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478 lines
14 KiB
HTML
478 lines
14 KiB
HTML
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</head>
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<body>
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<div class="document" id="account-payment-order-notification">
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<h1 class="title">Account Payment Order Notification</h1>
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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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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-payment/tree/17.0/account_payment_order_notification"><img alt="OCA/bank-payment" src="https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-payment-17-0/bank-payment-17-0-account_payment_order_notification"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-payment&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>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.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>To configure this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to <em>Invoicing > Configuration > Payment Modes</em> and create a
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payment mode, if you wish.</li>
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<li>Go to <em>Invoicing > Customers > Customers</em> and create a new record as
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follows:<ul>
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<li>Name: Test customer 1</li>
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<li>Email: <a class="reference external" href="mailto:customer1@test.com">customer1@test.com</a></li>
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</ul>
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</li>
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<li>Go to <em>Invoicing > Customers > Customers</em> and create a new record as
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follows:<ul>
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<li>Name: Test customer 2</li>
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<li>Email: (empty)</li>
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</ul>
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</li>
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</ol>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<ol class="arabic simple">
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<li>Go to <em>Invoicing > Customers > Invoices</em> and create one or more
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invoices linked to the payment mode.</li>
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<li>Go to <em>Invoicing > Customers > Invoices</em> select the invoices created
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and execute the action called “Post entries”.</li>
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<li>Go to <em>Invoicing > Customers > Invoices</em> 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.</li>
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<li>Click on “Confirm Payments” button.</li>
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<li>Click on “Generate Payment File” button.</li>
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<li>Click on “File Successfully Uploaded” button.</li>
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<li>Click on “Send mails” button.</li>
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<li>Any involved partner with no email will appear with the column “To
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send” not checked.</li>
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<li>Click on “Confirm” button.</li>
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<li>An email will have been sent to the selected partners.</li>
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<li>A reminder note will have been created.</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-payment/issues">GitHub Issues</a>.
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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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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Víctor Martínez</li>
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<li>Pedro M. Baeza</li>
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</ul>
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</li>
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<li><a class="reference external" href="https://apsl.tech">APSL-Nagarro</a>:<ul>
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<li>Antoni Marroig <<a class="reference external" href="mailto:amarroig@apsl.net">amarroig@apsl.net</a>></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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|
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external image-reference" href="https://github.com/victoralmau"><img alt="victoralmau" src="https://github.com/victoralmau.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/17.0/account_payment_order_notification">OCA/bank-payment</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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