Import the externe payments for reconciliations

Registered by Joël Grand-Guillaume @ camptocamp on 2011-06-07

The goal here is to provide a generic way to import payments from different offices.

Trouble:

- Importing payments from paypal, Visa or others services is a manual boring operation
- No unique way to deal with that
- In E-Commerce, we are in the situation that we need "2" reconciliations : one for the client (and his invoice) and one for the office (from paypal or visa) to reconcile the "effective" amount received on the bank and also deal with the comissions.

Solution:

- Use standard connector payment mode to create the payments lines
- Import the entries from the payment offices (paypal,..) to make the reconciliation of the customer payment and the invoice + manage comission
- When importing the bank statement from our bank, make the reconciliation between the office (paypal,..) and the bank.

- Camptocamp provide a way to import a generic file from the office (paypal, ...) and make the reconciliation (through a wizard and a bank statement)
- Akretion provide a way to define rules for reconciliation and schedule the task

=> We need to package our work in a single module :)

Blueprint information

Status:
Started
Approver:
None
Priority:
Medium
Drafter:
None
Direction:
Needs approval
Assignee:
Joël Grand-Guillaume @ camptocamp
Definition:
Approved
Series goal:
None
Implementation:
Started
Milestone target:
None
Started by
Joël Grand-Guillaume @ camptocamp on 2011-06-07

Related branches

Sprints

Whiteboard

(?)

Work Items

This blueprint contains Public information 
Everyone can see this information.

Subscribers

No subscribers.