Change default recipient bank in Customer invoice

Question

In customer invoices (v15) how to change default Recipient Bank - as shown on screenshot

Thank you!

As everything in Odoo I believe this could be solved using code. I haven't been able to find where in configuration this can be changed and that's why I'm asking for help. Do you think this is against community guidelines? — Matija Amondi, May 16 '23 at 07:07

score 1 · Accepted Answer · answered May 16 '23 at 13:04

1

You can change it from Partner form, Open your company partner and then from Accounting tab, you can add and remove bank accounts under bank accounts group as you can see in the below image.

Note: If you have multiple bank accounts, you can drag and drop the bank account (you want to use as default in invoices) to the beginning of the list so Odoo will use it as default bank account in invoices.

answered May 16 '23 at 13:04

Waleed Mohsen

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Yes, this could work but I was asking for default account when creating new invoice (not default for customer but general default) and the answer is ordering in Bank Accounts (thank you - this is first meaningfull answer) – Matija Amondi May 17 '23 at 08:29
This is not default for customer, You will add bank accounts to your company partner only. – Waleed Mohsen May 17 '23 at 15:58
True, set your answer as correct one. Thank you Waleed! – Matija Amondi May 19 '23 at 11:31

score 0 · Answer 2 · answered May 17 '23 at 08:30

0

The key is in the ordering of Bank Accounts

Go to Contacts > Configuration > Bank Accounts and for your company drag the bank account that needs to be default in the first place (screenshot only for reference)

answered May 17 '23 at 08:30

Matija Amondi

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Change default recipient bank in Customer invoice

2 Answers2