[IMP] l10n_vn: SInvoice documentation

Recently, a new module released to support integration of Odoo with SInvoice to support e-invoicing for Vietnam.

task - 3631616

closes odoo/documentation#11976

X-original-commit: 4b123b8464
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
Signed-off-by: Kim Dohyun (kido) <kido@odoo.com>

content/applications/finance/accounting/bank.rst

@@ -120,6 +120,8 @@ You can edit the currency used to enter the transactions.
 .. seealso::
    :doc:`get_started/multi_currency`
 
+.. _accounting/bank/account-number:
+
 Account number
 --------------
 

content/applications/finance/fiscal_localizations/vietnam.rst

@@ -2,55 +2,271 @@
 Vietnam
 =======
 
-Add Vietnamese QR banking codes to invoices
+.. _SInvoice: https://www.sinvoice.vn/
-===========================================
+
+.. _localizations/vietnam/modules:
+
+Modules
+=======
+
+The following modules are installed automatically with the Vietnamese localization:
+
+.. list-table::
+    :header-rows: 1
+
+    * - Name
+      - Technical name
+      - Description
+    * - :guilabel:`Vietnam - Accounting`
+      - `l10n_vn`
+      - This module includes the default
+        :ref:`fiscal localization package <fiscal_localizations/packages>`.
+    * - :guilabel:`Vietnam - E-invoicing`
+      - `l10n_vn_edi_viettel`
+      - This module includes the features required for integration with :ref:`SInvoice
+        <localizations/vietnam/sinvoice>`.
+
+.. note::
+   In some cases, such as when upgrading to a version with additional modules, it is possible that
+   modules may not be installed automatically. Any missing modules can be manually :ref:`installed
+   <general/install>`.
+
+.. _localizations/vietnam/company:
+
+Company
+=======
+
+To use all the features of this fiscal localization, the following fields are required on the
+:doc:`company record </applications/general/companies>`:
+
+- :guilabel:`Name`
+- :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`,
+  and :guilabel:`Country`.
+
+   - In the :guilabel:`Street` field, enter the street name, number, and any additional address
+     information.
+   - In the :guilabel:`Street 2` field, enter the neighborhood.
+
+- :guilabel:`Tax ID`: tax identification number.
+
+.. _localizations/vietnam/sinvoice:
+
+E-invoicing with SInvoice
+=========================
+
+SInvoice_ is an e-invoice service platform provided by Viettel, one of the biggest e-invoice service
+providers in Vietnam. Odoo supports integration with SInvoice to submit invoices generated in Odoo.
+
+Configuration
+-------------
+
+SInvoice platform
+~~~~~~~~~~~~~~~~~
+
+To send electronic invoices to SInvoice, the following must be created on SInvoice_:
+
+- :ref:`SInvoice account <localizations/vietname/sinvoice-registration>`
+- :ref:`Invoice template <localizations/vietname/sinvoice-template>`
+- :ref:`Invoice symbol <localizations/vietname/sinvoice-symbol>`
+- :ref:`Invoice issuance notice <localizations/vietname/sinvoice-notice>`
+
+.. _localizations/vietname/sinvoice-registration:
+
+SInvoice registration
+*********************
+
+To create an account, go to SInvoice_ and register for the desired plan. Fill in the form that
+opens to be contacted by SInvoice_ to create an account.
+
+Once you have an account, log into SInvoice_ using your :guilabel:`Username` and
+:guilabel:`Password`.
+
+.. _localizations/vietname/sinvoice-template:
+
+Invoice template creation
+*************************
+
+#. On the left side of the overview page, in the :guilabel:`Release management` menu, click
+   :guilabel:`Create business information`.
+#. In the :guilabel:`Update key information` step, fill in the following fields and other optional
+   information if needed: :guilabel:`Unit name`, :guilabel:`Address`, :guilabel:`Contact person`,
+   :guilabel:`Type of representative documents`.
+#. Click :guilabel:`Update`.
+#. In the :guilabel:`Look up digital certificate` step, click :guilabel:`Add new` to add a digital
+   certificate.
+#. Select the :guilabel:`Branch/Enterprise` and the :guilabel:`Type of digital certificate`, then
+   fill in the required fields for each type:
+
+     - :guilabel:`Supplier`: CloudCA
+     - :guilabel:`Signer ID`: CloudCA
+     - :guilabel:`Digital Certificate`: CloudCA
+     - :guilabel:`How to download file`: HSM
+     - :guilabel:`File Upload`: HSM, USB-TOKEN
+
+#. Click :guilabel:`Generate key pair` to generate encryption keys for authentication, and
+   :guilabel:`Save`.
+#. In the :guilabel:`Manage invoice templates` step, add a new :guilabel:`Invoice template`.
+#. Select the :guilabel:`Invoice type` and fill in the :guilabel:`Invoice template code`,
+   :guilabel:`Invoice template name`, and other optional information if needed.
+#. Click :guilabel:`Update`.
+
+.. seealso::
+   `SInvoice documentation on electronic invoice template creation
+   <https://www.sinvoice.vn/2021/02/hdsd-tai-lieu-nghiep-vu-tao-mau-hoa-don-dien-tu.html?debug=1>`_
+
+.. _localizations/vietname/sinvoice-symbol:
+
+Invoice symbol creation
+***********************
+
+On the left side of the main screen, in the :guilabel:`Release management` menu, click
+:guilabel:`Invoice symbol` and follow these steps:
+
+#. Click :guilabel:`Add new` and select the :guilabel:`Invoice template`.
+#. Set the :guilabel:`Status` to :guilabel:`Active` to activate the symbol and fill in the
+   :guilabel:`Invoice symbol`.
+#. Enable :guilabel:`Stop automatic sending to tax authorities` and :guilabel:`Default for built-in
+   API` based on preference.
+#. Click :guilabel:`Save`.
+
+.. _localizations/vietname/sinvoice-notice:
+
+Invoice issuance notice
+***********************
+
+On the left side of the main screen, in the :guilabel:`Release management` menu, click
+:guilabel:`Create issuance notice` and follow these steps:
+
+#. Click :guilabel:`Add new`, select the :guilabel:`Name of the business unit to issue an e-invoice`
+   and the :guilabel:`Tax agency name`. Based on the business unit and tax agency selected, the
+   :guilabel:`Tax code`, :guilabel:`Address`, :guilabel:`Phone number`, and :guilabel:`Separator
+   used` are automatically filled and uneditable.
+#. Click :guilabel:`Select the invoice type for issuance`, and then select and fill in the
+   following information :
+
+   - :guilabel:`Invoice type`: The invoice type on which to declare an issuance notice.
+   - :guilabel:`Invoice template`: Select from the list of templates available based on the invoice
+     type.
+   - :guilabel:`Symbol`: Select from the list of symbols available based on the invoice type.
+   - :guilabel:`Quantity`: Total number of invoices to issue for the selected type. Based on the
+     type and template selected, this field is filled in automatically. It can be changed if needed.
+   - :guilabel:`Start date of use`: The date from which the invoice template, range, and quantity
+     are used for the issuance notice.
+
+#. Click :guilabel:`Save` and select more invoice types if necessary by repeating the steps above.
+   Click :guilabel:`Save` to finish drafting the notice.
+#. Click :guilabel:`Send to tax authorities` for approval. Once approved, the notice's
+   :guilabel:`Status` is changed to :guilabel:`Active`.
+
+.. _localizations/vietnam/sinvoice-odoo:
+
+Odoo database
+~~~~~~~~~~~~~
+
+Link Odoo to SInvoice
+*********************
+
+To connect Odoo with SInvoice, go to :menuselection:`Accounting --> Configuration --> Settings`.
+In the :guilabel:`Vietnamese Integration` section, fill in your SInvoice :guilabel:`Username` and
+:guilabel:`Password`. Add a :guilabel:`Default symbol` to generate a prefix for the invoice number
+managed in SInvoice if needed.
+
+Invoice template
+****************
+
+To create SInvoice templates, go to :menuselection:`Accounting --> Configuration --> Templates`.
+Click :guilabel:`New` and add a :guilabel:`Template code` and a :guilabel:`Template Invoice Type`.
+The :guilabel:`Template code` is the initial sequence of digits in the name assigned by SInvoice.
+For example, if the invoice template is `1/001 - Hóa đơn GTGT - ND123`, the :guilabel:`Template
+code` is `1/001`. The SInvoice templates in Odoo must match the ones in SInvoice.
+
+To add :guilabel:`Invoice Symbols`, click :guilabel:`Add a new line`.
+
+Sending invoices to SInvoice
+----------------------------
+
+Invoices can be sent to SInvoice once they have been confirmed. To do so, follow the
+:ref:`invoice sending <accounting/invoice/sending>` steps. In the :guilabel:`Send` popup, enable
+:guilabel:`Send to SInvoice` and click :guilabel:`Send & Print`.
+
+Once the invoice has been successfully submitted to SInvoice, the :guilabel:`SInvoice Status` field
+in the :guilabel:`SInvoice` tab of the invoice is updated to :guilabel:`Sent`. The
+:guilabel:`SInvoice Number`, :guilabel:`Issue Date`, :guilabel:`Secret Code` and :guilabel:`eInvoice
+Number` fields are also updated. The same information is available on SInvoice.
+
+Replacement or adjustment invoices
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A replacement invoice is issued to correct an invoice that has **yet to be tax declared**, whereas
+an adjustment invoice is issued to correct one that has **already been tax declared**. Follow these
+steps to issue a replacement or adjustment invoice:
+
+#. Open the invoice and click :guilabel:`Credit Note`.
+#. In the :guilabel:`Credit Note` popup, fill in the following fields:
+
+   - :guilabel:`Reason displayed on Credit Note`
+   - :guilabel:`Adjustment type`
+   - :guilabel:`Agreement Name`
+   - :guilabel:`Agreement Date`
+   - :guilabel:`Journal`
+   - :guilabel:`Reversal date`
+
+#. Click :guilabel:`Reverse and Create Invoice` to issue a replacement invoice, or
+   :guilabel:`Reverse` to issue an adjustment invoice.
+
+The :guilabel:`SInvoice Status` in the :guilabel:`SInvoice` invoice tab is updated to
+:guilabel:`Replaced` for a replacement invoice or :guilabel:`Adjusted` for an adjustment invoice.
+
+Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~
+
+If an invoice needs to be canceled, open the invoice and click :guilabel:`Request Cancel`. In the
+:guilabel:`Invoice Cancellation` popup, enter the cancellation :guilabel:`Reason`,
+:guilabel:`Agreement Name`, and :guilabel:`Agreement Date`, and click :guilabel:`Request
+Cancellation`.
+
+The :guilabel:`SInvoice Status` in the :guilabel:`SInvoice` invoice tab is updated to
+:guilabel:`Canceled`.
+
+.. _localizations/vietnam/qrcode:
+
+QR banking codes
+================
 
 Vietnamese QR banking is a payment service platform that allows customers to make instant domestic
 payments to individuals and merchants in Vietnamese dong via online and mobile banking.
 
-Activate QR codes
+Configuration
------------------
+-------------
 
-Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
+To activate QR banking codes, go to :menuselection:`Accounting --> Configuration --> Settings` and
-Payments` section, activate the :guilabel:`QR Codes` feature.
+enable :guilabel:`QR Codes` in the :guilabel:`Customer Payments` section.
 
-Vietnamese QR banking bank account configuration
+Bank account
-------------------------------------------------
+~~~~~~~~~~~~
 
-Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for
+To activate QR banking for a bank account, go to :menuselection:`Contacts --> Configuration -->
-which you want to activate Vietnamese QR banking. Set the :guilabel:`Bank Identifier Code` on the
+Bank Accounts` and select the bank account. Fill in the :guilabel:`Bank Identifier Code`,
-bank. Then set the :guilabel:`Proxy Type` and fill in the :guilabel:`Proxy Value` field depending on
+:guilabel:`Proxy Type` (based on the information used to identify the :guilabel:`Merchant Account`,
-the type you chose.
+such as the card number and bank account numbers), and :guilabel:`Proxy Value` fields.
+
+Enable :guilabel:`Include Reference` to include the invoice number in the QR code.
 
 .. important::
-   - The account holder's country must be set to `Vietnam` on its contact form.
+   - The account holder's country must be set to `Vietnam`, and their city must be specified on the
-   - The account holder's city is mandatory.
+     contact form.
-   - You could also include the invoice number in the QR code by checking the :guilabel:`Include
+   - The :ref:`account number <accounting/bank/account-number>` and bank must be set on the
-     Reference` checkbox.
+     :guilabel:`Bank` journal.
-
-.. image:: vietnam/vn-paynow-bank-setting.png
-   :alt: Vietnamese QR banking bank account configuration
 
 .. seealso::
    :doc:`../accounting/bank`
 
-Bank journal configuration
+Generating QR codes on invoices
---------------------------
+-------------------------------
 
-Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill
+When creating a new invoice, open the :guilabel:`Other Info` tab and select :guilabel:`EMV
-out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab.
+Merchant-Presented QR-code` in the :guilabel:`Payment QR-code` field.
 
-.. image:: vietnam/vn-bank-account-journal-setting.png
+.. note::
-   :alt: Bank Account's journal configuration
+   Ensure the :guilabel:`Recipient Bank` is configured, as Odoo uses this field to generate QR
-
+   codes.
-Issue invoices with Vietnamese QR banking QR codes
---------------------------------------------------
-
-When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment
-QR-code` option to *EMV Merchant-Presented QR-code*.
-
-.. image:: vietnam/vn-qr-code-invoice-setting.png
-   :alt: Select EMV Merchant-Presented QR-code option
-
-Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to
-generate the Vietnamese QR banking QR code.