This module adds several fields:
- the Supplier Payment Mode and Customer Payment Mode on Partners,
- the Payment Mode on Invoices.
- the Show bank account on Payment Mode.
- the # of digits for customer bank account on Payment Mode.
- the Bank account from journals on Payment Mode.
- the Payment mode on Invoices Analysis.
On a Payment Order, in the wizard Select Invoices to Pay, the invoices will be filtered per Payment Mode.
Allows to print in the invoice to which account number the payment (via SEPA direct debit) is going to be charged so the customer knows that information, but there are some customers that don't want that everyone looking at the invoice sees the full account number (and even GDPR can say a word about that), so that's the reason behind the several options.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Set default payment modes on customers and suppliers, and let Odoo fill the payment mode automatically on invoices and journal items. Control how the bank account appears on the printed invoice.
This module links payment modes to contacts and invoices so the right payment method is proposed automatically.
- On a contact, you can set a default Customer Payment Mode and Supplier Payment Mode. These are shared across the company's contacts (commercial fields).
- On customer invoices, customer credit notes and receipts, the customer's payment mode is filled in automatically; on vendor bills, vendor credit notes and receipts, the supplier's payment mode is used. For refunds, the payment mode configured for refunds on the original payment mode (or on the partner's payment mode) is applied.
- The payment mode is also copied onto the receivable/payable journal items, and changing it on a line updates the related invoice.
- Invoices list and search views show a Payment Mode column and a Payment Mode grouping filter; the Invoice Analysis report also includes and groups by payment mode.
- On the payment mode itself you can choose how the bank account is shown on the invoice report: full number, first n characters, last n characters, or not at all, and whether to take the account from the payment mode's journals.
- A company setting lets you keep or clear the bank account on invoices that have no payment mode.
- The payment mode on an invoice becomes read-only once some receivable/payable items are reconciled, and changing the company of a payment mode already used is blocked.
Depends on
Required by other modules
Models and fields (7)
- res.company · extends an existing modelkeep_partner_bank_without_payment_mode (Keep Bank Account Without Payment Mode)
- res.partner · extends an existing modelcustomer_payment_mode_id, supplier_payment_mode_id
- account.move · extends an existing modelpayment_mode_id, has_reconciled_items, bank_account_required, partner_bank_filter_type_domain, payment_mode_filter_type_domain
- account.move.line · extends an existing modelpayment_mode_id
- res.config.settings · extends an existing modelkeep_partner_bank_without_payment_mode
- account.payment.mode · extends an existing modelshow_bank_account, refund_payment_mode_id (Payment mode for refunds), show_bank_account_chars (# of digits for customer bank account), show_bank_account_from_journal (Bank account from journals)
- account.invoice.report · extends an existing modelpayment_mode_id (Payment mode)
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: 2026-11-03Confirmation status: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/bank-payment.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0You are able to add a payment mode directly on a partner.
This payment mode is automatically associated to the invoice related to the partner. This default value could be changed in a draft invoice.
When you create a payment order, only invoices related to chosen payment mode are displayed.
Invoices without any payment mode are displayed too.
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.