.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 ===================== Contract Auto Payment ===================== This module allows for the configuration of automatic payments on invoices that are created by a contract. Usage ===== Enable Automatic Payment ------------------------ * Navigate to a customer contract * Check the `Auto Pay?` box to enable automatic payment * Configure the options as desired * Set the `Payment Token` to the payment token that should be used for automatic payment Automatic Payment Settings -------------------------- The following settings are available at both the contract and contract template level: +-----------------------+-----------------------------------------------------------------------------------------------------------------------------------------------+ | Name | Description | +=======================+===============================================================================================================================================+ | Invoice Message | Message template that is used to send invoices to customers upon creation. | +-----------------------+-----------------------------------------------------------------------------------------------------------------------------------------------+ | Payment Retry Message | Message template that is used to alert a customer that their automatic payment failed for some reason and will be retried. | +-----------------------+-----------------------------------------------------------------------------------------------------------------------------------------------+ | Payment Fail Message | Message template that is used to alert a customer that their automatic payment failed and will no longer be retried. | +-----------------------+-----------------------------------------------------------------------------------------------------------------------------------------------+ | Auto Pay Retries | Amount of times to attempt an automatic payment before discontinuing and removing the payment token from the contract/account payment method. | +-----------------------+-----------------------------------------------------------------------------------------------------------------------------------------------+ | Auto Pay Retry Hours | Amount of hours that should lapse until retrying failed payments. | +-----------------------+-----------------------------------------------------------------------------------------------------------------------------------------------+ Payment Token ------------- A valid payment token is required to use this module. These tokens are typically created during the `website_sale` checkout process, but they can also be created manually at the acquirer. A payment token can be defined in one of two areas: * Contract - Defining a payment token in the contract will allow for the use of this token for automatic payments on this contract only. * Partner - Defining a payment token in the partner will allow for the use of this token for automatic payments on all contracts for this partner that do not have a payment token defined. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas :alt: Try me on Runbot :target: https://runbot.odoo-community.org/runbot/110/10.0 Known issues / Roadmap ====================== * None Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback. Credits ======= Images ------ * Odoo Community Association: `Icon `_. Contributors ------------ * Dave Lasley Maintainer ---------- .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org This module is maintained by the OCA. OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use. To contribute to this module, please visit https://odoo-community.org.