Account payment notification
by Moduon https://github.com/OCA/account-payment , Odoo Community Association (OCA) https://github.com/OCA/account-payment| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 271 |
| Technical Name |
account_payment_notification |
| License | LGPL-3 |
| Website | https://github.com/OCA/account-payment |
| Versions | 15.0 16.0 18.0 |
Account payment notification
This module lets you notify partners about sent payment or debit orders.
You can do that by e-mail and/or by SMS. It is automated by default.
Table of contents
Configuration
To configure automatic notifications, you need to:
- Go to Settings.
- Go to Invoicing.
- Choose if you want to Require payment notifications.
- Select the desired Payment notification method.
- Select the desired Payment notifications automatism.
Note
Automated notifications will be sent or queued when the payment is marked as sent, not as paid. A sent payment is one that has been sent to the bank, while a paid payment is one that has been reconciled with a bank statement.
Usage
To send notifications manually, you need to:
- Go to Invoicing or Accounting app.
- Go to Customers > Payments or Vendors > Payments.
- Select one or more payments.
- Click on Action.
- Select Notify partners.
Odoo will use your preferred notification method, as defined in configuration (see that section), to notify all the chosen partners.
Tip
You have new filters in the payments list. Use them to select those that have (or not) email or mobile phone.
Both email and SMS notifications are put in outgoing queues if done massively. In that case, they will be cleared automatically when their corresponding cron jobs are executed.
Warning
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.
Note
Sometimes notifications will be registered as notes, and sometimes as messages, depending on whether they are sent in bulk or individually. In any case, they are notified to the partner.
To send notifications automatically, you need to:
- Go to Invoicing or Accounting app.
- Go to Customers > Payments or Vendors > Payments.
- Open one paymnt.
- Click on Mark as Sent.
Tip
Odoo EE has a module named account_batch_payment that automates that. If you use it, payment notifications will be queued when sent.
Known issues / Roadmap
- 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.
Bug Tracker
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Moduon
Contributors
- Rafael Blasco (Moduon)
- Jairo Llopis (Moduon)
Maintainers
This module is maintained by the OCA.
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.
Current maintainers:
This module is part of the OCA/account-payment project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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