diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations.rst b/content/applications/finance/accounting/fiscal_localizations/localizations.rst index d595a7e69..27f8f0c4c 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations.rst @@ -15,6 +15,7 @@ Localizations localizations/egypt localizations/france localizations/germany + localizations/india localizations/indonesia localizations/italy localizations/italy_IT diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst new file mode 100644 index 000000000..d6b52278a --- /dev/null +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst @@ -0,0 +1,189 @@ +===== +India +===== + +.. _india/installation: + +Installation +============ + +:ref:`Install ` the following modules to get all the features of the Indian +localization: + +.. list-table:: + :header-rows: 1 + + * - Name + - Technical name + - Description + * - :guilabel:`Indian - Accounting` + - `l10n_in` + - Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>` + * - :guilabel:`Indian E-invoice Integration` + - `l10n_in_edi` + - :ref:`Indian e-invoicing integration ` + +.. _india/e-invoicing: + +Indian e-invoicing +================== + +Odoo is compliant with the **Indian Good and Services Tax (GST) e-Invoice system** requirements. + +.. important:: + Indian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade + ` your database. + +.. _india/e-invoicing-api: + +Registration on your NIC e-Invoice web portal +--------------------------------------------- + +You must register on the **NIC e-Invoice** web portal to get your **API credentials**. You need +these credentials to :ref:`configure your Odoo Accounting app `. + +#. Login to the NIC e-Invoice web portal on - https://einvoice1.gst.gov.in/ by clicking on + :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`. + + .. note:: + If you have already registered on the NIC Eway Bill Production portal, then you can use the + same login credentials here. + + .. image:: india/e-invoice-system-login.png + :align: center + :alt: Register Odoo ERP system on e-invoice web portal + +#. From your dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API + User`. + + .. image:: india/e-invoice-create-api-user.png + :align: center + :alt: Click on User Credentials and Create API User + +#. After that, you receive an :abbr:`OTP (one-time password)` code to your registered mobile number. +#. Enter the OTP code and click on :guilabel:`Verify OTP`. + + .. image:: india/trigger-otp.png + :align: center + :alt: Trigger an OTP to your registerd phone number + +#. Select :guilabel:`Through GSP` in the first field, select :guilabel:`Tera Software Limited` + as your GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API. + + .. image:: india/submit-api-registration-details.png + :align: center + :alt: Submit API specific Username and Password + +#. Click on :guilabel:`Submit`. + +.. _india/e-invoicing-configuration: + +Configuration on Odoo +--------------------- + +To set up the e-invoice service, go to :menuselection:`Accounting --> Configuration --> Settings --> +Indian Electronic Invoicing`, and enter the :guilabel:`Username` and :guilabel:`Password`. + +.. image:: india/e-invoice-setup.png + :align: center + :alt: Setup e-invoice service + +.. _india/e-invoicing-journals: + +Journals +~~~~~~~~ + +Your default *sales* journal should be already configured correctly. You can check it or configure +other journals by going to :menuselection:`Accounting --> Configuration --> Journals`. Then, open +your *sales* journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data +Interchange`, check :guilabel:`E-Invoice (IN)` and :guilabel:`Save`. + +.. image:: india/journal-configuration.png + :align: center + :alt: Journal configuration + +.. _india/e-invoicing-workflow: + +Workflow +-------- + +To start invoicing from Odoo, an invoice must be created using the standard invoicing flow, that is, +either from a sales order or the invoice menu in the Accounting application. + +.. _india/invoice-validation: + +Invoice validation +~~~~~~~~~~~~~~~~~~ + +Once the invoice is validated, a confirmation message is displayed at the top. + +Odoo automatically uploads the JSON-signed file to the government portal after a while. If you want +to process the invoice immediately, you can click on :guilabel:`Process Now`. + +.. image:: india/e-invoice-process.png + :align: center + :alt: Indian e-invoicing confirmation message: "The invoice will be processed asynchronously by + the following E-invoicing service : E-Invoice (IN)" + +.. note:: + - You can find the JSON-signed file in the attached files, in the chatter. + - You can check the status of EDI with web-service under the :guilabel:`EDI Document` tab or the + :guilabel:`Electronic invoicing` field. + +.. _india/invoice-pdf-report: + +Invoice PDF Report +~~~~~~~~~~~~~~~~~~ + +Once the invoice is submitted and validated, you can print the invoice PDF report. The report +includes the :abbr:`IRN (Invoice Reference Number)`, acknowledgment number and date, and QR code. +They certify that the invoice is a valid fiscal document. + +.. image:: india/invoice-report.png + :align: center + :alt: IRN and QR code + +.. _india/edi-cancellation: + +EDI Cancellation +~~~~~~~~~~~~~~~~ + +If you want to cancel an e-invoice, go to the :guilabel:`Other info` tab of the invoice and fill out +the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on +:guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field +changes to :guilabel:`To Cancel`. + +.. image:: india/e-invoice-cancellation.png + :align: center + :alt: cancel reason and remarks + +.. note:: + If you want to abort the cancellation before processing the invoice, then click on + :guilabel:`Call Off EDI Cancellation`. + +Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to the +government portal. If you want to process the invoice immediately, you can process it by clicking on +:guilabel:`Process Now`. + +.. _india/verify-e-invoice: + +Verify the e-invoice from the GST +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +After submitting an e-invoice, you can also verify the signed invoice from the GST e-Invoice system +website. + +#. Download the JSON file from the attached files. +#. Open the e-invoice portal: https://einvoice1.gst.gov.in/ and go to :menuselection:`Search --> + Verify Signed Invoice`. +#. Select the JSON file and submit it. + + .. image:: india/verify-invoice.png + :align: center + :alt: select the JSON file for verify invoice + +#. 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