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Configure invoice transmit method (email, post, portal, ...)

Project description

Odoo Community Association

Invoice Transmit Method

Beta License: AGPL-3 OCA/account-invoicing Translate me on Weblate Try me on Runboat

This module allows to configure an Invoice Transmit Method on each partner. This module provides by default 3 transmission methods:

  • E-mail

  • Post

  • Customer Portal

You can manually create additionnal transmission methods or other modules can create additionnal transmission methods (for example, the module l10n_fr_chorus_account creates a specific transmission method Chorus Pro, which is the e-invoicing plateform of the French administration).

When we select “Post” or “Customer Portal,” the button to send disappears. To reactivate the send button, you will need to change the transmission method to “E-Mail,”.

Table of contents

Configuration

If you need to add Transmit Methods, go to the menu Invoicing / Accounting > Configuration > Management > Transmit Methods.

Usage

On the form view of a Partner, in the Sales & Purchase tab, there are 2 fields:

  • Customer Invoice Transmission Method

  • Vendor Invoice Reception Method

When you create an invoice, this value is automatically copied on the invoice (and can be modified).

Bug Tracker

Bugs are tracked on GitHub 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Akretion

Contributors

Other credits

The migration of this module from 17.0 to 18.0 was financially supported by Camptocamp.

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

alexis-via

This module is part of the OCA/account-invoicing project on GitHub.

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

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