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How can I configure a default bank account per customer?

Mathieu Lefez
on 6/16/15, 4:01 AM 1,935 views

How can I configure a default bank account - to which the invoice will be paid - per customer?

I am not talking about customer's bank account but my company's bank account that would be selected when creating invoice.

Right now, once invoice is created, I can select a bank account in "Other Info" tab (Odoo V7) but I would like to have a default bank account for each customer. I did not find anything in customer view/model. (except supplier's bank accounts)


On 6/16/15, 4:35 AM

You can define a default value for each customer in developper mode ( https://www.odoo.com/fr_FR/forum/how-to/developers-13/how-can-i-activate-the-developer-mode-83 ) , create a new invoice, and select your customer and the right bank account, and select "set defaults". You can record the default value for this customer.

You also can create those defaults values importing xml data in a custom module.

Warning: some defaults values don't work when invoice is created from an other object like order, … ( https://www.odoo.com/fr_FR/forum/help-1/question/how-to-change-default-journal-when-i-create-a-new-customer-invoice-74128#answer-74252 )

Mathieu Lefez
On 6/16/15, 6:18 AM

That helps! Merci.

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Asked: 6/16/15, 4:01 AM
Seen: 1935 times
Last updated: 11/9/16, 10:01 AM