diff --git a/accounting/localizations/mexico.rst b/accounting/localizations/mexico.rst index ab9ec2af3..5804c18d8 100644 --- a/accounting/localizations/mexico.rst +++ b/accounting/localizations/mexico.rst @@ -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 .. _`SoluciĆ³n 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