diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst index e428baaff..c0f078bef 100644 --- a/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst +++ b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst @@ -124,8 +124,14 @@ If not done yet, :ref:`install ` the :guilabel:`Peppol` module Registration ------------ -Go to :menuselection:`Accounting --> Configuration --> Settings`, tick the :guilabel:`Use PEPPOL -Invoicing` checkbox, and fill in the following information: +Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the +Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually +save**. + +.. image:: electronic_invoicing/peppol-install.png + :alt: Peppol module installation + +Fill in the following information: - :guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. @@ -145,14 +151,21 @@ previous provider. .. image:: electronic_invoicing/peppol-settings.png :alt: Configuration for peppol -Finally, click on :guilabel:`Validate registration`. +Finally, click :guilabel:`Validate registration`. If you want to explore or demo Peppol, you can +choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`. + + .. image:: electronic_invoicing/peppol-demo-mode.png + :alt: Peppol demo mode selection .. note:: When testing Peppol, the system parameter `account_peppol.edi.mode` can be changed to `test`. - Then, the registration occurs on the test server. + Then, a radio button appears with the option to register on the test server. .. image:: electronic_invoicing/peppol-system-parameter.png - :alt: Peppol test mode + :alt: Peppol test mode parameter + + .. image:: electronic_invoicing/peppol-test-mode-settings.png + :alt: Peppol test mode selection Now, you can request a verification code to be sent to you by clicking :guilabel:`Verify phone number`. @@ -205,6 +218,10 @@ is set to Valid. While Odoo prefills both the EAS code and the Endpoint number based on the information available for a contact, it is better to confirm these details directly with the contact. +It is possible to verify the Peppol participant status of several customers at once. +To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view. +Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`. + Send invoices ------------- @@ -216,6 +233,13 @@ invoice form. To queue multiple invoices, select them in the list view and click .. image:: electronic_invoicing/peppol-send-print.png :alt: Send peppol invoice +Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`. +To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and +click :guilabel:`Peppol ready invoices` on the corresponding sales journal. + +.. image:: electronic_invoicing/peppol-ready-invoices.png + :alt: Filter Peppol ready invoices + Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The status is changed to `Done` after they have been successfully delivered to the contact's Access Point. @@ -228,6 +252,13 @@ Point. it displayed by selecting it from the optional columns, accessible from the top right corner of the Invoices list view. +A cron runs regularly to check the status of these invoices. It is possible to check the status +before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding +sales journal on the Accounting dashboard. + +.. image:: electronic_invoicing/peppol-fetch-message-status.png + :alt: Fetch invoice Peppol status + Receive vendor bills -------------------- @@ -237,3 +268,10 @@ drafts. .. image:: electronic_invoicing/peppol-receive-bills.png :alt: peppol receive bills + +If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the +Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click +:guilabel:`Fetch from Peppol`. + +.. image:: electronic_invoicing/peppol-fetch-bills.png + :alt: Fetch bills from Peppol diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-demo-active.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-demo-active.png deleted file mode 100644 index 87e09d918..000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-demo-active.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-demo-mode.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-demo-mode.png new file mode 100644 index 000000000..d09a81292 Binary files /dev/null and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-demo-mode.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-fetch-bills.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-fetch-bills.png new file mode 100644 index 000000000..2a2188d48 Binary files /dev/null and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-fetch-bills.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-fetch-message-status.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-fetch-message-status.png new file mode 100644 index 000000000..db0571a42 Binary files /dev/null and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-fetch-message-status.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-install.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-install.png new file mode 100644 index 000000000..69d72286b Binary files /dev/null and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-install.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-ready-invoices.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-ready-invoices.png new file mode 100644 index 000000000..9e1b3b590 Binary files /dev/null and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-ready-invoices.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-settings.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-settings.png index a7b9f3863..4810433e2 100644 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-settings.png and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-settings.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-test-mode-settings.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-test-mode-settings.png new file mode 100644 index 000000000..35ed69eda Binary files /dev/null and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-test-mode-settings.png differ