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[IMP] payments: add section about ACH payments
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task-3303591

closes odoo#5192

X-original-commit: 0155844
Signed-off-by: Xavier Platteau (xpl) <[email protected]>
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xpl-odoo authored and toaa-odoo committed Jul 25, 2023
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21 changes: 21 additions & 0 deletions content/applications/finance/payment_providers/authorize.rst
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Expand Up @@ -50,6 +50,27 @@ customer's card, but not charged yet.
.. seealso::
- :doc:`../payment_providers`

ACH payments (USA only)
=======================

:abbr:`ACH (automated clearing house)` is an electronic funds transfer system used between bank
accounts in the United States.

Configuration
-------------

To give customers the possibility to pay using ACH, `sign up for Authorize.Net eCheck's service
<https://www.authorize.net/payments/echeck.html>`_. Once eCheck is activated, duplicate the
previously configured Authorize.Net payment acquirer on Odoo by going to :menuselection:`Accounting
--> Configuration --> Payment Acquirers --> Authorize.net --> ⛭ Action --> Duplicate`. Then, change
the acquirer's name to differentiate both versions (e.g., `Authorize.net - Banks`).

Open the :guilabel:`Configuration` tab, click :guilabel:`Edit` and set the :guilabel:`Allow Payments
From` field to :guilabel:`Bank Account (USA only)`. Finally, click :guilabel:`Save`.

When ready, change the acquirer's :guilabel:`State` to :guilabel:`Enabled` for a regular account or
:guilabel:`Test Mode` for a sandbox account, and :guilabel:`Save`.

Import an Authorize.Net statement
=================================

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