<h1 class="title">Account payment 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/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-payment/tree/15.0/account_payment_notification"><img alt="OCA/account-payment" src="https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-payment-15-0/account-payment-15-0-account_payment_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/96/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module lets you notify partners about sent payment or debit orders.</p> <p>You can do that by e-mail and/or by SMS. It is automated by default.</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="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure automatic notifications, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Settings</em>.</li> <li>Go to <em>Invoicing</em>.</li> <li>Choose if you want to <em>Require payment notifications</em>.</li> <li>Select the desired <em>Payment notification method</em>.</li> <li>Select the desired <em>Payment notifications automatism</em>.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing</em> or <em>Accounting</em> app.</li> <li>Go to <em>Customers &gt; Payments</em> or <em>Vendors &gt; Payments</em>.</li> <li>Select one or more payments.</li> <li>Click on <em>Action</em>.</li> <li>Select <em>Notify partners</em>.</li> </ol> <p>Odoo will use your preferred notification method, as defined in configuration (see that section), to notify all the chosen partners.</p> <p>Both email and SMS notifications are put in outgoing queues. They will be cleared automatically when their corresponding cron jobs are executed.</p> <p>If you do that same operation from a payment form view, you will have the option to choose between sending an email or an SMS. You will be able to edit the template before sending it.</p> <p>💡 Tip: You have new filters in the payments list. Use them to select those that have (or not) email or mobile phone.</p> <p>⚠️ <a class="reference external" href="https://www.odoo.com/documentation/15.0/applications/marketing/sms_marketing/pricing/pricing_and_faq.html">Sending SMS is a paid service</a>.</p> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Multiple SMS notifications to the same partner cannot be sent in batch. Always group payments before notifying. Odoo considers these SMS as duplicated and avoids sending more than one per batch. This behavior is hardcoded.</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-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/account-payment/issues/new?body=module:%20account_payment_notification%0Aversion:%2015.0%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="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Moduon</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li>Rafael Blasco (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li> <li>Jairo Llopis (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">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/yajo"><img alt="yajo" src="https://github.com/yajo.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-payment/tree/15.0/account_payment_notification">OCA/account-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>