bank-payment/account_banking_mandate_contact
2023-05-19 10:19:51 +02:00
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README.rst Automatic Update form OCA2FC Migrator 2023-05-19 10:19:51 +02:00

===============================
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 smashing 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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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.