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[IMP] accounting: update epc qr code #4511
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86 changes: 39 additions & 47 deletions
86
...t/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst
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|---|---|---|
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| ============================ | ||
| Add EPC QR Codes to invoices | ||
| ============================ | ||
| ============ | ||
| EPC QR codes | ||
| ============ | ||
|
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| European Payments Council Quick Response Code, | ||
| or **EPC QR Code**, are two-dimensional barcodes | ||
| that customers can scan with their **mobile banking | ||
| applications** to initiate a **SEPA Credit Transfer | ||
| (SCT)**, and pay their invoices instantly. | ||
| European Payments Council quick response codes, or **EPC QR codes**, are two-dimensional barcodes | ||
| that customers can scan with their **mobile banking applications** to initiate a **SEPA credit | ||
| transfer (SCT)** and pay their invoices instantly. | ||
|
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||
| In addition to bringing ease of use and speed, | ||
| it greatly reduces typing errors that would potentially | ||
| make for payment issues. | ||
| In addition to bringing ease of use and speed, it greatly reduces typing errors that would | ||
| potentially make for payment issues. | ||
|
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||
| .. note:: | ||
| This feature is only available in several European | ||
| countries such as Austria, Belgium, Finland, Germany, | ||
| and The Netherlands. | ||
| This feature is only available for companies in several European countries such as Austria, | ||
| Belgium, Finland, Germany, and the Netherlands. | ||
|
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||
| .. seealso:: | ||
| - :doc:`../../bank/setup/bank_accounts` | ||
| - `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_ | ||
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| Configuration | ||
| ============= | ||
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| Go to :menuselection:`Accounting --> Configuration --> Settings` | ||
| and activate the **SEPA QR Code** feature. | ||
| Go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`QR | ||
| Codes` feature in the :guilabel:`Customer Payments` section. | ||
|
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||
| .. image:: epc_qr_code/epc_qr_code01.png | ||
| :align: center | ||
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| Configure your Bank Account’s journal | ||
| Configure your bank account's journal | ||
| ------------------------------------- | ||
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| Make sure that your *Bank Account* is correctly configured | ||
| on Odoo with your IBAN and BIC. | ||
| Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo with your IBAN and BIC. | ||
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| To do so, go to :menuselection:`Accounting --> Configuration | ||
| --> Journals`, open your *bank journal*, then fill out the | ||
| *Bank Account* and *Bank* under the *Bank Account* tab. | ||
| To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your bank journal, | ||
| then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Bank Account | ||
| Number` column. | ||
|
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||
| .. image:: epc_qr_code/epc_qr_code02.png | ||
| :align: center | ||
| .. image:: epc_qr_code/bank-journal.png | ||
| :alt: Bank account number column in the bank journal | ||
|
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| Issue Invoices with EPC QR Codes | ||
| Issue invoices with EPC QR codes | ||
| ================================ | ||
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| EPC QR Codes are added automatically to your invoices, as | ||
| long as you issue them to customers that are located in a | ||
| country where this feature is available. | ||
| EPC QR codes are added automatically to your invoices. Customers whose bank supports making payments | ||
| via EPC QR codes will be able to scan the code and pay the invoice. | ||
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| Go to :menuselection:`Accounting --> Customers --> Invoices`, | ||
| and create a new invoice. | ||
| Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a new invoice. | ||
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| Before posting it, open the *Other Info* tab. Odoo automatically | ||
| fills out the *Bank Account* field with your IBAN. | ||
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| Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically fills out the | ||
| :guilabel:`Recipient Bank` field with your IBAN. | ||
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| Make sure that the account indicated is the one you want to use to | ||
| receive your customer’s payment as Odoo uses this field to generate | ||
| the EPC QR Code. | ||
| .. note:: | ||
| In the :guilabel:`Other Info` tab, the account indicated in the :guilabel:`Recipient Bank` field | ||
| is used to receive your customer's payment. Odoo automatically populates this field with your | ||
| IBAN by default and uses it to generate the EPC QR code. | ||
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| .. image:: epc_qr_code/epc_qr_code03.png | ||
| :align: center | ||
| When the invoice is printed or previewed, the QR code is included at the bottom. | ||
|
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| .. tip:: | ||
| If you want to issue an invoice without an EPC QR Code, | ||
| remove the IBAN indicated in the *Bank Account* field, | ||
| under the *Other Info* tab of the invoice. | ||
| .. image:: epc_qr_code/invoice-qr-code.png | ||
| :alt: QR code on a customer invoice | ||
|
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||
| .. seealso:: | ||
| * :doc:`../../bank/setup/bank_accounts` | ||
| * `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_ | ||
| .. tip:: | ||
| If you want to issue an invoice without an EPC QR code, remove the IBAN indicated in the | ||
| :guilabel:`Recipient Bank` field, under the :guilabel:`Other Info` tab of the invoice. | ||
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