| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 206 |
| Technical Name |
auguria_iban_on_invoice |
| License | OPL-1 |
| Website | https://www.auguria.fr |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Auguria IBAN On Invoice
APERÇU
Il est possible, avec Odoo, de mettre les informations bancaires dans Odoo par un simple paramétrage du bas de page dans configuration de la mise en page des documents.
Par contre, certaine entrepriseq ont plusieurs comptes en banque et souhaitent ventiler les règlements sur plus d’une banque. Et ce paramétrage de base ne suffit pas.
Le module iban on invoice permet de choisir le compte sur lequel on veut que le client paie.
Un compte par défaut est bien sur défini au niveau de la société. Mais il est possible de changer ceci au niveau du client.
L’IBAN affiché sur les factures dépendra de la configuration du client.
IBAN personnalisé sur facture
Étape 1: Configurez l'IBAN de votre société
Pour affecter un compte bancaire sur la fiche société, vous devez activer le mode developpeur (Allez aux Paramètres ‣ Paramètres généraux ‣ Outils développeur et cliquez sur Activer le mode développeur) puis aller sur le menu Configuration --> Utilisateurs et Sociétés --> Sociétés
Dans la fiche société, cliquez sur le champ Contact(le champ est visible seulement si le mode developpeur est activé) puis dans l'ongle comptabilité on trouve les comptes bancaires liés à la société cible.
Étape 2: Configurer les contact
Sur la fiche de contact, vous trouverez le champ "Compte bancaire" dans l'onglet "Comptabilité".
Vous pouvez choisir un compte par défaut pour ce contact.
Étape 3: Configurer les factures
Le champ Compte bancaire qui s'affiche sur les factures prend par défaut la valeur du Compte bancaire
sur la fiche contact sinon le compte lié à la société.
L'affichage du compte bancaire sur la facture
NOS SERVICES
ANALYSE BESOINS & RÉPONSE FONCTIONNELLE
DÉVELOPPEMENTS SPÉCIFIQUES
FORMATION
MISE EN PLACE INTEGRATION
ASSISTANCE
CONSEILS
OVERVIEW
It is possible to input bank information in Odoo by simply configuring the footer in the document layout settings. However, some companies have multiple bank accounts and may need to split payments across several accounts. The basic setting may not be sufficient in this case.
Fortunately, the "IBAN on invoice" module allows companies to select the account to which they want their customers to make payments. A default account is set at the company level, but this can be customized at the invoice level. As a result, the IBAN displayed on the invoices will depend on the customer's configuration.
Custom IBAN on Invoice
Step 1: Configure the IBAN on your company
To assign a bank account to the company file, you have to activate the developer mode than go to the menu Configuration --> users and companies --> companies
click on the Contact and than go to accounting tabs banks accounts than add one ore many.
Step 2: Configure the contact
On the contact, you will find the field"Recipient bank" in the "Accounting" tab. You can choose a default account for this contact.
Step 3: Configure the invoices
The field Recipient bank will have a default value of the Payment
account of the company you can change it and chose other one.
The display of the bank account on the invoice
OUR SERVICES
ANALYSIS NEEDS & FUNCTIONAL RESPONSE
SPECIFIC DEVELOPMENTS
TRAINING
IMPLEMENTATION INTEGRATION
ASSISTANCE
ADVICES
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