[IMP] accounting: peppol
task-3613395
closes odoo/documentation#7139
X-original-commit: d88148f3f6
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
@ -102,37 +102,138 @@ The `Peppol <https://peppol.org/about/>`_ network ensures the exchange of docume
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between enterprises and governmental authorities. It is primarily used for electronic invoicing, and
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its access points (connectors to the Peppol network) allow enterprises to exchange electronic
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documents.
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Odoo is now an **access point** enabling electronic invoicing transactions without the need to send
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invoices and bills by email or post.
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Configuration
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-------------
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Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic
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invoicing transactions without the need to send invoices and bills by email or post.
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First, :ref:`install <general/install>` the :guilabel:`Peppol` module (`account_peppol`).
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If not done yet, :ref:`install <general/install>` the :guilabel:`Peppol` module (`account_peppol`).
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.. image:: electronic_invoicing/peppol-module.png
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:alt: Peppol module install
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.. important::
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- Peppol registration is **free** and available in Odoo Community
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- You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and
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**Refunds** via Peppol.
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- You can send in one of the following supported document formats: **BIS Billing 3.0, XRechnung
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CIUS, NLCIUS**.
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- | The following **countries** are eligible for **Peppol registration in Odoo**:
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| Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus,
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Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece,
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Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia,
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Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania,
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Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)
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Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick the
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:guilabel:`Use PEPPOL Invoicing`, and fill in the following information:
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Registration
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------------
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- `PEPPOL EAS <https://ec.europa.eu/digital-building-blocks/wikis/display/DIGITAL/Code+lists/>`_
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- :guilabel:`Peppol Endpoint`
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Go to :menuselection:`Accounting --> Configuration --> Settings`, tick the :guilabel:`Use PEPPOL
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Invoicing` checkbox, and fill in the following information:
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- :guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and usually depends on your
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company's country. Odoo often prefills this with the most commonly used EAS code in your country.
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For example, the preferred EAS code for most companies in Belgium is 0208.
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- :guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a VAT number.
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- :guilabel:`Phone Number`, including the country code (e.g., `+32` in Belgium)
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- :guilabel:`Primary contact email`
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If you are migrating from another access point, insert the :guilabel:`Migration key` from
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the previous provider.
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.. seealso::
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- `Peppol EAS - European Commision <https://ec.europa.eu/digital-building-blocks/wikis/display/DIGITAL/Code+lists/>`_
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- `Peppol Endpoint - OpenPeppol eDEC Code Lists <https://docs.peppol.eu/edelivery/codelists/>`_
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(open the "Participant Identifier Schemes" as HTML page)
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If you are migrating from another access point, insert the :guilabel:`Migration key` from the
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previous provider.
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.. image:: electronic_invoicing/peppol-settings.png
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:alt: Configuration for peppol
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Finally, click on :guilabel:`Validate registration`.
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A text message containing a code is sent to the phone number provided to finalize the registration
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.. note::
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When testing Peppol, the system parameter `account_peppol.edi.mode` can be changed to `test`.
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Then, the registration occurs on the test server.
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.. image:: electronic_invoicing/peppol-system-parameter.png
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:alt: Peppol test mode
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Now, you can request a verification code to be sent to you by clicking :guilabel:`Verify phone
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number`.
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.. image:: electronic_invoicing/peppol-registration-verify.png
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:alt: phone validation request verification
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A text message containing a code is sent to the phone number provided to finalize the verification
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process.
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.. image:: electronic_invoicing/phone-registration.png
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:alt: phone validation
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All invoices and vendor bills are now sent directly using the Peppol network.
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Once you enter the code and click :guilabel:`Confirm`, you can see that your registration is pending
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activation. From this point onwards, the default journal for receiving Vendor Bills can be set.
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.. image:: electronic_invoicing/peppol-registration-pending.png
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:alt: pending application
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It should be automatically activated within a day.
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.. tip::
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It is also possible to manually trigger the cron that checks the registration status by going to
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:menuselection:`Settings --> Technical --> Scheduled Actions --> PEPPOL\: update participant
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status`.
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Your application status should be updated soon after you are registered on the Peppol network.
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.. image:: electronic_invoicing/peppol-registration-active.png
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:alt: active application
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All invoices and vendor bills can now be sent directly using the Peppol network.
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Contact verification
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--------------------
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Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they
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are also registered as a Peppol participant.
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To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's
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form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct
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format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in.
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Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity
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is set to Valid.
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.. image:: electronic_invoicing/peppol-contact-verify.png
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:alt: verify contact registration
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.. important::
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While Odoo prefills both the EAS code and the Endpoint number based on the information available
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for a contact, it is better to confirm these details directly with the contact.
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Send invoices
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-------------
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Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the
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invoice form. To queue multiple invoices, select them in the list view and click
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:menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both
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:guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked.
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.. image:: electronic_invoicing/peppol-send-print.png
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:alt: Send peppol invoice
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Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The
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status is changed to `Done` after they have been successfully delivered to the contact's Access
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Point.
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.. image:: electronic_invoicing/peppol-message-processing.png
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:alt: Peppol message status
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.. tip::
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By default, the Peppol status column is hidden on the Invoices list view. You can choose to have
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it displayed by selecting it from the optional columns, accessible from the top right corner of
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the Invoices list view.
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Receive vendor bills
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--------------------
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Once a day, a cron checks whether any new documents have been sent to you via the Peppol network.
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These documents are imported, and the corresponding vendor bills are created automatically as
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drafts.
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.. image:: electronic_invoicing/peppol-receive-bills.png
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:alt: peppol receive bills
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