Import the externe payments for reconciliations
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
- Completed by