[IMP] accounting: Odoo 13 updates

- Credit Notes and Refunds (credit_notes)
- Batch Payments: SEPA Direct Debit (SDD) (batch_sdd)
These were also renamed.

accounting/receivables/customer_payments/batch_sdd.rst

@@ -0,0 +1,127 @@
+=======================================
+Batch Payments: SEPA Direct Debit (SDD)
+=======================================
+SEPA, the Single Euro Payments Area, is a payment-integration 
+initiative of the European Union for simplification of bank transfers
+denominated in EURO. With **SEPA Direct Debit**, your customers can 
+sign a **mandate** that authorizes you to collect future payments 
+from their bank accounts automatically.
+
+You can record your customer mandates in Odoo, and generate XML 
+files containing pending payments made with an SDD mandate.
+
+.. note::
+   | SDD is supported by all SEPA countries, which includes the 28 member states of the European Union as well as additional countries. 
+   | `List of all SEPA countries. <https://www.europeanpaymentscouncil.eu/document-library/other/epc-list-sepa-scheme-countries>`_
+
+Configuration
+=============
+Go to :menuselection:`Accounting --> Configuration --> Settings` 
+nd activate the **SEPA Direct Debit (SDD)** feature. Enter the 
+**Creditor Identifier** of your company. This number is provided 
+by your bank, or the authority responsible for delivering them. 
+
+.. image:: media/batch_sdd01.png
+   :align: center
+
+SEPA Direct Debit Mandates
+==========================
+Create a mandate
+----------------
+The SEPA Direct Debit Mandate is the document that your customers 
+sign to authorize you to collect money directly from their bank accounts.
+
+To create a new one, go to :menuselection:`Accounting --> Customers 
+--> Direct Debit Mandates`, click on *Create*, and fill out the 
+new mandate’s form. 
+
+.. image:: media/batch_sdd02.png
+   :align: center
+
+First, export the PDF file by clicking on *Print*. 
+It is then up to your customer to sign this document. 
+Once done, upload the signed file in the **Original Document** 
+field, and click on *Validate* to start running the mandate.
+
+.. tip:: 
+   First, make sure, that the **IBAN bank accounts details** 
+   are correctly recorded on the debtor’s contact form, under 
+   the *Accounting* tab, and in your own *Bank Account* settings.
+
+Close or revoke a mandate 
+-------------------------
+Direct Debit mandates are closed automatically after their *End Date*. 
+If this field is left blank, then the mandate keeps being *Active* 
+until it is *Closed* or *Revoked*.
+
+.. image:: media/batch_sdd03.png
+   :align: center
+
+Clicking on **Close** updates the mandate’s end day to the current day. 
+This means that invoices made after the present day won’t be processed 
+automatically with an SDD payment.
+
+Clicking on **Revoke** disables the mandate immediately. No SDD 
+payment can be registered anymore, regardless of the invoice’s date. 
+However, payments that have already been registered will still be 
+included to the next SDD XML file.
+
+.. note::
+   Once a mandate has been *closed* or *revoked*, it cannot be reactivated. 
+   If a customer requires to pay with SDD payments again, you will have 
+   to create a new mandate from scratch.
+
+Get paid with SDD Batch Payments
+================================
+Customer Invoices 
+-----------------
+All new posted invoice issued to customers with an active mandate 
+will automatically register payment and have their status marked as *Paid*.
+
+.. tip:: 
+   If you have unpaid invoices that could be paid with a new mandate, 
+   it is still possible to do it. Go on the invoice, click on *Register Payment* 
+   and choose *SEPA Direct Debit* as payment method.
+
+Generate SEPA Direct Debit XML files to submit payments
+-------------------------------------------------------
+To submit your SDD payments to your bank, you will first generate an 
+**XML file** that can be uploaded directly to your bank interface.
+
+The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02** 
+specifications as required by the SEPA customer-to-bank Implementation Guidelines, 
+which ensures compatibility with the banks.
+
+To generate your XML file for the pending SDD payments, go to the related 
+*bank journal* on your *Accounting dashboard*, then click on 
+*Direct Debit Payments to Collect*.
+
+.. image:: media/batch_sdd04.png
+   :align: center
+
+Select all the payments in the list that you want to include in 
+your SDD XML file, then click on *Action* and select *Create Batch Payment*.
+
+.. image:: media/batch_sdd05.png
+   :align: center
+
+Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* 
+and then download the SDD XML file.
+
+.. image:: media/batch_sdd06.png
+   :align: center
+
+Finally, upload this file to your bank to process the payments.
+
+.. tip::
+   You can retrieve all the generated SDD XML files by going to
+   :menuselection:`Accounting --> Configuration --> Customers --> Batch Payments`.
+
+.. seealso::
+   * :doc:`../../bank/setup/create_bank_account`
+   * `Odoo Academy: SEPA Direct Debit Mandates (SDD) <https://www.odoo.com/r/Zxs>`_
+   * `List of all SEPA countries. <https://www.europeanpaymentscouncil.eu/document-library/other/epc-list-sepa-scheme-countries>`_
+
+
+
+