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474 lines
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HTML
474 lines
15 KiB
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<body>
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<div class="document" id="ebill-paynet">
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<h1 class="title">eBill Paynet</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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<p><a class="reference external" href="https://flectra-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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" href="https://github.com/OCA/l10n-switzerland/tree/14.0/ebill_paynet"><img alt="OCA/l10n-switzerland" src="https://img.shields.io/badge/github-OCA%2Fl10n--switzerland-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.flectra-community.org/projects/l10n-switzerland-14-0/l10n-switzerland-14-0-ebill_paynet"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.flectra-community.org/runbot/125/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module implements the exchange of electronic invoices with the SIXT Paynet infrastructure used in Switzerland.</p>
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<p>It allows the automatic sending of invoice to customer that have registered with the service.</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="#installation" id="id1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="id9">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="id10">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="installation">
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<h1><a class="toc-backref" href="#id1">Installation</a></h1>
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<p>This module depends on <cite>base_ebill_payment_contract</cite> which is located on <cite>OCA/account_invoicing</cite>, so this repository must also be present on the system.
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This <cite>base_ebill_payment_contract</cite> module depends on <cite>account_invoice_transmit_method</cite> which will also be installed.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
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<p>## Create a service</p>
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<p>To create a service you need to be registred with SIXT Paynet service. Then the configuration of the service can be done in <cite>Accounting - Configuration - Payments - Paynet Service</cite></p>
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<p>## Configure the customers</p>
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<p>A customer that wants to receive his invoices through Paynet will also need to register with the service.
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In Flectra to enable the sending of invoices for a specific customer through Paynet, the transmit method must be set accordingly for that customer. This is done on the customer form in the tab <cite>Sales & Purchases</cite> section <cite>Sales</cite>.</p>
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<p>## Configure the contracts</p>
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<p>The contracts specific to e-billing are located in <cite>Accounting - Customers - eBill Payment Contract</cite>
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Although the Paynet system allows for automatic exchange of contract registration and status changes, this automation is not yet implemented.
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To be active a contract needs to be in the state <cite>Open</cite> and it’s start/end dates to be valid.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id3">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Configure the service, customers and contracts as described in the CONFIGURATION section.</li>
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<li>Create an invoice for a customer with an open Paynet contract.</li>
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<li>Validate the invoice, and it will be send to the service.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1>
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<p>To Do</p>
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<ul class="simple">
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<li>The B2C invoice generated is only a draft and not tested, yet.</li>
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<li>Invoice in currency other than CHF will not be generated correctly.</li>
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<li>Implementation of the automatic registration of contracts, is not impemented and probably not supported by the DWS</li>
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</ul>
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<p>Improvements</p>
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<ul class="simple">
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<li>On the contract view the list of messages for that contract could be visible.</li>
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<li>When an error is returned by the service it should be clearer where it is located in the payload send.</li>
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<li>In the chatter add a link to the job when it fails</li>
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</ul>
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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="#id5">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/l10n-switzerland/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 smashing it by providing a detailed and welcomed
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||
<a class="reference external" href="https://github.com/OCA/l10n-switzerland/issues/new?body=module:%20ebill_paynet%0Aversion:%2014.0%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="#id6">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id7">Authors</a></h2>
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<ul class="simple">
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<li>Camptocamp SA</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="#id8">Contributors</a></h2>
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<ul class="simple">
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<li>Thierry Ducrest <<a class="reference external" href="mailto:thierry.ducrest@camptocamp.com">thierry.ducrest@camptocamp.com</a>></li>
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</ul>
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</div>
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<div class="section" id="other-credits">
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<h2><a class="toc-backref" href="#id9">Other credits</a></h2>
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<p>The development of this module has been financially supported by:</p>
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<ul class="simple">
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<li>Camptocamp</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="#id10">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://flectra-community.org"><img alt="Flectra Community Association" src="https://flectra-community.org/logo.png" /></a>
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||
<p>OCA, or the Flectra Community Association, is a nonprofit organization whose
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||
mission is to support the collaborative development of Flectra features and
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||
promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/l10n-switzerland/tree/14.0/ebill_paynet">OCA/l10n-switzerland</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://flectra-community.org/page/Contribute">https://flectra-community.org/page/Contribute</a>.</p>
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