bank-payment/account_banking_mandate_contact/README.rst
2024-10-01 07:24:28 +02:00

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Account Banking Mandate Contact
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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.
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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.