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Account Banking Mandate Sale Contact

account_banking_mandate_sale_contact folder_open OCA/bank-payment open_in_new
Banking addons License: AGPL-3

This module combines the functionality of account_banking_mandate_sale with account_banking_mandate_contact and to allows you to add a specific contact mandate to sale orders.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you choose which contact (customer, company, invoice address or delivery address) Odoo uses to find the SEPA direct debit mandate on sales orders, set per company or per customer.

This module adds a setting called "Default Sale Mandate Contact" that decides where Odoo looks for the direct debit mandate when a sales order uses a payment method that requires a mandate.

You can set it in two places: - In the Sales/Invoicing settings, as a company-wide default. - On a customer form, next to the mandate field, to override the company default for that customer. The field is hidden for individual contacts and is treated as a commercial field, so it is shared across the customer's company hierarchy.

The available choices are: Customer Mandate (the sale partner), Commercial Customer Mandate (the customer's company), Invoice Address Mandate, and Delivery Address Mandate.

When a sales order is created or its invoice or delivery address changes, Odoo automatically looks up the mandate on the chosen contact and fills in the mandate on the order, but only if a payment mode is set and its payment method requires a mandate. If the customer has no specific setting, the company default is used; if no mandate is found, Odoo falls back to its standard behaviour.

The module touches sale.order, res.partner, res.company and res.config.settings.

Depends on

account_banking_mandate_contactaccount_banking_mandate_sale
Models and fields (4)
  • sale.order · extends an existing model
  • res.company · extends an existing modelsale_default_mandate_contact (Default Sale Mandate Contact)
  • res.partner · extends an existing modelsale_default_mandate_contact (Default Sale Mandate Contact)
  • res.config.settings · extends an existing modelsale_default_mandate_contact (Default Sale Mandate Contact)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 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 18.0

Configuration

Source · Odoo 18.0

To configure this module, you need to:

  • Go to Settings/Sales/Invoicing and select the Default Mandates option. This allows you to choose if you want the mandate of the sale partner, invoice address or delivery address.
  • If you want to specifically change the default mandate for a customer, you can go to the "Sales & Purchase" tab of his contact form.

Usage

Source · Odoo 18.0

For selecting the mandate at contact level:

  • Go to Invoicing > Customers > Customers.
  • Open or create one contact.
  • On the "Sales & Purchase" page, fill Contact Mandate.

Then, when you select a payment mode that requires mandate on a sale order, Odoo will choose the mandate selected at contact level. That mandate will be copied from the sale order to the invoice.

No verified information in OCA: Installation.

info

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.