OdooWiki OCA HUB

Contract Mandate

contract_mandate folder_open OCA/contract open_in_new
Sales Management License: AGPL-3

This module allows to set a mandate mode on contract for creating the invoices with this mandate.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you attach a direct debit mandate to a contract so that invoices created from that contract automatically carry the mandate. The mandate field only appears when the contract's payment method requires a mandate.

This module links recurring contracts to direct debit mandates (SEPA-style bank mandates) and passes that mandate on to the invoices generated from the contract.

On the contract form, a new "Direct Debit Mandate" field appears right after the payment mode. It is only visible when the selected payment method requires a mandate, and it only offers valid mandates belonging to the contract's commercial entity and company.

  • If the payment method does not require a mandate, any mandate previously set on the contract is cleared automatically.
  • When an invoice is created from the contract, the mandate chosen on the contract is copied onto the invoice.
  • If no mandate is set on the contract but the payment method requires one, the system automatically picks the first valid mandate of the customer's commercial entity for the same company and puts it on the invoice.

The module extends the contract.contract model and adds the related fields mandate_required and commercial_partner_id. It depends on the contract payment mode and bank mandate modules, and installs automatically when both are present.

Depends on

contract_payment_modeaccount_banking_mandate

Required by other modules

contract_sale_mandate
Models and fields (1)
  • contract.contract · extends an existing modelmandate_id (Direct Debit Mandate), mandate_required, commercial_partner_id (Commercial Entity)

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: 6 confirmed, 3 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0
  • Go to Sales \> Orders \> Contracts.
  • Create one.
  • Select a partner to which invoice.
  • Select a mandate.
  • Add invoice recurrency information.
  • Add a product to invoice.
  • If you create an invoice, new invoice will have the selected mandate.

No verified information in OCA: Installation, Configuration.

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.