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, among others, the following formats.

Format Name

Applicability

Factur-X (CII)

All customers

Peppol BIS Billing 3.0

All customers

XRechnung (UBL)

All customers

Fattura PA (IT)

Italian companies

CFDI (4.0)

Mexican companies

Peru UBL 2.1

Peruvian companies

SII IVA Llevanza de libros registro (ES)

Spanish companies

UBL 2.1 (Columbia)

Colombian companies

Egyptian Tax Authority

Egyptian companies

E-Invoice (IN)

Indian companies

NLCIUS (Netherlands)

Dutch companies

EHF 3.0

Norwegian companies

SG BIS Billing 3.0

Singaporean companies

A-NZ BIS Billing 3.0

All customers

Note

  • The Factur-X (CII) format enables validation checks on the invoice and generates PDF/A-3 compliant files.

  • Every PDF generated by Odoo includes an integrated Factur-X XML file.

See also

Fiscal localizations

Configuration

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.

E-invoices generation

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

Configuration

First, install the Peppol module (account_peppol).

Peppol module install

Then, go to Accounting ‣ Configuration ‣ Settings, tick the Use PEPPOL Invoicing, and fill in the following information:

  • PEPPOL EAS

  • Peppol Endpoint

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

  • Primary contact email

If you are migrating from another access point, insert the Migration key from the previous provider.

Configuration for peppol

Finally, click on Validate registration.

A text message containing a code is sent to the phone number provided to finalize the registration process.

phone validation

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