odoo14-addon-account-payment-order-notification
Advanced tools
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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:
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: customer1@test.com
#. Go to Invoicing > Customers > Customers and create a new record as follows: * Name: Test customer 2 * Email: (empty)
#. 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.
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 smashing it by providing a detailed and welcomed
feedback <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**>.
Do not contact contributors directly about support or help with technical issues.
Authors
* Tecnativa
Contributors
Tecnativa <https://www.tecnativa.com>_:
Maintainers
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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/14.0/account_payment_order_notification>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
FAQs
Account Payment Order Notification
We found that odoo14-addon-account-payment-order-notification demonstrated a healthy version release cadence and project activity because the last version was released less than a year ago. It has 1 open source maintainer collaborating on the project.
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