From db05d69be6ab3fc774270439d8a9bbb2e4a5f843 Mon Sep 17 00:00:00 2001 From: Victor Feyens Date: Tue, 25 Jul 2023 08:44:01 +0000 Subject: [PATCH] [IMP] accounting: new behavior of the sepa provider 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 https://github.com/odoo/odoo/commit/fd2fb212c50952ca5a8e162ba5d82ce433cd5989 See https://github.com/odoo/enterprise/commit/9b729b157b6978e10fbbed45052226f150e5559f closes odoo/documentation#5201 X-original-commit: bc1cf93455d2763dbe98be44340238e560d54f8b Signed-off-by: Antoine Vandevenne (anv) --- .../finance/accounting/payments/batch_sdd.rst | 13 ++++++------- content/applications/finance/payment_providers.rst | 4 ++-- 2 files changed, 8 insertions(+), 9 deletions(-) diff --git a/content/applications/finance/accounting/payments/batch_sdd.rst b/content/applications/finance/accounting/payments/batch_sdd.rst index 4f774f314..19eed0866 100644 --- a/content/applications/finance/accounting/payments/batch_sdd.rst +++ b/content/applications/finance/accounting/payments/batch_sdd.rst @@ -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. diff --git a/content/applications/finance/payment_providers.rst b/content/applications/finance/payment_providers.rst index b701c9d4c..a1a639221 100644 --- a/content/applications/finance/payment_providers.rst +++ b/content/applications/finance/payment_providers.rst @@ -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: