Electronic invoicing (EDI)

EDI, or electronic data interchange, is the inter-company communication of business documents, such as purchase orders and invoices, in a standard format. Sending documents according to an EDI standard ensures that the machine receiving the message can interpret the information correctly. Various EDI file formats exist and are available depending on your company's country.

EDI feature enables automating the administration between companies and might also be required by some governments for fiscal control or to facilitate the administration.

Electronic invoicing of your documents such as customer invoices, credit notes or vendor bills is one of the application of EDI.

Odoo supports e-invoicing in many countries. Refer to the country's page for more details:

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Fiscal localizations documentation

Cấu hình

By default, the format available in the send window depends on your customer's country.

You can define a specific e-invoicing format for each customer. To do so, go to Accounting ‣ Customers ‣ Customers, open the customer form, go to the Accounting tab and select the appropriate format.

Select an EDI format for a specific customer

National electronic invoicing

Depending on your company's country (e.g., Italy, Spain, Mexico, etc.), you may be required to issue e-invoicing documents in a specific format for all your invoices. In this case, you can define a default e-invoicing format for your sales journal.

To do so, go to Accounting ‣ Configuration ‣ Journals, open your sales journal, go to the Advanced Settings tab, and enable the formats you need for this journal.

Tạo hoá đơn điện tử

From a confirmed invoice, click Send & Print to open the send window. Check the e-invoicing option to generate and attach the e-invoice file.

The Peppol option is checked and an e-invoicing XML file is attached to the email.

Peppol

The Peppol network ensures the exchange of documents and information between enterprises and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow enterprises to exchange electronic documents.

Odoo is an access point and an SMP, enabling electronic invoicing transactions without the need to send invoices and bills by email or post.

If not done yet, install the Peppol module (account_peppol).

Quan trọng

  • Peppol registration is free and available in Odoo Community

  • You can send Customer Invoices and Credit Notes and receive Vendor Bills and Refunds via Peppol.

  • You can send and receive in one of the following supported document formats: BIS Billing 3.0, XRechnung CIUS, NLCIUS.

  • The following countries are eligible for Peppol registration in Odoo:
    Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)

Đăng ký

Go to Accounting ‣ Configuration ‣ Settings. If you do not have the Peppol module installed, first tick the Enable PEPPOL checkbox and then manually save. Click Start sending via Peppol to open the registration form.

Ghi chú

This registration form also pops up if you choose to Send & Print an invoice via Peppol without completing the registration process.

Peppol registration button

Bạn có thể đăng ký làm người gửi hoặc người nhận. Người gửi chỉ có thể gửi hóa đơn và hóa đơn điều chỉnh qua Odoo bằng Peppol mà không cần đăng ký làm thành viên Peppol trên Odoo SMP. Nếu bạn đã có đăng ký Peppol ở nơi khác muốn giữ lại nhưng vẫn muốn gửi hóa đơn từ cơ sở dữ liệu Odoo và nhận các tài liệu khác bằng phần mềm khác, hãy đăng ký làm Người gửi.

Mẹo

  • You can always register as a sender first and register to receive documents later.

  • When registering, you can specify if you would also like to receive documents.

Peppol registration form

Fill in the following information:

  • Check the receiver box if you want to register on Odoo SMP. If you are migrating from another service provider, insert the Migration key from the previous provider (the field becomes visible after you tick the checkbox).

  • E-Address Scheme: the Peppol Electronic Address Scheme usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. For example, the preferred EAS code for most companies in Belgium is 0208.

  • Endpoint: this is usually a Company Registry number or a VAT number.

  • Phone: phone number including the country code (e.g., +32 in Belgium).

  • Email: this is the email Odoo can use to contact you regarding your Peppol registration.

If you want to explore or demo Peppol, you can choose to register in Demo mode. Otherwise, select Live.

Mẹo

  • Selecting Demo simulates everything in Odoo. There is no sending, receiving, or partner verification.

  • Chỉ dành cho người dùng nâng cao, có thể chạy các bản kiểm thử trên mạng kiểm thử của Peppol. Máy chủ cho phép đăng ký trên Peppol và gửi/nhận hóa đơn kiểm thử đến/từ những người tham gia khác. Để thực hiện, hãy bật chế độ lập trình viên, mở ứng dụng Cài đặt, đi tới Kỹ thuật ‣ Tham số hệ thống và tìm kiếm account_peppol.edi.mode. Nhấp vào tham số và thay đổi Giá trị thành kiểm thử. Quay lại menu thiết lập Peppol trong ứng dụng Cài đặt. Tùy chọn Kiểm thử hiện đã khả dụng.

Peppol test mode parameter

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When set up, request a verification code to be sent to you by clicking Send a registration code by SMS. A text message containing a code is sent to the phone number provided to finalize the verification process.

phone validation

Sau khi nhập mã và nhấp Đăng ký, trạng thái tham gia Peppol của bạn sẽ được cập nhật. Nếu bạn chọn chỉ gửi tài liệu, trạng thái sẽ chuyển thành Có thể gửi nhưng không thể nhận. Nếu bạn chọn nhận tài liệu luôn, trạng thái sẽ chuyển thành Có thể gửi, đang chờ kết quả đăng ký nhận. Trong trường hợp này, tài khoản sẽ được kích hoạt tự động trong vòng một ngày.

Then, set the default journal for receiving vendor bills in the Incoming Invoices Journal.

Mẹo

To manually trigger the cron that checks the registration status, enable the Chế độ lập trình viên (chế độ gỡ lỗi), then go to Settings ‣ Technical ‣ Scheduled Actions, and search for the PEPPOL: update participant status action.

Your receiver application status should be updated soon after you are registered on the Peppol network.

receiver application

All invoices and vendor bills can now be sent directly using the Peppol network.

Quan trọng

To update the email that Odoo can use to contact you, modify the email and click Update contact details.

Configure Peppol services

Once you are registered on Odoo SMP, the Configure Peppol Services button becomes visible to allow you to enable or disable document formats that other participants can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending on the installed modules).

Contact verification

Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they are also registered as a Peppol participant.

Để thực hiện, hãy truy cập Kế toán ‣ Khách hàng ‣ Khách hàng và mở biểu mẫu khách hàng. Sau đó, đi đến Tab Kế toán ‣ Hóa đơn điện tử, chọn định dạng chính xác và đảm bảo Mã Peppol EAS cùng Endpoint đã được điền đầy đủ. Tiếp theo, nhấp Xác minh. Nếu liên hệ tồn tại trên mạng, tính hợp lệ của endpoint Peppol sẽ được đặt thành Hợp lệ.

verify contact registration

Quan trọng

While Odoo prefills both the EAS code and the Endpoint number based on the information available for a contact, it is better to confirm these details directly with the contact.

It is possible to verify the Peppol participant status of several customers at once. To do so, go to Accounting ‣ Customers ‣ Customers and switch to the list view. Select the customers you want to verify and then click Actions ‣ Verify Peppol.

If the participant is registered on the Peppol network but cannot receive the format you selected for them, the Peppol endpoint validity label changes to Cannot receive this format.

verify contact ubl format

Gửi hoá đơn

Khi đã sẵn sàng gửi hóa đơn qua mạng Peppol, chỉ cần nhấp vào Gửi & in trên biểu mẫu hóa đơn. Để gửi nhiều hóa đơn, hãy chọn chúng trong chế độ xem danh sách và nhấp vào Tác vụ ‣ Gửi & in; các hóa đơn này sẽ được gửi theo lô sau đó. Cần đánh dấu cả hai ô BIS Billing 3.0 và Gửi qua PEPPOL.

Send peppol invoice

Posted invoices that can be sent via Peppol are marked as Peppol Ready. To display them, use the Peppol Ready filter or access the Accounting dashboard and click Peppol ready invoices on the corresponding sales journal.

Filter Peppol ready invoices

Once the invoices are sent via Peppol, the status is changed to Processing. The status is changed to Done after they have been successfully delivered to the contact's Access Point.

Peppol message status

Mẹo

By default, the Peppol status column is hidden on the Invoices list view. You can choose to have it displayed by selecting it from the optional columns, accessible from the top right corner of the Invoices list view.

A cron runs regularly to check the status of these invoices. It is possible to check the status before the cron runs by clicking Fetch Peppol invoice status in the corresponding sales journal on the Accounting dashboard.

Fetch invoice Peppol status

Receive vendor bills

Once a day, a cron checks whether any new documents have been sent to you via the Peppol network. These documents are imported, and the corresponding vendor bills are created automatically as drafts.

peppol receive bills

If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click Fetch from Peppol.

Fetch bills from Peppol