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Marta Vázquez Rodríguez
864aa139a4
|
6 years ago | |
|---|---|---|
| .. | ||
| data | 7 years ago | |
| i18n | 7 years ago | |
| models | 7 years ago | |
| tests | 7 years ago | |
| views | 7 years ago | |
| README.rst | 7 years ago | |
| __init__.py | 7 years ago | |
| __manifest__.py | 7 years ago | |
README.rst
.. 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
<https://github.com/OCA/contract/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 <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
Contributors
------------
* Dave Lasley <dave@laslabs.com>
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.