Fatturazione elettronica (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 system receiving the message can interpret the information correctly. Various EDI file formats are available depending on your company’s country.

The EDI feature allows companies to automate administrative processes. It may also be required by some governments for fiscal control or to support administrative procedures.

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

Odoo supports, among others, the following formats.

Nome formato

Applicabilità

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

Nota

  • 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.

Vedi anche

Localizzazioni fiscali

Configurazione

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

To define a specific e-invoicing format for a customer, go to Accounting ‣ Customers ‣ Customers, access the customer form, go to the Accounting tab, and select the appropriate Format in the Customer invoices section.

E-invoice generation

From a confirmed invoice, click Send & Print. In the Send window, enable the relevant e-invoicing format option (e.g., BIS Billing 3.0), then click Send & Print to generate and attach the corresponding e-invoicing XML file.

Peppol

The Peppol network ensures the exchange of documents and information between companies and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow companies to send electronic documents such as customer invoices and credit notes and receive documents like vendor bills and refunds.

In this case, Odoo acts as both an access point and an SMP and enables electronic invoicing transactions without the need to send invoices or bills by email or post.

Nota

  • Make sure to install the Peppol module (account_peppol).

  • Peppol registration is free and available in Odoo Community.

  • Supported formats for sending documents include BIS Billing 3.0, XRechnung CIUS, and NLCIUS.

  • I seguenti Paesi sono idonei per la registrazione di Peppol in Odoo:
    Andorra, Albania, Austria, Bosnia-Erzegovina, Belgio, Bulgaria, Svizzera, Cipro, Repubblica Ceca, Germania, Danimarca, Estonia, Spagna, Finlandia, Francia, Regno Unito, Grecia, Croazia, Ungheria, Irlanda, Islanda, Italia, Liechtenstein, Lituania, Lussemburgo, Lettonia, Monaco, Montenegro, Macedonia del Nord, Malta, Paesi Bassi, Norvegia, Polonia, Portogallo, Romania, Serbia, Svezia, Slovenia, Slovacchia, San Marino, Turchia, Santa Sede (Stato della Città del Vaticano)

Registrazione

To register on Peppol, go to Accounting ‣ Configuration ‣ Settings, scroll to the PEPPOL Electronic Document Invoicing section, and fill in the following information:

  • Peppol EAS: Peppol Electronic Address Scheme, which usually depends on the company’s country. This field is often prefilled with your country’s most commonly used EAS code. For example, the preferred EAS code for most companies in Belgium is 0208.

  • Peppol Endpoint: usually a Company Registry number or a VAT number

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

  • Primary contact email

  • Migration key: If you are migrating from another access point, copy the key from the previous provider.

  1. Click Validate registration.

    Vedi anche

To request and receive a verification code, follow these steps:

  1. Click Verify phone number in the PEPPOL Electronic Document Invoicing section.

    phone validation request verification

  2. A text message containing a code is sent to the mobile number provided to finalize the verification process.

  3. Enter the code and click Confirm. The registration is then pending activation.

  4. Select another purchase journal in the Incoming Invoices Journal field if necessary.

    Pending application

  5. The registration should be automatically activated, and the Application status should be updated within a day.

    active application

All invoices and vendor bills can then be sent directly using Peppol.

Nota

  • To update the Primary contact email, modify it and click Update contact details.

  • If you are using an access point from a previous provider, make sure to deregister from it first, then register with your new access point, unless it’s Hermes (BOSA). If using Hermes (BOSA), no action is needed; the migration is handled automatically.

Suggerimento

  • To manually trigger the scheduled action used to check the Peppol registration status, enable developer mode, open the Settings app, go to Settings ‣ Technical ‣ Scheduled actions, and search for Peppol: update participant status. Open the scheduled action, then click Run Manually.

  • To try Peppol without sending real data, use the demo mode by setting the account_peppol.edi.mode system parameter to demo.

  • For advanced testing on Peppol’s dedicated test network, use the test mode by setting the account_peppol.edi.mode system parameter to test. This option is intended for experienced users only.

Verificare un contatto

Before sending an invoice to a contact using Peppol, make sure the contact is registered as a Peppol participant. To do so, follow these steps:

  1. Go to Accounting ‣ Customers ‣ Customers and access the customer’s form.

  2. In the Accounting tab, check the following information in the Electronic Invoicing section:

    • Format: BIS Billing 3.0, XRechnung CIUS, or NLCIUS.

    • Peppol e-address (EAS): Select the relevant EAS code in the dropdown list.

    • Peppol Endpoint: Enter the customer’s endpoint identifier.

  3. Click Verify. Its Peppol endpoint validity is marked as Valid if the contact is found on the Peppol network.

    verificare registrazione contatto

Importante

While Odoo prefills both the EAS code and the endpoint number based on the information available for a contact, verifying these details with the contact is recommended.

Inviare fatture

To set Peppol as a default format for sending invoices, go to Accounting ‣ Configuration ‣ Settings. In the Customer Invoices section, enable the Peppol format option and Save.

Posted invoices to be sent via Peppol are marked as Ready to send in the invoice’s Peppol status field.

Nota

All invoices that are ready to be sent via Peppol can be viewed in the following ways:

  • In the Invoices list view, use the (adjust settings) button to add the Peppol status column or apply the Peppol Ready filter in the search bar.

  • In the Accounting dashboard, click Peppol ready invoices on the relevant sales journal.

To send the invoice to the customer via Peppol, click Send & Print on the confirmed invoice form. In the Send window, enable both the country-specific format (e.g., BIS Billing 3.0) and Send via PEPPOL options, then click Send & Print.

Suggerimento

Multiple invoices can also be sent in batches via Peppol.

Once the invoices are sent via Peppol, their Peppol status is changed to Processing.

Messaggio stato Peppol

The status is updated to Done once the invoices have been successfully delivered to the contact’s access point.

Suggerimento

To manually trigger the scheduled action used to check the invoices” status, go to the Accounting dashboard and click Fetch Peppol invoice status on the corresponding sales journal.

Recuperare lo stato della fattura Peppol

Ricevere fatture fornitore

New documents received via Peppol are checked multiple times a day. Received documents are automatically imported into the purchase journal set in the PEPPOL Electronic Document Invoicing section, and corresponding vendor bills are created as drafts and appear in the vendor bills list view.

Suggerimento

To manually trigger the scheduled action to retrieve incoming Peppol documents, go to the Accounting dashboard and click Fetch from Peppol on the main Peppol purchase journal.

Recuperare fatture da Peppol

Peppol deregistration from Odoo

Only one Peppol receiver registration can be active for each Peppol endpoint identifier at a time. To stop using Odoo as the Peppol access point, e.g., to switch to another provider or reconfigure the registration for a new database, you must first deregister from Peppol. To do so, go to Accounting ‣ Configuration ‣ Settings, scroll down to the PEPPOL Electronic Invoicing section, click Remove from Peppol, and confirm.

Once removed, the Peppol registration is deleted from the database, and documents can no longer be sent or received via Peppol in Odoo.