Author: |
Camptocamp SA,Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
14.0 |
Repository: |
brain-tec/l10n-switzerland |
Dependencies: |
account,
account_invoice_export,
base,
base_ebill_payment_contract,
delivery,
l10n_ch_base_bank,
l10n_ch_qriban,
queue_job,
and
sale |
Languages: |
HTML (403, 11.2%),
PO File (320, 8.9%),
Python (954, 26.5%),
XML (1147, 31.9%),
XSD (467, 13.0%),
YAML (193, 5.4%),
and
reStructuredText (113, 3.1%) |
Other branches: |
13.0,
and
13.0-ocabot-merge-pr-588-by-simahawk-bump-nobump |
Other repositories: |
Darknroses/l10n-switzerland,
OCA/l10n-switzerland,
TDu/l10n-switzerland,
camptocamp/l10n-switzerland,
coopiteasy/l10n-switzerland,
davidwul/l10n-switzerland,
grindtildeath/l10n-switzerland,
and
yvaucher/l10n-switzerland |
<h1 class="title">eBill Paynet</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/l10n-switzerland/tree/14.0/ebill_paynet"><img alt="OCA/l10n-switzerland" src="https://img.shields.io/badge/github-OCA%2Fl10n--switzerland-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/l10n-switzerland-14-0/l10n-switzerland-14-0-ebill_paynet"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/125/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module implements the exchange of electronic invoices with the SIXT Paynet infrastructure used in Switzerland.</p>
<p>It allows the automatic sending of invoice to customer that have registered with the service.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#create-a-service" id="id3">Create a service</a></li>
<li><a class="reference internal" href="#configure-the-customers" id="id4">Configure the customers</a></li>
<li><a class="reference internal" href="#configure-the-contracts" id="id5">Configure the contracts</a></li>
<li><a class="reference internal" href="#usage" id="id6">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id7">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#to-do" id="id8">To Do</a></li>
<li><a class="reference internal" href="#improvements" id="id9">Improvements</a></li>
<li><a class="reference internal" href="#refactoring" id="id10">Refactoring</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id11">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id12">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id13">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id14">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id15">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id16">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>This module depends on <cite>base_ebill_payment_contract</cite> which is located on <cite>OCA/account_invoicing</cite>, so this repository must also be present on the system.
This <cite>base_ebill_payment_contract</cite> module depends on <cite>account_invoice_transmit_method</cite> which will also be installed.</p>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<a name="create-a-service"></a>
<h2><a class="toc-backref" href="#id3">Create a service</a></h2>
<p>To create a service you need to be registred with SIXT Paynet service. Then the configuration of the service can be done in <cite>Accounting - Configuration - Payments - Paynet Service</cite></p>
<a name="configure-the-customers"></a>
<h2><a class="toc-backref" href="#id4">Configure the customers</a></h2>
<p>A customer that wants to receive his invoices through Paynet will also need to register with the service.
In Odoo to enable the sending of invoices for a specific customer through Paynet, the transmit method must be set accordingly for that customer. This is done on the customer form in the tab <cite>Sales & Purchases</cite> section <cite>Sales</cite>.</p>
<a name="configure-the-contracts"></a>
<h2><a class="toc-backref" href="#id5">Configure the contracts</a></h2>
<p>The contracts specific to e-billing are located in <cite>Accounting - Customers - eBill Payment Contract</cite>
Although the Paynet system allows for automatic exchange of contract registration and status changes, this automation is not yet implemented.
To be active a contract needs to be in the state <cite>Open</cite> and it's start/end dates to be valid.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id6">Usage</a></h2>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Configure the service, customers and contracts as described in the CONFIGURATION section.</li>
<li>Create an invoice for a customer with an open Paynet contract.</li>
<li>Validate the invoice, and it will be send to the service.</li>
</ol>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id7">Known issues / Roadmap</a></h2>
<a name="to-do"></a>
<h2><a class="toc-backref" href="#id8">To Do</a></h2>
<ul class="simple">
<li>The B2C invoice generated is only a draft and not tested, yet.</li>
<li>Invoice in currency other than CHF will not be generated correctly.</li>
<li>Implementation of the automatic registration of contracts, is not implemented and probably not supported by the DWS</li>
</ul>
<a name="improvements"></a>
<h2><a class="toc-backref" href="#id9">Improvements</a></h2>
<ul class="simple">
<li>On the contract view the list of messages for that contract could be visible.</li>
<li>When an error is returned by the service it should be clearer where it is located in the payload send.</li>
<li>In the chatter add a link to the job when it fails</li>
</ul>
<a name="refactoring"></a>
<h2><a class="toc-backref" href="#id10">Refactoring</a></h2>
<p>The dependence on <cite>delivery</cite> module could be extracted in a glue module.
For v14 or v15 consider refactoring on top of EDI framework</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id11">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/l10n-switzerland/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/l10n-switzerland/issues/new?body=module:%20ebill_paynet%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id12">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id13">Authors</a></h3>
<ul class="simple">
<li>Camptocamp SA</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id14">Contributors</a></h3>
<ul class="simple">
<li>Thierry Ducrest <<a class="reference external" href="mailto:thierry.ducrest@camptocamp.com">thierry.ducrest@camptocamp.com</a>></li>
<li><a class="reference external" href="https://trobz.com">Trobz</a>:
* Dung Tran <<a class="reference external" href="mailto:dungtd@trobz.com">dungtd@trobz.com</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id15">Other credits</a></h3>
<p>The migration of this module from 13.0 to 14.0 as financially supported by Camptocamp</p>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id16">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/l10n-switzerland/tree/14.0/ebill_paynet">OCA/l10n-switzerland</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>