add billing entity docs
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Tobias Brunner 2025-06-05 10:58:12 +02:00
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= Web Portal Billing Entities
Billing entities are used to connect an invoice address in Odoo to an organization in Servala.
When creating a new organization, the billing information is required to be added.
== Existing Billing Address
With the email address of the currently logged-in user, Odoo is searched for existing `res.partner` records and presented in the dropdown.
Search is done this way:
* `res.partner` records created by a matching Odoo user.
* User email matches an invoice address or contact address
== New Billing Address
When choosing to add a new billing address, two new records are created in the Odoo `res.partner` model:
* A record with the field `company_type = company`
* A record with the following field configuration:
** `company_type = person`
** `type = invoice`
** `parent_id = company_id`
The resulting database IDs are stored in the Servala portal database for referencing the records in Odoo.