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eBill Postfinance

Beta License: AGPL-3 OCA/l10n-switzerland Translate me on Weblate Try me on Runboat

This module implements the exchange of electronic invoices with the Postfinance web service.

Table of contents

Installation

This module needs the Python library ebilling_postfiance which can be installed from Pypi. More information can be found at repositoryhttps://github.com/camptocamp/ebilling-postfinance.

Configuration

Create a service

First you need to be registred on 'Postfinance eBill service <https://www.postfinance.ch/en/business/products/accounts-receivable-solutions/e-bill-invoice-issuer.html>' To create a service go to Accounting - Configuration - Payments - Postfinance eBill Service

Configure a customer and create his contract

The contracts specific to Postfinance e-billing are located in Accounting - Customers - eBill Postfinance Contract Create a contract for a customer with his PayerId and make sure that the contract is active by being in Open state with valid start/end dates.

Set Customer Invoice Transmission Method on the customer to Postfinance.

Usage

To use this module, you need to:

  1. Configure the service, customers and contracts as described in the CONFIGURATION section.
  2. Create an invoice for a customer with an open Postfinance contract.
  3. Validate the invoice, and click the Send eBill button.

Known issues / Roadmap

ToDo

  • Add option to import the contract subscription (csv)
  • Add the download of this csv from web service, but what is the endpoint ?

Nice to have

  • Add a link to the failed job in the chatter message.
  • Add an action on partner to create a ebilling contract.

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 to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Camptocamp

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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 maintainer:

TDu

This module is part of the OCA/l10n-switzerland project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.