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Lloyd Talbert

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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Cybrosys Techno Solutions Pvt.Ltd
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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

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Eric Wood
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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.  

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Lloyd Talbert
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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

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Lloyd Talbert
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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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