This modules adds the field Direct Debit Mandate on sale orders.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a Direct Debit Mandate field to sale orders so the mandate used for SEPA direct debit is carried over to the customer invoice.
This module links sale orders to bank direct debit mandates. On the sale order form, a new "Direct Debit Mandate" field appears next to the fiscal position, but only when the selected payment mode requires a mandate.
- The mandate list is filtered to mandates belonging to the invoicing commercial entity of the order, in draft or valid state, and for the same company.
- When the payment mode requires a mandate, Odoo automatically proposes the valid mandate of that customer and company; otherwise the field stays empty.
- The chosen mandate is stored on the sale order and tracked in the chatter, so changes are visible in the order history.
- When the invoice is created from the sale order, the mandate is copied onto the invoice, so the direct debit can be processed without re-entering it.
- A related field shows the invoicing commercial entity, and a flag indicates whether the payment mode requires a mandate.
The module touches sale.order and the mandate model account.banking.mandate, and depends on the sale payment and banking mandate modules. It does not add new menus or reports; it only extends the existing sale order form.
Required by other modules
Models and fields (1)
- sale.order · extends an existing modelmandate_id (Direct Debit Mandate), mandate_required, commercial_invoice_partner_id (Invoicing Commercial Entity)
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: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/bank-payment.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0When you select a payment mode that requires mandate on a sale order, Odoo will select by default the first valid mandate of this customer.
The mandate will be copied from the sale order to the invoice.
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.