[IMP] accounting: payment provider amount restrictions

Author: meval1006

content/applications/finance/payment_providers.rst

@@ -31,8 +31,8 @@ Online 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
-subscriptions with recurring payments using their favorite payment methods, such as
-**credit cards**.
+subscriptions with recurring payments using their favorite payment methods, such as **credit
+cards**.
 
 Each payment provider is linked to a list of supported :ref:`payment methods
 <payment_providers/payment_methods>` that can be (de)activated based on your needs.
@@ -185,8 +185,7 @@ Online payment providers
 .. [*] Refer to the :doc:`Xendit documentation <payment_providers/xendit>` for more information.
 
 .. note::
-   - Each provider has its own specific configuration flow, depending on which feature is
-     available.
+   - Each provider has its own specific configuration flow, depending on which feature is available.
    - Some of these online payment providers can also be added as :doc:`bank accounts
      <../finance/accounting/bank>`, but this is **not** the same process as adding them as payment
      providers. Payment providers allow customers to pay online, and bank accounts are added and
@@ -240,10 +239,10 @@ proceed as follows:
    - The fields available in the :guilabel:`Credentials` tab depend on the payment provider. Refer
      to the :ref:`related documentation <payment_providers/supported_providers>` for more
      information.
-   - Once you have enabled the payment provider, it is automatically published on your website.
-     If you wish to unpublish it, click the :guilabel:`Published` button. Customers cannot make
-     payments through an unpublished provider, but they can still manage
-     :dfn:`(delete and assign to a subscription)` their existing tokens linked to such a provider.
+   - Once you have enabled the payment provider, it is automatically published on your website. If
+     you wish to unpublish it, click the :guilabel:`Published` button. Customers cannot make
+     payments through an unpublished provider, but they can still manage :dfn:`(delete and assign to
+     a subscription)` their existing tokens linked to such a provider.
 
 .. _payment_providers/test-mode:
 
@@ -263,6 +262,34 @@ test account or environment for this purpose.
    By default, the payment provider remains **unpublished** in test mode so that it's not visible to
    visitors.
 
+Customizing payment amounts
+===========================
+
+To allow for customization of payment providers, Odoo allows for payment amount restrictions to be
+configured. This is useful when companies need to comply with specific government or vendor contract
+regulations.
+
+There are several ways to navigate to the :guilabel:`Payment Providers` page. Go to the
+**Accounting**, **Website**, or **Sales** app and then click :menuselection:`Configuration -->
+Payment Providers`.
+
+On the :guilabel:`Payment Providers` page, select the desired payment provider and click the
+:guilabel:`Configuration` tab. In the :guilabel:`Availability` section, enter the desired
+information for the following fields. All fields follow the logic that leaving it blank means no
+restrictions are applied:
+
+- :guilabel:`Minimum Amount`: The minimum amount that can be charged when the payment provider is
+  selected.
+- :guilabel:`Maximum Amount`: The maximum amount that can be charged when the payment provider is
+  selected.
+- :guilabel:`Currencies`: Select the type of currencies available for this payment provider when it
+  is selected.
+- :guilabel:`Countries`: Select which countries this payment provider is available in.
+- :guilabel:`Pricelists`: Select which pricelists can be used when the payment provider is selected.
+
+.. image:: payment_providers/payment-provider-availability-section.png
+   :alt: Example of the Availability section configured for a payment provider.
+
 .. _payment_providers/payment_methods:
 
 Payment methods
@@ -275,8 +302,8 @@ click :guilabel:`Enable Payment Methods`, then click the toggle button of the re
 
 .. tip::
    - 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`.
+     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.
@@ -309,11 +336,11 @@ To further configure payment methods, follow these steps:
 #. 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'
-     behavior and their integration with Odoo. Any change to this configuration may result in errors
-     and should be tested on a duplicate or test database first.
-   - Modifications to the payment method's configuration only work to the extent of the method's
-     and provider's capabilities. For example, adding :ref:`countries
+   - Each payment method is preconfigured in a way that aligns with the payment providers' behavior
+     and their integration with Odoo. Any change to this configuration may result in errors and
+     should be tested on a duplicate or test database first.
+   - Modifications to the payment method's configuration only work to the extent of the method's and
+     provider's capabilities. For example, adding :ref:`countries
      <payment_providers/currencies_countries>` for a payment method only supported in one country or
      enabling :ref:`tokenization <payment_providers/tokenization>` for a method linked to a provider
      that does not support it will not produce the intended results.
@@ -338,13 +365,13 @@ particularly useful for the eCommerce conversion rate and subscriptions that use
 
 .. admonition:: PCI DSS and Attestation of Compliance
 
-   Odoo is not `PCI <https://www.pcisecuritystandards.org>`_ DSS-certified because it does not
-   store cardholder data or process payments. Instead, it outsources tokenization and payment to
+   Odoo is not `PCI <https://www.pcisecuritystandards.org>`_ DSS-certified because it does not store
+   cardholder data or process payments. Instead, it outsources tokenization and payment to
    :ref:`external payment providers <payment_providers/online_providers>`, which means that as an
-   Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with
-   the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo
-   should not be mentioned as a payment processor or a third-party service provider in the
-   :abbr:`SAQ (Self-Assessment Questionnaire)`.
+   Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the
+   provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo should
+   not be mentioned as a payment processor or a third-party service provider in the :abbr:`SAQ
+   (Self-Assessment Questionnaire)`.
 
 .. _payment_providers/manual_capture:
 
@@ -429,10 +456,10 @@ allowed and modifying the :guilabel:`Currencies` and :guilabel:`Countries` in th
 .. tip::
    To display an availability report for payment providers and payment methods, and to help diagnose
    potential availability issues on the payment form, enable the :ref:`developer-mode`, then click
-   the :icon:`fa-bug` (:guilabel:`bug`) icon next to the :guilabel:`Choose a payment method`
-   heading on the payment form. The report includes a list of enabled payment providers and payment
-   methods, reasons for any payment providers or methods not being available, if applicable, and a
-   list of supported providers for each payment method.
+   the :icon:`fa-bug` (:guilabel:`bug`) icon next to the :guilabel:`Choose a payment method` heading
+   on the payment form. The report includes a list of enabled payment providers and payment methods,
+   reasons for any payment providers or methods not being available, if applicable, and a list of
+   supported providers for each payment method.
 
 .. _payment_providers/currencies_countries:
 
@@ -498,7 +525,7 @@ By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal
 <accounting/journals/outstanding-accounts>` for each payment provider to separate the provider's
 payments from other payments.
 
-.. image:: payment_providers/bank_journal.png
+.. image:: payment_providers/bank-journal.png
    :alt: Define an outstanding account for a payment provider.
 
 .. seealso::