31 lines
1.1 KiB
Markdown
31 lines
1.1 KiB
Markdown
# Account Banking Mandate Batch Create
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Adds a contextual server action **Create SEPA mandates** to the Contacts
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(`res.partner`) list and form views.
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## Usage
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1. Go to *Contacts* (or *Accounting → Customers*), switch to list view.
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2. Filter the partners you want (e.g. your members: `is_client = True`).
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3. Select them (tick the header checkbox to select all).
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4. *Actions → Create SEPA mandates*.
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For each selected partner the action:
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- takes the partner's first bank account (`bank_ids[:1]`),
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- creates a recurrent SEPA Core mandate (`format=sepa`, `type=recurrent`,
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`scheme=CORE`) with today's signature date,
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- validates it (state → *valid*).
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Partners with no bank account, or that already have a draft/valid mandate,
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are skipped. A notification reports created / skipped counts.
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> **Legal note:** only create mandates for members who have actually
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> authorised the direct debit. Adjust the signature date in
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> `data/server_action.xml` if you need the real authorisation date.
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## Requirements
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Depends on `account_banking_sepa_direct_debit` (OCA `bank-payment`), which
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pulls in `account_banking_mandate`, `account_payment_order` and
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`account_payment_mode`.
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