c68cc154ed
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better
task-3330093
closes odoo/documentation#4478
X-original-commit: 14afa1a1a2
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
124 lines
4.1 KiB
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124 lines
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Electronic invoicing (:abbr:`EDI (electronic data interchange)`)
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EDI, or electronic data interchange, is the inter-company communication of business documents, such
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as purchase orders and invoices, in a standard format. Sending documents according to an EDI
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standard ensures that the machine receiving the message can interpret the information correctly.
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Various EDI file formats exist and are available depending on your company's country.
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EDI feature enables automating the administration between companies and might also be required by
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some governments for fiscal control or to facilitate the administration.
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Electronic invoicing of your documents such as customer invoices, credit notes or vendor bills is
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one of the application of EDI.
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Odoo supports, among others, the following formats.
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.. list-table::
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:header-rows: 1
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* - Format Name
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- Applicability
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* - Factur-X (CII)
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- All customers
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* - Peppol BIS Billing 3.0
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- All customers
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* - XRechnung (UBL)
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- All customers
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* - Fattura PA (IT)
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- Italian companies
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* - CFDI (4.0)
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- Mexican companies
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* - Peru UBL 2.1
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- Peruvian companies
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* - SII IVA Llevanza de libros registro (ES)
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- Spanish companies
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* - UBL 2.1 (Columbia)
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- Colombian companies
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* - Egyptian Tax Authority
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- Egyptian companies
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* - E-Invoice (IN)
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- Indian companies
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* - NLCIUS (Netherlands)
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- Dutch companies
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* - EHF 3.0
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- Norwegian companies
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* - SG BIS Billing 3.0
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- Singaporean companies
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* - A-NZ BIS Billing 3.0
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- All customers
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.. note::
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- The **Factur-X (CII)** format enables validation checks on the invoice and generates PDF/A-3
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compliant files.
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- Every PDF generated by Odoo includes an integrated **Factur-X** XML file.
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.. seealso::
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:doc:`../../fiscal_localizations`
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.. _e-invoicing/configuration:
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Configuration
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=============
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By default, the format available in the :ref:`send window <e-invoicing/generation>` depends on your
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customer's country.
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You can define a specific e-invoicing format for each customer. To do so, go to
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:menuselection:`Accounting --> Customers --> Customers`, open the customer form, go to the
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:guilabel:`Accounting` tab and select the appropriate format.
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.. image:: electronic_invoicing/customer-form.png
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:alt: Select an EDI format for a specific customer
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Peppol formats
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--------------
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Use the fields :guilabel:`Peppol e-address (EAS)` and :guilabel:`Peppol Endpoint` to identify the
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recipient in the Peppol Network.
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.. seealso::
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`Peppol BIS Billing 3.0 - Electronic Address Scheme (EAS) code list
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<https://docs.peppol.eu/poacc/billing/3.0/codelist/eas/>`_
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.. example::
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.. list-table::
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:header-rows: 1
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* - Partner's country
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- Peppol e-address (EAS)
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- Peppol Endpoint
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* - Luxembourg
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- 9938 - Luxemburg VAT number
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- a valid Luxemburgish VAT number
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* - Netherlands
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- 0190 - Dutch Originator's Identification Number
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- a valid OIN number
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* - Belgium
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- 9925 - Belgium VAT number
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- a valid Belgian VAT number
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National electronic invoicing
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-----------------------------
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Depending on your company's country (e.g., :doc:`Italy <../../fiscal_localizations/italy>`,
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:doc:`Spain <../../fiscal_localizations/spain>`, :doc:`Mexico
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<../../fiscal_localizations/mexico>`, etc.), you may be required to issue e-invoicing documents in
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a specific format for all your invoices. In this case, you can define a default e-invoicing format
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for your sales journal.
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To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your sales journal,
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go to the :guilabel:`Advanced Settings` tab, and enable the formats you need for this journal.
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.. _e-invoicing/generation:
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E-invoices generation
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=====================
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From a confirmed invoice, click :guilabel:`Send & Print` to open the send window. Check the
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e-invoicing option to generate and attach the e-invoice file.
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.. image:: electronic_invoicing/send-window.png
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:alt: The Peppol option is checked and an e-invoicing XML file is attached to the email.
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