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

@@ -33,8 +33,7 @@ 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: