27 lines
937 B
Text
27 lines
937 B
Text
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= Web Portal Billing Entities
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Billing entities are used to connect an invoice address in Odoo to an organization in Servala.
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When creating a new organization, the billing information is required to be added.
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== Existing Billing Address
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With the email address of the currently logged-in user, Odoo is searched for existing `res.partner` records and presented in the dropdown.
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Search is done this way:
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* `res.partner` records created by a matching Odoo user.
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* User email matches an invoice address or contact address
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== New Billing Address
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When choosing to add a new billing address, two new records are created in the Odoo `res.partner` model:
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* A record with the field `company_type = company`
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* A record with the following field configuration:
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** `company_type = person`
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** `type = invoice`
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** `parent_id = company_id`
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The resulting database IDs are stored in the Servala portal database for referencing the records in Odoo.
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