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ebill_paynet

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 &amp; 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 &lt;<a class="reference external" href="mailto:thierry.ducrest&#64;camptocamp.com">thierry.ducrest&#64;camptocamp.com</a>&gt;</li> <li><a class="reference external" href="https://trobz.com">Trobz</a>: * Dung Tran &lt;<a class="reference external" href="mailto:dungtd&#64;trobz.com">dungtd&#64;trobz.com</a>&gt;</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>