Julien Van Roy
1387c5e8c3
Update Factur-X mentions and screenshot. task-2957808 https://github.com/odoo/odoo/pull/99699 closes odoo/documentation#2693 Related: odoo/odoo#99699 Related: odoo/enterprise#31851 Signed-off-by: Julien Van Roy <juvr@odoo.com>
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Electronic invoicing (:abbr:`EDI (electronic data interchange)`)
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EDI, or electronic data interchange, is the inter-company communication of business documents, such
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as purchase orders and invoices, in a standard format. Sending documents according to an EDI
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standard ensures that the machine receiving the message can interpret the information correctly.
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Various EDI file formats exist and are available depending on your company's country.
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EDI feature enables automating the administration between companies and might also be required by
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some governments for fiscal control or to facilitate the administration.
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Electronic invoicing of your documents such as customer invoices, credit notes or vendor bills is
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one of the application of EDI.
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Odoo supports, among others, the following formats.
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.. list-table::
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:header-rows: 1
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* - Format Name
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- Applicability
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* - Factur-X (PDF/A-3)
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- For French and German companies
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* - Peppol BIS Billing 3.0 (UBL)
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- For companies whose countries are part of the `EAS list
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<https://docs.peppol.eu/poacc/billing/3.0/codelist/eas/>`_
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* - E-FFF
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- For Belgian companies
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* - XRechnung (UBL)
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- For German companies
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* - Fattura PA (IT)
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- For Italian companies
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* - CFDI (4.0)
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- For Mexican companies
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* - Peru UBL 2.1
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- For Peruvian companies
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* - SII IVA Llevanza de libros registro (ES)
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- For Spanish companies
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* - UBL 2.1 (Columbia)
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- For Colombian companies
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* - Egyptian Tax Authority
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- For Egyptian companies
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* - E-Invoice (IN)
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- For Indian companies
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* - NLCIUS (Netherlands)
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- For Dutch companies
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* - EHF 3.0
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- For Norwegian companies
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.. seealso::
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- :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`
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Configuration
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=============
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Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer Invoices --> Advanced
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Settings --> Electronic Invoicing` and enable the formats you need for this journal.
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.. image:: electronic_invoicing/formats.png
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:align: center
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:alt: Select the EDI format you need
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Once an electronic invoicing format is enabled, XML documents are generated when clicking on
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:guilabel:`Confirm` in documents such as invoices, credit notes, etc. These documents are either
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visible in the attachment section, or embedded in the PDF.
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.. note::
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- For E-FFF, the xml file only appears after having generated the PDF (:guilabel:`Print` or
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:guilabel:`Send & Print` button), since the PDF needs to be embedded inside the xml.
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- Every PDF generated from Odoo contains a :guilabel:`Factur-X` XML file (for interoperability purpose).
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For German and French companies, the option :guilabel:`Factur-X (PDF/A-3)` in addition enables
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validation checks on the invoice and generates a PDF/A-3 compliant file, required by plaftorms like Chorus Pro.
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- The formats available depend on the country registered in your company's :guilabel:`General
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Information`.
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- Odoo supports the **Peppol BIS Billing 3.0** format that can be used via existing access
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points.
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Add new formats to a database created before July 2022
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------------------------------------------------------
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If your database was created before July 2022 and you wish to use one of the formats available from
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July 2022, you have to :ref:`install <general/install>` the module :guilabel:`Import/Export
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electronic invoices with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your
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country-specific module.
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.. example::
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If you want to use the Belgian format E-FFF in a database created prior to July 2022, you need to
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:ref:`install <general/install>`:
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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* - Belgium - E-Invoicing (UBL 2.0, e-fff)
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- `l10n_be_edi`
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* - Import/Export electronic invoices with UBL/CII
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- `account_edi_ubl_cii`
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.. note::
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Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer appear in the journal
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since UBL BIS Billing 3.0 is available and more widely supported.
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