[ADD] accounting/l10n: new localization page for India
closes odoo/documentation#1940 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com> Co-authored-by: Jonathan Castillo <jcs@odoo.com>
@ -15,6 +15,7 @@ Localizations
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localizations/egypt
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localizations/france
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localizations/germany
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localizations/india
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localizations/indonesia
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localizations/italy
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localizations/italy_IT
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@ -0,0 +1,189 @@
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=====
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India
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=====
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.. _india/installation:
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Installation
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============
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:ref:`Install <general/install>` the following modules to get all the features of the Indian
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localization:
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Indian - Accounting`
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- `l10n_in`
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- Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>`
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* - :guilabel:`Indian E-invoice Integration`
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- `l10n_in_edi`
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- :ref:`Indian e-invoicing integration <india/e-invoicing>`
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.. _india/e-invoicing:
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Indian e-invoicing
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==================
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Odoo is compliant with the **Indian Good and Services Tax (GST) e-Invoice system** requirements.
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.. important::
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Indian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
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</administration/upgrade>` your database.
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.. _india/e-invoicing-api:
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Registration on your NIC e-Invoice web portal
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---------------------------------------------
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You must register on the **NIC e-Invoice** web portal to get your **API credentials**. You need
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these credentials to :ref:`configure your Odoo Accounting app <india/e-invoicing-configuration>`.
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#. Login to the NIC e-Invoice web portal on - https://einvoice1.gst.gov.in/ by clicking on
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`.
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.. note::
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If you have already registered on the NIC Eway Bill Production portal, then you can use the
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same login credentials here.
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.. image:: india/e-invoice-system-login.png
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:align: center
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:alt: Register Odoo ERP system on e-invoice web portal
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#. From your dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API
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User`.
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.. image:: india/e-invoice-create-api-user.png
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:align: center
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:alt: Click on User Credentials and Create API User
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#. After that, you receive an :abbr:`OTP (one-time password)` code to your registered mobile number.
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#. Enter the OTP code and click on :guilabel:`Verify OTP`.
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.. image:: india/trigger-otp.png
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:align: center
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:alt: Trigger an OTP to your registerd phone number
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#. Select :guilabel:`Through GSP` in the first field, select :guilabel:`Tera Software Limited`
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as your GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API.
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.. image:: india/submit-api-registration-details.png
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:align: center
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:alt: Submit API specific Username and Password
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#. Click on :guilabel:`Submit`.
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.. _india/e-invoicing-configuration:
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Configuration on Odoo
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---------------------
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To set up the e-invoice service, go to :menuselection:`Accounting --> Configuration --> Settings -->
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Indian Electronic Invoicing`, and enter the :guilabel:`Username` and :guilabel:`Password`.
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.. image:: india/e-invoice-setup.png
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:align: center
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:alt: Setup e-invoice service
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.. _india/e-invoicing-journals:
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Journals
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~~~~~~~~
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Your default *sales* journal should be already configured correctly. You can check it or configure
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other journals by going to :menuselection:`Accounting --> Configuration --> Journals`. Then, open
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your *sales* journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data
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Interchange`, check :guilabel:`E-Invoice (IN)` and :guilabel:`Save`.
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.. image:: india/journal-configuration.png
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:align: center
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:alt: Journal configuration
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.. _india/e-invoicing-workflow:
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Workflow
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--------
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To start invoicing from Odoo, an invoice must be created using the standard invoicing flow, that is,
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either from a sales order or the invoice menu in the Accounting application.
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.. _india/invoice-validation:
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Invoice validation
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~~~~~~~~~~~~~~~~~~
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Once the invoice is validated, a confirmation message is displayed at the top.
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Odoo automatically uploads the JSON-signed file to the government portal after a while. If you want
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to process the invoice immediately, you can click on :guilabel:`Process Now`.
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.. image:: india/e-invoice-process.png
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:align: center
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:alt: Indian e-invoicing confirmation message: "The invoice will be processed asynchronously by
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the following E-invoicing service : E-Invoice (IN)"
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.. note::
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- You can find the JSON-signed file in the attached files, in the chatter.
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- You can check the status of EDI with web-service under the :guilabel:`EDI Document` tab or the
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:guilabel:`Electronic invoicing` field.
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.. _india/invoice-pdf-report:
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Invoice PDF Report
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~~~~~~~~~~~~~~~~~~
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Once the invoice is submitted and validated, you can print the invoice PDF report. The report
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includes the :abbr:`IRN (Invoice Reference Number)`, acknowledgment number and date, and QR code.
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They certify that the invoice is a valid fiscal document.
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.. image:: india/invoice-report.png
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:align: center
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:alt: IRN and QR code
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.. _india/edi-cancellation:
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EDI Cancellation
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~~~~~~~~~~~~~~~~
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If you want to cancel an e-invoice, go to the :guilabel:`Other info` tab of the invoice and fill out
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the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on
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:guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field
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changes to :guilabel:`To Cancel`.
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.. image:: india/e-invoice-cancellation.png
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:align: center
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:alt: cancel reason and remarks
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.. note::
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If you want to abort the cancellation before processing the invoice, then click on
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:guilabel:`Call Off EDI Cancellation`.
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Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to the
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government portal. If you want to process the invoice immediately, you can process it by clicking on
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:guilabel:`Process Now`.
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.. _india/verify-e-invoice:
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Verify the e-invoice from the GST
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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After submitting an e-invoice, you can also verify the signed invoice from the GST e-Invoice system
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website.
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#. Download the JSON file from the attached files.
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#. Open the e-invoice portal: https://einvoice1.gst.gov.in/ and go to :menuselection:`Search -->
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Verify Signed Invoice`.
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#. Select the JSON file and submit it.
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.. image:: india/verify-invoice.png
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:align: center
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:alt: select the JSON file for verify invoice
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#. You can check the verified signed e-invoice here.
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.. image:: india/signed-invoice.png
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:align: center
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:alt: verified e-invoice
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