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Auto-generate direct debit order on donation validation

Project description

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

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

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. 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

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/donation project on GitHub.

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

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