[IMP] accounting: peppol

task-3613395

closes odoo/documentation#7139

X-original-commit: d88148f3f6
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>

content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst

@@ -102,37 +102,138 @@ The `Peppol <https://peppol.org/about/>`_ network ensures the exchange of docume
 between enterprises and governmental authorities. It is primarily used for electronic invoicing, and
 its access points (connectors to the Peppol network) allow enterprises to exchange electronic
 documents.
-Odoo is now an **access point** enabling electronic invoicing transactions without the need to send
-invoices and bills by email or post.
 
-Configuration
--------------
+Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic
+invoicing transactions without the need to send invoices and bills by email or post.
 
-First, :ref:`install <general/install>` the :guilabel:`Peppol` module (`account_peppol`).
+If not done yet, :ref:`install <general/install>` the :guilabel:`Peppol` module (`account_peppol`).
 
-.. image:: electronic_invoicing/peppol-module.png
-   :alt: Peppol module install
+.. important::
+   - Peppol registration is **free** and available in Odoo Community
+   - You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and
+     **Refunds** via Peppol.
+   - You can send in one of the following supported document formats: **BIS Billing 3.0, XRechnung
+     CIUS, NLCIUS**.
+   - | The following **countries** are eligible for **Peppol registration in Odoo**:
+     | Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus,
+       Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece,
+       Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia,
+       Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania,
+       Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)
 
-Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick the
-:guilabel:`Use PEPPOL Invoicing`, and fill in the following information:
+Registration
+------------
 
-- `PEPPOL EAS <https://ec.europa.eu/digital-building-blocks/wikis/display/DIGITAL/Code+lists/>`_
-- :guilabel:`Peppol Endpoint`
+Go to :menuselection:`Accounting --> Configuration --> Settings`, tick the :guilabel:`Use PEPPOL
+Invoicing` checkbox, and 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.
+  For example, the preferred EAS code for most companies in Belgium is 0208.
+- :guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a VAT number.
 - :guilabel:`Phone Number`, including the country code (e.g., `+32` in Belgium)
 - :guilabel:`Primary contact email`
 
-If you are migrating from another access point, insert the :guilabel:`Migration key` from
-the previous provider.
+.. seealso::
+   - `Peppol EAS - European Commision <https://ec.europa.eu/digital-building-blocks/wikis/display/DIGITAL/Code+lists/>`_
+   - `Peppol Endpoint - OpenPeppol eDEC Code Lists <https://docs.peppol.eu/edelivery/codelists/>`_
+     (open the "Participant Identifier Schemes" as HTML page)
+
+If you are migrating from another access point, insert the :guilabel:`Migration key` from the
+previous provider.
 
 .. image:: electronic_invoicing/peppol-settings.png
    :alt: Configuration for peppol
 
 Finally, click on :guilabel:`Validate registration`.
 
-A text message containing a code is sent to the phone number provided to finalize the registration
+.. note::
+   When testing Peppol, the system parameter `account_peppol.edi.mode` can be changed to `test`.
+   Then, the registration occurs on the test server.
+
+   .. image:: electronic_invoicing/peppol-system-parameter.png
+      :alt: Peppol test mode
+
+Now, you can request a verification code to be sent to you by clicking :guilabel:`Verify phone
+number`.
+
+.. image:: electronic_invoicing/peppol-registration-verify.png
+   :alt: phone validation request verification
+
+A text message containing a code is sent to the phone number provided to finalize the verification
 process.
 
 .. image:: electronic_invoicing/phone-registration.png
    :alt: phone validation
 
-All invoices and vendor bills are now sent directly using the Peppol network.
+Once you enter the code and click :guilabel:`Confirm`, you can see that your registration is pending
+activation. From this point onwards, the default journal for receiving Vendor Bills can be set.
+
+.. image:: electronic_invoicing/peppol-registration-pending.png
+   :alt: pending application
+
+It should be automatically activated within a day.
+
+.. tip::
+   It is also possible to manually trigger the cron that checks the registration status by going to
+   :menuselection:`Settings --> Technical --> Scheduled Actions --> PEPPOL\: update participant
+   status`.
+
+Your application status should be updated soon after you are registered on the Peppol network.
+
+.. image:: electronic_invoicing/peppol-registration-active.png
+   :alt: active application
+
+All invoices and vendor bills can now be sent directly using the Peppol network.
+
+Contact verification
+--------------------
+
+Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they
+are also registered as a Peppol participant.
+
+To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's
+form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct
+format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in.
+Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity
+is set to Valid.
+
+.. image:: electronic_invoicing/peppol-contact-verify.png
+   :alt: verify contact registration
+
+.. important::
+   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.
+
+Send invoices
+-------------
+
+Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the
+invoice form. To queue multiple invoices, select them in the list view and click
+:menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both
+:guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked.
+
+.. image:: electronic_invoicing/peppol-send-print.png
+   :alt: Send peppol invoice
+
+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.
+
+.. image:: electronic_invoicing/peppol-message-processing.png
+   :alt: Peppol message status
+
+.. tip::
+   By default, the Peppol status column is hidden on the Invoices list view. You can choose to have
+   it displayed by selecting it from the optional columns, accessible from the top right corner of
+   the Invoices list view.
+
+Receive vendor bills
+--------------------
+
+Once a day, a cron checks whether any new documents have been sent to you via the Peppol network.
+These documents are imported, and the corresponding vendor bills are created automatically as
+drafts.
+
+.. image:: electronic_invoicing/peppol-receive-bills.png
+   :alt: peppol receive bills