account_customer_wallet

Account Customer Wallet

Allow customers to pay using a wallet which is tracked by the company.

Table of contents

• Configuration
• Changelog
  • 12.0.1.2.0 (2022-07-08)
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Configuration

Setting this up requires a few careful steps:

• Make sure your user has access to all accounting features.
• Create an account (Customer Wallet) that is a liability.
• Create a journal (Customer Wallet). Enable the 'Customer Wallet Journal' toggle, set the Bank Account to the previously created account, and in the payment methods (both incoming and outgoing), set the Outstanding Receipts and Outstanding Payments accounts to the previously created account. You may need to toggle the visibility of these fields in the tables.
• In the Invoicing settings, set the Customer Wallet Account to the previously created account.
• (Optional) Create a product (Wallet Product), and enable the Wallet Product toggle. Set the income and expense account to the previously created account.

Changelog

12.0.1.2.0 (2022-07-08)

Misc

• #237

12.0.1.1.0 (2022-06-23) Features

• Make customer_wallet_balance searchable, and add a filter for non-zero balances. (#235)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Coop IT Easy SC
• GRAP

Contributors

• Coop IT Easy SC:
  • Carmen Bianca Bakker

Maintainers

This module is part of the coopiteasy/addons project on GitHub.

You are welcome to contribute.