电子开票（EDI）

EDI，即电子数据交换，是指企业间以标准格式传输采购订单和发票等商业文件。按照 EDI 标准发送文件可确保接收方系统能够正确解读信息。根据企业所在国家/地区的不同，有多种 EDI 文件格式可供选择。

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支持以下格式。

格式名称

适用性

Factur-X（CII）

所有客户

Peppol BIS Billing 3.0

所有客户

XRechnung（UBL）

所有客户

Fattura PA (IT)

意大利公司

CFDI (4.0)

墨西哥公司

Peru UBL 2.1

秘鲁公司

SII IVA Llevanza de libros registro (ES)

西班牙公司

UBL 2.1（哥伦比亚）

哥伦比亚公司

埃及税务局

埃及公司

电子开票（印度）

印度公司

NLCIUS（荷兰）

荷兰公司

EHF 3.0

挪威公司

SG BIS Billing 3.0

新加坡公司

A-NZ BIS Billing 3.0

所有客户

注解

  • Factur-X (CII) 格式可对发票进行验证检查，并生成符合 PDF/A-3 标准的文件。

  • Odoo 生成的每个 PDF 都包含一个整合的 Factur-X XML 文件。

参见

财务本地化

配置

默认情况下，:ref:`发送窗口 <accounting/e-invoicing/generation>`中可用的格式取决于客户所在国家/地区。

若要为某个客户指定特定的电子发票格式，请前往 会计 ‣ 客户 ‣ 客户，进入客户表单，切换到 会计`选项卡，在 :guilabel:`客户发票`部分选择合适的 :guilabel:`格式。

电子发票生成

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

Peppol 网络确保了企业与政府机构之间的单据和信息交换。它主要用于电子发票，其接入点（连接至 Peppol 网络的连接器）使企业能够发送客户发票和贷记单等电子单据，并接收供应商账单和退款等单据。

在此场景下，Odoo 同时充当接入点和 SMP（服务元数据发布者），实现电子发票交易，无需再通过电子邮件或邮寄方式发送发票或账单。

注解

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

  • Peppol 注册在 Odoo 社区版中**免费**提供。

  • 支持发送单据的格式包括 BIS Billing 3.0、XRechnung CIUS 和 NLCIUS。

  • 以下**国家/地区**可以在 Odoo 中进行**Peppol 注册**：
    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)

登记

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)

  • 主要联系邮箱

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

  1. Click Validate registration.

    参见

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

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

    电话验证请求核实

  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.

    有效申请

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

注解

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

  • 如果您正在使用之前服务提供商的接入点，请务必先从其处注销，然后再向您的新接入点注册（ Hermes BOSA 除外）。若使用 Hermes（BOSA），则无需任何操作，迁移将自动处理。

小技巧

  • 要手动触发用于检查 Peppol 注册状态的计划操作，请启用 开发者模式，打开设置应用，前往 设置 ‣ 技术 ‣ 计划动作，搜索 Peppol：更新参与者状态。打开该计划动作，然后点击 手动执行。

  • 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.

联系验证

在使用 Peppol 向联系人发送发票前，请确保该联系人已注册为 Peppol 参与者。具体步骤如下：

  1. 前往 会计 ‣ 客户 ‣ 客户 并进入客户表单。

  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.

    验证联系人注册

重要

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.

发送发票

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.

注解

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.

小技巧

Multiple invoices can also be sent in batches via Peppol.

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

Peppol 信息状态

一旦发票成功传送到联系人的接入点，状态就会更新为 已完成。

小技巧

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.

获取 Peppol 发票状态

收到供应商账单

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.

小技巧

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.

从 Peppol 获取账单

从 Odoo 注销 Peppol

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.

一旦移除，Peppol 注册将从数据库中删除，并且无法再通过 Odoo 中的 Peppol 发送或接收文档。