This module adds a bank account field to partners and sets it as the Recipient Bank on account moves based on the configuration of the invoice's company.
The bank source configuration supports multiple source models, allowing
the same logic to be reused for other models (e.g., sale.order) by
calling bank_account_source_ids.get_bank_for_record(record).
Note: If you want to add a bank account field to other models related to
account moves, you can extend the bank.account.mixin in a new module
and simply add the bank account field to the views.
Table of contents
To set up a bank account for a partner:
- Go to the partner record.
- Under the Invoicing/Accounting tab, set the Recipient Bank field. If the partner has a company set, you can only select a bank account linked to that company’s partner. If the partner has no company set, you can only select a bank account linked to the current company’s partner. This is a company-dependent field. As with the other partner accounting settings, the field is normally set on the commercial entity, and it applies to all of its child contacts. A child contact can still be given its own bank account (e.g. a branch that collects on a different account than its head office): set the field on the contact itself, and leave it empty to keep using the bank account of the commercial entity.
To set up a bank account for a sales team:
- Go to Sales > Configuration > Sales Teams.
- Select a team and set the Recipient Bank field. You can only choose a bank account linked to the company's partner (i.e., one of the company’s own bank accounts).
To use bank accounts in invoices:
- Go to Settings → Companies.
- Open a company record.
- In the Bank Account Sources tab, create one or more records.
- Source Model: Select the model from which the bank field path is resolved (e.g., Account Move).
- Bank Field Path: Enter the dot-path from the source model to a bank account (res.partner.bank), for example commercial_partner_id.bank_account_id or team_id.bank_account_id.
The bank account from the record with the highest priority (lowest sequence number) will be used first when assigning the bank on invoices. If no value is found, the system proceeds to the next record, and so on.
Use commercial_partner_id.bank_account_id (instead of partner_id.bank_account_id) to resolve the partner's bank account from its commercial entity, so that the invoices of the child contacts of a company also get the bank account set on that company. To let a child contact take precedence with its own bank account, add partner_id.bank_account_id as a source with a lower sequence number.
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 to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
- Quartile
Quartile <https://www.quartile.co>__:- Aung Ko Ko Lin
- Yoshi Tashiro
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.
Current maintainers:
This module is part of the OCA/account-invoicing project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.