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Adds payment mode on partners and invoices

Project description

Odoo Community Association

Account Payment Mode

Mature License: AGPL-3 OCA/bank-payment Translate me on Weblate Try me on Runboat

This module adds a new object account.payment.mode, that is used to better classify and route incoming/outgoing payment orders with the banks. This module adds several fields:

  • the Supplier Payment Mode and Customer Payment Mode on Partners,

  • the Payment Mode on Invoices.

  • the Show bank account on Payment Mode.

  • the # of digits for customer bank account on Payment Mode.

  • the Bank account from journals on Payment Mode.

  • the Payment mode on Invoices Analysis.

On a Payment Order, in the wizard Select Invoices to Pay, the invoices will be filtered per Payment Mode.

Allows to print in the invoice to which account number the payment (via SEPA direct debit) is going to be charged so the customer knows that information, but there are some customers that don’t want that everyone looking at the invoice sees the full account number (and even GDPR can say a word about that), so that’s the reason behind the several options.

Table of contents

Configuration

To configure this module, you need to go to the menu Invoicing/Accounting > Configuration > Management > Payment Modes.

Usage

This module provides the foundation for managing payment modes and integrates them directly with partners and invoices.

You are able to add a payment mode directly on a partner.

This payment mode is automatically associated to the invoice related to the partner. This default value could be changed in a draft invoice.

When you create a payment order, only invoices related to chosen payment mode are displayed.

Invoices without any payment mode are displayed too.

Changelog

10.0.1.2.0 (2018-05-24)

  • [IMP] Add options to show partner bank account in invoice report (#458)

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

  • Tecnativa

Contributors

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.

This module is part of the OCA/bank-payment project on GitHub.

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

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