===== 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 :ref:`fiscal localization package ` * - :guilabel:`Indian E-invoicing` - `l10n_in_edi` - :ref:`Indian e-invoicing integration ` * - :guilabel:`Indian E-waybill` - `l10n_in_edi_ewaybill` - :ref:`Indian E-waybill integration ` .. _india/e-invoicing: Indian e-invoicing ================== Odoo is compliant with the **Indian Goods 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 `. #. Log in to the NIC e-Invoice web portal at 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 registered 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`. .. important:: Doing so cancels both the :ref:`E-invoice ` and the :ref:`E-waybill `. .. 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. You can click on :guilabel:`Process Now` if you want to process the invoice immediately. .. _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 #. You can check the verified signed e-invoice here. .. image:: india/signed-invoice.png :align: center :alt: verified e-invoice .. _india/e-waybill: Indian E-waybill ================ Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements. .. important:: Indian E-waybill is available from Odoo 15.0. If needed, :doc:`upgrade ` your database. .. _india/e-waybill-api: API Registration on your NIC E-waybill web portal ------------------------------------------------- You must register on the **NIC E-waybill** web portal to create your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `. #. Log in to the NIC E-waybill web portal at https://ewaybillgst.gov.in/ by clicking on :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`. .. image:: india/e-waybill-system-login.png :align: center :alt: E-waybill login #. From your dashboard, go to :menuselection:`Registration --> For GSP`. .. image:: india/e-waybill-registration-menu.png :align: center :alt: E-waybill registration #. Click on :guilabel:`Send OTP`; you should 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/e-waybill-gsp-registration.png :align: center :alt: E-waybill OTP verification #. Check if :guilabel:`Tera Software Limited` is already on the list of registered GSP/ERP. If so, use this username and password. Otherwise, follow the next steps. .. image:: india/e-waybill-gsp-list.png :align: center :alt: E-waybill list of registered GSP/ERP #. Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a :guilabel:`Username` and a :guilabel:`Password` for your API, and click on :guilabel:`Add`. .. image:: india/e-waybill-registration-details.png :align: center :alt: Submit GSP API registration details .. _india/e-waybill-configuration: Configuration on Odoo --------------------- To set up the E-waybill service, go to :menuselection:`Accounting --> Configuration --> Settings --> Indian Electronic WayBill --> Setup E-Waybill`, and enter your :guilabel:`Username` and :guilabel:`Password`. .. image:: india/e-waybill-configuration.png :align: center :alt: E-waybill setup odoo .. _india/e-waybill-workflow: Workflow -------- To issue an E-waybill from Odoo, you must create an invoice/bill with the details of the E-waybill using the standard invoicing/bill flow (either from a sales/purchase order or the invoice/bill menu in Accounting). .. _india/e-waybill-send: Send an E-waybill ~~~~~~~~~~~~~~~~~ You can manually send an E-waybill by clicking on :guilabel:`Send E-waybill`. .. image:: india/e-waybill-send-button.png :align: center :alt: Send E-waybill button on invoices To send the E-waybill automatically when you confirm an invoice or a bill, enable :guilabel:`E-waybill (IN)` in your :ref:`Sale/Purchase Journal `. .. _india/invoice-validation-e-way: Invoice validation ~~~~~~~~~~~~~~~~~~ Once you have issued the invoice and clicked on :guilabel:`Send E-waybill`, a confirmation message is displayed. .. note:: - Odoo automatically uploads the JSON-signed file to the government portal after a while. You can click on :guilabel:`Process Now` if you want to process the invoice immediately. - You can find the JSON-signed file in the attached files in the chatter. .. image:: india/e-waybill-process.png :align: center :alt: Indian e-waybill confirmation message: "The invoice will be processed asynchronously by the following E-waybill service : E-waybill (IN)" Invoice PDF Report ~~~~~~~~~~~~~~~~~~ You can print the invoice PDF report once you have submitted the E-waybill. The report includes the **E-waybill number** and the **E-waybill validity date**. .. image:: india/e-waybill-invoice-report.png :align: center :alt: E-waybill acknowledgment number and date .. _india/e-waybill-cancellation: E-waybill Cancellation ~~~~~~~~~~~~~~~~~~~~~~ If you want to cancel an E-waybill, go to the :guilabel:`eWayBill` tab of the invoice and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on :guilabel:`Request EDI Cancellation`. .. important:: Doing so cancels both the :ref:`E-invoice ` and the :ref:`E-waybill `. .. image:: india/e-waybill-cancellation.png :align: center :alt: cancel reason and remarks .. note:: - If you want to abort the cancellation before processing the invoice, click on :guilabel:`Call Off EDI Cancellation`. - If the E-invoice is applicable for this invoice, then it will also be canceled. - Once you request to cancel the E-waybill, Odoo automatically submits the JSON Signed file to the government portal. You can click on :guilabel:`Process Now` if you want to process the invoice immediately.