diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations.rst b/content/applications/finance/accounting/fiscal_localizations/localizations.rst index 53b456697..bba43a141 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations.rst @@ -18,7 +18,6 @@ Localizations localizations/india localizations/indonesia localizations/italy - localizations/italy_IT localizations/kenya localizations/luxembourg localizations/mexico diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst index 03dccee07..ab75d446b 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst @@ -2,78 +2,463 @@ Italy ===== -Allow the user to generate the EDI document for Italian invoicing. - -This module allows the creation of the EDI documents and the communication with the SDICoop web -service of FatturaPA to send or receive invoices and notifications. - -.. warning:: - Once this module is installed, it's no longer possible to send invoices via :ref:`PEC mails - `. - -SDICoop -======= +.. _italy/modules: Configuration -------------- +============= -Setup the Codice Destinatario on FatturaPA -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +:ref:`Install ` the following modules to get all the features of the Italian +localization: -To receive invoices and notifications from third parties, you need to inform the FatturaPA service -that Odoo is the allowed party to process files for you. To do so, you must setup Odoo's *Codice -Destinatario* on the FatturaPA portal. The *Codice Destinatario* is ``K95IV18``. +.. list-table:: + :header-rows: 1 + :stub-columns: 1 -#. Go to https://ivaservizi.agenziaentrate.gov.it/portale/ and authenticate. -#. Go to section :menuselection:`Fatture e Corrispettivi`. -#. Set the user as Legal Party for the VAT number you wish to configure the electronic adress. + * - Name + - Technical name + - Description + * - Italy - Accounting + - `l10n_it` + - Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>` + * - Italy - E-invoicing + - `l10n_it_edi` + - e-invoice implementation + * - Italy - E-invoicing (SdiCoop) + - `l10n_it_edi_sdicoop` + - Web service e-invoice implementation + * - Italy - Accounting Reports + - `l10n_it_reports` + - Country-specific reports + * - Italy - Stock DDT + - `l10n_it_stock_ddt` + - Transport documents - Documento di Trasporto (DDT) + +.. warning:: + Once the `l10_it_edi_sdicoop` module is installed, sending invoices via PEC mails is no longer + possible. + +.. image:: italy/italy-modules.png + :align: center + :alt: Italian localization modules + +Company information +------------------- + +Configuring the company's information ensures your Accounting database is properly set up. To add +information, go to :menuselection:`Settings --> General Settings`, and in the :guilabel:`Companies` +section, click :guilabel:`Update info`. From here, fill out the fields: + +- :guilabel:`Address`: the address of the company; +- :guilabel:`VAT`: VAT of the company; +- :guilabel:`Codice Fiscale`: the fiscal code of the company; +- :guilabel:`Tax System`: the tax system under which the company falls; +- :guilabel:`PEC address email`: the certified email address of the company. + +.. image:: italy/italy-company.png + :align: center + :alt: Company information to provide + +PEC mail +-------- +The **PEC email** is a specific type of **certified** email providing a legal equivalent to the +traditional registered mail. The **PEC email** of the main company must be the same as the one +registered by the **Agenzia delle Entrate** authorities. + +E-invoicing +----------- + +The :abbr:`SdI (Sistema di Interscambio)` is the electronic invoicing system used in Italy. It +enables to send and receive electronic invoices to and from customers. The documents must be in XML +format and formally validated by the system before being delivered. + +To be able to receive invoices and notifications, the :abbr:`SdI (Sistema di Interscambio)` service +must be notified that the user's files are to be sent to **Odoo** and processed on their behalf. To +so, you must set up Odoo's :guilabel:`Codice Destinatario` on the **Agenzia Delle Entrate** +portal. + +#. Go to https://ivaservizi.agenziaentrate.gov.it/portale/ and authenticate; +#. Go to section :menuselection:`Fatture e Corrispettivi`; +#. Set the user as Legal Party for the VAT number you wish to configure the electronic address; #. In :menuselection:`Servizi Disponibili --> Fatturazione Elettronica --> Registrazione - dell’indirizzo telematico dove ricevere tutte le fatture elettroniche`, input Odoo's Codice - Destinatario (**K95IV18**), then confirm. + dell’indirizzo telematico dove ricevere tutte le fatture elettroniche`, insert Odoo's + :guilabel:`Codice Destinatario` `K95IV18`, and confirm. -Give Odoo permission to process files -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Electronic Data Interchange (EDI) +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Since the files are transmitted through Odoo's server before being sent to SDICoop or received by -your database, you need to authorize Odoo to process your files from your database. +Odoo uses the **FatturaPA** :abbr:`EDI (Electronic Data Interchange)` format for the Italian +localization and is enabled on the default journals when installed. When the **file processing +authorization** has been set, all **invoices** and **bills** are automatically sent. -To do this, go to :menuselection:`Accounting --> Settings --> Electronic Invoicing` and click on -*Register*. +.. note:: + You can :ref:`enable electronic invoicing for other sales and purchase journals + ` than the default ones. -.. image:: italy/register.png - :align: center - :alt: Register button to allow Odoo to process invoices. +You can check the current status of an invoice by the :guilabel:`Electronic invoicing` field. The +XML file can be found in the **chatter** of the invoice. -.. Note:: - All your files are encrypted upon reception in such a way that only you are able to decrypt them. - -Enable FatturaPA on the Sales journal -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -Open your sales journal. Under the *Advanced Settings* tab, in the **Electronic invoicing** field, -check *FatturaPA* and *Save*. - -.. image:: italy/journal.png - :align: center - :alt: FatturaPA feature in the sales journal's settings - -Issue invoices --------------- - -Send an invoice the way you would do it normally. The EDI process proceeds automatically. - -.. image:: italy/sending.png - :align: center - :alt: Asynchronous sending on a customer invoice - -You can check the current status of your customer invoice under the **Electronic invoicing** field. - -.. image:: italy/processing.png +.. image:: italy/italy-test.png :align: center :alt: Electronic invoicing status (waiting for confirmation) +.. seealso:: + :doc:`../../receivables/customer_invoices/electronic_invoicing` -Receive invoices -~~~~~~~~~~~~~~~~ +File processing authorization (Odoo) +------------------------------------ -This process is ran automatically once a day. +Since the files are transmitted through Odoo's server before being sent to the :abbr:`SdI (Sistema +di Interscambio)` or received by your database, you need to authorize Odoo to process your files +from your database. To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> +Electronic Document Invoicing`. + +There are **three** modes available: + +:guilabel:`Demo` + This mode simulates an environment in which invoices are sent to the government. In this mode, + invoices need to be *manually* downloaded as XML files and uploaded to the **Agenzia delle + Entrate**'s website. +:guilabel:`Test (experimental)` + This mode sends invoices to a non-production (i.e., test) service made available by the **Agenzia + delle Entrate**. Saving this change directs all companies on the database to use this + configuration. +:guilabel:`Official` + This is a production mode that sends your invoices directly to the **Agenzia delle Entrate**. + +Once a mode is selected, you need to accept the **terms and conditions** by ticking :guilabel:`Allow +Odoo to process invoices`, and then :guilabel:`Save`. You can now record your transactions in Odoo +Accounting. + +.. warning:: + Selecting either :guilabel:`Test (experimental)` or :guilabel:`Official` is **irreversible**. + Once in :guilabel:`Official` mode, it is not possible to select :guilabel:`Test (experimental)` + or :guilabel:`Demo`, and same for :guilabel:`Test (experimental)`. We recommend creating a + separate database for testing purposes only. + +.. note:: + When in :guilabel:`Test (Experimental)` mode, all invoices sent *must* have a partner using one + of the following fake :guilabel:`Codice Destinatario` given by the **Agenzia Delle Entrate**: + `0803HR0` - `N8MIMM9` - `X9XX79Z`. Any real production :guilabel:`Codice Destinario` of your + customers will not be recognized as valid by the test service. + +.. image:: italy/italy-edi.png + :align: center + :alt: Italy's electronic document invoicing options + +Taxes configuration +=================== + +Many of the e-invoicing features are implemented using Odoo's tax system. As such, it is very +important that taxes are properly configured in order to generate invoices correctly and handle +other billing use cases. For example, specific configurations are required for the **reverse +charge** type of taxes. In case of a **reverse charge** tax, the seller does *not* charge the +customer for the VAT but, instead, the customer pays the VAT *themselves* to their government. There +are **two** main types: + +- :ref:`external reverse charge `; +- :ref:`internal reverse charge `. + +.. _italy/external-reverse: + +External reverse charge +----------------------- + +Invoices +~~~~~~~~ + +To make an export invoice, make sure that the invoice lines all use a tax configured for **reverse +charge**. The **Italian** localization contains an **example** of a reverse charge tax for export in +the EU to be used as reference (`0% EU`, invoice label `00eu`), which can be found under +:menuselection:`Accounting --> Configuration --> Taxes`. Exports are exempt from VAT, and therefore +**reverse charge** taxes require the :guilabel:`Has exoneration of tax (Italy)` option ticked, with +both the :guilabel:`Exoneration` kind and :guilabel:`Law Reference` filled in. + +.. image:: italy/italy-tax.png + :align: center + :alt: External reverse charge settings + +.. note:: + If you need to use a different kind of :guilabel:`Exoneration`, click :menuselection:`Action --> + Duplicate` within the tax menu to create a copy of an existing similar tax. Then, select another + :guilabel:`Exoneration`, and :guilabel:`Save`. Repeat this process as many times as you need + different kind of :guilabel:`Exoneration` taxes. + +.. tip:: + **Rename** your taxes in the :guilabel:`Name` field according to their :guilabel:`Exoneration` to + differentiate them easily. + +On your invoice, select the corresponding tax you need in the :guilabel:`Taxes` field. You can find +the following **additional info** by opening the **XML** file of the issued invoice: + +- :guilabel:`SdI address (Codice Destinatario)`: must be filled for both **EU** or **non-EU**; +- :guilabel:`Country Id`: must contain the country of the foreign seller in the two-letter ISO + (Alpha-2) code (ex., `IT` for 'Italy'); +- :guilabel:`CAP`: must be filled with `00000`; +- :guilabel:`Partita Iva` (**VAT number**): must contain the **VAT** number for **EU businesses** + and `OO99999999999` (double 'O' **letter**, not 'zero') for **non-EU businesses**. In case of + private customers without **VAT** number, use `0000000`; +- :guilabel:`Fiscal Code`: for foreign entities without an actual **Codice Fiscale**, any + recognizable identifier is valid. + +.. note:: + Odoo does not support sending user-modified XML files. + +For **invoices**, multiple configurations are technically identified by a :guilabel:`Tipo Documento` +code: + +- `TD02` - Down payments; +- `TDO7` - Simplified invoice; +- `TD08` - Simplified credit note; +- `TD09` - Simplified debit note; +- `TD24` - Deferred invoice. + +.. tabs:: + + .. tab:: `TD02` + + Down payments. + + **Down payment** invoices are imported/exported with a different :guilabel:`Tipo Documento` + code `TDO2` than regular invoices. Upon import of the invoice, it creates a regular vendor + bill. + + Odoo exports moves as `TD02` if the following conditions are met: + + - Is an invoice; + - All invoice lines are related to **sales order lines** that have the flag `is_downpayment` + set as `True`. + + .. tab:: `TD07`, `TD08`, and `TD09` + + Simplified invoices, and credit/debit notes. + + Simplified invoices and credit notes can be used to certify **domestic transactions** under + **400 EUR** (VAT included). Its status is the same as a regular invoice, but with fewer + information requirements. + + For a **simplified** invoice to be established, it must include: + + - :guilabel:`Customer Invoice` reference: **unique** numbering sequence with **no gaps**; + - :guilabel:`Invoice Date`: issue **date** of the invoice; + - :guilabel:`Company Info`: the **seller**'s full credentials (VAT/TIN number, name, full + address) under :menuselection:`General Settings --> Companies (section)`; + - :guilabel:`VAT`: the **buyer**'s VAT/TIN number (on their profile card); + - :guilabel:`Total`: the total **amount** (VAT included) of the invoice. + + In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as simplified if: + + - It is a **domestic** transaction (i.e., the partner is from Italy); + - The buyer's data is **insufficient** for a regular invoice; + - The **required fields** for a regular invoice (address, ZIP code, city, country) are + provided; + - The total amount VAT included is **less** than **400 EUR**. + + .. note:: + The 400 EUR threshold was defined in `the decree of the 10th of May 2019 in the Gazzetta + Ufficiale `_. We advise you + to check the current official value. + + .. tab:: `TD24` + + Deferred invoices. + + The **deferred invoice** is an invoice that is **issued at a later time** than the sale of + goods or the provision of services. A **deferred invoice** has to be issued at the latest + within the **15th day** of the month following the delivery covered by the document. + + It usually is a **summary invoice** containing a list of multiple sales of goods or services, + carried out in the month. The business is allowed to **group** the sales into **one invoice**, + generally issued at the **end of the month** for accounting purposes. Deferred invoices are + default for **wholesaler** having recurrent clients. + + If the goods are transported by a **carrier**, every delivery has an associated **Documento di + Transporto (DDT)**, or **Transport Document**. The deferred invoice **must** indicate the + details of all the **DDTs** information for better tracing. + + .. note:: + E-invoicing of deferred invoices requires the `l10n_it_stock_ddt` + :ref:`module `. In this case, a dedicated :guilabel:`Tipo Documento` `TD24` + is used in the e-invoice. + + Odoo exports moves as `TD24` if the following conditions are met: + + - Is an invoice; + - Is associated to deliveries whose **DDTs** have a **different** date than the issuance date + of the invoice. + +Vendor bills +~~~~~~~~~~~~ + +Italian companies buying goods or services from EU countries (or services from non-EU countries) +must send the information contained within the bill received to the **Agenzia delle Entrate**. This +allows you to complete tax-related information on your bill, and to send it. The seller must be set +as :guilabel:`Cedente/Prestatore`, and the buyer as :guilabel:`Cessionario/Committente`. Contained +within the **XML** document for the vendor bill, the vendor's credentials show as +:guilabel:`Cedente/Prestatore`, and your company's credentials as +:guilabel:`Cessionario/Committente`. + +.. note:: + Self-billing invoices or VAT invoice integrations must be issued and sent to the tax agency. + +When inputting taxes in a vendor bill, it is possible to select **reverse charge** taxes. These are +automatically activated in the Italian fiscal position. By going to :menuselection:`Accounting --> +Configuration --> Taxes`, the `10%` and `22%` :guilabel:`Goods` and :guilabel:`Services` tax scopes +are activated and preconfigured with the correct tax grids. These are set up automatically to ensure +the correct booking of accounting entries and display of the tax report. + +For **vendor bills**, **three** types of configurations are technically identified by a code called +:guilabel:`Tipo Documento`: + +- `TD17` - Buying services from **EU** and **non-EU** countries; +- `TD18` - Buying **goods** from **EU**; +- `TD19` - Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy** + in a **VAT deposit**. + +.. tabs:: + + .. tab:: `TD17` + + Buying **services** from **EU** and **non-EU** countries: + + The foreign *seller* invoices a service with a **VAT-excluded** price, as it is not + taxable in Italy. The VAT is paid by the *buyer* in Italy; + + - Within EU: the *buyer* integrates the invoice received with the **VAT information** + due in Italy (i.e., **vendor bill tax integration**); + - Non-EU: the *buyer* sends themselves an invoice (i.e., **self-billing**). + + Odoo exports a transaction as `TD17` if the following conditions are met: + + - Is a vendor bill; + - At least one tax on the invoice lines targets the tax grids :ref:`VJ `; + - All invoice lines either have :guilabel:`Services` as **products**, or a tax with the + :guilabel:`Services` as **tax scope**. + + .. tab:: `TD18` + + Buying **goods** from **EU**: + + Invoices issued within the EU follow a **standard format**, therefore only an integration of + the existing invoice is required. + + Odoo exports a transaction as `TD18` if the following conditions are met: + + - Is a vendor bill; + - At least one tax on the invoice lines targets the tax grids :ref:`VJ `; + - All invoice lines either have :guilabel:`Consumable` as **products**, or a tax with the + :guilabel:`Goods` as **tax scope**. + + .. tab:: `TD19` + + Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy** in a + **VAT deposit**: + + - From EU: the *buyer* integrates the invoice received with the **VAT information** due in + Italy (i.e., **vendor bill tax integration**); + - Non-EU: the *buyer* sends an invoice to *themselves* (i.e., **self-billing**). + + Odoo exports a move as a `TD19` if the following conditions are met: + + - Is a vendor bill; + - At least one tax on the invoice lines targets the tax grid :ref:`VJ3 `; + - All invoice lines either have :guilabel:`Consumable` products, or a tax with + :guilabel:`Goods` as tax scope. + +.. _italy/internal-reverse: + +Internal reverse charge +----------------------- + +.. warning:: + Odoo currently does not support domestic **internal reverse charge** processes. + +.. _italy/grids: + +'Reverse Charge' tax grids +-------------------------- + +The Italian localization has a specific **tax grid** section for **reverse charge** taxes. These +tax grids are identifiable by the :ref:`VJ ` tag, and can be found under +:menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. + +.. image:: italy/italy-grids.png + :align: center + :alt: Italian reverse charge tax grids + +San Marino +========== + +Invoices +-------- + +San Marino and Italy have special agreements on e-invoicing operations. As such, **invoices** follow +the regular **reverse charge** rules. Additional requirements are not enforced by Odoo, however, the +user is requested by the **State** to: + +- Select a tax with the option :guilabel:`Has exoneration of tax (Italy)` ticked, and the + :guilabel:`Exoneration` set to `N3.3`; +- Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Codice Destinatario` `2R4GT08`. + The invoice is then routed by a dedicated office in San Marino to the correct business. + +Bills +----- + +When a **paper bill** is received from San Marino, any Italian company **must** submit that invoice +to the **Agenzia delle Entrate** by indicating the e-invoice's :guilabel:`Tipo Documento` field with +the special value `TD28`. + +.. tabs:: + + .. tab:: `TD28` + + Odoo exports a move as `TD28` if the following conditions are met: + + - Is a vendor bill; + - At least one tax on the invoice lines targets the tax grids :ref:`VJ `; + - The **country** of the partner is **San Marino**. + +Pubblica amministrazione (B2G) +============================== + +.. warning:: + Odoo does **not** send invoices directly to the government as they need to be signed. If we see + that the codice destinatario is 6 digits, then it is not sent to the PA automatically, but you + can download the XML, sign it with an external program and send it through the portal. + +Digital qualified signature +--------------------------- + +For invoices and bills intended to the **Pubblica Amministrazione (B2G)**, a **Digital Qualified +Signature** is required for all files sent through the :abbr:`SdI (Sistema di Interscambio)`. The +**XML** file must be certified using a certificate that is either: + +- a **smart card**; +- a **USB token**; +- a **Hardware Security Module (HSM)**. + +CIG, CUP, DatiOrdineAcquisto +---------------------------- + +To ensure the effective traceability of payments by public administrations, electronic invoices +issued to the public administrations must contain: + +- The :abbr:`CIG (Codice Identificativo Gara)`, except in cases of exclusion from traceability + obligations provided by law n. 136 of August 13, 2010; +- The :abbr:`CUP (Codice Unico di Progetto)`, in case of invoices related to public works. + +If the **XML** file requires it, the **Agenzia Delle Entrate** can *only* proceed payments of +electronic invoices when the **XML** file contains a :abbr:`CIG (Codice Identificativo Gara)` and +:abbr:`CUP (Codice Unico di Progetto)`. For each electronic invoice, it is **necessary** to indicate +the :abbr:`CUU (Codice Univoco Ufficio)`, which represents the unique identifier code that allows +the :abbr:`SdI (Sistema di Interscambio)` to correctly deliver the electronic invoice to the +recipient office. + +.. note:: + - The :abbr:`Codice Unico di Progetto)` and the :abbr:`CIG (Codice Identificativo Gara)` must be + included in one of the **2.1.2** (DatiOrdineAcquisto), **2.1.3** (Dati Contratto), **2.1.4** + (DatiConvenzione), **2.1.5** (Date Ricezione), or **2.1.6** (Dati Fatture Collegate) + information blocks. These correspond to the elements named :guilabel:`CodiceCUP` and + :guilabel:`CodiceCIG` of the electronic invoice **XML** file, whose table can be found on the + government `website `_. + - The :abbr:`CUU (Codice Univoco Ufficio)` must be included in the electronic invoice + corresponding to the element **1.1.4** (:guilabel:`CodiceDestinario`). diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-company.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-company.png new file mode 100644 index 000000000..3c4193479 Binary files /dev/null and b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-company.png differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-edi.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-edi.png new file mode 100644 index 000000000..60df2ba4d Binary files /dev/null and b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-edi.png differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-grids.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-grids.png new file mode 100644 index 000000000..57dbf2eb3 Binary files /dev/null and b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-grids.png differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-modules.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-modules.png new file mode 100644 index 000000000..16fdf1962 Binary files /dev/null and b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-modules.png differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-tax.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-tax.png new file mode 100644 index 000000000..f3aba1d07 Binary files /dev/null and b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-tax.png differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-test.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-test.png new file mode 100644 index 000000000..e35fb53e2 Binary files /dev/null and b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/italy-test.png differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/journal.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/journal.png deleted file mode 100644 index ab3b81d69..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/journal.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/processing.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/processing.png deleted file mode 100644 index 30c264016..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/processing.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/register.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/register.png deleted file mode 100644 index 6cd66ec8b..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/register.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/sending.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy/sending.png deleted file mode 100644 index 7f50a6c4b..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy/sending.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT.rst deleted file mode 100644 index 214ba0772..000000000 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT.rst +++ /dev/null @@ -1,130 +0,0 @@ -========== -Italy (IT) -========== - -.. _italy/pec: - -PEC mail -======== - -Questa guida spiegherà come utilizzare la fattura elettronica in Odoo e -come configurare correttamente i dati aziendali, i contatti e la -contabilità. Per testare la fattura elettronica i dati devono essere -reali e non inventati, altrimenti il sistema dell’agenzia delle entrate -non riconoscerà l’interscambio di informazioni. - - -Configurare le informazioni sulla tua Azienda ---------------------------------------------- - -Il passo successivo è la configurazione delle informazioni necessarie al -funzionamento della fatturazione elettronica. Si può accedere alla -schermata dall’applicazione Impostazioni: selezionare “Utenti e aziende” -e scegliere Aziende. Accedere quindi alle informazioni sulla Azienda per -cui si desidera configurare la fatturazione elettronica. - -I dati necessari al funzionamento dello strumento di fatturazione -elettronica sono i seguenti: - -- Server PEC. Le informazioni sul server utilizzato dal tuo indirizzo - di posta elettronica certificata sono fornite dal tuo fornitore o dal - Ministero. Lo stesso server deve essere configurato come server che - gestisce tutta la corrispondenza mail in Odoo, per saperne di più si - può consultare la relativa :doc:`guida `. - -- Indirizzo PEC dell’Azienda, tale indirizzo deve essere lo stesso - registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi - di fatturazione elettronica. - -- Indirizzo PEC dell’Agenzia delle Entrate. La mail sarà fornito al - momento della registrazione della tua PEC presso l’Agenzia delle - Entrate, ricorda che l’Agenzia delle Entrate potrebbe cambiare questo - indirizzo in seguito, previa comunicazione. - -- Partita IVA e Codice Fiscale. Per far sì che la Fatturazione - Elettronica funzioni correttamente, questi campi devono essere - compilati correttamente. - -- Regime Fiscale. Il regime fiscale a cui è sottoposta l’Azienda deve - essere selezionato scegliendo dalla lista precompilata fornita da - Odoo. Chiedi al commercialista qual è il corretto regime fiscale! - -- Numero di Iscrizione nel registro delle Imprese. - -.. image:: italy_IT/italy_IT01.png - :align: center - - -Configurare le impostazioni per la Fatturazione Elettronica -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -- Numero di iscrizione nel registro Imprese tenuto presso la Camera di - Commercio. - -- Rappresentate Fiscale. Questa opzione è dedicata ad aziende con sede - al di fuori del territorio nazionale ma conducenti attività - commerciali in Italia rilevanti ai fini dell’IVA. È possibile - indicare in questo campo se l’Azienda si avvale di un Rappresentate - Fiscale in Italia. - -.. image:: italy_IT/italy_IT02.png - :align: center - - -Configurare il profilo dei clienti -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -Per un corretto utilizzo dell’applicazione, il profilo di clienti e -fornitori, nell’applicazione contatti, deve essere configurato con le -necessarie informazioni legali. - -Selezionando il nome del cliente e accedendo quindi ai suoi dati, si -trovano i seguenti campi che devono essere compilati: Indirizzo PEC, -Codice Fiscale e Indice PA *che deve contere i 6-7 caratteri -contenuti nell’indice PA e necessari per la comunicazione tramite -fattura elettronica*. - -.. image:: italy_IT/italy_IT03.png - :align: center - - -Il processo di fatturazione ---------------------------- - -Si può procedere ad emettere una fattura seguendo le indicazioni -dell’applicazione. Il momento che determina il formale invio della -fattura è il momento in cui viene selezionata l’opzione “Valida”. La -fattura viene quindi inviata: lo stato della sua consegna verrà -notificato all’utente tramite pop-up sulla parte iniziale della -schermata della fattura. - -.. image:: italy_IT/italy_IT04.png - :align: center - -.. image:: italy_IT/italy_IT05.png - :align: center - -I messaggi che possono apparire sono i seguenti: - -#. Fattura invitata. In attesa di accettazione - -#. Invio fallito. Puoi modificare la fattura ed inviarla di nuovo - -#. La fattura è stata correttamente inviata ed accettata dal - destinatario. - -I vari stadi di spedizione e recezione della fattura sono visibili anche -dall’elenco delle Fatture nella forma di icone, accanto alla colonna -“Stato” dall’applicazione contabilità. - -*Icona Rossa*: Invio fallito - -*Icona Gialla*: Fattura invitata. In attesa di accettazione - -*Icona Verde*: Fattura inviata e accettata dal destinatario - -Per inviare la fattura tramite PEC e generare il file XML, basterà -cliccare su invia. Il documento verrà poi mostrato tra gli allegati. - -.. image:: italy_IT/italy_IT06.png - :align: center diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT01.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT01.png deleted file mode 100644 index f9559798b..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT01.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT02.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT02.png deleted file mode 100644 index 99e78887f..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT02.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT03.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT03.png deleted file mode 100644 index bac2d9cc0..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT03.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT04.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT04.png deleted file mode 100644 index 4f43bc8d9..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT04.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT05.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT05.png deleted file mode 100644 index 949a49db4..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT05.png and /dev/null differ diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT06.png b/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT06.png deleted file mode 100644 index 24e5f1bf9..000000000 Binary files a/content/applications/finance/accounting/fiscal_localizations/localizations/italy_IT/italy_IT06.png and /dev/null differ diff --git a/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst b/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst index 4cdb854d3..1aabc1d1a 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst +++ b/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst @@ -51,6 +51,8 @@ Odoo supports, among others, the following formats. .. seealso:: - :doc:`../../fiscal_localizations/overview/fiscal_localization_packages` +.. _e-invoicing/configuration: + Configuration ============= diff --git a/redirects/14.0.txt b/redirects/14.0.txt index b9436a044..bbdcc9a4e 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -6,6 +6,11 @@ administration/maintain/online.rst administration/maintain/odoo_online.rst administration/upgrade/online_hosting.rst administration/upgrade/odoo_online.rst +# applications/accounting + +applications/finance/accounting/fiscal_localizations/localizations/italy_IT.rst applications/finance/accounting/fiscal_localizations/localizations/italy.rst # italy_IT -> italy + + # applications/sales applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)