Account Banking Mandate Contact
This module allows to select a specific banking mandate (and thus, a specific bank account) at contact level, so that when doing a debit order, such mandate is used for the invoices issued to that contact.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Lets you set a specific banking mandate (and bank account) on a contact, so debit orders for that contact use the chosen mandate instead of the default one.
This module adds a new field called Contact Mandate on the contact form. You can pick one of the valid banking mandates belonging to the same commercial entity as the contact. The field is company-specific, so each company can have its own choice for the same contact.
When a payment order is created for incoming payments (customer debits), Odoo looks at the invoice's delivery contact first, then the customer, to find a valid mandate. If the invoice does not already have a mandate, the mandate and its linked bank account from the contact are copied onto the payment line automatically.
Where it appears: - On the contact form, right after the customer payment mode field, you see the Contact Mandate selector. Only valid mandates of the same commercial partner can be chosen, and you cannot create new mandates from there.
The module touches res.partner (adds the field and adjusts how the valid mandate is computed) and account.move.line (prepares payment line values). It depends on the banking mandate and sales modules.
Depends on
Required by other modules
Models and fields (2)
- res.partner · extends an existing modelcontact_mandate_id (Contact Mandate)
- account.move.line · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/bank-payment.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0For selecting the mandate at contact level:
- Go to Invoicing \> Customers \> Customers.
- Open or create one contact that has a parent.
- On the Sales & Purchase page, fill Contact Mandate.
- That mandate will be populated in the debit order.
Then the normal flow will be:
- Go to Invoicing \> Customers \> Customer invoices.
- Create a new invoice for that contact.
- Post the invoice.
- Add it to a payment order, by any of the options that you can check on the account_payment_order module.
- The populated mandate will be the one on the contact.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.