[IMP] accounting: update epc qr code

task-3336175

closes odoo/documentation#4539

X-original-commit: fd23308e93
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Dean Dallas (dade) <dade@odoo.com>
This commit is contained in:
“Dallas” 2023-05-23 14:58:18 +00:00 committed by Jonathan Castillo (jcs)
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============
EPC QR Codes
EPC QR codes
============
European Payments Council Quick Response Code,
or **EPC QR Code**, are two-dimensional barcodes
that customers can scan with their **mobile banking
applications** to initiate a **SEPA Credit Transfer
(SCT)**, and pay their invoices instantly.
European Payments Council quick response codes, or **EPC QR codes**, are two-dimensional barcodes
that customers can scan with their **mobile banking applications** to initiate a **SEPA credit
transfer (SCT)** and pay their invoices instantly.
In addition to bringing ease of use and speed,
it greatly reduces typing errors that would potentially
make for payment issues.
In addition to bringing ease of use and speed, it greatly reduces typing errors that would
potentially make for payment issues.
.. note::
This feature is only available in several European
countries such as Austria, Belgium, Finland, Germany,
and The Netherlands.
This feature is only available for companies in several European countries such as Austria,
Belgium, Finland, Germany, and the Netherlands.
.. seealso::
- :doc:`../bank`
- `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_
Configuration
=============
Go to :menuselection:`Accounting --> Configuration --> Settings`
and activate the **SEPA QR Code** feature.
Go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`QR
Codes` feature in the :guilabel:`Customer Payments` section.
.. image:: epc_qr_code/epc_qr_code01.png
:align: center
Configure your Bank Accounts journal
Configure your bank account's journal
-------------------------------------
Make sure that your *Bank Account* is correctly configured
on Odoo with your IBAN and BIC.
Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo with your IBAN and BIC.
To do so, go to :menuselection:`Accounting --> Configuration
--> Journals`, open your *bank journal*, then fill out the
*Bank Account* and *Bank* under the *Bank Account* tab.
To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your bank journal,
then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Bank Account
Number` column.
.. image:: epc_qr_code/epc_qr_code02.png
:align: center
.. image:: epc_qr_code/bank-journal.png
:alt: Bank account number column in the bank journal
Issue Invoices with EPC QR Codes
Issue invoices with EPC QR codes
================================
EPC QR Codes are added automatically to your invoices, as
long as you issue them to customers that are located in a
country where this feature is available.
EPC QR codes are added automatically to your invoices. Customers whose bank supports making payments
via EPC QR codes will be able to scan the code and pay the invoice.
Go to :menuselection:`Accounting --> Customers --> Invoices`,
and create a new invoice.
Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a new invoice.
Before posting it, open the *Other Info* tab. Odoo automatically
fills out the *Bank Account* field with your IBAN.
Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically fills out the
:guilabel:`Recipient Bank` field with your IBAN.
Make sure that the account indicated is the one you want to use to
receive your customers payment as Odoo uses this field to generate
the EPC QR Code.
.. note::
In the :guilabel:`Other Info` tab, the account indicated in the :guilabel:`Recipient Bank` field
is used to receive your customer's payment. Odoo automatically populates this field with your
IBAN by default and uses it to generate the EPC QR code.
.. image:: epc_qr_code/epc_qr_code03.png
:align: center
When the invoice is printed or previewed, the QR code is included at the bottom.
.. image:: epc_qr_code/invoice-qr-code.png
:alt: QR code on a customer invoice
.. tip::
If you want to issue an invoice without an EPC QR Code,
remove the IBAN indicated in the *Bank Account* field,
under the *Other Info* tab of the invoice.
.. seealso::
* :doc:`../bank`
* `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_
If you want to issue an invoice without an EPC QR code, remove the IBAN indicated in the
:guilabel:`Recipient Bank` field, under the :guilabel:`Other Info` tab of the invoice.

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