Hi
My company's bank account was compromised and we needed to open a new account. Our invoices have a Payment Communication with the old account number and I can't find how to edit this...can someone let me know? Thanks.
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Hi,
To update your bank account information on Odoo invoices after a compromise, first, update the bank account details in Accounting > Configuration > Bank Accounts, and ensure the associated journal is linked to the new account. Next, update any relevant payment terms. Critically, edit your invoice templates (found under Settings > Technical > User Interface > Views) to replace the old account number with the new one, and do the same for any invoice-related email templates.
Inform your customers of the change via email and consider adding a notice to your invoices. Test the configuration by creating and sending a test invoice. Remember that historical invoices will retain the old account number, and be cautious during bank reconciliations. Consult with your accountant to ensure compliance.
Hope it helps
This sounds like a security risk if a user can change an account number on some arbitrary invoice and it take effect globally. This should be a back-end setting change. In testing of v19, I can fat finger on an Invoice Number and now the automatic sequence numbering is all messed up for future invoices.
Hi Eric
I have to chuckle at this. I did the same thing and entered a vendor name in that field on a bill i mailed to the load. I made that name a sequence for all bills! Took me a while to figure it out. I didn't check if that's a restrictable field, but here's a good video from Andrew at OdooItYourself on how to make forms more controlled...https://www.youtube.com/watch?v=rSbl4sLELuE&t=3s
Hi
I believe I found it. I created a New Invoice, went to the Invoice tab and changed the account number. It appears to have changed the global default setting. Thanks.
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