odoo14-addon-account-banking-mandate-contact


Nameodoo14-addon-account-banking-mandate-contact JSON
Version 14.0.1.0.1.dev2 PyPI version JSON
download
home_pagehttps://github.com/OCA/bank-payment
SummaryAssign specific banking mandates in contact level
upload_time2022-12-12 18:05:43
maintainer
docs_urlNone
authorTecnativa, Odoo Community Association (OCA)
requires_python>=3.6
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements lxml unidecode
Travis-CI No Travis.
coveralls test coverage No coveralls.
            ===============================
Account Banking Mandate Contact
===============================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github
    :target: https://github.com/OCA/bank-payment/tree/14.0/account_banking_mandate_contact
    :alt: OCA/bank-payment
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/bank-payment-14-0/bank-payment-14-0-account_banking_mandate_contact
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/173/14.0
    :alt: Try me on Runbot

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

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.

.. 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.

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.



            

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    "description": "===============================\nAccount Banking Mandate Contact\n===============================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\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%2Fbank--payment-lightgray.png?logo=github\n    :target: https://github.com/OCA/bank-payment/tree/14.0/account_banking_mandate_contact\n    :alt: OCA/bank-payment\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/bank-payment-14-0/bank-payment-14-0-account_banking_mandate_contact\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n    :target: https://runbot.odoo-community.org/runbot/173/14.0\n    :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module allows to select a specific banking mandate\n(and thus, a specific bank account) at contact level, so that when doing\na debit order, such mandate is used for the invoices issued to that contact.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nUsage\n=====\n\nFor selecting the mandate at contact level:\n\n#. Go to *Invoicing > Customers > Customers*.\n#. Open or create one contact that has a parent.\n#. On the \"...\" page, fill *Contact Mandate*.\n#. That mandate will be populated in the debit order.\n\nThen the normal flow will be:\n\n#. Go to Invoicing > Customers > Customer invoices.\n#. Create a new invoice for that contact.\n#. Post the invoice.\n#. Add it to a payment order, by any of the options that you can check on the *account_payment_order* module.\n#. The populated mandate will be the one on the contact.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`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**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa <https://www.tecnativa.com>`_:\n\n  * Carlos Dauden\n  * Ernesto Tejeda\n  * Pedro M. Baeza\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\nThis module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/14.0/account_banking_mandate_contact>`_ 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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