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132 lines
4.6 KiB
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132 lines
4.6 KiB
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==================================
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Account Payment Order Notification
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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:f32b3026014c1e7846925c33e5339fb679fffbd176a7446f1e7c0407d8d5a988
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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_payment_order_notification
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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_payment_order_notification
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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 adds a button on debit / payment orders to send an email to
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each related partner with the details of their transactions.
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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 *Invoicing > Configuration > Payment Modes* and create a
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payment mode, if you wish.
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2. Go to *Invoicing > Customers > Customers* and create a new record as
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follows:
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- Name: Test customer 1
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- Email: customer1@test.com
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3. Go to *Invoicing > Customers > Customers* and create a new record as
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follows:
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- Name: Test customer 2
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- Email: (empty)
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Usage
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=====
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1. Go to *Invoicing > Customers > Invoices* and create one or more
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invoices linked to the payment mode.
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2. Go to *Invoicing > Customers > Invoices* select the invoices created
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and execute the action called "Post entries".
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3. Go to *Invoicing > Customers > Invoices* select the invoices created
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and execute the action called "Add to Payment/Debit Order" and
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create a payment order.
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4. Click on "Confirm Payments" button.
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5. Click on "Generate Payment File" button.
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6. Click on "File Successfully Uploaded" button.
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7. Click on "Send mails" button.
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8. Any involved partner with no email will appear with the column "To
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send" not checked.
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9. Click on "Confirm" button.
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10. An email will have been sent to the selected partners.
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11. A reminder note will have been created.
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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_payment_order_notification%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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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Víctor Martínez
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- Pedro M. Baeza
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- `APSL-Nagarro <https://apsl.tech>`__:
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- Antoni Marroig <amarroig@apsl.net>
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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-victoralmau| image:: https://github.com/victoralmau.png?size=40px
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:target: https://github.com/victoralmau
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:alt: victoralmau
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-victoralmau|
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This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/17.0/account_payment_order_notification>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |