mirror of
https://gitlab.com/flectra-community/bank-payment.git
synced 2024-11-25 07:02:06 +00:00
455 lines
13 KiB
HTML
455 lines
13 KiB
HTML
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<title>Account Banking Mandate Contact</title>
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/*
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:Author: David Goodger (goodger@python.org)
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Default cascading style sheet for the HTML output of Docutils.
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Despite the name, some widely supported CSS2 features are used.
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See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
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</head>
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<body>
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<div class="document" id="account-banking-mandate-contact">
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<h1 class="title">Account Banking Mandate Contact</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:4464a9c69346ec9c1d87582479d4c66816c5b8c73313e8817214586ec58e3881
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_contact"><img alt="OCA/bank-payment" src="https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-payment-17-0/bank-payment-17-0-account_banking_mandate_contact"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-payment&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||
|
|
<p>This module allows to select a specific banking mandate (and thus, a
|
||
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specific bank account) at contact level, so that when doing a debit
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||
|
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order, such mandate is used for the invoices issued to that contact.</p>
|
||
|
|
<p><strong>Table of contents</strong></p>
|
||
|
|
<div class="contents local topic" id="contents">
|
||
|
|
<ul class="simple">
|
||
|
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<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
|
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|
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
|
||
|
|
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
|
||
|
|
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
|
||
|
|
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
|
||
|
|
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="usage">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
|
||
|
|
<p>For selecting the mandate at contact level:</p>
|
||
|
|
<ol class="arabic simple">
|
||
|
|
<li>Go to <em>Invoicing > Customers > Customers</em>.</li>
|
||
|
|
<li>Open or create one contact that has a parent.</li>
|
||
|
|
<li>On the “…” page, fill <em>Contact Mandate</em>.</li>
|
||
|
|
<li>That mandate will be populated in the debit order.</li>
|
||
|
|
</ol>
|
||
|
|
<p>Then the normal flow will be:</p>
|
||
|
|
<ol class="arabic simple">
|
||
|
|
<li>Go to Invoicing > Customers > Customer invoices.</li>
|
||
|
|
<li>Create a new invoice for that contact.</li>
|
||
|
|
<li>Post the invoice.</li>
|
||
|
|
<li>Add it to a payment order, by any of the options that you can check
|
||
|
|
on the <em>account_payment_order</em> module.</li>
|
||
|
|
<li>The populated mandate will be the one on the contact.</li>
|
||
|
|
</ol>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="bug-tracker">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
|
||
|
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-payment/issues">GitHub Issues</a>.
|
||
|
|
In case of trouble, please check there if your issue has already been reported.
|
||
|
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||
|
|
<a class="reference external" href="https://github.com/OCA/bank-payment/issues/new?body=module:%20account_banking_mandate_contact%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||
|
|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="credits">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
|
||
|
|
<div class="section" id="authors">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Tecnativa</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="contributors">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||
|
|
<li>Carlos Dauden</li>
|
||
|
|
<li>Ernesto Tejeda</li>
|
||
|
|
<li>Pedro M. Baeza</li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
|
||
|
|
<li>Alberto Martínez</li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="maintainers">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
|
||
|
|
<p>This module is maintained by the OCA.</p>
|
||
|
|
<a class="reference external image-reference" href="https://odoo-community.org">
|
||
|
|
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||
|
|
</a>
|
||
|
|
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||
|
|
mission is to support the collaborative development of Odoo features and
|
||
|
|
promote its widespread use.</p>
|
||
|
|
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_contact">OCA/bank-payment</a> project on GitHub.</p>
|
||
|
|
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
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</body>
|
||
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</html>
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