<h1 class="title">Account Wallet</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/wallet/tree/account_wallet/account_wallet"><img alt="OCA/wallet" src="https://img.shields.io/badge/github-OCA%2Fwallet-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/wallet-account_wallet/wallet-account_wallet-account_wallet"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a></p> <p>This module allows to manage financial reserves aka Wallets.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>Setup</p> <ul class="simple"> <li>Make sure you are in the group_account_manager (for setup at least)</li> <li>Make sure you are in the group Show Accounting Features - Readonly (for setup at least)</li> <li>Go to Accounting &gt; Wallet -&gt; Wallet Type</li> <li>Define first a Wallet type.</li> <li><dl class="first docutils"> <dt>For move lines generation, please:</dt> <dd><ul class="first last"> <li>Choose a sequence</li> <li>Choose an account</li> <li>Choose a product</li> <li>Choose a journal</li> </ul> </dd> </dl> </li> </ul> <div class="figure align-center"> <img alt="Wallet Type" src="https://raw.githubusercontent.com/acsone/acsone-addons/wallet-documentation/account_wallet/static/description/wallet-type.png" style="width: 90%;" /> </div> <ul class="simple"> <li>On the product, you have to set the same account on the &quot;Income Account&quot;</li> </ul> <div class="figure align-center"> <img alt="Wallet Product" src="https://raw.githubusercontent.com/acsone/acsone-addons/wallet-documentation/account_wallet/static/description/wallet-product.png" style="width: 90%;" /> </div> <ul class="simple"> <li>LIMITATION: The wallet product should not include taxes or taxes with amount &lt;&gt; 0.</li> </ul> <p>Utilization</p> <ul class="simple"> <li>Go to Accounting &gt; Customer -&gt; Invoice</li> <li>Create an invoice with the same product as your wallet type</li> <li>Save the invoice</li> <li>Go to Accounting &gt; Wallet -&gt; Wallet</li> </ul> <div class="figure align-center"> <img alt="Wallet Invoice" src="https://raw.githubusercontent.com/acsone/acsone-addons/wallet-documentation/account_wallet/static/description/wallet-invoice.png" style="width: 90%;" /> </div> <ul class="simple"> <li>A wallet is generated without any link to the customer with the amount as balance If the customer already have an active wallet, the credit goes on the same wallet The goal behind the 'anonymous' wallet is to give the opportunity to offer this wallet</li> </ul> <div class="figure align-center"> <img alt="Wallet Wallet" src="https://raw.githubusercontent.com/acsone/acsone-addons/wallet-documentation/account_wallet/static/description/wallet-wallet.png" style="width: 90%;" /> </div> <ul class="simple"> <li>If your business requires you to generate wallet for credit notes</li> <li>you can use the wizard :</li> <li>Make sure you have are in this group : Show Full Accounting Features</li> </ul> <div class="figure align-center"> <img alt="Wallet Refund" src="https://raw.githubusercontent.com/acsone/acsone-addons/wallet-documentation/account_wallet/static/description/wallet_refund_1.png" style="width: 90%;" /> </div> <div class="figure align-center"> <img alt="Wallet Refund" src="https://raw.githubusercontent.com/acsone/acsone-addons/wallet-documentation/account_wallet/static/description/wallet_refund2.png" style="width: 90%;" /> </div> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/wallet/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/wallet/issues/new?body=module:%20account_wallet%0Aversion:%20account_wallet%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="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>ACSONE SA/NV</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>Laetitia Gangloff &lt;<a class="reference external" href="mailto:laetitia.gangloff&#64;acsone.eu">laetitia.gangloff&#64;acsone.eu</a>&gt;</li> <li>Cedric Pigeon &lt;<a class="reference external" href="mailto:cedric.pigeon&#64;acsone.eu">cedric.pigeon&#64;acsone.eu</a>&gt;</li> <li>Denis Roussel &lt;<a class="reference external" href="mailto:denis.roussel&#64;acsone.eu">denis.roussel&#64;acsone.eu</a>&gt;</li> <li>Xavier Bouquiaux &lt;<a class="reference external" href="mailto:xavier.bouquiaux&#64;acsone.eu">xavier.bouquiaux&#64;acsone.eu</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">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/wallet/tree/account_wallet/account_wallet">OCA/wallet</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>