ebeebbcd45
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#4470 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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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 (PDF/A-3)
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- For French and German companies
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* - Peppol BIS Billing 3.0 (UBL)
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- For companies whose countries are part of the `EAS list
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<https://docs.peppol.eu/poacc/billing/3.0/codelist/eas/>`_
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* - E-FFF
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- For Belgian companies
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* - XRechnung (UBL)
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- For German companies
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* - Fattura PA (IT)
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- For Italian companies
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* - CFDI (4.0)
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- For Mexican companies
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* - Peru UBL 2.1
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- For Peruvian companies
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* - SII IVA Llevanza de libros registro (ES)
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- For Spanish companies
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* - UBL 2.1 (Columbia)
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- For Colombian companies
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* - Egyptian Tax Authority
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- For Egyptian companies
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* - E-Invoice (IN)
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- For Indian companies
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* - NLCIUS (Netherlands)
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- For Dutch companies
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* - EHF 3.0
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- For Norwegian companies
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* - SG BIS Billing 3.0
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- For Singaporean companies
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* - A-NZ BIS Billing 3.0
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- For Australian/New Zealand companies
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.. seealso::
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:ref:`fiscal_localizations/packages`
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.. _e-invoicing/configuration:
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Configuration
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=============
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Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer Invoices --> Advanced
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Settings --> Electronic Invoicing` and enable the formats you need for this journal.
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.. image:: electronic_invoicing/formats.png
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:align: center
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:alt: Select the EDI format you need
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Once an electronic invoicing format is enabled, XML documents are generated when clicking on
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:guilabel:`Confirm` in documents such as invoices, credit notes, etc. These documents are either
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visible in the attachment section, or embedded in the PDF.
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.. note::
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- For E-FFF, the xml file only appears after having generated the PDF (:guilabel:`Print` or
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:guilabel:`Send & Print` button), since the PDF needs to be embedded inside the xml.
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- Every PDF generated from Odoo contains a :guilabel:`Factur-X` XML file (for interoperability purpose).
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For German and French companies, the option :guilabel:`Factur-X (PDF/A-3)` in addition enables
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validation checks on the invoice and generates a PDF/A-3 compliant file, required by plaftorms like Chorus Pro.
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- The formats available depend on the country registered in your company's :guilabel:`General
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Information`.
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- Odoo supports the **Peppol BIS Billing 3.0** format that can be used via existing access
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points.
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