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===============================
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Account Banking Mandate Contact
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===============================
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2024-08-26 14:11:32 +00:00
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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2023-05-19 08:19:51 +00:00
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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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2024-08-26 14:11:32 +00:00
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!! source digest: sha256:616d974508dad43cb575f78f10300c71e4bee6741d36f8c066def3d0dfe328d4
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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2023-05-19 08:19:51 +00:00
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github
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:target: https://github.com/OCA/bank-payment/tree/14.0/account_banking_mandate_contact
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:alt: OCA/bank-payment
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/bank-payment-14-0/bank-payment-14-0-account_banking_mandate_contact
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-payment&target_branch=14.0
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:alt: Try me on Runboat
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2023-05-19 08:19:51 +00:00
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2024-08-26 14:11:32 +00:00
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|badge1| |badge2| |badge3| |badge4| |badge5|
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2023-05-19 08:19:51 +00:00
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This module allows to select a specific banking mandate
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(and thus, a specific bank account) at contact level, so that when doing
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a debit order, such mandate is used for the invoices issued to that contact.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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For selecting the mandate at contact level:
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#. Go to *Invoicing > Customers > Customers*.
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#. Open or create one contact that has a parent.
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#. On the "..." page, fill *Contact Mandate*.
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#. That mandate will be populated in the debit order.
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Then the normal flow will be:
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#. Go to Invoicing > Customers > Customer invoices.
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#. Create a new invoice for that contact.
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#. Post the invoice.
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#. Add it to a payment order, by any of the options that you can check on the *account_payment_order* module.
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#. The populated mandate will be the one on the contact.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/bank-payment/issues/new?body=module:%20account_banking_mandate_contact%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Carlos Dauden
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* Ernesto Tejeda
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* Pedro M. Baeza
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/14.0/account_banking_mandate_contact>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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