The need
In standard Odoo, the printed invoice only carries a payment line and the account it mentions depends on the journal used. As soon as you have several banks or a factoring contract, every invoice has to be checked before it goes out. One mistake and the customer pays into the wrong account, which delays the cash and complicates reconciliation.
What the module does
On your company's bank account form, the "Default" box marks the account to propose and the "Notes or Subrogation" field holds the wording your factor requires. Every new sales order picks up that account in "Recipient Bank", which you can change at will. The invoice created from the order inherits the same account and its drafts follow if you change it on the order. Once posted, the invoice prints a "Bank details" block with the IBAN, the BIC and the note. Quotations and orders can print the same block through an option set per company.
What you gain
An account proposed for you
The account ticked "Default" lands on the company's customer orders and invoices by itself. No more picking it document by document.
Full details on the PDF
The posted invoice shows a dedicated block with the account's IBAN, BIC and note. Your customer has everything needed to pay.
Factoring covered
The assignment notice entered on the account is printed below the details. A credit note only prints it when the account carries that notice.
The order drives the invoice
The account chosen on the sales order moves to its invoices. Change it later and the invoices still in draft are updated.
Your manual choice is kept
An account picked by hand on a draft invoice is not replaced when you edit the lines. It only changes if the customer, company, journal or payment method changes.
Quotations if you wish
A Sales setting decides whether quotations and orders also print the details. Each order can override it.
How it works
Open the company's bank account
From your company record, open the bank account that should receive customer payments.
Tick "Default"
Tick the box and, if you work with a factor, type its wording in "Notes or Subrogation".
Decide for quotations
In Settings > Sales, tick or untick "Show Bank Details on Quotes/Orders".
Sell and invoice
Create the order then the invoice as usual: the account is already filled in and its details are on the PDF.
Screenshots
Frequently asked questions
Odoo looks in this order: the account picked by hand, the one of the customer's payment method, the company default, then the sales journal's.
Not in this version: the reference is each company's default account. You can still pick another account on an order or a draft invoice.
Yes. Each company has its own default account and a document only accepts accounts of its own company.
A credit note only prints the bank block when the company account carries a subrogation note. Otherwise Odoo prints it as usual.
Users with at least the Invoicing access right in Accounting see and edit the field on the order.
No. The module runs on Community and Enterprise with the Invoicing and Sales apps.
Coming from Odoo 17 or earlier, the bank used most per company becomes its default account, unless the company already had one.
Invoices go back to Odoo's standard print. The "Default" box and the notes disappear from bank accounts.
Scope
The module handles the recipient bank account of customer quotations, sales orders, invoices and credit notes, company by company. Vendor documents keep Odoo's standard behaviour.
Technical sheet
- Technical name
- auguria_iban_on_invoice
- Odoo versions
- 14.0, 15.0, 16.0, 17.0, 18.0, 19.0, 20.0
- Application
- Accounting
- Dependencies
- account, sale
- Licence
- LGPL-3
- Published by
- ANOR
Disclaimer — This module is provided "as is", without warranty of any kind. ANOR Group shall not be held liable for any direct or indirect damages resulting from its use, its installation or its modification by a third party, nor from its use outside the scope of a contractual ANOR service.