Account Payment Mode (account_payment_mode)

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Repository: OCA/bank-payment · module folder · Try on Runboat
Module version: 1.1.0
Category: Banking addons
Folder size: 0.59 MB
License: AGPL-3
Application: No
Auto-installable: No
Website: https://github.com/OCA/bank-payment
Last tracking update: 2026-08-07 09:06:34
Authors: Akretion, Odoo Community Association (OCA), Tecnativa
Maintainers: Akretion, Odoo Community Association (OCA), Tecnativa
Committers: Pedro M. Baeza, Enric Tobella, Miquel Raïch, Weblate, Ruchir Shukla, OCA-git-bot, oca-ci, JasminSForgeFlow

Odoo dependencies

odoo/odoo:

- account

- base_setup

- base

- web

- onboarding

- product

- mail

- bus

- uom

- portal

- digest

Python dependencies

None

System dependencies

None

Required by

account_due_list_payment_mode, account_payment_order, account_payment_purchase, account_payment_sale, contract_payment_mode, l10n_es_facturae

Description

This module adds a new object *account.payment.mode*, that is used to
better classify and route incoming/outgoing payment orders with the
banks.
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.

Code Analysis ⓘ

Views touched (16)

XML ID	Name	Model	Type	Status
`account_payment_method_form`	account_payment_method.form	account.payment.method	form	New
`account_payment_method_search`	account_payment_method.search	account.payment.method	search	New
`account_payment_method_tree`	account_payment_method.list	account.payment.method	list	New
`account_payment_mode_form`	account.payment.mode.form	account.payment.mode	form	New
`account_payment_mode_search`	account.payment.mode.search	account.payment.mode	search	New
`account_payment_mode_tree`	account.payment.mode.list	account.payment.mode	list	New
`report_invoice_payment_mode`	report_invoice_payment_mode	ir.ui.view	qweb	Inherits account.report_invoice_document
`res_config_settings_view_form`	res.config.settings.account.payment.mode	res.config.settings	form	Inherits account.res_config_settings_view_form
`view_account_invoice_filter`	account_payment_partner.account_invoice_search	account.move	search	Inherits account.view_account_invoice_filter
`view_account_invoice_report_search`	account.invoice.report.search	account.invoice.report	search	Inherits account.view_account_invoice_report_search
`view_account_journal_form`	usability.account_journal.form	account.journal	form	Inherits account.view_account_journal_form
`view_invoice_tree`	account_payment_partner.view_invoice_tree	account.move	tree	Inherits account.view_invoice_tree
`view_move_form`	account_payment_partner.view_move_form	account.move	form	Inherits account.view_move_form
`view_move_line_form`	account_payment_partner.move_line_form	account.move.line	form	Inherits account.view_move_line_form
`view_move_line_tree`	account.move.line.tree - Add payment mode	account.move.line	tree	Inherits account.view_move_line_tree
`view_partner_property_form`	account_partner_payment.partner_form	res.partner	form	Inherits account.view_partner_property_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (9)

New fields (1)

payment_mode_id Many2one → account.payment.mode
comodel_name='account.payment.mode' readonly=True string='Payment mode'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

company_id_account_payment_mode_constrains(self)
@api.constrains('company_id')

New fields (5)

bank_account_required Boolean
readonly=True related='payment_mode_id.payment_method_id.bank_account_required'
has_reconciled_items Boolean
compute='_compute_has_reconciled_items' help='Technical field for supporting the editability of the payment mode'
partner_bank_filter_type_domain Many2one → res.partner
comodel_name='res.partner' compute='_compute_partner_bank_filter_type_domain'
payment_mode_filter_type_domain Char
compute='_compute_payment_mode_filter_type_domain'
payment_mode_id Many2one → account.payment.mode
check_company=True comodel_name='account.payment.mode' compute='_compute_payment_mode_id' ondelete='restrict' precompute=True readonly=False store=True tracking=True

Public methods (2)

create(self, vals_list)
@api.model_create_multi
partner_banks_to_show(self)

New fields (1)

payment_mode_id Many2one → account.payment.mode
comodel_name='account.payment.mode' compute='_compute_payment_mode' index=True ondelete='restrict' readonly=False store=True

Public methods (1)

write(self, vals)
Propagate up to the move the payment mode if applies.

New fields (4)

active Boolean
default=True
bank_account_required Boolean
help='Activate this option if this payment method requires you to know the bank account number of your customer or supplier.'
code Char
help='This code is used in the code of the Odoo module that handles this payment method. Therefore, if you change it, the generation of the payment file may fail.' string='Code (Do Not Modify)'
payment_mode_ids One2many → account.payment.mode
comodel_name='account.payment.mode' inverse_name='payment_method_id' string='Payment modes'

Public methods (0)

No public methods.

New fields (15)

active Boolean
default=True
bank_account_link Selection
help="For payment modes that are always attached to the same bank account of your company (such as wire transfer from customers or SEPA direct debit from suppliers), select 'Fixed'. For payment modes that are not always attached to the same bank account (such as SEPA Direct debit for customers, wire transfer to suppliers), you should select 'Variable', which means that you will select the bank account on the payment order. If your company only has one bank account, you should always select 'Fixed'." required=True string='Link to Bank Account' args: [('fixed', 'Fixed'), ('variable', 'Variable')]
company_id Many2one → res.company
default=<expr> ondelete='restrict' required=True string='Company' args: 'res.company'
fixed_journal_id Many2one → account.journal
check_company=True domain="[('company_id', '=', company_id), ('type', 'in', ('bank', 'cash'))]" ondelete='restrict' string='Fixed Bank Journal' args: 'account.journal'
name Char
required=True translate=True
note Html
translate=True
payment_method_code Char
readonly=True related='payment_method_id.code' store=True
payment_method_id Many2one → account.payment.method
ondelete='restrict' required=True string='Payment Method' args: 'account.payment.method'
payment_type Selection
readonly=True related='payment_method_id.payment_type' store=True
refund_payment_mode_id Many2one → account.payment.mode
comodel_name='account.payment.mode' domain="[('payment_type', '!=', payment_type)]" help='This payment mode will be used when doing refunds coming from the current payment mode.' string='Payment mode for refunds'
sequence Integer
default=10
show_bank_account Selection
default='full' help='Show in invoices partial or full bank account number' selection=[('full', 'Full'), ('first', 'First n chars'), ('last', 'Last n chars'), ('no', 'No')]
show_bank_account_chars Integer
string='# of digits for customer bank account'
show_bank_account_from_journal Boolean
string='Bank account from journals'
variable_journal_ids Many2many → account.journal
column1='payment_mode_id' column2='journal_id' comodel_name='account.journal' domain="[('company_id', '=', company_id), ('type', 'in', ('bank', 'cash'))]" relation='account_payment_mode_variable_journal_rel' string='Allowed Bank Journals'

Public methods (4)

account_invoice_company_constrains(self)
@api.constrains('company_id')
account_move_line_company_constrains(self)
@api.constrains('company_id')
bank_account_link_constrains(self)
@api.constrains('bank_account_link', 'fixed_journal_id', 'payment_method_id')
company_id_variable_journal_ids_constrains(self)
@api.constrains('company_id', 'variable_journal_ids')

New fields (1)

keep_partner_bank_without_payment_mode Boolean
default=False help='When enabled, invoices without a payment mode will keep the bank account auto-selected by Odoo. When disabled, the bank account will be cleared if no payment mode is set.' string='Keep Bank Account Without Payment Mode'

Public methods (0)

No public methods.

New fields (1)

keep_partner_bank_without_payment_mode Boolean
readonly=False related='company_id.keep_partner_bank_without_payment_mode'

Public methods (0)

No public methods.

New fields (2)

customer_payment_mode_id Many2one → account.payment.mode
check_company=True comodel_name='account.payment.mode' company_dependent=True domain="[('payment_type', '=', 'inbound'),('company_id', '=', current_company_id)]" help='Select the default payment mode for this customer.'
supplier_payment_mode_id Many2one → account.payment.mode
check_company=True comodel_name='account.payment.mode' company_dependent=True domain="[('payment_type', '=', 'outbound'),('company_id', '=', current_company_id)]" help='Select the default payment mode for this supplier.'

Public methods (0)

No public methods.

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Code Analysis ⓘ

Views touched (16)

HTTP endpoints (0)

Models touched (9)

account.invoice.report Extends Model 1 field 0 methods AccountInvoiceReport · inherits account.invoice.report

account.journal Extends Model 0 fields 1 method AccountJournal · inherits account.journal

account.move Extends Model 5 fields 2 methods AccountMove · inherits account.move

account.move.line Extends Model 1 field 1 method AccountMoveLine · inherits account.move.line

account.payment.method Extends Model 4 fields 0 methods AccountPaymentMethod · inherits account.payment.method

account.payment.mode New model Model 15 fields 4 methods AccountPaymentMode · Payment Modes This corresponds to the object payment.mode of v8 with some important changes. It also replaces the object payment.method of the module sale_payment_method of OCA/e-commerce

res.company Extends Model 1 field 0 methods ResCompany · inherits res.company

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 2 fields 0 methods ResPartner · inherits res.partner