odoo-addon-donation-direct-debit


Nameodoo-addon-donation-direct-debit JSON
Version 16.0.2.0.0.2 PyPI version JSON
download
home_pagehttps://github.com/OCA/donation
SummaryAuto-generate direct debit order on donation validation
upload_time2024-05-30 03:53:36
maintainerNone
docs_urlNone
authorAkretion, Odoo Community Association (OCA)
requires_python>=3.10
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            =====================
Donation Direct Debit
=====================

.. 
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    :alt: Beta
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github
    :target: https://github.com/OCA/donation/tree/16.0/donation_direct_debit
    :alt: OCA/donation
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    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

With this module, when you validate a donation that has a payment method linked to a SEPA direct debit payment mode:

* if a draft direct debit order for SEPA direct debit already exists, a new payment line linked to the donation is added to it,

* otherwise, a new SEPA direct debit order is created and a payment line linked to the donation is added to it.

A message is added in the chatter of the donation with a link to the payment order.

**Table of contents**

.. contents::
   :local:

Configuration
=============

In the menu *Invoicing > Configuration > Management > Payment Modes*, make sure that you have a payment mode for SEPA Direct Debit that has the donation option active.

Usage
=====

On the donor (i.e. partner) form, create a bank account (IBAN) and create a related mandate. Validate the mandate.

Create a new donation for that donor. Select the SEPA direct debit payment mode: a new required field *Mandate* will appear: select the mandate of the donor. Create the donation line(s).

Validate the donation. In the chatter of the donation, you will see a message about the debit order that has been created or updated with a link to it. You can then click on the link and finalize the debit order.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/donation/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/donation/issues/new?body=module:%20donation_direct_debit%0Aversion:%2016.0%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
~~~~~~~

* Akretion

Contributors
~~~~~~~~~~~~

* Alexis de Lattre <alexis.delattre@akretion.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
    :target: https://github.com/alexis-via
    :alt: alexis-via

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexis-via| 

This module is part of the `OCA/donation <https://github.com/OCA/donation/tree/16.0/donation_direct_debit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.



            

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    "description": "=====================\nDonation Direct Debit\n=====================\n\n.. \n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! source digest: sha256:bd8637b99f53dc56fd84e9600f6ec964337d41e8fadee299b865f70a4e2b0954\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n    :target: https://odoo-community.org/page/development-status\n    :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github\n    :target: https://github.com/OCA/donation/tree/16.0/donation_direct_debit\n    :alt: OCA/donation\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/donation-16-0/donation-16-0-donation_direct_debit\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n    :target: https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=16.0\n    :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nWith this module, when you validate a donation that has a payment method linked to a SEPA direct debit payment mode:\n\n* if a draft direct debit order for SEPA direct debit already exists, a new payment line linked to the donation is added to it,\n\n* otherwise, a new SEPA direct debit order is created and a payment line linked to the donation is added to it.\n\nA message is added in the chatter of the donation with a link to the payment order.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nConfiguration\n=============\n\nIn the menu *Invoicing > Configuration > Management > Payment Modes*, make sure that you have a payment mode for SEPA Direct Debit that has the donation option active.\n\nUsage\n=====\n\nOn the donor (i.e. partner) form, create a bank account (IBAN) and create a related mandate. Validate the mandate.\n\nCreate a new donation for that donor. Select the SEPA direct debit payment mode: a new required field *Mandate* will appear: select the mandate of the donor. Create the donation line(s).\n\nValidate the donation. In the chatter of the donation, you will see a message about the debit order that has been created or updated with a link to it. You can then click on the link and finalize the debit order.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/donation/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/donation/issues/new?body=module:%20donation_direct_debit%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Akretion\n\nContributors\n~~~~~~~~~~~~\n\n* Alexis de Lattre <alexis.delattre@akretion.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px\n    :target: https://github.com/alexis-via\n    :alt: alexis-via\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-alexis-via| \n\nThis module is part of the `OCA/donation <https://github.com/OCA/donation/tree/16.0/donation_direct_debit>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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