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Add a specific contact mandate to sale orders

Project description

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

This module combines the functionality of account_banking_mandate_sale with account_banking_mandate_contact and to allows you to add a specific contact mandate to sale orders.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Settings/Sales/Invoicing and select the Default Mandates option. This allows you to choose if you want the mandate of the sale partner, invoice address or delivery address.

  2. If you want to specifically change the default mandate for a customer, you can go to the “Sales & Purchase” tab of his contact form.

Usage

For selecting the mandate at contact level:

  1. Go to Invoicing > Customers > Customers.

  2. Open or create one contact.

  3. On the “Sales & Purchase” page, fill Contact Mandate.

Then, when you select a payment mode that requires mandate on a sale order, Odoo will choose the mandate selected at contact level. That mandate will be copied from the sale order to the invoice.

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

  • Alberto Martínez

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:

tisho99

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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