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Co-authored-by: Felicia Kuan <[email protected]>
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content/applications/finance/accounting/payments/pay_direct_deposit.rst

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@@ -77,7 +77,7 @@ configured in Odoo to enable direct deposits.
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Install module
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--------------
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In the Odoo database, navigate to the :guilabel:`Apps` app and install the :guilabel:`United States-
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In the Odoo database, :ref:`install <general/install>` the :guilabel:`United States -
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Direct Deposit` module. To see the module in search results, remove the :doc:`Apps filter
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<../../../general/apps_modules>` from the search bar.
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@@ -87,9 +87,7 @@ Add Wise API credentials
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Once the Wise module is installed, the Wise API token has to be added to establish a connection with
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the Odoo database.
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Go to the :guilabel:`Settings` app. Navigate to :menuselection:`Accounting --> Vendor Payments -->
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U.S. Direct Deposit (via Wise)` and enter the Wise API token :ref:`generated in Wise
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<accounting/payments/generate-wise-api-token>`.
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Go to :menuselection:`Accounting app --> Configuration --> Settings` and scroll down to the :guilabel:`Vendor Payments` section. In the setting for :guilabel:`U.S. Direct Deposit (via Wise)`, enter the :guilabel:`Wise API token` :ref:`generated in Wise <accounting/payments/generate-wise-api-token>`.
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.. note::
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Wise offers a `Sandbox environment <https://sandbox.transferwise.tech/login>`_ for testing
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.. seealso::
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- :doc:`Trusted accounts (send money) <trusted_accounts>`
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- :doc:`Bank synchronization - configuration <../bank/bank_synchronization>`
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- `Wise US pricing <https://wise.com/us/pricing/business>`_
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Calculator for pricing by feature and transaction amount; select the business country at
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the top of the page.
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- `Wise US pricing (select the country to calculate price by feature & transaction amount) <https://wise.com/us/pricing/business>`_
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Pay vendor bills with direct deposit
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====================================
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Create a batch transfer
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-----------------------
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Vendor transactions can be batched when they're ready for payment. Navigate to
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After creating individual payments, batch them to initiate payment in Wise. Navigate to
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:menuselection:`Accounting --> Vendors --> Payments`, select the payments to process, then click
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:guilabel:`Create Batch`.
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