Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
2 Odpowiedzi
9761 Widoki

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)

Mathieu



Awatar
Odrzuć
Najlepsza odpowiedź

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 )

Awatar
Odrzuć
Autor Najlepsza odpowiedź

That helps! Merci.

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
0
mar 15
4277
2
lut 23
5850
1
maj 16
3441
0
sty 25
1063
3
lis 24
3296