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[IMP] accounting/mexico: Completed documentation about the payment term

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Luis Torres 2018-12-06 19:20:30 +00:00 committed by Nicolas Martinelli
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accounting/localizations/mexico.rst
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@ -262,14 +262,45 @@ If the invoice is not paid.
Payments (Just available for CFDI 3.3)
--------------------------------------
To generate the payment complement you just must to follow the normal payment
To generate the payment complement you only need to follow the normal payment
process in Odoo, this considerations to understand the behavior are important.
1. All payment done in the same day of the invoice will be considered as It
will not be signed, because It is the expected behavior legally required
for "Cash payment".
2. To test a regular signed payment just create an invoice for the day before
today and then pay it today.
1. To generate payment complement the payment term in the invoice must be
PPD, because It is the expected behavior legally required for
"Cash payment".
**1.1. How can I generate an invoice with payment term `PUE`?**
`According to the SAT documentation`_ a payment is classified as `PUE` if
the invoice was agreed to be fully payed before the 17th of the next
calendar month (the next month of the CFDI date), any other condition
will generate a `PPD` invoice.
**1.2. How can I get this with Odoo?**
In order to set the appropriate CFDI payment term (PPD or PUE), you can
easily set it by using the `Payment Terms` defined in the invoice.
- If an invoice is generated without `Payment Term` the attribute
`MetodoPago` will be `PUE`.
- Today, if is the first day of the month and is generated an invoice with
`Payment Term` `30 Net Days` the `Due Date` calculated is going to be
the first day of the following month, this means its before the 17th of
the next month, then the attribute `MetodoPago` will be `PUE`.
- Today, if an invoice is generated with `Payment Term` `30 Net Days` and
the `Due Date` is higher than the day 17 of the next month the
`MetodoPago` will be `PPD`.
- If having a `Payment Term` with 2 lines or more, for example
`30% Advance End of Following Month`, this is an installments term,
then the attribute `MetodoPago` will be `PPD`.
2. To test a regular signed payment just create an invoice with payment term
`30% Advance End of Following Month` and then pay it.
2. To test a normal signed payment just create an invoice with payment term
`30% Advance End of Following Month` and then register a payment to it.
3. You must print the payment in order to retrieve the PDF properly.
4. Regarding the "Payments in Advance" you must create a proper invoice with
the payment in advance itself as a product line setting the proper SAT code
@ -622,6 +653,7 @@ FAQ
.. _Finkok: https://www.finkok.com/contacto.html
.. _`Solución Factible`: https://solucionfactible.com/sf/v3/timbrado.jsp
.. _`SAT resolution`: http://sat.gob.mx/informacion_fiscal/factura_electronica/Paginas/Anexo_20_version3.3.aspx
.. _`According to the SAT documentation`: https://www.sat.gob.mx/cs/Satellite?blobcol=urldata&blobkey=id&blobtable=MungoBlobs&blobwhere=1461173400586&ssbinary=true
.. _`given by the SAT`: http://sat.gob.mx/informacion_fiscal/factura_electronica/Documents/GuiaAnexo20DPA.pdf
.. _`Anexo 24`: http://www.sat.gob.mx/fichas_tematicas/buzon_tributario/Documents/Anexo24_05012015.pdf
.. _`official information here`: http://www.sat.gob.mx/fichas_tematicas/declaraciones_informativas/Paginas/declaracion_informativa_terceros.aspx