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README.rst |
=============================== Account Banking Mandate Contact =============================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:4464a9c69346ec9c1d87582479d4c66816c5b8c73313e8817214586ec58e3881 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png :target: https://odoo-community.org/page/development-status :alt: Production/Stable .. |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/17.0/account_banking_mandate_contact :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-17-0/bank-payment-17-0-account_banking_mandate_contact :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=17.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| This module allows to select a specific banking mandate (and thus, a specific bank account) at contact level, so that when doing a debit order, such mandate is used for the invoices issued to that contact. **Table of contents** .. contents:: :local: Usage ===== For selecting the mandate at contact level: 1. Go to *Invoicing > Customers > Customers*. 2. Open or create one contact that has a parent. 3. On the "..." page, fill *Contact Mandate*. 4. That mandate will be populated in the debit order. Then the normal flow will be: 1. Go to Invoicing > Customers > Customer invoices. 2. Create a new invoice for that contact. 3. Post the invoice. 4. Add it to a payment order, by any of the options that you can check on the *account_payment_order* module. 5. The populated mandate will be the one on the contact. 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_banking_mandate_contact%0Aversion:%2017.0%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>`__: - Carlos Dauden - Ernesto Tejeda - Pedro M. Baeza - `Sygel <https://www.sygel.es>`__: - Alberto Martínez 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. This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_contact>`_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.