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Community Enterprise Odoo.sh

Sale Order With Banking Details

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This module makes it easy to send bank details along with the sale order in a PDF file. You just add the bank details, and configure the settings once, and the bank details will be automatically included when sending the quotation. You also can send bank details with the sales order in a pdf format.

Hot Features

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Bank Details from Sale Order
Send Bank Details with a Quotation
Manage record in chatter

Features

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  • You can send bank details in a pdf file from the sale order.
  • Easy to send and manage records in chatter.
  • Easy to set up bank details in a company.
  • You can send bank details with a quotation by email.

Go to contacts configurations ==> click on Bank menu ==> Add bank details.


You can see bank account details inside the company Bank Accounts Details tab.


In the sale order, you can see the bank details button inside the print button.


Bank detail report in PDF view.


In the sales setting tick the Send Bank Details option for sending pdf by email.


In the sales quotation click on the Send By Email button.


In the wizard, select the bank account and the pdf with bank details attached and click on the send button.


Email sent with the attachments.
You can see the attached PDF file in the attachments tab of the email.


You can see the sent email attachments in the sale order chatter as PDF attachments.

Version 15.0.1 | Released on : 23rd February 2024

Initial   Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
Sale Order With Banking Details v14

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