| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 533 |
| Technical Name |
send_invoice_bank_deails_omax |
| License | AGPL-3 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 533 |
| Technical Name |
send_invoice_bank_deails_omax |
| License | AGPL-3 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Send Bank Details to Customer for Invoice Payment
Overview
This application helps to print and send Company's bank details to the customers for Invoice payment.
Problem Statements
- Mostly Each Bank Account refers to specific Branch and that information is not availabe default in Bank
- Most of the times BIC/SWIFT code and IFSC code is Alphanumeric so it's confusing to identify Zero and O(Alphabet)
- There is no way to notify Bank Details to Customers.
Features
- User can add remarks for IFSC and BIC/Swift code.
- Remarks for IFSC and BIC/Swift code will be printed in the report.
- Company May have more than one bank account so they can add them.
- User can add Company authorised signature which will show in Bank Details Report.
- User can print Bank Details report for individul Invoice which will print All the Banks Configured in Company.
- User can print Bank Details report for all Invoices.Individual PDF will be generated for Each Invoice
- User can Confirm and send Bank Details email to the Customers against Invoice.
- User can change the email content. Seperate template provided to save time of typing email content everytime
- User can choose which bank details needs to share with Customer to get payment
- Email will have attachment of Bank Details of that bank which was choosen while sending email
How It Works
New Information added in Bank
Bank, Bank Payment T&C and Authorized Signature in Company
Print Bank Details from Invoice
Printed Report From Invoice
Printed Report Explaination
Give Access Rights to User
New Button will be visible based on above access-rights
When press button it will confirm invoice and open pop-up to send Bank Details By Email
Sent Email Content
Bank Details and Default Invoice Attachment in Email
Free Support
Get In Touch
| Our Odoo Services |
| For support, query and question contact us. |
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