Sale Order With Banking Details
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
Features
- 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 20.0.1.0.0 | Released on : 15th September 2026
- 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/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
