README.rst

Account Wallet

This module allows to manage financial reserves aka Wallets.

Table of contents

• Usage
  • Setup
  • Utilization
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Usage

Setup

• Make sure you are in the group_account_manager (for setup at least)
• Make sure you are in the group Show Accounting Features - Readonly (for setup at least)
• Go to Accounting > Wallet -> Wallet Type
• Define first a Wallet type.

• For move lines generation, please:

  • Choose a sequence
  • Choose an account
  • Choose a product
  • Choose a journal

• On the product, you have to set the same account on the "Income Account"

• LIMITATION: The wallet product should not include taxes or taxes with amount <> 0.

Utilization

• Go to Accounting > Customer -> Invoice
• Create an invoice with the same product as your wallet type
• Save the invoice
• Go to Accounting > Wallet -> Wallet

• A wallet is generated without any link to the customer with the amount as balance If the customer already have an active wallet, the credit goes on the same wallet The goal behind the 'anonymous' wallet is to give the opportunity to offer this wallet

• If your business requires you to generate wallet for credit notes
• you can use the wizard :
• Make sure you have are in this group : Show Full Accounting Features

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

• ACSONE SA/NV

Contributors

• Laetitia Gangloff <laetitia.gangloff@acsone.eu>
• Cedric Pigeon <cedric.pigeon@acsone.eu>
• Denis Roussel <denis.roussel@acsone.eu>
• Xavier Bouquiaux <xavier.bouquiaux@acsone.eu>

Maintainers

This module is part of the acsone/acsone-addons project on GitHub.

You are welcome to contribute.