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README.rst |
================================== Account Payment Order Notification ================================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:059eaef418d5680015cbede70cd6f5d4e803c508b2b22045a09b3dd76924ac18 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github :target: https://github.com/OCA/bank-payment/tree/14.0/account_payment_order_notification :alt: OCA/bank-payment .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/bank-payment-14-0/bank-payment-14-0-account_payment_order_notification :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/bank-payment&target_branch=14.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| This module adds a button on debit / payment orders to send an email to each related partner with the details of their transactions. **Table of contents** .. contents:: :local: Configuration ============= To configure this module, you need to: #. Go to *Invoicing > Configuration > Payment Modes* and create a payment mode, if you wish. #. Go to *Invoicing > Customers > Customers* and create a new record as follows: * Name: Test customer 1 * Email: customer1@test.com #. Go to *Invoicing > Customers > Customers* and create a new record as follows: * Name: Test customer 2 * Email: (empty) Usage ===== #. Go to *Invoicing > Customers > Invoices* and create one or more invoices linked to the payment mode. #. Go to *Invoicing > Customers > Invoices* select the invoices created and execute the action called "Post entries". #. Go to *Invoicing > Customers > Invoices* select the invoices created and execute the action called "Add to Payment/Debit Order" and create a payment order. #. Click on "Confirm Payments" button. #. Click on "Generate Payment File" button. #. Click on "File Successfully Uploaded" button. #. Click on "Send mails" button. #. Any involved partner with no email will appear with the column "To send" not checked. #. Click on "Confirm" button. #. An email will have been sent to the selected partners. #. A reminder note will have been created. Bug Tracker =========== Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/issues>`_. 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 `feedback <https://github.com/OCA/bank-payment/issues/new?body=module:%20account_payment_order_notification%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Tecnativa Contributors ~~~~~~~~~~~~ * `Tecnativa <https://www.tecnativa.com>`_: * Víctor Martínez * Pedro M. Baeza Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. .. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px :target: https://github.com/victoralmau :alt: victoralmau Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |maintainer-victoralmau| This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/14.0/account_payment_order_notification>`_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.