odoo-addon-account-payment-order-notification

================================== Account Payment Order Notification

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This module adds a button on debit / payment orders to send an email to each related partner with the details of their transactions.

Table of contents

.. contents:: :local:

Configuration

To configure this module, you need to:

• Go to Invoicing > Configuration > Payment Modes and create a payment mode, if you wish.

• Go to Invoicing > Customers > Customers and create a new record as follows:

  • Name: Test customer 1
  • Email: [e-mail]

• Go to Invoicing > Customers > Customers and create a new record as follows:

  • Name: Test customer 2
  • Email: (empty)

Usage

• Go to Invoicing > Customers > Invoices and create one or more invoices linked to the payment mode.
• Go to Invoicing > Customers > Invoices select the invoices created and execute the action called "Post entries".
• Go to Invoicing > Customers > Invoices select the invoices created and execute the action called "Add to Payment/Debit Order" and create a payment order.
• Click on "Confirm Payments" button.
• Click on "Generate Payment File" button.
• Click on "File Successfully Uploaded" button.
• Click on "Send mails" button.
• Any involved partner with no email will appear with the column "To send" not checked.
• Click on "Confirm" button.
• An email will have been sent to the selected partners.
• A reminder note will have been created.

Bug Tracker

Bugs are tracked on GitHub Issues <https://github.com/OCA/bank-payment/issues>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback <https://github.com/OCA/bank-payment/issues/new?body=module:%20account_payment_order_notification%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Tecnativa

Contributors

• Tecnativa <https://www.tecnativa.com>__:

  • Víctor Martínez
  • Pedro M. Baeza

• APSL-Nagarro <https://apsl.tech>__:

  • Antoni Marroig [e-mail]

Maintainers

This module is maintained by the OCA.

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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.

.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px :target: https://github.com/victoralmau :alt: victoralmau

Current maintainer <https://odoo-community.org/page/maintainer-role>__:

|maintainer-victoralmau|

This module is part of the OCA/bank-payment <https://github.com/OCA/bank-payment/tree/17.0/account_payment_order_notification>_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.