Odoo Sale Order With Banking Details

Bank Details on Every Quotation, Automatically — No More Manually Retyping Account Numbers

Customers ready to pay a quotation shouldn't have to email back asking where to send the money. Odoo Sale Order With Banking Details solves that by adding your company's bank information directly to the sale order PDF report — configure it once at the company level, and every quotation that goes out automatically includes the right account details.

Why Does Your Business Need a Dedicated Odoo Banking Details Module?

Manually typing bank account details onto every quotation — or worse, forgetting to include them and delaying payment — is an easy problem to avoid but an easy one to overlook without a dedicated setup. The best Odoo module for bank details on quotations is one that configures the information once and applies it automatically going forward, rather than relying on someone remembering to add it to each document. Odoo Sale Order With Banking Details does exactly that, pulling company-level bank details straight into the sale order's PDF report with no manual step needed at the point of sending.

Key Features of Odoo Sale Order With Banking Details

Add Multiple Bank Details at the Company Level

Configure more than one bank account on the company record, supporting businesses that operate multiple accounts — different currencies, different banks, or different regions.

Automatic Inclusion on Sale Order Reports

Once configured, bank details are automatically included in the quotation PDF, so there's no manual step required each time a sale order is generated.

One-Time Setup

Bank details are added and configured once at the company level, after which every relevant quotation includes them without further action.

Easy Integration with Existing Sale Order Reports

The banking details are added directly into the standard sale order PDF report, so no separate document or attachment is needed to communicate payment information.

Benefits of Odoo Sale Order With Banking Details

Faster Customer Payments

Customers see exactly where to send payment right on the quotation, removing a step that could otherwise delay payment while they wait for account details.

Fewer Manual Errors

Automatic inclusion of bank details eliminates the risk of a typo or a forgotten field when manually adding payment information to a document.

Professional, Complete Documentation

Quotations that already include everything a customer needs to pay look more complete and professional than ones requiring a follow-up email.

Support for Multi-Bank Businesses

Businesses with more than one bank account can configure all of them once, rather than manually managing which details go on which document.

How Odoo Sale Order With Banking Details Works

Step 1: Add Bank Details to the Company Record

Enter the company's bank account information, including support for multiple accounts if the business uses more than one.

Step 2: Configure the Setting Once

Set up the banking details configuration a single time at the company level — this is how to add bank details to an Odoo sale order without repeating the setup for every document.

Step 3: Generate a Sale Order as Normal

Create quotations through the standard Odoo sales process without any extra steps.

Step 4: Bank Details Appear Automatically

The configured bank information is automatically included in the sale order's PDF report.

Step 5: Send the Quotation With Payment Details Included

The customer receives a complete quotation with payment information already in place, ready to act on.

Frequently Asked Questions

What does Odoo Sale Order With Banking Details actually do?

It adds a company's bank account details directly into the sale order PDF report, automatically, once the details are configured at the company level.

Do I need to add bank details to every quotation manually?

No — the bank details are configured once at the company level and then included automatically on every relevant sale order going forward.

Can I configure more than one bank account?

Yes — the module supports adding multiple bank details at the company level, useful for businesses operating multiple accounts.

Where do the bank details appear on the document?

They appear directly within the standard sale order PDF report, alongside the rest of the quotation content.

Does this require reconfiguration for each new sale order?

No — once set up at the company level, the configuration applies automatically to future quotations without repeating the setup.

Is this useful for businesses that operate in multiple currencies or regions?

Yes — supporting multiple bank accounts at the company level makes it easier to present the right account details depending on the business's setup.

Modules Similar to Odoo Sale Order With Banking Details

Odoo Sale Order With Banking Details pairs naturally with other CodersFort sales document and finance modules. For streamlining how purchase data flows into new sales, Odoo Purchase Order to Sale Order simplifies procurement-to-sales handoffs without re-entering data.

For adding visual context directly to a sale order line, Odoo Sale Order Line Webcam lets users attach a webcam photo to specific line items. For businesses that also process payments by cheque alongside bank transfers, Odoo Bank Cheque Management brings structured tracking to cheque-based transactions.

For keeping legal and payment terms consistent across sales documents, Odoo Terms and Conditions manages standardized terms directly within Odoo. Together, these modules extend Odoo's sales documentation — from banking and payment details to visual context and legal terms on every quotation.

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