force rebuild

uniquifier: tqCymZHWZ6vkK2Zq For-Commit-Id: 294c02bdb3
[FIX] iot/studio: fix typo and improve wording
2025-02-25 02:22:09 +00:00 · 2025-02-24 19:40:18 +00:00 · 2025-02-22 11:12:33 +00:00 · 2025-02-22 10:50:05 +00:00 · 2025-02-20 13:12:41 +00:00 · 2025-02-19 11:12:28 +00:00
890 changed files with 908034 additions and 358003 deletions
@@ -231,18 +231,13 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
    'master': "Master",
+    'saas-18.1': "Odoo Online",
+    '18.0': "Odoo 18",
    'saas-17.4': "Odoo Online",
    'saas-17.2': "Odoo Online",
-    'saas-17.1': "Odoo Online",
    '17.0': "Odoo 17",
-    'saas-16.4': "Odoo Online",
-    'saas-16.3': "Odoo Online",
-    'saas-16.2': "Odoo Online",
-    'saas-16.1': "Odoo Online",
    '16.0': "Odoo 16",
-    'saas-15.2': "Odoo Online",
    '15.0': "Odoo 15",
-    '14.0': "Odoo 14",
 }

 # The language names that should be shown in the language switcher, if the config option `languages`
@@ -251,7 +246,9 @@ languages_names = {
    'de': 'DE',
    'en': 'EN',
    'es': 'ES',
+    'es_419': 'ES (LATAM)',
    'fr': 'FR',
+    'id': 'ID',
    'it': 'IT',
    'ja': 'JA',
    'ko': 'KR',
@@ -261,6 +258,7 @@ languages_names = {
    'sv': 'SV',
    'th': 'TH',
    'uk': 'UA',
+    'vi': 'VI',
    'zh_CN': 'ZH (CN)',
    'zh_TW': 'ZH (TW)'
 }
@@ -23,7 +23,7 @@ Edit Security Settings --> Delete Account`. It can also be accessed by going to
 Upon clicking the :guilabel:`Delete Account` button, a pop-up window appears, requesting
 confirmation for the account deletion.

-.. image:: odoo_account/delete-account.png
+.. image:: odoo_accounts/delete-account.png
   :align: center
   :alt: Clicking on the Delete Account button will populate a window verifying the change.

@@ -33,17 +33,17 @@ Manage the Github users who can access your project.
 .. image:: settings/interface-settings-collaborators.png
   :align: center

-There are two levels of users:
+There are three levels of users:

-* Admin: has access to all features of Odoo.sh.
-* User: does not have access to the project settings nor to the production and staging databases.
+- :guilabel:`Admin`: has access to all features of an Odoo.sh project.

-The user group is meant for developers who can make modifications in your code but are not allowed
-to access the production data. Users of this group cannot connect to the production and staging
-databases using the *1-click connect* feature, but they can of course use their regular account on
-these databases if they have one, using their regular credentials.
+- :guilabel:`Tester`: has access to the *Staging* and *Development* databases and their tooling.
+  This role is for users conducting User Acceptance Tests. Testers can work with copies of
+  production data but cannot access the production database through the Odoo.sh tooling.

-In addition, they cannot use the webshell nor have access to the server logs.
+- :guilabel:`Developer`: has access only to the *Development* databases and their tooling. This
+  role is for developers who propose code modifications but are not allowed to access production
+  and staging databases through the Odoo.sh tooling.

 .. list-table::
   :header-rows: 1
@@ -51,83 +51,145 @@ In addition, they cannot use the webshell nor have access to the server logs.

   * -
     -
-     - User
+     - Developer
+     - Tester
     - Admin
   * - Development
     - History
     - |green|
     - |green|
+     - |green|
   * -
     - 1-click connect
     - |green|
     - |green|
+     - |green|
   * -
     - Logs
     - |green|
     - |green|
+     - |green|
   * -
     - Shell/SSH
     - |green|
     - |green|
+     - |green|
   * -
     - Mails
     - |green|
     - |green|
-   * -
-     - Upgrade
-     - |green|
     - |green|
   * -
     - Settings
     - |green|
     - |green|
-   * - Production & Staging
+     - |green|
+   * - Staging
     - History
     - |green|
     - |green|
+     - |green|
   * -
     - 1-click connect
     -
     - |green|
+     - |green|
   * -
     - Logs
     -
     - |green|
+     - |green|
   * -
     - Shell/SSH
     -
     - |green|
+     - |green|
   * -
     - Mails
     -
     - |green|
+     - |green|
   * -
     - Monitoring
     -
     - |green|
+     - |green|
   * -
     - Backups
     -
+     -
     - |green|
   * -
     - Upgrade
     -
     - |green|
+     - |green|
   * -
     - Settings
-     - |green|\*
+     -
+     - |green|
+     - |green|
+   * - Production
+     - History
+     - |green|
+     - |green|
+     - |green|
+   * -
+     - 1-click connect
+     -
+     -
+     - |green|
+   * -
+     - Logs
+     -
+     -
+     - |green|
+   * -
+     - Shell/SSH
+     -
+     -
+     - |green|
+   * -
+     - Mails
+     -
+     -
+     - |green|
+   * -
+     - Monitoring
+     -
+     -
+     - |green|
+   * -
+     - Backups
+     -
+     -
+     - |green|
+   * -
+     - Upgrade
+     -
+     -
+     - |green|
+   * -
+     - Settings
+     -
+     -
     - |green|
   * - Status
     -
     - |green|
     - |green|
+     - |green|
   * - Settings
+     -
     -
     -
     - |green|

-.. note::
-    \* Only in staging branches
+.. warning::
+   Those roles only apply to the usage of Odoo.sh. It is important to reflect the user roles
+   attribution within the repository on GitHub.  Please refer to the GitHub documentation section on
+   `Managing a branch protection rule <https://docs.github.com/en/repositories/configuring-branches-and-merges-in-your-repository/managing-protected-branches/managing-a-branch-protection-rule>`_
+   for detailed guidance.

 .. |green| raw:: html

@@ -149,15 +211,32 @@ Allow public access to your development builds.
 .. image:: settings/interface-settings-public.png
   :align: center

-If activated, this option exposes the Builds page publicly, allowing visitors to connect to your
-development builds.
-
-In addition, visitors have access to the logs, shell and mails of your development builds.
+If activated, this option exposes the Builds page publicly, allowing visitors to view logs of development builds.

 Production and staging builds are excluded, visitors can only see their status.

 .. _odoosh-gettingstarted-settings-modules-installation:

+GitHub commit statuses
+======================
+
+This option enables Odoo.sh to push commit statuses to your GitHub repository when a build is
+created or updated. It requires a GitHub token with permissions to push commit statuses to the
+repository. Refer to `GitHub's documentation on personal access tokens <https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens>`_
+for instructions to create yours.
+
+.. note::
+    GitHub's **fine-grained personal tokens** have an expiration date and will be disabled if they
+    fail to update the commit status. You can replace the token at any time on Odoo.sh.
+
+The commit statuses pushed to GitHub can have the following contexts:
+
+- :guilabel:`ci/odoo.sh (dev)`: status of a development build
+- :guilabel:`ci/odoo.sh (staging)`: status of a staging build
+- :guilabel:`ci/odoo.sh (production)`: status of a production build
+- :guilabel:`ci/odoo.sh (test_ci)`: testing the token from the Settings page will push a test
+  status on the last commit of your repository
+
 Custom domains
 ==============

@@ -61,8 +61,8 @@ To resolve the issue:
  your **network and firewall settings** allow the Odoo server to open outgoing connections
  towards:

-  - `services.odoo.com` on port `443` (or `80`)
-  - for older deployments, `services.openerp.com` on port `443` (or `80`)
+  - Odoo 18.0 and above: `services.odoo.com` on port `80`
+  - Odoo 17.0 and below: `services.openerp.com` on port `80`

  These ports must be kept open even after registering a database, as the update notification runs
  once a week.
@@ -85,12 +85,6 @@ To resolve the issue, either:
  displayed in the message to validate the upsell quotation and pay for the extra users.
 - :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.

-.. important::
-   If you are on a monthly subscription plan, the database will automatically update to reflect the
-   added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
-   database. You can create the upsell quotation by clicking the banner to update the subscription
-   or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
-
 Once your database has the correct number of users, the expiration message disappears automatically
 after a few days, when the next verification occurs.

@@ -132,7 +132,7 @@ be downloaded from the `Odoo download page <https://www.odoo.com/page/download>`
   .. group-tab:: Fedora

      .. note::
-         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
+         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 38.

      Once downloaded, the package can be installed using the 'dnf' package manager:

@@ -31,24 +31,30 @@ This matrix shows the support status of every version.
     - On-Premise
     - Release date
     - End of support
-   * - Odoo saas~17.4
+   * - Odoo SaaS 18.1
     - |green|
     - N/A
     - N/A
+     - January 2025
+     -
+   * - **Odoo 18.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2024
+     - October 2027 (planned)
+   * - Odoo SaaS 17.4
+     - |red|
+     - N/A
+     - N/A
     - July 2024
-     -
-   * - Odoo saas~17.2
-     - |green|
+     - October 2024
+   * - Odoo SaaS 17.2
+     - |red|
     - N/A
     - N/A
     - April 2024
-     -
-   * - Odoo saas~17.1
-     - |green|
-     - N/A
-     - N/A
-     - January 2024
-     -
+     - October 2024
   * - **Odoo 17.0**
     - |green|
     - |green|
@@ -60,31 +66,25 @@ This matrix shows the support status of every version.
     - |green|
     - |green|
     - October 2022
-     - November 2025 (planned)
+     - October 2025 (planned)
   * - **Odoo 15.0**
-     - |green|
-     - |green|
-     - |green|
+     - |red|
+     - |red|
+     - |red|
     - October 2021
-     - November 2024 (planned)
+     - October 2024
   * - **Odoo 14.0**
     - |red|
     - |red|
     - |red|
     - October 2020
     - November 2023
-   * - **Odoo 13.0**
-     - |red|
-     - |red|
-     - |red|
-     - October 2019
-     - October 2022
   * - Older versions
     - |red|
     - |red|
     - |red|
-     - Before 2019
-     - Before 2022
+     - Before 2020
+     - Before 2023

 .. admonition:: Legend

@@ -3,7 +3,7 @@ Upgrade
 =======

 An upgrade involves moving a database from an older version to a newer supported version (e.g., from
-Odoo 15.0 to Odoo 17.0). Regular upgrades are crucial as each version offers new features, bug
+Odoo 16.0 to Odoo 18.0). Regular upgrades are crucial as each version offers new features, bug
 fixes, and security patches. Using a :doc:`supported version <supported_versions>` is strongly
 recommended. Each major version is supported for three years.

@@ -13,11 +13,11 @@ Depending on the hosting type and Odoo version used, a database upgrade can be *

   .. group-tab:: Odoo Online

-      - If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory
+      - If a database is on a **major version** (e.g., 16.0, 17.0, 18.0), an upgrade is mandatory
        every two years.
      - If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory
        a few weeks after the next version is released. Minor versions are usually released every
-        three months.
+        two months.

   .. group-tab:: Odoo.sh

@@ -390,8 +390,8 @@ few exceptions.
         filestore before deploying the new version.

 In case of an issue with your production database, you can request the assistance of Odoo by going
-to the `Support page and selecting "An issue related to my future upgrade (I am testing an upgrade)"
-<https://www.odoo.com/help?stage=migration>`_.
+to the `Support page and selecting "An issue related to my upgrade (production)"
+<https://www.odoo.com/help?stage=post_upgrade>`_.

 .. _upgrade-sla:

@@ -430,10 +430,8 @@ Upgrade services not covered by the SLA
 The following upgrade-related services are **not** included:

 - the **cleaning** of pre-existing data and configurations while upgrading;
- the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;
- lines of **code added to standard modules**, i.e., customizations created outside the Studio app,
-  code entered manually, and :ref:`automated actions using Python code
-  <studio/automated-actions/action>`; and
+- the upgrade of **additional modules not covered by a maintenance contract** that are created
+  in-house or by third parties, including Odoo partners; and
 - **training** on using the upgraded version's features and workflows.

 .. seealso::
@@ -110,6 +110,8 @@ You can edit the currency used to enter the statements.
 .. seealso::
   :doc:`get_started/multi_currency`

+.. _accounting/bank/account-number:
+
 Account number
 --------------

@@ -21,25 +21,23 @@ Import transactions

 Odoo supports multiple file formats to import transactions:

- SEPA recommended Cash Management format (CAMT.053);
- Comma-separated values (.CSV);
- Open Financial Exchange (.OFX);
- Quicken Interchange Format (.QIF);
- Belgium: Coded Statement of Account (.CODA).
+- SEPA recommended Cash Management format (CAMT.053)
+- Comma-separated values (CSV)
+- Open Financial Exchange (OFX)
+- Quicken Interchange Format (QIF)
+- Belgium: Coded Statement of Account (CODA)

-To import a file, go to the **Accounting Dashboard**, and in the :guilabel:`Bank` journal,
+To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal,
 click on :guilabel:`Import File`.

 .. tip::
   Alternatively, you can also:

-   - click :guilabel:`⋮` on the :guilabel:`Bank` journal and select :guilabel:`Import file`;
-   - or access the transaction list by clicking :guilabel:`⋮` on the :guilabel:`Bank` journal and
-     selecting :guilabel:`Transactions`, then click the gear icon :guilabel:`(⚙)` and select
-     :guilabel:`Import records`.
-
-     .. image:: transactions/import-transactions.png
-        :alt: Import bank transactions from the bank journal
+   - click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon on the :guilabel:`Bank`
+     journal and select :guilabel:`Import file`;
+   - or access the transaction list by clicking the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)`
+     icon on the :guilabel:`Bank` journal and selecting :guilabel:`Transactions`, then click
+     the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`Import records`.

 Next, select the file and upload it.

@@ -75,22 +73,28 @@ on your business flow, you may want to record them for control purposes.
   account balance as of the date you begin synchronizing or importing transactions. This is
   necessary to ensure the accuracy of your accounting.

-To access a list of statements, go to your :guilabel:`Accounting Dashboard`, click on the vertical
-ellipsis (:guilabel:`⋮`) button next to the bank or cash journal you want to check, then on
-:guilabel:`Statements`
+To access a list of existing statements, go to the :guilabel:`Accounting Dashboard`, click the
+:icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon next to the bank or cash journal you want to
+check, then click :guilabel:`Statements`.
+
+.. _transactions/statement-kanban:

 Statement creation from the kanban view
 ---------------------------------------

-Open the bank reconciliation view by clicking on the name of the bank journal, and identify the
-transaction corresponding to the last transaction of your bank statement. Click on the
-:guilabel:`STATEMENT` button when hovering on the upper separator line.
+Open the bank reconciliation (kanban) view from the :guilabel:`Accounting Dashboard` by clicking on
+the name of the bank journal and identify the transaction corresponding to the last (most recent)
+transaction of your bank statement. Click on the :guilabel:`Statement` button when hovering on the
+upper separator line to create a statement from that transaction down to the oldest transaction that
+is not yet part of a statement.

 .. image:: transactions/statements-kanban.png
-   :alt: A "STATEMENT" button is visible when hovering on the line separating two transactions.
+   :alt: A "Statement" button is visible when hovering on the line separating two transactions.

-Fill out the statement's details and save. The newly created statement includes the previous
-transactions following the last statement.
+In the :guilabel:`Create Statement` window, fill out the statement's :guilabel:`Reference`, verify
+its :guilabel:`Starting Balance` and :guilabel:`Ending Balance`, and click :guilabel:`Save`.
+
+.. _transactions/statement-list:

 Statement creation from the list view
 -------------------------------------
@@ -100,3 +104,35 @@ view. Select all the transactions corresponding to the bank statement, and, in t
 :guilabel:`Statement` column, select an existing statement or create a new one by typing its
 reference, clicking on :guilabel:`Create and edit...`, filling out the statement's details, and
 saving.
+
+.. _transactions/view-edit-print:
+
+Statement viewing, editing, and printing
+----------------------------------------
+
+To view an existing statement, click on the statement amount in the reconciliation (kanban) view or
+click on the statement name in the bank transaction list view. From here, you can edit the
+:guilabel:`Reference`, :guilabel:`Starting Balance`, or :guilabel:`Ending Balance`.
+
+.. note::
+   Manually updating the :guilabel:`Starting Balance` automatically updates the :guilabel:`Ending
+   Balance` based on the new value of the :guilabel:`Starting Balance` and the value of the
+   statement's transactions.
+
+.. warning::
+   If the :guilabel:`Starting Balance` doesn't equal the previous statement's :guilabel:`Ending
+   Balance`, or if the :guilabel:`Ending Balance` doesn't equal the running balance
+   (:guilabel:`Starting Balance` plus the statement's transactions), a warning appears explaining
+   the issue. To maintain flexibility, it is still possible to save without first resolving the
+   issue.
+
+To attach a digital copy (i.e., JPEG, PNG, or PDF) of the bank statement for enhanced recordkeeping,
+click the :icon:`fa-paperclip` :guilabel:`Attachments` button and select the file to attach.
+
+To generate and print a PDF of the bank statement, click the :guilabel:`Print` button (if accessed
+via the reconciliation view) or click on the :icon:`fa-cog`:guilabel:`(gear)` icon and click
+:icon:`fa-print`:guilabel:`Statement` (if accessed via the list view).
+
+.. note::
+   When a bank statement is generated to be printed, it is automatically added to the
+   :guilabel:`Attachments`.
@@ -4,225 +4,251 @@
 Customer invoices
 =================

-From Customer Invoice to Payments Collection
-============================================
+A customer invoice is a document issued by a company for products and/or services sold to a
+customer. It records receivables as they are sent to customers. Customer invoices can include
+amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling
+fees, and other charges.
+Odoo supports multiple invoicing and payment workflows.

-Odoo supports multiple invoicing and payment workflows, so you can
-choose and use the ones that match your business needs. Whether you want
-to accept a single payment for a single invoice, or process a payment
-spanning multiple invoices and taking discounts for early payments, you
-can do so efficiently and accurately.
+.. seealso::
+   :doc:`/applications/finance/accounting/customer_invoices/overview`

-From Draft Invoice to Profit and Loss
-------------------------------------
+From draft invoice to profit and loss report, the process involves several steps once the goods (or
+services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:

-If we pick up at the end of a typical 'order to cash' scenario, after
-the goods have been shipped, you will: issue an invoice; receive
-payment; deposit that payment at the bank; make sure the Customer
-Invoice is closed; follow up if Customers are late; and finally present
-your Income on the Profit and Loss report and show the decrease in
-Assets on the Balance Sheet report.
+- :ref:`accounting/invoice/creation`
+- :ref:`accounting/invoice/confirmation`
+- :ref:`accounting/invoice/sending`
+- :ref:`accounting/invoice/paymentandreconciliation`
+- :ref:`accounting/invoice/followup`
+- :ref:`accounting/invoice/reporting`

-Invoicing in most countries occurs when a contractual obligation is met.
-If you ship a box to a customer, you have met the terms of the contract
-and can bill them. If your supplier sends you a shipment, they have met
-the terms of that contract and can bill you. Therefore, the terms of the
-contract is fulfilled when the box moves to or from the truck. At this
-point, Odoo supports the creation of what is called a Draft Invoice by
-Warehouse staff.
+.. _accounting/invoice/creation:

 Invoice creation
----------------
+================

-Draft invoices can be manually generated from other documents such as
-Sales Orders, Purchase Orders,etc. Although you can create a draft
-invoice directly if you would like.
+Draft invoices can be created directly from documents like sales orders or purchase orders or
+manually from the :guilabel:`Customer Invoices` journal in the :guilabel:`Accounting Dashboard`.

-An invoice must be provided to the customer with the necessary
-information in order for them to pay for the goods and services ordered
-and delivered. It must also include other information needed to pay the
-invoice in a timely and precise manner.
+An invoice must include the required information to enable the customer to pay promptly for their
+goods and services. Make sure the following fields are appropriately completed:

-Draft invoices
--------------
+- :guilabel:`Customer`: When a customer is selected, Odoo automatically pulls information from the
+  customer record like the invoice address,
+  :doc:`preferred payment terms <customer_invoices/payment_terms>`,
+  :doc:`fiscal positions <taxes/fiscal_positions>`, receivable account, and more onto the invoice.
+  To change these values for this specific invoice, edit them directly on the invoice. To change
+  them for future invoices, change the values on the contact record.
+- :guilabel:`Invoice Date`: If not set manually, this field is automatically set as the current date
+  upon confirmation.
+- :guilabel:`Due Date` or :doc:`payment terms <customer_invoices/payment_terms>`: To specify when
+  the customer has to pay the invoice.
+- :guilabel:`Journal`: Is automatically set and can be changed if needed.
+- :doc:`Currency <get_started/multi_currency>`
+- :guilabel:`Product`: Click :guilabel:`Add a line` to add a product.
+- :guilabel:`Quantity`
+- :guilabel:`Price`
+- :doc:`Taxes <taxes>` (if applicable)

-The system generates invoice which are initially set to the Draft state.
-While these invoices remain unvalidated, they have no accounting impact within the system.
-There is nothing to stop users from creating their own draft invoices.
+.. tip::
+   To display the total amount of the invoice in words, go to :menuselection:`Accounting -->
+   Configuration --> Settings` and activate the :guilabel:`Total amount of invoice in letters`
+   option.

-Let's create a customer invoice with following information:
+The :guilabel:`Journal Items` tab displays the accounting entries created.
+Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions
+<taxes/fiscal_positions>`, :doc:`Incoterms <customer_invoices/incoterms>`, and more can be added or
+modified in the :guilabel:`Other Info` tab.

- Customer: Agrolait
- Product: iMac
- Quantity: 1
- Unit Price: 100
- Taxes: Tax 15%
+.. note::
+   Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting
+   impact until they are :ref:`confirmed <accounting/invoice/confirmation>`.

-.. image:: customer_invoices/invoice01.png
+.. seealso::
+   :doc:`/applications/sales/sales/invoicing/proforma`

-.. image:: customer_invoices/invoice02.png
+.. _accounting/invoice/confirmation:

-The document is composed of three parts:
+Invoice confirmation
+====================

-  the top of the invoice, with customer information,
-  the main body of the invoice, with detailed invoice lines,
-  the bottom of the page, with detail about the taxes, and the totals.
+Click :guilabel:`Confirm` when the document is completed. The document's status changes to
+:guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On
+confirmation, Odoo assigns each document a unique number from a defined
+:ref:`sequence <accounting/invoice/sequence>`.

-Open or Pro-forma invoices
--------------------------
+.. note::
+   - Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if
+     changes are needed.
+   - If required, invoices and other journal entries can be locked once posted
+     using the :ref:`Lock posted entries with hash <data-inalterability/lock>` feature.

-An invoice will usually include the quantity and the price of goods
-and/or services, the date, any parties involved, the unique invoice
-number, and any tax information.
+.. _accounting/invoice/sending:

-"Validate" the invoice when you are ready to approve it. The invoice
-then moves from the Draft state to the Open state.
+Invoice sending
+===============

-When you have validated an invoice, Odoo gives it a unique number from a
-defined, and modifiable, sequence.
+To send the invoice to the customer, click :guilabel:`Send & Print`. A :guilabel:`Configure your
+document layout` pop-up window will appear if a :ref:`default invoice layout
+<studio/pdf-reports/default-layout>` hasn't been customized. Then, select how to send this invoice
+to the customer in the :guilabel:`Send` window.

-.. image:: customer_invoices/invoice03.png
+To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`
+and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select
+:guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of
+an ongoing send and print batch. This helps prevent the process from being triggered manually again,
+as it may take some time to complete for exceptionally large batches.

-Accounting entries corresponding to this invoice are automatically
-generated when you validate the invoice. You can see the details by
-clicking on the entry in the Journal Entry field in the "Other Info"
-tab.
+.. _accounting/invoice/paymentandreconciliation:

-.. image:: customer_invoices/invoice04.png
+Payment and reconciliation
+==========================

-Send the invoice to customer
----------------------------
+In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been
+reconciled with a corresponding bank transaction.

-After validating the customer invoice, you can directly send it to the
-customer via the 'Send by email' functionality.
+.. seealso::
+   - :doc:`payments`
+   - :doc:`bank/reconciliation`

-.. image:: customer_invoices/invoice05.png
+.. _accounting/invoice/followup:

-A typical journal entry generated from a validated invoice will look
-like as follows:
+Payment follow-up
+=================

-+-----------------------+---------------+----------------+-------------+--------------+
-| **Account**           | **Partner**   | **Due date**   | **Debit**   | **Credit**   |
-+=======================+===============+================+=============+==============+
-| Accounts Receivable   | Agrolait      | 01/07/2015     | 115         |              |
-+-----------------------+---------------+----------------+-------------+--------------+
-| Taxes                 | Agrolait      |                |             | 15           |
-+-----------------------+---------------+----------------+-------------+--------------+
-| Sales                 |               |                |             | 100          |
-+-----------------------+---------------+----------------+-------------+--------------+
+Odoo's :doc:`follow-up actions <payments/follow_up>` help companies follow up on customer invoices.
+Different actions can be set up to remind customers to pay their outstanding invoices, depending on
+how much the customer is overdue. These actions are bundled into follow-up levels that trigger when
+an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the
+same customer, the actions are performed on the most overdue invoice.

-Payment
-------
+.. _accounting/invoice/sequence:

-In Odoo, an invoice is considered to be paid when the associated
-accounting entry has been reconciled with the payment entries. If there
-has not been a reconciliation, the invoice will remain in the Open state
-until you have entered the payment.
+Sequence
+========

-A typical journal entry generated from a payment will look like as
-follows:
+The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number.
+The prefix combines the journal code and the entry date and is used to group entries by period. The
+number is unique for each period and is used to identify the entry. The default sequence on customer
+invoices is INV/YYYY/number. In some specific cases,
+:ref:`resequencing <accounting/invoice/resequencing>` invoices might be necessary.

-+-----------------------+---------------+----------------+-------------+--------------+
-| **Account**           | **Partner**   | **Due date**   | **Debit**   | **Credit**   |
-+=======================+===============+================+=============+==============+
-| Bank                  | Agrolait      |                | 115         |              |
-+-----------------------+---------------+----------------+-------------+--------------+
-| Accounts Receivable   | Agrolait      |                |             | 115          |
-+-----------------------+---------------+----------------+-------------+--------------+
+.. _accounting/invoice/resequencing:

-Receive a partial payment through the bank statement
----------------------------------------------------
+Resequencing
+------------

-You can manually enter your bank statements in Odoo, or you can import
-them in from a csv file or from several other predefined formats
-according to your accounting localisation.
+Resequencing is not possible:

-Create a bank statement from the accounting dashboard with the related
-journal and enter an amount of $100 .
+- When entries are before a lock date.
+- When the sequence leads to a duplicate.
+- When the :guilabel:`Invoice Date` doesn't match the date contained in the new sequence number,
+  e.g., if the sequence is changed to INV/2023/XXXXX for a document with an :guilabel:`Invoice Date`
+  of 2024.

-.. image:: customer_invoices/invoice06.png
+To change the invoice sequence with the structure INV/YYYY/MM/number, add `/MM` with the number of
+the month of the :guilabel:`Invoice date`. Odoo will recognize the "/" term as a month and update
+the future invoice sequence appropriately with the month of the :guilabel:`Invoice date`. For
+example, if the invoice date is January, change the sequence to `INV/2024/01/XXXXX`.

-Reconcile
---------
+In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a
+:guilabel:`Validation Error` message appears.

-Now let's reconcile!
+.. note::

-.. image:: customer_invoices/invoice07.png
+   - All sequence changes are logged in the chatter to keep the information.
+   - Sequence changes also affect the format of future invoices' sequences.

-You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom.
+.. _accounting/invoice/resequencing-one-invoice:

-After reconciling the items in the sheet, the related invoice will now
-display "You have outstanding payments for this customer. You can
-reconcile them to pay this invoice. "
+Resequencing a single invoice
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

-.. image:: customer_invoices/invoice08.png
+To resequence the last confirmed invoice, click :guilabel:`Reset to Draft`, then change the
+sequence. The invoice now appears in red on the :guilabel:`Customer Invoices` list.

-.. image:: customer_invoices/invoice09.png
+.. _accounting/invoice/mass-resequencing:

-Apply the payment. Below, you can see that the payment has been added to
-the invoice.
+Mass-resequencing invoices
+~~~~~~~~~~~~~~~~~~~~~~~~~~

-.. image:: customer_invoices/invoice10.png
+It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from
+another invoicing or accounting system and the reference originates from the previous software,
+continuity for the current year must be maintained without restarting from the beginning.

-Payment Followup
----------------
+.. note::
+   This feature is only available to users with administrator or advisor access.

-There's a growing trend of customers paying bills later and later.
-Therefore, collectors must make every effort to collect money and
-collect it faster.
+Follow these steps to resequence invoice numbers:

-Odoo will help you define your follow-up strategy. To remind customers
-to pay their outstanding invoices, you can define different actions
-depending on how severely overdue the customer is. These actions are
-bundled into follow-up levels that are triggered when the due date of an
-invoice has passed a certain number of days. If there are other overdue
-invoices for the same customer, the actions of the most overdue invoice
-will be executed.
+#. Activate the :ref:`developer mode <developer-mode>`.
+#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal.
+#. Select the invoices that need a new sequence.
+#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`.
+#. In the :guilabel:`Ordering` field, choose to

-By going to the customer record and diving into the "Overdue Payments"
-you will see the follow-up message and all overdue invoices.
+   - :guilabel:`Keep current order`: The order of the numbers remains the same.
+   - :guilabel:`Reorder by accounting date`: The number is reordered by accounting date.
+#. Set the :guilabel:`First New Sequence`.
+#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`.

-.. image:: customer_invoices/invoice11.png
+The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list.

-.. image:: customer_invoices/invoice12.png
+.. image:: customer_invoices/invoice-sequencing.png
+   :alt: Resequence options window

-.. _customer-invoices/aging-report:
+.. _accounting/invoice/reporting:

-Customer aging report:
-~~~~~~~~~~~~~~~~~~~~~~
+Reporting
+=========

-The customer aging report will be an additional key tool for the
-collector to understand the customer credit issues, and to prioritize
-their work.
+.. _accounting/invoice/partner-reports:

-Use the aging report to determine which customers are overdue and begin
-your collection efforts.
-
-.. image:: customer_invoices/invoice13.png
-
-Profit and loss
+Partner reports
 ---------------

-The Profit and Loss statement displays your revenue and expense details.
-Ultimately, this gives you a clear image of your Net Profit and Loss. It
-is sometimes referred to as the "Income Statement" or "Statement of
-Revenues and Expenses."
+.. _accounting/invoices/partner-ledger:

-.. image:: customer_invoices/invoice14.png
+Partner Ledger
+~~~~~~~~~~~~~~
+
+The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it,
+go to :menuselection:`Accounting --> Reporting --> Partner Ledger`.
+
+.. _accounting/invoices/aging-report:
+
+Aged Receivable
+~~~~~~~~~~~~~~~
+
+To review outstanding customer invoices and their related due dates, use the
+:ref:`Aged Receivable <accounting/reporting/aged-receivable>` report. To access it, go to
+:menuselection:`Accounting --> Reporting --> Aged Receivable`.
+
+.. _accounting/invoices/aged-payable:
+
+Aged Payable
+~~~~~~~~~~~~
+
+To review outstanding vendor bills and their related due dates, use the
+:ref:`Aged Payable <accounting/reporting/aged-payable>` report. To access it, go to
+:menuselection:`Accounting --> Reporting --> Aged Payable`.
+
+.. _accounting/invoices/profit-and-loss:
+
+Profit and Loss
+---------------
+
+The :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` statement shows details of income
+and expenses.
+
+.. _accounting/invoices/balance-sheet:

 Balance sheet
 -------------

-The balance sheet summarizes your company's liabilities,
-assets and equity at a specific moment in time.
-
-.. image:: customer_invoices/invoice15.png
-
-.. image:: customer_invoices/invoice16.png
-
-For example, if you manage your inventory using the perpetual accounting
-method, you should expect a decrease in account "Current Assets" once
-the material has been shipped to the customer.
+The :ref:`Balance Sheet <accounting/reporting/balance-sheet>` summarizes the company's assets,
+liabilities, and equity at a specific time.

 .. toctree::
   :titlesonly:
@@ -43,9 +43,20 @@ Generate Entries
  :ref:`generate them manually <customer_invoices/deferred/generate_manually>` by selecting the
  :guilabel:`Manually & Grouped` option instead.
 Amount Computation
-  Suppose an invoice of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
-  computation accounts for $100 each month, while the :guilabel:`Based on days` computation
-  accounts for different amounts depending on the number of days in each month.
+  Suppose an invoice of $1200 must be deferred over 12 months.
+
+  - The :guilabel:`Months` option accounts for $100 each month prorated to the number of days in
+    that month (e.g., $50 for the first month if the :guilabel:`Start Date` is set to the 15th of
+    the month).
+
+  - The :guilabel:`Full Months` option considers each month started to be full (e.g., $100 for the
+    first month even if the :guilabel:`Start Date` is set to the 15th of the month); this means that
+    with the :guilabel:`Full Months` option, a full $100 is recognized in the first partial month,
+    eliminating the need for a 13th month to recognize any remainder as would be the case when using
+    the :guilabel:`Months` option.
+
+  - The :guilabel:`Days` option accounts for different amounts depending on the number of days in
+    each month (e.g., ~$102 for January and ~$92 for February).

 .. _customer_invoices/deferred/generate_on_validation:

@@ -116,7 +116,7 @@ for every computed *due date*.
 This makes for easier :doc:`follow-ups </applications/finance/accounting/payments/follow_up>` and
 :doc:`reconciliation </applications/finance/accounting/bank/reconciliation>` since Odoo takes each
 due date into account, rather than just the balance due date. It also helps to get an accurate
-:ref:`aged receivable report <customer-invoices/aging-report>`.
+:ref:`aged receivable report <accounting/invoices/aging-report>`.

 .. example::
   .. image:: payment_terms/journal-entry.png
@@ -69,8 +69,9 @@ When new products arrive, the new average cost for each product is recomputed us
 - **Incoming Qty**: count of products arriving in the new shipment;
 - **Purchase Price**: estimated price of products at the reception of products (since vendor bills
  may arrive later). The amount includes not only the price for the products, but also added costs,
-  such as shipping, taxes, and :ref:`landed costs <inventory/reporting/landed_costs>`. At reception
-  of the vendor bill, this price is adjusted;
+  such as shipping, taxes, and :doc:`landed costs
+  <../../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. At
+  reception of the vendor bill, this price is adjusted;
 - **Final Qty**: quantity of on-hand stock after the stock move.

 .. _inventory/avg_cost/definite_rule:
@@ -7,33 +7,35 @@ Payments
 In Odoo, payments can either be automatically linked to an invoice or bill or be stand-alone records
 for use at a later date:

- If a payment is **linked to an invoice or bill**, it reduces/settles the amount due of the
-  invoice. You can have multiple payments related to the same invoice.
+- If a payment is **linked to an invoice or bill**, it reduces/settles the amount due on the
+  invoice. Multiple payments on the same invoice are possible.

 - If a payment is **not linked to an invoice or bill**, the customer has an outstanding credit with
-  your company, or your company has an outstanding debit with a vendor. You can use those
-  outstanding amounts to reduce/settle unpaid invoices/bills.
+  the company, or the company has an outstanding debit with a vendor. Those outstanding amounts
+  reduce/settle unpaid invoices/bills.

 .. seealso::
   - :doc:`Internal transfers <payments/internal_transfers>`
   - :doc:`bank/reconciliation`
   - `Odoo Tutorials: Bank Configuration
-     <https://www.odoo.com/slides/slide/bank-configuration-1880>`_
+     <https://www.odoo.com/slides/slide/bank-configuration-6832>`_

-.. _payments/register:
+.. _accounting/payments/from-invoice-bill:

 Registering payment from an invoice or bill
 ===========================================

-When clicking :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a new
-journal entry and changes the amount due according to the payment amount. The counterpart is
-reflected in an :ref:`outstanding <bank/outstanding-accounts>` **receipts** or **payments** account.
-At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when
-the outstanding account is reconciled with a bank statement line, the invoice or vendor bill changes
-to the :guilabel:`Paid` status.
+Clicking :guilabel:`Register payment` in a customer invoice or vendor bill generates a new journal
+entry and sets the amount due according to the payment amount. The counterpart is reflected in an
+:ref:`outstanding <bank/outstanding-accounts>` **receipts** or **payments** account. At this point,
+the customer invoice or vendor bill is marked as :guilabel:`In payment` or :ref:`Partially paid
+<accounting/payments/partial-payment>`. Then, when the outstanding account is reconciled with a bank
+transaction, the invoice or vendor bill changes to the :guilabel:`Paid` status.

-The information icon near the payment line displays more information about the payment. You can
-access additional information, such as the related journal, by clicking :guilabel:`View`.
+To open the :guilabel:`Journal Entry Info` window and display more information about the payment,
+click the :icon:`fa-info-circle` :guilabel:`(information)` icon in the footer of the
+:guilabel:`Invoice Lines` tab. To access additional information, such as the related journal entry,
+click :guilabel:`View`.

 .. image:: payments/information-icon.png
   :alt: See detailed information of a payment.
@@ -41,105 +43,155 @@ access additional information, such as the related journal, by clicking :guilabe
 .. note::
   - The customer invoice or vendor bill must be in the :guilabel:`Posted` status to register the
     payment.
-   - If you unreconcile a payment, it still appears in your books but is no longer linked to the
+   - If a payment is unreconciled, it still appears in the books but is no longer linked to the
     invoice.
-   - If you (un)reconcile a payment in a different currency, a journal entry is automatically
+   - If a payment is (un)reconciled in a different currency, a journal entry is automatically
     created to post the currency exchange gains/losses (reversal) amount.
-   - If you (un)reconcile a payment and an invoice having cash basis taxes, a journal entry is
-     automatically created to post the cash basis tax (reversal) amount.
+   - If a payment is (un)reconciled on an invoice with cash-basis taxes, a journal entry is
+     automatically created to post the cash-basis tax (reversal) amount.

 .. tip::
-   - If your main bank account is set as an :ref:`outstanding account
-     <bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a related
-     bank statement), invoices and bills are directly registered as :guilabel:`Paid`.
+   If the main bank account is set as the :ref:`outstanding account <bank/outstanding-accounts>` on
+   the bank journal's payment method, registering the full payment on an invoice or bill moves the
+   invoice/bill directly to the :guilabel:`Paid` status without requiring bank reconciliation.
+
+.. _accounting/payments/not-tied:

 Registering payments not tied to an invoice or bill
 ===================================================

-When a new payment is registered via :menuselection:`Customers / Vendors --> Payments` menu, it is
-not directly linked to an invoice or bill. Instead, the account receivable or the account payable is
+When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not
+directly linked to an invoice or bill. Instead, the account receivable or the account payable is
 matched with the **outstanding account** until it is manually matched with its related invoice or
-bill.
+bill. Then, :doc:`reconciling <bank/reconciliation>` the payment with the bank transaction completes
+the payment workflow.

-Matching invoices and bills with payments
-----------------------------------------
+.. _accounting/payments/payments-matching:

-A blue banner appears when you validate a new invoice/bill and an **outstanding payment** exists for
-this specific customer or vendor. It can easily be matched from the invoice or bill by clicking
-:guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`.
+Payments matching
+-----------------
+
+.. note::
+   During the :doc:`bank reconciliation <bank/reconciliation>` process, a remaining balance is
+   identified if the total debits and credits do not match when records are compared with bank
+   transactions. This balance must either be reconciled later or written off immediately.
+
+.. _accounting/payments/matching-invoices-bills:
+
+For a single invoice or bill
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists for
+this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`Add`
+under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`.

 .. image:: payments/add-option.png
-   :alt: Shows the ADD option to reconcile an invoice or a bill with a payment.
+   :alt: Shows the Add option to reconcile an invoice or a bill with a payment.

-The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with its
-corresponding bank statement.
+The invoice or bill is then marked as :guilabel:`In payment` until the payment is :doc:`reconciled
+<bank/reconciliation>` with its corresponding :doc:`bank transaction(s) <bank/transactions>`.

-.. _payments/batch-payments:
+.. _accounting/payments/auto-reconcile-tool:

-Batch payment
-------------
+Matching payments
+~~~~~~~~~~~~~~~~~

-Batch payments allow you to group different payments to ease :doc:`reconciliation
-<bank/reconciliation>`. They are also useful when you deposit :doc:`checks <payments/checks>` to the
-bank or for :doc:`SEPA payments <payments/pay_sepa>`. To do so, go to :menuselection:`Accounting -->
-Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the
-list view of payments, you can select and group several payments in a batch by clicking
-:menuselection:`Action --> Create Batch Payment`.
+The :guilabel:`Payments matching` or :guilabel:`Auto-reconcile` tool allows reconciling journal
+items with each other (i.e., payments with customer invoices or vendor bills) either individually or
+in batches. Access the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v`
+(:guilabel:`dropdown menu`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor
+Bills` journals, and select :guilabel:`Payments Matching`. Alternatively, go to
+:menuselection:`Accounting --> Accounting --> Reconcile`.
+
+To manually :guilabel:`Reconcile` journal items, select the individual items from the list view and
+click :guilabel:`Reconcile`.
+
+Auto-Reconcile Feature
+**********************
+
+To use the :guilabel:`Auto-Reconcile` feature, follow these steps:
+
+#. In the :guilabel:`Journal Items to reconcile` list view, click :guilabel:`Auto-Reconcile` next to
+   the receivable or payable account (or a specific contact's journal item in that account).
+#. In the :guilabel:`Find Entries to Reconcile Automatically` window, set the :guilabel:`Reconcile`
+   field depending on how you want to match journal items:
+
+   - :guilabel:`Opposite balances one by one`: Each debit journal item will be matched with the
+     corresponding credit journal item of the same value.
+   - :guilabel:`Accounts with zero balances`: All reconciled journal items will have the same
+     matching number.
+
+#. Click :guilabel:`Launch`.
+
+Invoices and bills are automatically matched to their corresponding payments and marked as
+:guilabel:`In payment` until they are :doc:`reconciled <bank/reconciliation>` with their
+corresponding :doc:`bank transactions <bank/transactions>`.
+
+.. _accounting/payments/group-payments:
+
+Registering payments on multiple invoices or bills (group payments)
+===================================================================
+
+To register payments on multiple invoices/bills, follow these steps:
+
+#. Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or
+   :menuselection:`Accounting --> Vendors --> Bills/Refunds`.
+#. In the list view, select the relevant invoices/credit notes or bills/refunds.
+#. Click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Register Payment`.
+#. In the :guilabel:`Register Payment` window, select the :guilabel:`Journal`, the
+   :guilabel:`Payment Method`, and the :guilabel:`Payment Date`.
+#. To combine all payments from the same contact into a single payment, enable the :guilabel:`Group
+   Payments` option, or leave it unchecked to create separate payments.
+#. Click :guilabel:`Create payment`.
+
+The invoices or bills are then marked as :guilabel:`In payment` until the bank transactions are
+:doc:`reconciled <bank/reconciliation>` with the payments.
+
+.. _accounting/payments/batch-payments:
+
+Registering a single payment for multiple customers or vendors (batch payments)
+===============================================================================
+
+Batch payments allow grouping payments from multiple contacts to ease
+:doc:`reconciliation <bank/reconciliation>`. They are also useful when depositing :doc:`checks
+<payments/checks>` to the bank or for generating bank payment files such as :doc:`SEPA
+<payments/pay_sepa>` or :ref:`NACHA <l10n_us/nacha>`. To do so, go to :menuselection:`Accounting -->
+Customers --> Payments` or :menuselection:`Accounting --> Vendors --> Payments`. In the payments
+list view, select the payments to be grouped in a batch, click :icon:`fa-cog` :guilabel:`Actions`,
+and select :guilabel:`Create Batch Payment`.

 .. seealso::
  - :doc:`payments/batch`
  - :doc:`payments/batch_sdd`

-.. _payments/matching:
-
-Payments matching
-----------------
-
-The :guilabel:`Payments matching` tool opens all unreconciled customer invoices or vendor bills and
-allows you to process them individually, matching all payments and invoices in one place. You can
-reach this tool from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor Bills`,
-click the drop-down menu button (:guilabel:`⋮`), and select :guilabel:`Payments Matching`, or go to
-:menuselection:`Accounting --> Accounting --> Reconciliation`.
-
-.. image:: payments/payments-journal.png
-   :alt: Payments matching menu in the drop-down menu.
-
-.. note::
-   During the :doc:`reconciliation <bank/reconciliation>`, if the sum of the debits and credits does
-   not match, there is a remaining balance. This either needs to be reconciled at a later date or
-   needs to be written off directly.
-
-Batch payments matching
-----------------------
-
-You can use the **batch reconciliation feature** to reconcile several outstanding payments or
-invoices simultaneously for a specific customer or vendor. Go to your **Accounting Dashboard** and
-open your **bank journal**. In the **bank reconciliation** view, select a **transaction**, and click
-the :guilabel:`Batch Payments` tab. From here, you can reconcile your
-:doc:`batch payments <payments/batch>` with your outstanding payments or invoices.
-
-.. image:: payments/reconcile-option.png
-   :alt: The batch payment reconcile option.
+.. _accounting/payments/partial-payment:

 Registering a partial payment
 =============================

-To register a **partial payment**, click :guilabel:`Register payment` from the related invoice or
-bill, and enter the amount received or paid. Upon entering the amount, a prompt appears to decide
-whether to :guilabel:`Keep open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select
-:guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or bill is now marked as
-:guilabel:`Partial`. Select :guilabel:`Mark as fully paid` if you wish to settle the invoice or bill
-with a difference in the amount.
+To register a partial payment, click on :guilabel:`Register Payment` from the related invoice or
+bill. In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total
+remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field displays the
+outstanding balance. There are two options:

-.. image:: payments/payment-difference.png
-   :alt: Partial payment of an invoice or bill.
+- :guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a :guilabel:`Partial`
+  banner;
+- :guilabel:`Mark as fully paid`: Select an account in the :guilabel:`Post Difference In` field and
+  change the :guilabel:`Label` if needed. A journal entry will be created to balance the accounts
+  payable or receivable with the selected account.

-Reconciling payments with bank statements
-=========================================
+.. image:: payments/partial-payment.png
+   :alt: register a partial payment
+
+.. _accounting/payments/reconciling-payments:
+
+Reconciling payments with bank transactions
+===========================================

 Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The
-next step is :doc:`reconciling <bank/reconciliation>` it with the related bank statement line to
-have the transaction finalized and the invoice or bill marked as :guilabel:`Paid`.
+next step is :doc:`reconciling <bank/reconciliation>` the payment with the related :doc:`bank
+transaction <bank/transactions>` line to finalize the payment workflow and mark the invoice or bill
+as :guilabel:`Paid`.

 .. toctree::
   :titlesonly:
@@ -24,8 +24,9 @@ the details.
 .. image:: reporting/reporting-annotate.png
   :alt: Annotate reports.

-To export reports in PDF or XLSX format, click :guilabel:`PDF` or :guilabel:`XLSX` at the top of the
-page.
+To export reports in PDF or XLSX format, click :guilabel:`PDF` at the top or click the
+:icon:`fa-caret-down` (:guilabel:`down arrow`) icon next to the :guilabel:`PDF` button and
+select :guilabel:`XLSX`.

 To compare values across periods, click the :guilabel:`Comparison` menu and select the periods you
 want to compare.
@@ -101,14 +101,17 @@ Tax Report
 ----------

 Once all the transactions involving taxes have been posted for the period you want to report, open
-your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting -->
-Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the
-date filter, this way you can have an overview of your tax report. From this view, you can easily
-access different formats of your tax report, such as `PDF` and XLSX. These include all the values to
-report to the tax authorities, along with the amount you have to pay or be refunded.
+the :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting --> Tax Report`.
+Select the period you want to declare using the date filter to have an overview of the tax report.
+From the report, click :guilabel:`PDF` or :guilabel:`XLSX` to download the desired format of the tax
+report. To save the report to the Documents app, click the :icon:`fa-caret-down` (:guilabel:`down
+arrow`) icon, then click :guilabel:`Save`. Select the format to :guilabel:`Export to`, the
+:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`.
+
+The report includes all the values to report to the tax authorities, along with the amount to be
+paid or refunded.

 .. image:: tax_returns/tax_return_report.png
-   :align: center
   :alt: download the PDF with your Tax Report in Odoo Accounting

 .. note::
@@ -62,10 +62,10 @@ Then, to close the fiscal year:
    <accounting/reporting/aged-payable>` reports.
  - Audit all accounts, being sure to fully understand all transactions and their nature, making
    sure to include loans and fixed assets.
-  - Optionally, run :ref:`payments matching <payments/matching>` to validate any open vendor bills
-    and customer invoices with their payments. While this step is optional, it could assist the
-    year-end closing process if all outstanding payments and invoices are reconciled, potentially
-    finding errors or mistakes in the system.
+  - Optionally, :ref:`match payments <accounting/payments/auto-reconcile-tool>` to validate any open
+    vendor bills and customer invoices with their payments. While this step is optional, it could
+    assist the year-end closing process if all outstanding payments and invoices are reconciled,
+    potentially finding errors or mistakes in the system.

 Next, the accountant likely verifies balance sheet items and book entries for:

@@ -37,7 +37,7 @@ appropriately completed:
 - :guilabel:`Vendor`: Odoo automatically fills some information based on the vendor's registered
  information, previous purchase orders, or bills.
 - :guilabel:`Bill Reference`: add the sales order reference provided by the vendor and is used to do
-  the :ref:`matching <payments/matching>` when you receive the products.
+  the :ref:`matching <accounting/payments/payments-matching>` when you receive the products.
 - :guilabel:`Auto-Complete`: select a past bill/purchase order to automatically complete the
  document. The :guilabel:`Vendor` field should be completed prior to completing this field.
 - :guilabel:`Bill Date`: is the issuance date of the document.
@@ -43,9 +43,20 @@ Generate Entries
  :ref:`generate them manually <vendor_bills/deferred/generate_manually>` by selecting the
  :guilabel:`Manually & Grouped` option instead.
 Amount Computation
-  Suppose a bill of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
-  computation recognizes $100 each month, while the :guilabel:`Based on days` computation recognizes
-  different amounts depending on the number of days in each month.
+  Suppose a bill of $1200 must be deferred over 12 months.
+
+  - The :guilabel:`Months` option accounts for $100 each month prorated to the number of days in
+    that month (e.g., $50 for the first month if the :guilabel:`Start Date` is set to the 15th of
+    the month).
+
+  - The :guilabel:`Full Months` option considers each month started to be full (e.g., $100 for the
+    first month even if the :guilabel:`Start Date` is set to the 15th of the month); this means that
+    with the :guilabel:`Full Months` option, a full $100 is recognized in the first partial month,
+    eliminating the need for a 13th month to recognize any remainder as would be the case when using
+    the :guilabel:`Months` option.
+
+  - The :guilabel:`Days` option accounts for different amounts depending on the number of days in
+    each month (e.g., ~$102 for January and ~$92 for February).

 .. _vendor_bills/deferred/generate_on_validation:

@@ -11,8 +11,8 @@ created and populated based on the scanned invoices.

 .. seealso::
   - `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
-   - `Odoo Tutorials: Invoice Digitization with OCR
-     <https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_
+   - `Odoo Tutorials: Vendor Bill Digitization
+     <https://www.odoo.com/slides/slide/vendor-bill-digitization-7065>`_

 Configuration
 =============
@@ -91,9 +91,10 @@ To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings
 and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
 :guilabel:`View My Services`.

-.. important::
-   If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to
-   test the feature.
+.. note::
+   Enterprise Odoo users with a valid subscription get free credits to test IAP features before
+   deciding to purchase more credits for the database. This includes demo/training databases,
+   educational databases, and one-app-free databases.

 .. seealso::
   - `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_
@@ -93,6 +93,7 @@ available on Odoo.
 - :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
 - Lithuania - Accounting
 - :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
+- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
 - Maroc - Accounting
 - :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
 - Mongolia - Accounting
@@ -147,6 +148,7 @@ available on Odoo.
   fiscal_localizations/italy
   fiscal_localizations/kenya
   fiscal_localizations/luxembourg
+   fiscal_localizations/malaysia
   fiscal_localizations/mexico
   fiscal_localizations/netherlands
   fiscal_localizations/romania
@@ -619,9 +619,9 @@ document, an automatic validation can be set in :menuselection:`Accounting --> S
 Argentinean Localization --> Validate document in the AFIP`, considering the following levels:

 - :guilabel:`Not available:` the verification is not done (this is the default value);
- :guilabel:`Available:` the verification is done. In case the number is not valid it, only displays
+- :guilabel:`Available:` the verification is done. In case the number is not valid, it only displays
  a warning but still allows the vendor bill to be posted;
- :guilabel:`Required:` the verification is done and it does not allow the user to post the vendor
+- :guilabel:`Required:` the verification is done, and it does not allow the user to post the vendor
  bill if the document number is not valid.

 .. image:: argentina/verify-vendor-bills.png
@@ -450,8 +450,9 @@ This government-certified system entails the use of a :ref:`certified POS system
 Certified POS system
 --------------------

-The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online** and
-**Odoo.sh**. Please refer to the following table to ensure that your POS system is certified.
+The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online**,
+**Odoo.sh**, and **On-Premise**. Please refer to the following table to ensure that your POS system
+is certified.

 .. list-table::
   :header-rows: 1
@@ -461,22 +462,26 @@ The Odoo POS system is certified for the major versions of databases hosted on *
     - Odoo Online
     - Odoo.sh
     - On-Premise
+   * - Odoo 18.0
+     - Certified
+     - Certified
+     - Certified
+   * - Odoo 17.0
+     - Certified
+     - Certified
+     - Certified
   * - Odoo 16.0
     - Certified
     - Certified
-     - Not certified
-   * - Odoo 15.2
-     - Not certified
-     - Not certified
-     - Not certified
+     - Certified
   * - Odoo 15.0
     - Certified
     - Certified
-     - Not certified
+     - Certified
   * - Odoo 14.0
     - Certified
     - Certified
-     - Not certified
+     - Certified

 .. seealso::
   :doc:`/administration/supported_versions`
@@ -580,8 +585,8 @@ provide the following information:
 - your company's name, address, and legal structure; and
 - the Mac address of your IoT Box.

-Once your IoT box is certified, :doc:`connect <../../general/iot/config/connect>` it to your
-database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the
+Once your IoT box is certified, :doc:`connect <../../general/iot/connect>` it to your database. To
+verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the
 :guilabel:`IOT Device` section, which should display the FDM.

 .. image:: belgium/iot-devices.png
@@ -24,6 +24,17 @@ with AvaTax.
 The localization also includes taxes and a chart of accounts template that can be modified if
 needed.

+.. seealso::
+   Links to helpful resources for the Brazilian localization, including onboarding materials and
+   videos:
+
+   - `Onboarding checklist for new users
+     <https://docs.google.com/document/d/e/2PACX-1vSNYTYVnR_BzvQKL3kn5YdVzPjjHc-WHw_U3udk5tz_dJXo69woj9QrTMinH_siyOX2rLGjvspvc8AF/pub>`_.
+   - `YouTube playlist - Brazil (Localization)
+     <https://youtube.com/playlist?list=PL1-aSABtP6ADqexw4YNCbKPmpFggajxlX&si=RgmZR3Jco3223Np4>`_.
+   - `YouTube playlist - Tutoriais Odoo em Português
+     <https://youtube.com/playlist?list=PL1-aSABtP6ACGOW2UREePGjHQ2Bgdy-UZ&si=j6tiI36eB7BoKVQB>`_.
+
 Configuration
 =============

@@ -136,6 +147,7 @@ Correction letter, Invalidate invoice number range), an API call is made using c
 .. note::
   - Odoo is a certified partner of Avalara Brazil.
   - You can `buy IAP credit on odoo.com <https://iap.odoo.com/iap/in-app-services/819>`_.
+   - On creation, new databases receive 500 free credits.

 Credential configuration
 ~~~~~~~~~~~~~~~~~~~~~~~~
@@ -139,7 +139,7 @@ Positions`.
 The following fiscal positions are available by default:

 - :guilabel:`Alberta (AB)`
- :guilabel:`British Colombia (BC)`
+- :guilabel:`British Columbia (BC)`
 - :guilabel:`Manitoba (MB)`
 - :guilabel:`New Brunswick (NB)`
 - :guilabel:`Newfoundland and Labrador (NL)`
@@ -205,11 +205,11 @@ An Odoo local server works as a bridge between your computer and your Odoo datab
 Download the Odoo Community installer from the page https://www.odoo.com/page/download and start the
 installation on your computer.

-Select :guilabel:`Local Proxy Mode` as the type of install.
+Select :guilabel:`Odoo IoT` as the type of install.

 .. image:: egypt/install-odoo-local-proxy.png
   :align: center
-   :alt: Selection of "Local Proxy Mode" during the installation of Odoo Community.
+   :alt: Selection of "Odoo IoT" during the installation of Odoo Community.

 .. note::
   This installation of Odoo only works as a server and does not install any Odoo apps on your
@@ -170,9 +170,8 @@ triggered and is being processed. You have to click on *Refresh State* to check
 German Tax Accounting Standards: Odoo's guide to GoBD Compliance
 ================================================================

-**GoBD** stands for `Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
-Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff
-<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
+**GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
+Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*.
 In short, it is a **guideline for the proper management and storage of books, records, and documents
 in electronic form, as well as for data access**, that is relevant for the German tax authority, tax
 declaration, and balance sheet.
@@ -191,7 +190,7 @@ What do you need to know about GoBD when relying on accounting software?

 .. note::
   If you can, the best way to understand GoBD is to Read the `Official GoBD text
-   <https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_.
+   <https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
   It is a bit long but quite readable for non-experts. But in short, here is what to expect:

 The **GoBD is binding for companies that have to present accounts, which includes SMEs, freelancers,
@@ -312,7 +311,7 @@ offer our customer any legal certainty.

 .. important::
   The BMF actually states the following in the `Official GoBD text
-   <https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_:
+   <https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_:

   - 180. Positive attestations on the correctness of the bookkeeping - and thus on the correctness
     of IT-based bookkeeping systems - are not issued either in the context of a tax field audit or
@@ -244,9 +244,8 @@ Workflow
 Send an E-Way bill
 ~~~~~~~~~~~~~~~~~~

-You can manually send an E-Way bill by clicking :guilabel:`Send E-Way bill`. To send the E-Way bill
-automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bill (IN)` in your
-:ref:`Sales or Purchase journal <india/e-invoicing-journals>`.
+To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way
+bill`.

 .. image:: india/e-waybill-send-button.png
   :alt: Send E-waybill button on invoices
@@ -256,8 +255,8 @@ automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bi
 Invoice validation
 ~~~~~~~~~~~~~~~~~~

-Once an invoice has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is
-displayed.
+Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation
+message is displayed.

 .. image:: india/e-waybill-process.png
   :alt: Indian e-Way bill confirmation message
@@ -265,7 +264,7 @@ displayed.
 .. note::
   - You can find the JSON-signed file in the attached files in the chatter.
   - Odoo automatically uploads the JSON-signed file to the government portal after some time. Click
-     :guilabel:`Process now` if you want to process the invoice immediately.
+     :guilabel:`Process now` if you want to process the invoice/bill immediately.

 Invoice PDF report
 ~~~~~~~~~~~~~~~~~~
@@ -281,9 +280,9 @@ You can print the invoice PDF report once you have submitted the E-Way bill. The
 E-Way bill cancellation
 ~~~~~~~~~~~~~~~~~~~~~~~

-If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related invoice and
-fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click
-:guilabel:`Request EDI Cancellation`.
+If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related
+invoice/bill and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then,
+click :guilabel:`Request EDI Cancellation`.

 .. important::
   Doing so cancels both the :ref:`e-Invoice <india/e-invoicing>` (if applicable) and the
@@ -510,7 +510,7 @@ the invoice type: `TD01`, `TD04`, `TD05`, `TD24`, `TD25`. Additional requirement
 by Odoo. However, the user is requested by the **State** to:

 - Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`;
- Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GT08`.
+- Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GTO8`.

 The invoice is then routed by a dedicated office in San Marino to the correct business.

@@ -628,3 +628,60 @@ If the :abbr:`PA (Public Administration)` business doesn't reply within 15 days,
 the :abbr:`PA (Public Administration)` business directly, sending them both the invoice and the
 received deadline notification by email. You can make an arrangement with them and manually set the
 correct :guilabel:`SdI State` on your invoice.
+
+Ri.Ba. (Ricevuta Bancaria)
+==========================
+
+:abbr:`Ri.Ba. (Ricevuta Bancaria)` is a payment method widely used in Italy where vendors request
+payments through their bank, which forwards the request to the customer's own bank and takes
+responsibility for the collection. This enables payment automation and reduces risks for the vendor.
+
+The vendor generally uploads a fixed-format text file with the list of payments to the bank's web
+portal.
+
+.. note::
+   - Ri.Ba. are exclusively for **domestic payments** in Italy. For recurring international
+     payments, please use `SEPA Direct Debt (SDD) <../accounting/payments/batch_sdd>`_
+
+Configuration
+-------------
+
+#. Check that the `l10n_it_riba` module is :ref:`installed <general/install>`.
+#. Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that
+   will use Ri.Ba.
+#. Fill out the required :guilabel:`SIA Code`.
+
+   .. image:: italy/sia-code.png
+      :alt: The company's SIA code
+
+   .. note::
+      The :guilabel:`SIA Code` identifies businesses within the Italian banking network and is used
+      to receive money through specific payment methods. It consists of one letter and four digits
+      (e.g., T1234) and can usually be found on the bank's portal or obtained by contacting the bank.
+
+#. Ensure the Company's bank account has an Italian IBAN.
+
+   .. seealso::
+      How to configure :doc:`Bank Accounts <../accounting/bank>`
+
+Accept Ri.Ba. for your invoices
+-------------------------------
+
+Payments of type :abbr:`Ri.Ba. (Ricevuta Bancaria)` can be registered from the :guilabel:`Invoices`
+(:menuselection:`Accounting --> Customers --> Invoices`).
+
+.. important::
+   Make sure that your invoice involves a Partner that has a bank account with an Italian IBAN.
+
+Then, all Payments must be grouped in a **Batch Payment**.
+
+.. seealso::
+   - :doc:`Batch Payments <../accounting/payments>`
+   - :doc:`Create a Batch Payment <../accounting/payments/batch>`
+
+Once you press the :guilabel:`Validate` button for the Batch Payment, the :abbr:`Ri.Ba. (Ricevuta
+Bancaria)` file is generated and attached to the Batch Payment, so you can download it and upload it
+through your bank's web portal.
+
+.. image:: italy/riba-attachment.png
+   :alt: The Ri.Ba. file attached
@@ -0,0 +1,220 @@
+========
+Malaysia
+========
+
+.. _MyTax: https://mytax.hasil.gov.my
+
+.. _malaysia/configuration:
+
+Configuration
+=============
+
+.. _malaysia/configuration/modules:
+
+Modules installation
+--------------------
+
+:ref:`Install <general/install>` the following modules to get all the features of the Malaysian
+localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Malaysia - Accounting`
+     - `l10n_my`
+     - This module includes the default
+       :ref:`fiscal localization package <fiscal_localizations/packages>`.
+   * - :guilabel:`Malaysia - Accounting Reports`
+     - `l10n_my_reports`
+     - This module includes the accounting reports for Malaysia.
+   * - :guilabel:`Malaysia - UBL PINT`
+     - `l10n_my_ubl_pint`
+     - This module includes the features required to export invoices in PINT format.
+   * - :guilabel:`Malaysia - E-invoicing`
+     - `l10n_my_edi`
+     - This module includes the features required for integration with MyInvois under IRBM.
+
+.. _malaysia/configuration/company:
+
+Company information
+-------------------
+
+To configure your company information, go to the :guilabel:`Contacts` app, search for your company,
+and select it. Then configure the following fields:
+
+- :guilabel:`Name`
+- :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`,
+  and :guilabel:`Country`.
+
+   - In the :guilabel:`Street` field, enter the street name, number, and any additional address
+     information.
+   - In the :guilabel:`Street 2` field, enter the neighborhood.
+
+- :guilabel:`Tax ID`: Tax identification number
+- :guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable
+- :guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable
+- :guilabel:`Phone`
+
+.. _malaysia/myinvois:
+
+E-invoicing integration with MyInvois
+=====================================
+
+The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)`
+that facilitates the implementation of e-invoices for Malaysian taxpayers.
+Odoo supports integration with MyInvois to submit the invoices generated in Odoo.
+
+.. note::
+   The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois.
+
+.. _malaysia/myinvois/setup:
+
+Set-up
+------
+
+.. _malaysia/myinvois/setup/registration:
+
+MyInvois registration
+~~~~~~~~~~~~~~~~~~~~~
+
+To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois
+portal to grant Odoo the **right to invoice** as an intermediary for your company.
+
+.. note::
+   If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on
+   MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing
+   environment to try the functions before using the actual (production) environment`) and
+   **production** (:dfn:`actual environment to submit e-invoices with accurate information`)
+   environments are supported.
+
+#. Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding
+   :guilabel:`identification number` used to register for the digital certificate.
+#. From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the
+   top-right corner and select :guilabel:`View Taxpayer Profile`.
+#. In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right
+   corner.
+
+   .. image:: malaysia/myinvois-add-intermediary.png
+      :alt: MyInvois add intermediary
+
+#. Add `ODOO S.A.` as an intermediary using the following information:
+
+   - :guilabel:`TIN`: `C57800417080`
+   - :guilabel:`BRN`: `BE0477472701`
+   - :guilabel:`Name`:
+
+     - :guilabel:`Production`: `ODOO S.A.`
+     - :guilabel:`Pre-production`: `OXXX_XXXXO S.A.`
+
+#. Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)`
+   icon:
+
+   - :guilabel:`Representation From`
+   - :guilabel:`Document - Submit`
+   - :guilabel:`Document - Cancel`
+   - :guilabel:`Document - Request Rejection`
+
+   .. note::
+      - Access can be revoked in the future if needed.
+      - Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy
+        server.
+
+#. Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`.
+
+   .. image:: malaysia/myinvois-intermediary-active.png
+      :alt: MyInvois status active
+
+.. _malaysia/myinvois/setup/odoo:
+
+Configuration in Odoo
+~~~~~~~~~~~~~~~~~~~~~
+
+.. _malaysia/myinvois/setup/odoo/einvoicing:
+
+Electronic invoicing
+********************
+
+Go to :menuselection:`Accounting --> Configuration --> Settings`. In the
+:guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode`
+based on the environment you used to register on MyInvois.
+
+Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`.
+
+.. note::
+   To change the TIN reference, click :guilabel:`Unregister`, change the company's information and
+   make sure the number registered on MyInvois matches, then :guilabel:`Register` again.
+
+.. _malaysia/myinvois/setup/odoo/company:
+
+Company
+*******
+
+Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then,
+in the :guilabel:`E-invoicing` section, fill in the following fields:
+
+   - :guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification
+     number` used to register for the digital certificate.
+   - :guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and
+     activity of the business.
+
+Contacts
+********
+
+Access the contact's form and fill in the following fields:
+
+   - :guilabel:`Country`
+   - :guilabel:`State`
+   - :guilabel:`Phone`
+   - :guilabel:`Tax ID`
+   - :guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding
+     :guilabel:`Identification number` of the contact registered on MyTax.
+
+.. _malaysia/myinvois/setup/odoo/product:
+
+Products
+********
+
+All products to be included in e-invoices require a Malaysian classification code. To add it,
+access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the
+:guilabel:`Malaysian classification code` field.
+
+.. _malaysia/myinvois/workflow:
+
+Workflow
+--------
+
+.. _malaysia/myinvois/workflow/sending:
+
+Send invoices to MyInvois
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the
+:ref:`invoice sending <accounting/invoice/sending>` steps, and in the :guilabel:`Send` window,
+enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Send & Print`.
+
+.. _malaysia/myinvois/workflow/sending/status:
+
+MyInvois status
+***************
+
+In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to
+:guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`,
+:guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated.
+The same information is available on MyInvois.
+
+.. note::
+   If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is
+   :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status.
+
+.. _malaysia/myinvois/workflow/cancellation:
+
+Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~
+
+Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open
+the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include
+the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The
+:guilabel:`MyInvois State` is updated to :guilabel:`cancelled`.
@@ -369,7 +369,7 @@ the SAT documentation, there are two types of payments:
 - `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)

   .. seealso::
-      :doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs`
+      :doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`

 The difference lies in the *Due Date* or *Payment Terms* of the invoice.

@@ -883,8 +883,8 @@ Configuration
 ~~~~~~~~~~~~~

 In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs
-<../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs>`.
-Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that
+<../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to
+:menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that
 :guilabel:`Landed Costs` is activated.

 Begin by creating a *service*-type product called, `Pedimento`. In the :guilabel:`Purchase` tab,
@@ -2,33 +2,85 @@
 Peru
 ====

-.. |SUNAT| replace:: :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)`
+.. |SUNAT| replace:: :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración
+   Tributaria)`
 .. |GRE| replace:: :abbr:`GRE (Guía de Remisión Electrónica)`
 .. |RUS| replace:: :abbr:`RUS (Régimen Único Simplificado)`
 .. |EDI| replace:: :abbr:`EDI (Electronic Data Interchange)`
+.. |PLE| replace:: :abbr:`PLE (Programa de Libros Electrónico)`

-Introduction
-============
+Modules
+=======

-The Peruvian localization has been improved and extended, in this version the next modules are
-available:
+:ref:`Install <general/install>` the following modules to utilize all the current features of the
+Peruvian localization.

- **l10n_pe**: Adds accounting features for the Peruvian localization, which represent the minimal
-  configuration required for a company to operate in Peru and under the SUNAT regulations and
-  guidelines. The main elements included in this module are: Chart of account, taxes,
-  document types.
+.. list-table::
+   :header-rows: 1

- **l10n_pe_edi**: includes all technical and functional requirements to generate and validate
-  Electronic Invoice, based on the SUNAT specification to create and process valid electronic
-  documents, for more technical detail you can access the
-  `SUNAT EDI specifications <https://cpe.sunat.gob.pe/node/88/>`_,
-  that keeps track of new changes and updates.
-  The features of this module are based on the resolutions published on the
-  `SUNAT Legislation <https://www.sunat.gob.pe/legislacion/general/index.html/>`_.
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Peru - Accounting`
+     - `l10n_pe`
+     - Adds accounting features for the Peruvian localization, which represent the minimal
+       configuration required for a company to operate in Peru and under the SUNAT regulations and
+       guidelines. The main elements included in this module are the chart of accounts, taxes,
+       document types.
+   * - :guilabel:`Peru - E-invoicing`
+     - `l10n_pe_edi`
+     - Includes all technical and functional requirements to generate and receive electronic
+       invoices online based on the SUNAT regulations.
+   * - :guilabel:`Peru - Accounting Reports`
+     - `l10n_pe_reports`
+     - Includes the following financial reports:
+
+       - 1st set of main financial reports:
+
+         - Registro de Ventas e Ingresos (RVIE) - 14.4
+         - Registro de Compras Electrónico (RCE) - 8.4
+         - Registro de Compras Electrónico - Información de Operaciones con Sujetos no Domiciliados
+           (RCE) - 8.5
+
+       - 2nd set of financial reports:
+
+         - PLE 5.1 General Journal
+         - PLE 5.3 Chart of Accounts
+         - PLE 6.1 General Ledger
+
+       - 3rd set of financial reports:
+
+         - PLE 1.1 Libro de Caja
+         - PLE 1.2 Libro de Bancos
+
+   * - :guilabel:`Peruvian - Electronic Delivery Note`
+     - `l10n_pe_edi_stock`
+     - Adds the delivery guide (Guía de Remisión), which is needed as proof that you are sending
+       goods between A and B. It is only when a delivery order is validated that the delivery guide
+       can be created.
+   * - :guilabel:`Peru - Stock Reports`
+     - `l10n_pe_reports_stock`
+     - Enables the :ref:`PLE reports <peru/reports-ple>` for permanent inventory record in physical
+       units and permanent valued inventory records.
+   * - :guilabel:`Peruvian eCommerce`
+     - `l10n_pe_website_sale`
+     - Enables the identification type in eCommerce checkout forms and the ability to generate
+       electronic invoices.
+   * - :guilabel:`Peruvian - Point of Sale with PE Doc`
+     - `l10n_pe_pos`
+     - Enables contact fiscal information to be editable from a PoS Session to generate electronic
+       invoices and refunds.
+
+.. note::
+   - Odoo automatically installs the appropriate package for the company according to the country
+     selected at the creation of the database.
+   - The *Peruvian - Electronic Delivery Guide* module depends on the *Inventory* application to be
+     installed.

 .. seealso::
   - `App Tour - Localización de Peru <https://youtu.be/Ic3mGovkf8Y>`_
-   - `Smart Tutorial - Localización de Peru <https://www.odoo.com/slides/smart-tutorial-localizacion-de-peru-133>`_
+   - `Smart Tutorial - Localización de Peru (videos for workflows and configurations)
+     <https://www.odoo.com/slides/smart-tutorial-localizacion-de-peru-133>`_

 Configuration
 =============
@@ -41,7 +93,6 @@ dependency with *Peru - Accounting*. In case this last one is not installed, Odo
 automatically within EDI.

 .. image:: peru/peru-modules.png
-   :align: center
   :alt: The "Module" filter is set on "Peru"

 .. note::
@@ -57,9 +108,7 @@ the establishment code assigned by the SUNAT when companies register their RUC (
 Registration):

 .. image:: peru/peru-company.png
-   :align: center
-   :alt: Company data for Peru including RUC and Address type code
-
+   :alt: Company data for Peru including RUC and Address type code.

 .. tip::
   In case the Address type code is unknown,  you can set it as the default value: 0000. Be aware
@@ -68,7 +117,6 @@ Registration):
 .. note::
   The NIF should be set following the RUC format.

-
 Chart of Account
 ~~~~~~~~~~~~~~~~

@@ -105,7 +153,6 @@ Here are some terms that are essential on the Peruvian localization:
 - **SOL Credentials**: Sunat Operaciones en Línea. User and password are provided by the SUNAT and
  grant access to Online Operations systems.

-
 Signature Provider
 ~~~~~~~~~~~~~~~~~~

@@ -126,8 +173,7 @@ This is the default and the suggested option, considering the digital ceritifica
 part of the service.

 .. image:: peru/peru-IAP.png
-   :align: center
-   :alt: IAP option as signature providers
+   :alt: IAP option as signature providers.

 What is the IAP?
 ^^^^^^^^^^^^^^^^
@@ -190,8 +236,7 @@ document validation directly to Digiflow. In this case you need to consider:
 - Provide your SOL credentials.

 .. image:: peru/peru-Digiflow.png
-   :align: center
-   :alt: Digiflow
+   :alt: Digiflow.

 SUNAT
 *****
@@ -230,18 +275,16 @@ certificate with the extension ``.pfx`` is required. Proceed to this section and
 password.

 .. image:: peru/peru-Certificate.png
-   :align: center
-   :alt: EDI Certificate wizard
+   :alt: EDI Certificate wizard.

 Multicurrency
 ~~~~~~~~~~~~~

-The official currency exchange rate in Peru is provided by the Bank of Peru. Odoo can connect
-directly to its services and get the currency rate either automatically or manually.
+The official currency exchange rate in Peru is provided by the SUNAT. Odoo can connect directly to
+its services and get the currency rate either automatically or manually.

-.. image:: peru/peru-multicurrency.png
-   :align: center
-   :alt: Bank of Peru is displayed in Multicurrency Service option
+.. image:: peru/l10n-pe-banksync-sunat.png
+   :alt: SUNAT displayed in Multicurrency Service option.

 Please refer to the next section in our documentation for more information about
 :doc:`multicurrencies <../accounting/get_started/multi_currency>`.
@@ -258,8 +301,7 @@ As part of the localization module the taxes are created automatically with thei
 financial account and electronic invoice configuration.

 .. image:: peru/peru-taxes.png
-   :align: center
-   :alt: List of default taxes
+   :alt: List of default taxes.

 EDI Configuration
 *****************
@@ -269,9 +311,7 @@ the taxes created by default have this data included, but in case you create new
 sure you fill in the fields:

 .. image:: peru/peru-taxes-edi.png
-   :align: center
-   :alt: Taxes EDI data for Peru
-
+   :alt: Taxes EDI data for Peru.

 Fiscal Positions
 ~~~~~~~~~~~~~~~~
@@ -297,8 +337,7 @@ The information required for the document types is included by default so the us
 to fill anything on this view:

 .. image:: peru/peru-document-type.png
-   :align: center
-   :alt: Document Type list
+   :alt: Document Type list.

 .. warning::
   Currently the documents supported on customer invoices are: Invoice, Boleta, Debit Note and
@@ -324,8 +363,7 @@ This section indicates which EDI workflow is used in the invoice, for Peru we mu
 “Peru UBL 2.1”.

 .. image:: peru/peru-journal-edi.png
-   :align: center
-   :alt: Journal EDI field
+   :alt: Journal EDI field.

 .. warning::
   By default, the value Factur-X (FR) is always displayed, make sure you can uncheck it manually.
@@ -341,9 +379,7 @@ available on the Partner form, this information is essential for most transactio
 the sender company and in the customer, make sure you fill in this information in your records.

 .. image:: peru/peru-id-type.png
-   :align: center
-   :alt: Partner identification type
-
+   :alt: Partner identification type.

 Product
 ~~~~~~~
@@ -352,9 +388,7 @@ Additional to the basic information in your products, for the Peruvian localizat
 Code on the product is a required value to be configured.

 .. image:: peru/peru-unspc-code.png
-   :align: center
-   :alt: UNSPC Code on products
-
+   :alt: UNSPC Code on products.

 Usage and testing
 =================
@@ -374,16 +408,14 @@ fields required as part of the Peru EDI:
  document type if needed and select Boleta for example.

  .. image:: peru/peru-invoice-document-type.png
-     :align: center
-     :alt: Invoice document type field on invoices
+     :alt: Invoice document type field on invoices.

 - **Operation type**: This value is required for Electronic Invoice and indicates the transaction
  type, the default value is “Internal Sale” but another value can be selected manually when needed,
  for example Export of Goods.

  .. image:: peru/peru-operation-type.png
-     :align: center
-     :alt: Invoice operation type field on invoices
+     :alt: Invoice operation type field on invoices.

 - **EDI Affectation Reason**: In the invoice lines, additional to the Tax there is a field “EDI
  Affectation Reason” that determines the tax scope based on the SUNAT list that is displayed.
@@ -391,8 +423,7 @@ fields required as part of the Peru EDI:
  you can manually select another one when creating the invoice.

  .. image:: peru/peru-tax-affectation-reason.png
-     :align: center
-     :alt: Tax affectation reason in invoice line
+     :alt: Tax affectation reason in invoice line.

 Invoice validation
 ~~~~~~~~~~~~~~~~~~
@@ -402,8 +433,7 @@ action registers the account move and triggers the Electronic invoice workflow t
 OSE and the SUNAT. The following message is displayed at the top of the invoice:

 .. image:: peru/peru-posted-invoice.png
-   :align: center
-   :alt: Sending of EDI Invoice in blue
+   :alt: Sending of EDI Invoice in blue.

 Asynchronous means that the document is not sent automatically after the invoice has been posted.

@@ -417,16 +447,14 @@ done either automatically by Odoo with a *cron* that runs every hour, or the use
 immediately by clicking on the button “Sent now”.

 .. image:: peru/peru-sent-manual.png
-   :align: center
-   :alt: Send EDI manually
+   :alt: Send EDI manually.

 **Sent**: Indicates the document was sent to the OSE and was successfully validated. As part of
 the validation a ZIP file is downloaded and a message is logged in the chatter indicating the
 correct Government validation.

 .. image:: peru/peru-invoice-sent.png
-   :align: center
-   :alt: Message on chatter when the invoice is valid
+   :alt: Message on chatter when the invoice is valid.

 In case there is a validation error the Electronic Invoice status remains in “To be sent” so the
 corrections can be made and the invoice can be sent again.
@@ -453,8 +481,7 @@ If a validation error is received, you have two options:
  changes, and then send the invoice again to the SUNAT for another validation.

  .. image:: peru/peru-errors.png
-     :align: center
-     :alt: List of common errors on invoices
+     :alt: List of common errors on invoices.

 For more detail please refert to `Common errors in SUNAT
 <https://www.nubefact.com/codigos-error-sunat/>`_.
@@ -466,8 +493,7 @@ After the invoice is accepted and validated by the SUNAT, the invoice PDF report
 The report includes a QR code, indicating the invoice is a valid fiscal document.

 .. image:: peru/peru-PDF.png
-   :align: center
-   :alt: Invoice PDF report
+   :alt: Invoice PDF report.

 IAP Credits
 ~~~~~~~~~~~
@@ -480,8 +506,7 @@ additional credits are required, you can easily buy them by accessing the link p
 the message.

 .. image:: peru/peru-credits-IAP.png
-   :align: center
-   :alt: Buying credits in the IAP
+   :alt: Buying credits in the IAP.

 In the IAP service includes packages with different pricing based on the number of credits.
 The price list in the IAP is always displayed in EUR.
@@ -497,8 +522,7 @@ If the invoice was already sent and validated by the SUNAT, the correct way to p
 clicking on the button Request Cancellation:

 .. image:: peru/peru-cancellation.png
-   :align: center
-   :alt: Request invoice cancellation button
+   :alt: Request invoice cancellation button.

 In order to cancel an invoice, please provide a cancellation Reason.

@@ -511,22 +535,20 @@ immediately by clicking on the button “Send now”. Once it is sent, a cancell
 created, as a result the next message and CDR File are logged in the chatter:

 .. image:: peru/peru-cancellation-cdr.png
-   :align: center
-   :alt: Cancellation CDR sent by the SUNAT
+   :alt: Cancellation CDR sent by the SUNAT.

 **Cancelled**: Indicates the cancellation request was sent to the OSE and was successfully
 validated. As part of the validation a ZIP file is downloaded and a message is logged in the
 chatter indicating the correct Government validation.

 .. image:: peru/peru-cancelled.png
-   :align: center
-   :alt: nvoice after cancellation
+   :alt: Invoice after cancellation.

 .. warning::
   One credit is consumed on each cancellation request.

-Cancellation process
-********************
+Export invoices
+***************

 When creating exportation invoices, take into account the next considerations:

@@ -535,8 +557,7 @@ When creating exportation invoices, take into account the next considerations:
 - The taxes included in the invoice lines should be EXP taxes.

 .. image:: peru/peru-exp-invoice.png
-   :align: center
-   :alt: Exportation invoices main data
+   :alt: Exportation invoices main data.

 Advance Payments
 ****************
@@ -555,13 +576,11 @@ When creating invoices that is subject to Detractions, take into account the nex
 #. All the products included in the invoice must have these fields configured:

   .. image:: peru/peru-detraction.png
-      :align: center
-      :alt: Detraction fields on products
+      :alt: Detraction fields on products.

 #. Operation type in your invoice must be ``1001``

   .. image:: peru/peru-detraction-invoice.png
-      :align: center
      :alt: Detraction code on invoices.

 Credit Notes
@@ -572,8 +591,7 @@ for this just click on the button “Add Credit Note”, a part of the Peruvian
 to prove a Credit Reason selecting one of the options in the list.

 .. image:: peru/peru-credit-note.png
-   :align: center
-   :alt: Add Credit Note from invoice
+   :alt: Add Credit Note from invoice.

 .. tip::
   When creating your first credit Note, select the Credit Method: Partial Refund, this allows you
@@ -582,8 +600,7 @@ to prove a Credit Reason selecting one of the options in the list.
 By default the Credit Note is set in the document type:

 .. image:: peru/peru-credit-note-document.png
-   :align: center
-   :alt: Credit Note document type
+   :alt: Credit Note document type.

 To finish the workflow please follow the instructions on :doc:`our page about Credit Notes
 <../accounting/customer_invoices/credit_notes>`.
@@ -712,14 +729,22 @@ and the :ref:`master data <peru-master_data>`, :ref:`install <general/install>`

 Next, you need to retrieve the *client ID* and *client secret* from |SUNAT|. To do so, follow the
 `manual de servicios web plataforma nueva GRE
-<https://cpe.sunat.gob.pe/sites/default/files/inline-files/Manual_Servicios_GRE.pdf>`_.
+<https://cpe.sunat.gob.pe/sites/default/files/inline-files/Manual_Servicios_GRE%20%281%29.pdf>`_.

 .. note::
   In the |SUNAT| portal, it is important to have the correct access rights enabled, as they may
   differ from the user set for electronic invoicing.

 These credentials should be used to configure the delivery guide general settings from
-:menuselection:`Accounting --> Configuration --> Settings --> Peruvian Electronic Invoicing`.
+:menuselection:`Inventory --> Configuration --> Settings`, and scroll down to the :guilabel:`Peru
+Delivery Guide` section.
+
+Configure the following :guilabel:`Sunat Delivery Guide API` fields:
+
+- :guilabel:`Guide Client ID`: the unique API *client ID* generated in the |SUNAT| portal
+- :guilabel:`Guide Client Secret`: the unique API *client secret* generated in the |SUNAT| portal
+- :guilabel:`Guide SOL User`: the RUC Number + SOL username
+- :guilabel:`Guide SOL Password`: the SOL user password

 .. image:: peru/gre-fields-example.png
   :alt: Example for the SUNAT Delivery Guide API section configuration.
@@ -928,5 +953,100 @@ based on their tax ID (RUC/DNI). The invoice must then :ref:`be sent to the OSE
 <peru-electronic-invoice-status>`. By default, all published invoices are sent once a day through
 a scheduled action, but you can also send each invoice manually if needed.

-Once the invoice is validated with |SUNAT|, customers can download the :file:`.zip` with the CDR,
-XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button.
+Once the invoice is validated with |SUNAT|, customers can download the .zip file with the CDR, XML,
+and PDF files directly from the customer portal by clicking the :guilabel:`Download` button.
+
+Reports
+=======
+
+.. _peru/reports-ple:
+
+Permanent inventory reports: |PLE| 12.1 and |PLE| 13.1
+------------------------------------------------------
+
+Odoo can produce two permanent inventory reports as `.txt` files for Peruvian accounting: |PLE| 12.1
+and |PLE| 13.1. All inventory transactions made need to be reported.
+
+- |PLE| 12.1 **only tracks inventory in physical units**, focusing on the inflow and outflow of
+  goods for effective management and planning.
+
+- |PLE| 13.1 tracks **both physical quantities and monetary values of inventory**, providing a
+  comprehensive view for tax and management purposes.
+
+Both reports must be maintained semi-annually (January-June and July-December), with monthly
+transaction details reported within these periods. The submission deadlines are October 1st for the
+first semester and April 1st for the second semester, in accordance with the *Resolución de
+Superintendencia N° 169-2015*.
+
+Configuration
+~~~~~~~~~~~~~
+
+Before generating the |PLE| 12.1 or |PLE| 13.1 reports, make sure the :guilabel:`Peru - Stock
+Reports` (`l10n_pe_reports_stock`) module is installed, then update the fields for:
+
+- :ref:`Products <peru/reports-ple-products>`
+- :ref:`Warehouses <peru/reports-ple-warehouses>`
+- :ref:`Inventory transfers <peru/reports-ple-transfers>`
+
+.. _peru/reports-ple-products:
+
+Products
+********
+
+Several configurations related to the product or product category are necessary for |PLE| reporting:
+
+- **Type of existence**: For all products needing |PLE| reporting, go to the product record's
+  :guilabel:`Accounting` tab and select the :guilabel:`Type of Existence` according to |SUNAT|'s
+  table 5 for inventory reporting.
+
+- **Automatic inventory valuation**: For storable goods (:dfn:`products with tracked inventory`),
+  use :doc:`automatic inventory valuation
+  <../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`.
+  Once automatic inventory valuation is enabled, this valuation method can be enabled for
+  a product's :ref:`product category <inventory/warehouses_storage/valuation-on-product-category>`.
+
+- **Costing method:** Storable goods must use a :doc:`costing method
+  <../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`
+  **other** than :guilabel:`Standard Price`, as the journal entries generated from stock moves are
+  used to populate the |PLE| reports.
+
+.. _peru/reports-ple-warehouses:
+
+Warehouses
+**********
+
+When :doc:`setting up a warehouse
+<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`, the
+:guilabel:`Annex Establishment Code` field must be filled. This code acts as a unique ID for each
+warehouse and should only be a numeric combination, containing between 4 to 7 digits.
+
+.. _peru/reports-ple-transfers:
+
+Inventory transfers
+*******************
+
+Transferring inventory is a key process captured in the |PLE| 12.1 and |PLE| 13.1 reports.
+:doc:`Inventory transfers <../../inventory_and_mrp/inventory/shipping_receiving/daily_operations>`
+include both incoming and outgoing shipments.
+
+When validating an inventory transfer (either on a warehouse receipt or delivery order), select the
+:guilabel:`Type of Operation (PE)` performed according to |SUNAT|'s table 12 for permanent inventory
+reporting.
+
+Generate a .txt file for permanent inventory Kardex reports
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+|PLE| 12.1 and 13.1 come as two separate books. The books need to be downloaded in `.txt` file
+format from Odoo, and then they should be submitted to the |SUNAT| |PLE| software.
+
+On the :ref:`Inventory Valuation Report <inventory/management/reporting/valuation-report>`, click
+the :guilabel:`PLE Reports` button. Then, select the :guilabel:`Period` and choose a report to
+export: either the :guilabel:`PLE 12.1` or :guilabel:`PLE 13.1`. Odoo generates a `.txt` file
+for the chosen report.
+
+.. image:: peru/l10n-ple-export-button.png
+   :alt: Export Buttons selection
+
+.. note::
+   Only a download of the report in `.txt` format is available. There is no preview or visualization
+   available within Odoo.
@@ -705,7 +705,7 @@ Create batch payment
 Now, record each payment in Odoo using the |NACHA| payment method.

 .. seealso::
-   :ref:`Register Payments in Odoo <payments/register>`
+   :ref:`Register Payments in Odoo <accounting/payments/from-invoice-bill>`

 .. important::
   Be aware of the cut-off time for same-day payments. Either the file needs to have a future date
@@ -105,39 +105,61 @@ search for your company to verify the following:
 Set up a Uruware account
 ------------------------

-To set up a Uruware account, first be sure to have a valid Odoo subscription. Then follow the
-proceeding steps.
+To set up a Uruware account, follow these steps:

-Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting -->
-Configuration --> Settings`. Scroll down to the :guilabel:`Uruguayan Localization` section and click
-on :guilabel:`Create Uruware Account`.
+#. Verify that you have a valid Odoo subscription.
+#. Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting -->
+   Configuration --> Settings`.
+#. Scroll down to the :guilabel:`Uruguayan Localization` section and select the environment
+   (:guilabel:`Production` or :guilabel:`Testing`).
+#. Click on :guilabel:`Create Uruware Account`.

 Upon doing so, an email is sent to the address associated with your Odoo subscription with the
-username and password to enter Uruware's portal and set up your account.
+password to enter Uruware's portal and set up your account.

 .. tip::
-   Your :guilabel:`Tax ID` needs to be setup to be able to create your account.
+  - The email with the credentials is not immediate; it might take up to 48 hours for the account to
+    be created.
+  - The company's :guilabel:`Tax ID` needs to be set up to be able to create an Uruware account.
+  - The password sent expires after 24 hours. In this case, reset it by using the *Forgot Password*
+    link in Uruware's portal.

 .. note::
   This action will create an account with Uruware with the following information:

   - Legal name (razón social)
   - RUT from the company
-   - User name (RUT.odoo)
+   - Username (the Odoo subscription email or `RUT`.odoo. For example: `213344556677.odoo`)
   - Odoo database link

   To ensure your account is created correctly, please add any missing information from above.

-Once the account is created, a confirmation email is sent to the email linked to your subscription
-in Odoo, containing the credentials to configure the account directly in the Uruware
-`testing portal <https://odootest.ucfe.com.uy/Gestion/>`_ or
+Once the account is created and you have received the email containing the credentials, configure
+your accounts directly in the Uruware `testing portal <https://odootest.ucfe.com.uy/Gestion/>`_ or
 `production portal <https://prod6109.ucfe.com.uy/Gestion/>`_:

-Use the account credentials in the email to log in to the portal.
+Use the account credentials in the email to log in to the to the corresponding (`test
+<https://odootest.ucfe.com.uy/Gestion/>`_ or `production <https://prod6109.ucfe.com.uy/Gestion/>`_)
+portal.
+
+In Uruware's portal, the following steps are needed to be able to issue invoices from Odoo:
+
+#. Complete and correct the company's information.
+#. Add your digital certificate.
+#. Add your :abbr:`CAEs (Constancia de Autorización para Emisión)` for each document-type you plan
+   to issue.
+#. Configure the format of the PDF to be printed and sent to your customers.

 .. important::
-   Be sure to configure two accounts, one for testing and one for production. The email address can
-   be changed in Uruware and the same can be used in both environments.
+   Be sure to configure two accounts, one for testing and one for production. The certificate is
+   needed in both environments, but :abbr:`CAEs (Constancia de Autorización para Emisión)` are only
+   needed in production.
+
+.. seealso::
+   - `Odoo Tutorials: Uruguay Localization
+     <https://www.odoo.com/slides/smart-tutorial-localizacion-de-uruguay-432>`_
+   - `Odoo Help Forum: Uruguay
+     <https://www.odoo.com/forum/help-1?search=l10n_uy>`_

 Electronic invoice data
 -----------------------
@@ -156,6 +178,9 @@ First, select the :guilabel:`UCFE Web Services` environment:
  to the |DGI|. For this reason, rejection errors will not appear in this mode. Every internal
  validation can be tested in demo mode. Avoid selecting this option in a production database.

+.. note::
+   Using :guilabel:`Demo` mode does not require a Uruware account.
+
 Then, enter the :guilabel:`Uruware Data`:

 - :guilabel:`Uruware WS Password`
@@ -166,9 +191,16 @@ Then, enter the :guilabel:`Uruware Data`:
   :alt: Required information for electronic invoice.

 .. note::
-   This data can be obtained from the Uruware portal, after configuring the :ref:`Uruware account
-   <l10n_uy/uruware-account>`. The :guilabel:`Uruware WS Password` differs from the password you use
-   to enter your Uruware account.
+   This data can be obtained from the Uruware portal after configuring the :ref:`Uruware account
+   <l10n_uy/uruware-account>`.
+
+   To get the :guilabel:`Uruware WS Password`, go to :menuselection:`Configuration --> Company -->
+   Edit` and look for the :guilabel:`Validators and Additional Information` tab to find
+   :guilabel:`WS Password`.
+
+   To get the :guilabel:`Commerce Code`, go to :menuselection:`Configuration --> Branches`.
+
+   To get the :guilabel:`Terminal Code`, go to :menuselection:`Configuration --> Issuing Points`.

 Master data
 -----------
@@ -2,55 +2,271 @@
 Vietnam
 =======

-Add Vietnamese QR banking codes to invoices
-===========================================
+.. _SInvoice: https://www.sinvoice.vn/
+
+.. _localizations/vietnam/modules:
+
+Modules
+=======
+
+The following modules are installed automatically with the Vietnamese localization:
+
+.. list-table::
+    :header-rows: 1
+
+    * - Name
+      - Technical name
+      - Description
+    * - :guilabel:`Vietnam - Accounting`
+      - `l10n_vn`
+      - This module includes the default
+        :ref:`fiscal localization package <fiscal_localizations/packages>`.
+    * - :guilabel:`Vietnam - E-invoicing`
+      - `l10n_vn_edi_viettel`
+      - This module includes the features required for integration with :ref:`SInvoice
+        <localizations/vietnam/sinvoice>`.
+
+.. note::
+   In some cases, such as when upgrading to a version with additional modules, it is possible that
+   modules may not be installed automatically. Any missing modules can be manually :ref:`installed
+   <general/install>`.
+
+.. _localizations/vietnam/company:
+
+Company
+=======
+
+To use all the features of this fiscal localization, the following fields are required on the
+:doc:`company record </applications/general/companies>`:
+
+- :guilabel:`Name`
+- :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`,
+  and :guilabel:`Country`.
+
+   - In the :guilabel:`Street` field, enter the street name, number, and any additional address
+     information.
+   - In the :guilabel:`Street 2` field, enter the neighborhood.
+
+- :guilabel:`Tax ID`: tax identification number.
+
+.. _localizations/vietnam/sinvoice:
+
+E-invoicing with SInvoice
+=========================
+
+SInvoice_ is an e-invoice service platform provided by Viettel, one of the biggest e-invoice service
+providers in Vietnam. Odoo supports integration with SInvoice to submit invoices generated in Odoo.
+
+Configuration
+-------------
+
+SInvoice platform
+~~~~~~~~~~~~~~~~~
+
+To send electronic invoices to SInvoice, the following must be created on SInvoice_:
+
+- :ref:`SInvoice account <localizations/vietname/sinvoice-registration>`
+- :ref:`Invoice template <localizations/vietname/sinvoice-template>`
+- :ref:`Invoice symbol <localizations/vietname/sinvoice-symbol>`
+- :ref:`Invoice issuance notice <localizations/vietname/sinvoice-notice>`
+
+.. _localizations/vietname/sinvoice-registration:
+
+SInvoice registration
+*********************
+
+To create an account, go to SInvoice_ and register for the desired plan. Fill in the form that
+opens to be contacted by SInvoice_ to create an account.
+
+Once you have an account, log into SInvoice_ using your :guilabel:`Username` and
+:guilabel:`Password`.
+
+.. _localizations/vietname/sinvoice-template:
+
+Invoice template creation
+*************************
+
+#. On the left side of the overview page, in the :guilabel:`Release management` menu, click
+   :guilabel:`Create business information`.
+#. In the :guilabel:`Update key information` step, fill in the following fields and other optional
+   information if needed: :guilabel:`Unit name`, :guilabel:`Address`, :guilabel:`Contact person`,
+   :guilabel:`Type of representative documents`.
+#. Click :guilabel:`Update`.
+#. In the :guilabel:`Look up digital certificate` step, click :guilabel:`Add new` to add a digital
+   certificate.
+#. Select the :guilabel:`Branch/Enterprise` and the :guilabel:`Type of digital certificate`, then
+   fill in the required fields for each type:
+
+     - :guilabel:`Supplier`: CloudCA
+     - :guilabel:`Signer ID`: CloudCA
+     - :guilabel:`Digital Certificate`: CloudCA
+     - :guilabel:`How to download file`: HSM
+     - :guilabel:`File Upload`: HSM, USB-TOKEN
+
+#. Click :guilabel:`Generate key pair` to generate encryption keys for authentication, and
+   :guilabel:`Save`.
+#. In the :guilabel:`Manage invoice templates` step, add a new :guilabel:`Invoice template`.
+#. Select the :guilabel:`Invoice type` and fill in the :guilabel:`Invoice template code`,
+   :guilabel:`Invoice template name`, and other optional information if needed.
+#. Click :guilabel:`Update`.
+
+.. seealso::
+   `SInvoice documentation on electronic invoice template creation
+   <https://www.sinvoice.vn/2021/02/hdsd-tai-lieu-nghiep-vu-tao-mau-hoa-don-dien-tu.html?debug=1>`_
+
+.. _localizations/vietname/sinvoice-symbol:
+
+Invoice symbol creation
+***********************
+
+On the left side of the main screen, in the :guilabel:`Release management` menu, click
+:guilabel:`Invoice symbol` and follow these steps:
+
+#. Click :guilabel:`Add new` and select the :guilabel:`Invoice template`.
+#. Set the :guilabel:`Status` to :guilabel:`Active` to activate the symbol and fill in the
+   :guilabel:`Invoice symbol`.
+#. Enable :guilabel:`Stop automatic sending to tax authorities` and :guilabel:`Default for built-in
+   API` based on preference.
+#. Click :guilabel:`Save`.
+
+.. _localizations/vietname/sinvoice-notice:
+
+Invoice issuance notice
+***********************
+
+On the left side of the main screen, in the :guilabel:`Release management` menu, click
+:guilabel:`Create issuance notice` and follow these steps:
+
+#. Click :guilabel:`Add new`, select the :guilabel:`Name of the business unit to issue an e-invoice`
+   and the :guilabel:`Tax agency name`. Based on the business unit and tax agency selected, the
+   :guilabel:`Tax code`, :guilabel:`Address`, :guilabel:`Phone number`, and :guilabel:`Separator
+   used` are automatically filled and uneditable.
+#. Click :guilabel:`Select the invoice type for issuance`, and then select and fill in the
+   following information :
+
+   - :guilabel:`Invoice type`: The invoice type on which to declare an issuance notice.
+   - :guilabel:`Invoice template`: Select from the list of templates available based on the invoice
+     type.
+   - :guilabel:`Symbol`: Select from the list of symbols available based on the invoice type.
+   - :guilabel:`Quantity`: Total number of invoices to issue for the selected type. Based on the
+     type and template selected, this field is filled in automatically. It can be changed if needed.
+   - :guilabel:`Start date of use`: The date from which the invoice template, range, and quantity
+     are used for the issuance notice.
+
+#. Click :guilabel:`Save` and select more invoice types if necessary by repeating the steps above.
+   Click :guilabel:`Save` to finish drafting the notice.
+#. Click :guilabel:`Send to tax authorities` for approval. Once approved, the notice's
+   :guilabel:`Status` is changed to :guilabel:`Active`.
+
+.. _localizations/vietnam/sinvoice-odoo:
+
+Odoo database
+~~~~~~~~~~~~~
+
+Link Odoo to SInvoice
+*********************
+
+To connect Odoo with SInvoice, go to :menuselection:`Accounting --> Configuration --> Settings`.
+In the :guilabel:`Vietnamese Integration` section, fill in your SInvoice :guilabel:`Username` and
+:guilabel:`Password`. Add a :guilabel:`Default symbol` to generate a prefix for the invoice number
+managed in SInvoice if needed.
+
+Invoice template
+****************
+
+To create SInvoice templates, go to :menuselection:`Accounting --> Configuration --> Templates`.
+Click :guilabel:`New` and add a :guilabel:`Template code` and a :guilabel:`Template Invoice Type`.
+The :guilabel:`Template code` is the initial sequence of digits in the name assigned by SInvoice.
+For example, if the invoice template is `1/001 - Hóa đơn GTGT - ND123`, the :guilabel:`Template
+code` is `1/001`. The SInvoice templates in Odoo must match the ones in SInvoice.
+
+To add :guilabel:`Invoice Symbols`, click :guilabel:`Add a new line`.
+
+Sending invoices to SInvoice
+----------------------------
+
+Invoices can be sent to SInvoice once they have been confirmed. To do so, follow the
+:ref:`invoice sending <accounting/invoice/sending>` steps. In the :guilabel:`Send` popup, enable
+:guilabel:`Send to SInvoice` and click :guilabel:`Send & Print`.
+
+Once the invoice has been successfully submitted to SInvoice, the :guilabel:`SInvoice Status` field
+in the :guilabel:`SInvoice` tab of the invoice is updated to :guilabel:`Sent`. The
+:guilabel:`SInvoice Number`, :guilabel:`Issue Date`, :guilabel:`Secret Code` and :guilabel:`eInvoice
+Number` fields are also updated. The same information is available on SInvoice.
+
+Replacement or adjustment invoices
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A replacement invoice is issued to correct an invoice that has **yet to be tax declared**, whereas
+an adjustment invoice is issued to correct one that has **already been tax declared**. Follow these
+steps to issue a replacement or adjustment invoice:
+
+#. Open the invoice and click :guilabel:`Credit Note`.
+#. In the :guilabel:`Credit Note` popup, fill in the following fields:
+
+   - :guilabel:`Reason displayed on Credit Note`
+   - :guilabel:`Adjustment type`
+   - :guilabel:`Agreement Name`
+   - :guilabel:`Agreement Date`
+   - :guilabel:`Journal`
+   - :guilabel:`Reversal date`
+
+#. Click :guilabel:`Reverse and Create Invoice` to issue a replacement invoice, or
+   :guilabel:`Reverse` to issue an adjustment invoice.
+
+The :guilabel:`SInvoice Status` in the :guilabel:`SInvoice` invoice tab is updated to
+:guilabel:`Replaced` for a replacement invoice or :guilabel:`Adjusted` for an adjustment invoice.
+
+Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~
+
+If an invoice needs to be canceled, open the invoice and click :guilabel:`Request Cancel`. In the
+:guilabel:`Invoice Cancellation` popup, enter the cancellation :guilabel:`Reason`,
+:guilabel:`Agreement Name`, and :guilabel:`Agreement Date`, and click :guilabel:`Request
+Cancellation`.
+
+The :guilabel:`SInvoice Status` in the :guilabel:`SInvoice` invoice tab is updated to
+:guilabel:`Canceled`.
+
+.. _localizations/vietnam/qrcode:
+
+QR banking codes
+================

 Vietnamese QR banking is a payment service platform that allows customers to make instant domestic
 payments to individuals and merchants in Vietnamese dong via online and mobile banking.

-Activate QR codes
-----------------
+Configuration
+-------------

-Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
-Payments` section, activate the :guilabel:`QR Codes` feature.
+To activate QR banking codes, go to :menuselection:`Accounting --> Configuration --> Settings` and
+enable :guilabel:`QR Codes` in the :guilabel:`Customer Payments` section.

-Vietnamese QR banking bank account configuration
------------------------------------------------
+Bank account
+~~~~~~~~~~~~

-Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for
-which you want to activate Vietnamese QR banking. Set the :guilabel:`Bank Identifier Code` on the
-bank. Then set the :guilabel:`Proxy Type` and fill in the :guilabel:`Proxy Value` field depending on
-the type you chose.
+To activate QR banking for a bank account, go to :menuselection:`Contacts --> Configuration -->
+Bank Accounts` and select the bank account. Fill in the :guilabel:`Bank Identifier Code`,
+:guilabel:`Proxy Type` (based on the information used to identify the :guilabel:`Merchant Account`,
+such as the card number and bank account numbers), and :guilabel:`Proxy Value` fields.
+
+Enable :guilabel:`Include Reference` to include the invoice number in the QR code.

 .. important::
-   - The account holder's country must be set to `Vietnam` on its contact form.
-   - The account holder's city is mandatory.
-   - You could also include the invoice number in the QR code by checking the :guilabel:`Include
-     Reference` checkbox.
-
-.. image:: vietnam/vn-paynow-bank-setting.png
-   :alt: Vietnamese QR banking bank account configuration
+   - The account holder's country must be set to `Vietnam`, and their city must be specified on the
+     contact form.
+   - The :ref:`account number <accounting/bank/account-number>` and bank must be set on the
+     :guilabel:`Bank` journal.

 .. seealso::
   :doc:`../accounting/bank`

-Bank journal configuration
--------------------------
+Generating QR codes on invoices
+-------------------------------

-Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill
-out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab.
+When creating a new invoice, open the :guilabel:`Other Info` tab and select :guilabel:`EMV
+Merchant-Presented QR-code` in the :guilabel:`Payment QR-code` field.

-.. image:: vietnam/vn-bank-account-journal-setting.png
-   :alt: Bank Account's journal configuration
-
-Issue invoices with Vietnamese QR banking QR codes
--------------------------------------------------
-
-When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment
-QR-code` option to *EMV Merchant-Presented QR-code*.
-
-.. image:: vietnam/vn-qr-code-invoice-setting.png
-   :alt: Select EMV Merchant-Presented QR-code option
-
-Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to
-generate the Vietnamese QR banking QR code.
+.. note::
+   Ensure the :guilabel:`Recipient Bank` is configured, as Odoo uses this field to generate QR
+   codes.
@@ -74,16 +74,14 @@ When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` for a
 Import an Authorize.Net statement
 =================================

+.. _authorize-import-template:
+
 Export from Authorize.Net
 -------------------------

-.. _authorize-import-template:
-
 .. admonition:: Template

-   `Download the Excel import template <https://docs.google.com/spreadsheets/d/1CMVtBWLLVIrUpYA92paw-cL7-WdKLbaa/edit?usp=share_link&ouid=105295722917050444558&rtpof=true&sd=true>`_
-
-To export a statement:
+   :download:`Download the Excel import template. <authorize/authorize-net-magic-sheet.xlsx>`

 - Log in to Authorize.Net.
 - Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement Statement`.
@@ -141,7 +141,7 @@ SPF, DKIM and DMARC documentation of common providers
 - `GoDaddy CNAME record <https://www.godaddy.com/help/add-a-cname-record-19236>`_
 - `NameCheap <https://www.namecheap.com/support/knowledgebase/article.aspx/317/2237/how-do-i-add-txtspfdkimdmarc-records-for-my-domain/>`_
 - `CloudFlare DNS <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
- `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
+- `Squarespace DNS records <https://support.squarespace.com/hc/en-us/articles/360002101888-Adding-custom-DNS-records-to-your-Squarespace-managed-domain>`_
 - `Azure DNS <https://docs.microsoft.com/en-us/azure/dns/dns-getstarted-portal>`_

 To fully test the configuration, use the `Mail-Tester <https://www.mail-tester.com/>`_ tool, which
@@ -317,3 +317,43 @@ To change the default behavior, enable :ref:`developer-mode`, then go to :menuse
 .. important::
   These parameters are only used to prevent the creation of new records. They **do not prevent
   replies** from being added to the chatter.
+
+Allow alias domain system parameter
+===================================
+
+Incoming aliases are set in the Odoo database to create records by receiving incoming emails. To
+view aliases set in the Odoo database, first activate the :ref:`developer mode <developer-mode>`.
+Then, go to :menuselection:`Settings app --> Technical --> Aliases`.
+
+The following system parameter, `mail.catchall.domain.allowed`, set with allowed alias domain
+values, separated by commas, filters out correctly addressed emails to aliases. Setting the domains
+for which the alias can create a ticket, lead, opportunity, etc., eliminates false positives where
+email addresses with only the prefix alias, not the domain, are present.
+
+In some instances, matches have been made in the Odoo database when an email is received with the
+same alias prefix and a different domain on the incoming email address. This is true in the sender,
+recipient, and :abbr:`CC (Carbon Copy)` email addresses of an incoming email.
+
+.. example::
+   When Odoo receives emails with the `commercial` prefix alias in the sender, recipient, or
+   :abbr:`CC (Carbon Copy)` email addresses (e.g. commercial\@example.com), the database falsely
+   treats the email as the full `commercial` alias, with a different domain, and therefore, creates
+   a ticket/lead/opportunity/etc.
+
+To add the `mail.catchall.domain.allowed` system parameter, first, activate the :ref:`developer mode
+<developer-mode>`. Then, go to :menuselection:`Settings app --> Technical --> System Parameters`.
+Click :guilabel:`New`. Then, type in `mail.catchall.domain.allowed` for the :guilabel:`Key` field.
+
+Next, for the :guilabel:`Value` field, add the domains separated by commas. Manually
+:icon:`fa-cloud-upload` :guilabel:`(Save)`, and the system parameter takes immediate effect.
+
+.. image:: email_servers_inbound/allowed-domain.png
+   :alt: mail.catchall.domain.allowed system parameter set.
+
+Local-part based incoming detection
+===================================
+
+When creating a new alias, there is an option to enable :guilabel:`Local-part based incoming
+detection`. If enabled, Odoo only requires the local-part to match for routing an incoming email. If
+this feature is turned off, Odoo requires the whole email address to match for routing an incoming
+email.
@@ -18,7 +18,6 @@ page. Next, navigate to the :guilabel:`Senders & Domains` section and click on :
 SEND API Settings`.

 .. image:: mailjet_api/api-settings.png
-   :align: center
   :alt: SMTP and Send API Settings link in the Senders & Domains section of Mailjet.

 Then, copy the :abbr:`SMTP (Simple Mail Transfer Protocol)` configuration settings onto a notepad.
@@ -37,7 +36,6 @@ port number. The settings are needed to configure Mailjet in Odoo, which is cove
   databases.

 .. image:: mailjet_api/smtp-config.png
-   :align: center
   :alt: SMTP configuration from Mailjet.

 Next, click on the button labeled :guilabel:`Retrieve your API credentials` to retrieve the Mailjet
@@ -57,7 +55,6 @@ email address or domain is approved to send emails using Mailjet's servers. Firs
 :guilabel:`Add a Sender Domain or Address` link under the :guilabel:`Senders & Domains` section.

 .. image:: mailjet_api/add-domain-email.png
-   :align: center
   :alt: Add a sender domain or address in the Mailjet interface.

 Determine if a sender's email address or the entire domain needs to be added to the Mailjet
@@ -125,7 +122,6 @@ Copy the TXT record information to a notepad and then navigate to the domain's :
 Name System)` provider to complete validation.

 .. image:: mailjet_api/host-value-dns.png
-   :align: center
   :alt: The TXT record information to input on the domain's DNS.

 Setup in the domain's DNS
@@ -151,7 +147,6 @@ Next, click :guilabel:`Check Now` to validate the TXT record that was added on t
 success screen will appear if the domain is configured correctly.

 .. image:: mailjet_api/check-dns.png
-   :align: center
   :alt: Check DNS record in Mailjet.

 After successfully setting up the domain, there is an option to :guilabel:`Authenticate this domain
@@ -163,7 +158,6 @@ Identified Mail) records to input into the :abbr:`DNS (Domain Name System)` prov
   360042412734-Authenticating-Domains-with-SPF-DKIM>`_

 .. image:: mailjet_api/authenticate.png
-   :align: center
   :alt: Authenticate the domain with SPF/DKIM records in Mailjet.

 .. _maintain/mailjet-api/odoo-setup:
@@ -187,30 +181,8 @@ settings can be found on :menuselection:`Mailjet -->  Account Settings --> SMTP
 Settings`.

 Then, if the Mailjet server is used for mass emailing, set the :guilabel:`Priority` value higher
-than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the Connection`.
+than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the
+Connection`.

 .. image:: mailjet_api/server-settings.png
-   :align: center
   :alt: Odoo outgoing email server settings.
-
-.. important::
-   In order for the notifications feature to work using Mailjet, there are three settings that need
-   to be set in Odoo.
-
-   #. The :guilabel:`From Filter` needs to be set on the server configuration. It is recommended
-      to set it as a domain and not a full email address. It should match the domain in the two
-      proceeding steps. For more information, check out the :ref:`FROM filtering documentation
-      <email-outbound-different-servers-personalized-from-filtering>`.
-   #. The :guilabel:`mail.default.from` system parameter must have the value
-      `notifications\@yourdomain.com`.
-   #. The :guilabel:`mail.default.from_filter` system parameter must have the value
-      `yourdomain.com`. Replace `yourdomain` with the custom domain for the Odoo database. If there
-      isn't one, then use the :guilabel:`mail.catchall.domain` system parameter.
-
-   For more information, check out the :ref:`"Using a unique email address" documentation
-   <email-outbound-unique-address>`.
-
-   The :guilabel:`System Parameters` can be accessed by activating the :ref:`developer-mode`.
-
-Once the setup is complete, the Odoo database is ready to use the Mailjet email server for mass
-mailing or transactional emails.
--- a/Show More
+++ b/Show More