Author: |
Tecnativa, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
14.0 |
Repository: |
acsone/bank-payment |
Dependencies: |
account_payment_order |
Languages: |
HTML (378, 34.1%),
PO File (190, 17.1%),
Python (262, 23.6%),
XML (199, 18.0%),
and
reStructuredText (79, 7.1%) |
Other branches: |
13.0,
and
14.0-grn_master |
Other repositories: |
Change2improve/bank-payment,
Darknroses/bank-payment,
Digital5-Odoo/bank-payment,
LevelPrime/bank-payment,
OCA/bank-payment,
Studio73/bank-payment,
Tecnativa/bank-payment,
akretion/banking,
aurestic/bank-payment,
brain-tec/bank-payment,
coopiteasy/bank-payment,
kmee/bank-payment,
luc-demeyer/bank-payment,
and
tegin/bank-payment |
<h1 class="title">Account Payment Order Notification</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/bank-payment/tree/14.0/account_payment_order_notification"><img alt="OCA/bank-payment" src="https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-payment-14-0/bank-payment-14-0-account_payment_order_notification"><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/173/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module adds a button on debit / payment orders to send an email to each related partner with the details of their transactions.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Configuration > Payment Modes</em> and create a payment mode, if you wish.</li>
<li><dl class="first docutils">
<dt>Go to <em>Invoicing > Customers > Customers</em> and create a new record as follows:</dt>
<dd><ul class="first last">
<li>Name: Test customer 1</li>
<li>Email: <a class="reference external" href="mailto:customer1@test.com">customer1@test.com</a></li>
</ul>
</dd>
</dl>
</li>
<li><dl class="first docutils">
<dt>Go to <em>Invoicing > Customers > Customers</em> and create a new record as follows:</dt>
<dd><ul class="first last">
<li>Name: Test customer 2</li>
<li>Email: (empty)</li>
</ul>
</dd>
</dl>
</li>
</ol>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Customers > Invoices</em> and create one or more invoices linked to the payment mode.</li>
<li>Go to <em>Invoicing > Customers > Invoices</em> select the invoices created and execute the action called "Post entries".</li>
<li>Go to <em>Invoicing > Customers > Invoices</em> select the invoices created and execute the action called "Add to Payment/Debit Order" and create a payment order.</li>
<li>Click on "Confirm Payments" button.</li>
<li>Click on "Generate Payment File" button.</li>
<li>Click on "File Successfully Uploaded" button.</li>
<li>Click on "Send mails" button.</li>
<li>Any involved partner with no email will appear with the column "To send" not checked.</li>
<li>Click on "Confirm" button.</li>
<li>An email will have been sent to the selected partners.</li>
<li>A reminder note will have been created.</li>
</ol>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-payment/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/bank-payment/issues/new?body=module:%20account_payment_order_notification%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="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Víctor Martínez</li>
<li>Pedro M. Baeza</li>
</ul>
</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/victoralmau"><img alt="victoralmau" src="https://github.com/victoralmau.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/14.0/account_payment_order_notification">OCA/bank-payment</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>