mirror of
https://gitlab.com/flectra-community/bank-payment.git
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454 lines
14 KiB
HTML
454 lines
14 KiB
HTML
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<title>Account Banking Mandate Sale Contact</title>
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</head>
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<body>
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<div class="document" id="account-banking-mandate-sale-contact">
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<h1 class="title">Account Banking Mandate Sale 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: sha256:92a2d98a49761fa4d4321b000b936acfb76268c642c762e776256988f307d598
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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="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.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_sale_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_sale_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 combines the functionality of account_banking_mandate_sale
|
||
|
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with account_banking_mandate_contact and to allows you to add a specific
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contact mandate to sale orders.</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="#configuration" id="toc-entry-1">Configuration</a></li>
|
||
|
|
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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||
|
|
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||
|
|
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||
|
|
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||
|
|
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||
|
|
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="configuration">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||
|
|
<p>To configure this module, you need to:</p>
|
||
|
|
<ol class="arabic simple">
|
||
|
|
<li>Go to Settings/Sales/Invoicing and select the Default Mandates
|
||
|
|
option. This allows you to choose if you want the mandate of the sale
|
||
|
|
partner, invoice address or delivery address.</li>
|
||
|
|
<li>If you want to specifically change the default mandate for a
|
||
|
|
customer, you can go to the “Sales & Purchase” tab of his contact
|
||
|
|
form.</li>
|
||
|
|
</ol>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="usage">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-2">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.</li>
|
||
|
|
<li>On the “Sales & Purchase” page, fill <em>Contact Mandate</em>.</li>
|
||
|
|
</ol>
|
||
|
|
<p>Then, when you select a payment mode that requires mandate on a sale
|
||
|
|
order, Odoo will choose the mandate selected at contact level. That
|
||
|
|
mandate will be copied from the sale order to the invoice.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="bug-tracker">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-3">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_sale_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-4">Credits</a></h1>
|
||
|
|
<div class="section" id="authors">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Alberto Martínez</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="contributors">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
|
||
|
|
<li>Alberto Martínez <<a class="reference external" href="mailto:alberto.martinez@sygel.es">alberto.martinez@sygel.es</a>></li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="maintainers">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||
|
|
<p><a class="reference external image-reference" href="https://github.com/tisho99"><img alt="tisho99" src="https://github.com/tisho99.png?size=40px" /></a></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_sale_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>
|
||
|
|
</body>
|
||
|
|
</html>
|