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 is_company = False

  • A record with the following field configuration:

    • is_company = False

    • type = invoice

    • parent_id = company_id

The resulting database IDs are stored in the Servala portal database for referencing the records in Odoo.