[IMP] accounting: update epc qr code

task-3336175

closes odoo/documentation#4536

Signed-off-by: Dean Dallas (dade) <dade@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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“Dallas” 2023-05-23 14:58:18 +00:00 committed by Jonathan Castillo (jcs)
parent db67fc2959
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============ ============
EPC QR Codes EPC QR codes
============ ============
European Payments Council Quick Response Code, European Payments Council quick response codes, or **EPC QR codes**, are two-dimensional barcodes
or **EPC QR Code**, are two-dimensional barcodes that customers can scan with their **mobile banking applications** to initiate a **SEPA credit
that customers can scan with their **mobile banking transfer (SCT)** and pay their invoices instantly.
applications** to initiate a **SEPA Credit Transfer
(SCT)**, and pay their invoices instantly.
In addition to bringing ease of use and speed, In addition to bringing ease of use and speed, it greatly reduces typing errors that would
it greatly reduces typing errors that would potentially potentially make for payment issues.
make for payment issues.
.. note:: .. note::
This feature is only available in several European This feature is only available for companies in several European countries such as Austria,
countries such as Austria, Belgium, Finland, Germany, Belgium, Finland, Germany, and the Netherlands.
and The Netherlands.
.. seealso::
- :doc:`../bank`
- `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_
Configuration Configuration
============= =============
Go to :menuselection:`Accounting --> Configuration --> Settings` Go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`QR
and activate the **SEPA QR Code** feature. Codes` feature in the :guilabel:`Customer Payments` section.
.. image:: epc_qr_code/epc_qr_code01.png Configure your bank account's journal
:align: center
Configure your Bank Accounts journal
------------------------------------- -------------------------------------
Make sure that your *Bank Account* is correctly configured Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo with your IBAN and BIC.
on Odoo with your IBAN and BIC.
To do so, go to :menuselection:`Accounting --> Configuration To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your bank journal,
--> Journals`, open your *bank journal*, then fill out the then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Bank Account
*Bank Account* and *Bank* under the *Bank Account* tab. Number` column.
.. image:: epc_qr_code/epc_qr_code02.png .. image:: epc_qr_code/bank-journal.png
:align: center :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 EPC QR codes are added automatically to your invoices. Customers whose bank supports making payments
long as you issue them to customers that are located in a via EPC QR codes will be able to scan the code and pay the invoice.
country where this feature is available.
Go to :menuselection:`Accounting --> Customers --> Invoices`, Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a new invoice.
and create a new invoice.
Before posting it, open the *Other Info* tab. Odoo automatically Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically fills out the
fills out the *Bank Account* field with your IBAN. :guilabel:`Recipient Bank` field with your IBAN.
Make sure that the account indicated is the one you want to use to .. note::
receive your customers payment as Odoo uses this field to generate In the :guilabel:`Other Info` tab, the account indicated in the :guilabel:`Recipient Bank` field
the EPC QR Code. 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 When the invoice is printed or previewed, the QR code is included at the bottom.
:align: center
.. image:: epc_qr_code/invoice-qr-code.png
:alt: QR code on a customer invoice
.. tip:: .. tip::
If you want to issue an invoice without an EPC QR Code, If you want to issue an invoice without an EPC QR code, remove the IBAN indicated in the
remove the IBAN indicated in the *Bank Account* field, :guilabel:`Recipient Bank` field, under the :guilabel:`Other Info` tab of the invoice.
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>`_

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