account_banking_mandate

Purpose

Provide a generic framework to manage direct debit mandates tied to partner bank accounts and integrate them with accounting payment workflows.

Features

account.banking.mandate: Manages mandate records with partner bank links, signature and last debit dates, attachments, and state-controlled lifecycle tracking.
account.banking.mandate: Generates unique references automatically and blocks validation unless a signature date and bank account are present.
account.banking.mandate: Provides a smart button to open related payment lines and keeps a live count of linked payment items.
account.payment.method: Adds a flag to mark inbound payment methods as requiring mandates and predefines the SEPA direct debit method metadata.
account.move: Auto-assigns the partner’s valid mandate when the selected payment mode demands it and shows the mandate field on customer invoices.
account.move: Ensures SEPA direct debit invoices display the mandate’s bank account whenever no other partner bank is chosen.
account.move.line: Prefills inbound payment order lines with a matching valid mandate and bank account when preparing payment instructions.
account.payment.line: Adds mandate selection with company and bank consistency checks and refuses confirmation when a required mandate is missing.
account.payment: Aggregates the mandate from the source move or payment lines so the payment always exposes the applicable authorization.
res.partner: Computes mandate counts, exposes the first valid mandate, and offers a shortcut button to review mandates from the partner form.
res.partner.bank: Displays mandates linked to each bank account and prevents changing its company if mandates belong to another company.
accounting: Adds menus and views to create, search, and manage banking mandates from the receivables workspace.