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