NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] accounting: new behavior of the sepa provider

Browse Source 
Sepa mandates are not automatically confirmed anymore,
customers have to make one successful bank transfer
matching the expected payment details to confirm
their mandate.

See fd2fb212c5
See 9b729b157b

closes odoo/documentation#5201

X-original-commit: bc1cf93455
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Victor Feyens 2023-07-25 08:44:01 +00:00
parent c795231f1c
commit db05d69be6
2 changed files with 8 additions and 9 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

13
content/applications/finance/accounting/payments/batch_sdd.rst
View File

@ -50,17 +50,16 @@ SEPA Direct Debit as a payment method
-------------------------------------
SDD can be used as a payment method both on your **eCommerce** or on the **Customer Portal** by
activating SDD as a **Payment Provider**. With this method, your customers can create and sign their
mandates themselves.
activating SDD as a **Payment Provider**. With this method, your customers can create their mandates.
To ensure the validity of the information given by the customer, they will have to confirm each
mandate with one successful bank transfer of the expected amount.
To do so, go to :menuselection:`Accounting --> Configuration --> Payment Providers`, click on *SEPA
Direct Debit*, and set it up according to your needs.
To do so, go to :menuselection:`Accounting app --> Configuration --> Payment Acquirers`, click on
To do so, go to :menuselection:`Accounting app --> Configuration --> Payment Providers`, click on
:guilabel:`SEPA Direct Debit`.
.. important::
Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and to check
:guilabel:`Online Signature`, as this is necessary to let your customers sign their mandates.
Make sure to change the :guilabel:`State` field to :guilabel:`Enabled` and set the provider as
"Published" so that it is available for your customers.
Customers using SDD as payment method get prompted to add their IBAN, email address, and to sign
their SEPA Direct Debit mandate.

4
content/applications/finance/payment_providers.rst
View File

@ -179,8 +179,8 @@ Bank payments
| When selected, Odoo displays your payment information with a payment reference. You have to
approve the payment manually once you have received it on your bank account.
- | :doc:`SEPA Direct Debit <../finance/accounting/payments/batch_sdd>`
| Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged
directly.
| Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their
bank account charged directly.
.. _payment_providers/features: