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For donation by debit order, we can't use twice the account "payment_debit_account_id", when validating the donation AND when validation the debit order. We have to use a different account. And, now that the OCA module account_payment_order uses account.payment, this account must be a receivable account. |
10 months ago | |
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| demo | 3 years ago | |
| i18n | 12 months ago | |
| models | 10 months ago | |
| readme | 3 years ago | |
| static/description | 1 year ago | |
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| README.rst | 1 year ago | |
| __init__.py | 3 years ago | |
| __manifest__.py | 3 years ago | |
README.rst
=====================
Donation Direct Debit
=====================
..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:eef1575ce0ce722be872ff25dbf07762a45376977d796fd6a388f900b285e8d2
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github
:target: https://github.com/OCA/donation/tree/14.0/donation_direct_debit
:alt: OCA/donation
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_direct_debit
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
With this module, when you validate a donation that has a payment method linked to a SEPA direct debit payment mode:
* if a draft direct debit order for SEPA Direct Debit already exists, a new payment line linked to the donation is added to it,
* otherwise, a new SEPA direct debit order is created and a payment line linked to the donation is added to it.
A message is added in the chatter of the donation with a link to the payment order.
**Table of contents**
.. contents::
:local:
Configuration
=============
In the menu *Invoicing > Configuration > Management > Payment Modes*, make sure that you have a payment mode for SEPA Direct Debit that has the donation option active.
Usage
=====
On the donor (i.e. partner) form, create a bank account (IBAN) and create a related mandate. Validate the mandate.
Create a new donation for that donor. Select the SEPA direct debit payment mode: a new required field *Mandate* will appear: select the mandate of the donor. Create the donation line(s).
Validate the donation. In the chatter of the donation, you will see a message about the debit order that has been created or updated with a link to it. You can then click on the link and finalize the debit order.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/donation/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/donation/issues/new?body=module:%20donation_direct_debit%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.
Credits
=======
Authors
~~~~~~~
* Akretion
Contributors
~~~~~~~~~~~~
* Alexis de Lattre <alexis.delattre@akretion.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-alexis-via| image:: https://github.com/alexis-via.png?size=40px
:target: https://github.com/alexis-via
:alt: alexis-via
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-alexis-via|
This module is part of the `OCA/donation <https://github.com/OCA/donation/tree/14.0/donation_direct_debit>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.