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[IMP] payment providers/sepa: minor improvements

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task-4988042

closes odoo/documentation#14220

X-original-commit: 3a42a592cc
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
Audrey (auva)
2025-08-01 10:06:09 +00:00
parent 6703f19312
commit 4a6016a116
2 changed files with 23 additions and 12 deletions
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5
content/applications/finance/accounting/payments/batch_sdd.rst
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@@ -89,6 +89,8 @@ Once an |sdd| mandate is active, subsequent |sdd| payments can be generated via
active |sdd| mandate can also use this payment method for :doc:`online purchases
<../../payment_providers/sdd>`.
.. _accounting/batch_sdd/close-revoke-mandate:
Closing or revoking a mandate
-----------------------------
@@ -104,7 +106,8 @@ date. However, payments that have already been registered are still included in
XML file <accounting/batch_sdd/XML>`.
.. warning::
Closed or revoked mandates cannot be reactivated.
- Mandates are automatically closed 36 months after the date of the last collection.
- Closed or revoked mandates cannot be reactivated.
.. _accounting/batch_sdd/XML:

30
content/applications/finance/payment_providers/sdd.rst
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@@ -9,8 +9,8 @@ facilitates standardized and simplified electronic payments in euros across part
SEPA Direct Debit (SDD) is a payment provider that allows future payments to be collected from
customers' bank accounts based on a signed :ref:`SEPA Direct Debit mandate
<accounting/batch_sdd/sdd_mandates>`. This mandate authorizes the recipient to automatically
initiate one-time or :doc:`recurring </applications/sales/subscriptions>` payments using |sdd|.
<accounting/batch_sdd/sdd_mandates>`. This is particularly useful for recurring payments based on a
:doc:`subscription </applications/sales/subscriptions>`.
.. important::
To use the SEPA Direct Debit (SDD) payment provider and create :ref:`SEPA Direct Debit mandates
@@ -21,7 +21,12 @@ initiate one-time or :doc:`recurring </applications/sales/subscriptions>` paymen
:guilabel:`Creditor Identifier` must be defined in the :ref:`Accounting or Invoicing settings
<accounting/batch_sdd/sepa-configuration>`.
To configure **SEPA Direct Debit**:
.. _sdd/configuration:
Configuration
=============
To configure **SEPA Direct Debit**, follow these steps:
#. :ref:`Navigate to the SEPA Direct Debit payment provider <payment_providers/supported_providers>`.
#. In the :guilabel:`Configuration` tab, select whether the memo or :guilabel:`Communication` to be
@@ -60,16 +65,19 @@ Customers selecting |sdd| as a payment method are prompted to enter their IBAN t
The |sdd| mandate is then automatically created in :guilabel:`Draft` based on the provided IBAN. To
validate the information, customers must confirm each new mandate with a successful bank transfer of
the expected amount **using the specified payment reference (communication)**. Once this initial
payment is received and reconciled, the mandate is automatically validated and updated to the
:guilabel:`Active` status. Once a mandate is active, it is reused for all subsequent payments made
with the |sdd| payment method. You can then collect them by :ref:`uploading them to your online
banking interface <accounting/batch_sdd/XML>`.
the expected amount **using the specified payment reference (communication)** defined in the
:ref:`SEPA Direct Debit payment provider's form <sdd/configuration>`. Once this initial payment is
received and :doc:`reconciled <../accounting/bank/reconciliation>`, the mandate is automatically
validated and updated to the :guilabel:`Active` status. Once a mandate is active, it is reused for
all subsequent payments made with the |sdd| payment method. You can then collect them by
:ref:`uploading them to your online banking interface <accounting/batch_sdd/XML>`.
.. seealso::
:doc:`../accounting/payments/batch_sdd`
.. note::
|sdd| is also available as a payment method through other providers, such as :doc:`stripe`,
:doc:`adyen`, and :doc:`buckaroo`. In these cases, |sdd| mandates are handled externally by the
payment provider.
- Mandates are automatically :ref:`closed <accounting/batch_sdd/close-revoke-mandate>` 36 months
after the date of the last collection.
- |sdd| is also available as a payment method through other providers, such as
:doc:`adyen`, :doc:`buckaroo`, and :doc:`stripe`. In these cases, |sdd| mandates are handled
externally by the payment provider.