bank-payment/account_banking_mandate_contact/README.rst
2024-08-26 16:11:32 +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:
#. Go to *Invoicing > Customers > Customers*.
#. Open or create one contact that has a parent.
#. On the "..." page, fill *Contact Mandate*.
#. That mandate will be populated in the debit order.
Then the normal flow will be:
#. Go to Invoicing > Customers > Customer invoices.
#. Create a new invoice for that contact.
#. Post the invoice.
#. Add it to a payment order, by any of the options that you can check on the *account_payment_order* module.
#. 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:%2014.0%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
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
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:alt: Odoo Community Association
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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/14.0/account_banking_mandate_contact>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.