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.