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4.1 KiB
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113 lines
4.1 KiB
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====================================
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Account Banking Mandate Sale Contact
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====================================
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..
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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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.. |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/17.0/account_banking_mandate_sale_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-17-0/bank-payment-17-0-account_banking_mandate_sale_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=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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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.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to:
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1. Go to Settings/Sales/Invoicing and select the Default Mandates
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option. This allows you to choose if you want the mandate of the sale
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partner, invoice address or delivery address.
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2. If you want to specifically change the default mandate for a
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customer, you can go to the "Sales & Purchase" tab of his contact
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form.
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Usage
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=====
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For selecting the mandate at contact level:
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1. Go to *Invoicing > Customers > Customers*.
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2. Open or create one contact.
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3. On the "Sales & Purchase" page, fill *Contact Mandate*.
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Then, when you select a payment mode that requires mandate on a sale
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order, Odoo will choose the mandate selected at contact level. That
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mandate will be copied from the sale order to the invoice.
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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_sale_contact%0Aversion:%2017.0%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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* Alberto Martínez
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Contributors
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------------
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- `Sygel <https://www.sygel.es>`__:
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- Alberto Martínez <alberto.martinez@sygel.es>
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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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.. |maintainer-tisho99| image:: https://github.com/tisho99.png?size=40px
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:target: https://github.com/tisho99
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:alt: tisho99
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-tisho99|
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This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_sale_contact>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |