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Merge PR #3278 into 17.0
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sale_payment_sheet/README.rst

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==================
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Sale payment sheet
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==================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:3bafa0526d21497f7478079a0d7369bb3f5878e2acd5e5e507320a7d87b14c9f
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/17.0/sale_payment_sheet
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:alt: OCA/sale-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sale-workflow-17-0/sale-workflow-17-0-sale_payment_sheet
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows salesmen to register payments in a new document
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called payment sheet, accessible only with the sales permission. This
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sheet includes the paid amount, and an optional reference to which
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invoice(s) is(are) being paid. This payment sheet will generate a bank
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statement when confirmed.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to:
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1. Go to Settings > User and Companies > Users
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2. Select the allowed journals to register payments
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Usage
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=====
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To use this module, you need to:
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Create manual payment sheet:
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1. Go to Sales > Orders > Payments.
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2. Create new payment sheet.
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You can pay invoices directly, to do this:
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1. Go to Sales > Orders > Invoices.
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2. Select some invoices to pay.
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3. Click on Action > Sale invoice payment.
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4. A wizard will be displayed and select journal and put amount that you
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want to pay.
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Payment one invoice:
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1. Go to Sales > Orders > Invoices.
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2. Enter to invoice form.
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3. Click "register payment".
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4. A wizard will be displayed and select journal and put amount that you
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want to pay.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_payment_sheet%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com/>`__:
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- Carlos Dauden
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- Sergio Teruel
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- César A. Sánchez
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- Carolina Fernandez
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- `APSL-Nagarro <https://apsl.tech>`__:
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- Antoni Marroig <amarroig@apsl.net>
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
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:target: https://github.com/sergio-teruel
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:alt: sergio-teruel
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-sergio-teruel|
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/17.0/sale_payment_sheet>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_payment_sheet/__init__.py

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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import models
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from . import wizards

sale_payment_sheet/__manifest__.py

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# Copyright 2020 Tecnativa - Carlos Dauden
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# Copyright 2020 Tecnativa - Sergio Teruel
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# Copyright 2023 Tecnativa - Carolina Fernandez
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Sale payment sheet",
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"summary": "Allow to create invoice payments to commercial users without "
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"accounting permissions",
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"version": "17.0.1.0.0",
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"development_status": "Beta",
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"category": "Account",
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"website": "https://github.com/OCA/sale-workflow",
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"author": "Tecnativa, Odoo Community Association (OCA)",
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"maintainers": ["sergio-teruel"],
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"license": "AGPL-3",
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"application": False,
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"installable": True,
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"depends": ["sale", "account"],
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"data": [
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"security/ir.model.access.csv",
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"security/security.xml",
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"report/report_sale_payment_sheet_summary.xml",
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"report/sale_payment_sheet_report.xml",
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"views/res_users_views.xml",
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"views/sale_payment_sheet_views.xml",
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"views/sale_payment_sheet_menu.xml",
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"wizards/sale_invoice_payment_view.xml",
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],
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}

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