Ecuador¶
With the Ecuadorian localization, electronic documents can be generated using XML, fiscal folio, electronic signature, and direct connection to tax authority SRI.
The supported documents are invoices, credit notes, debit notes, purchase liquidations, and withholdings.
Die Lokalisierung umfasst auch Automatisierungen zur einfachen Vorhersage der Quellensteuer, die auf jede Eingangsrechnung anzuwenden ist.
Siehe auch
Tipp
SRI: Servicio de Rentas Internas, the government organization that enforces the payment of taxes in Ecuador.
SRI certificate: Document or digital credential issued by the SRI that is crucial for compliance with Ecuadorian tax laws.
EDI: Electronic Data Interchange, which refers to the electronic transmission of documents.
RIMPE: Regimen Simplificado para Emprendedores y Negocios, the type of taxpayer qualified for SRI.
Module¶
Install the following modules to get all the features of the Ecuadorian localization:
Name |
Technische Bezeichnung |
Beschreibung |
|---|---|---|
Ecuador - Buchhaltung |
|
The default fiscal localization package adds accounting characteristics for the Ecuadorian localization, which represent the minimum configuration required for a company to operate in Ecuador according to the guidelines set by the SRI. The module’s installation automatically loads: a chart of accounts, taxes, document types, and tax support types. Additionally, the generation of forms 103 and 104 is automatic. |
Ecuadorianische Buchhaltung EDI |
|
Includes all the technical and functional requirements to generate and validate Electronics Documents based on the technical documentation published by the SRI. The authorized documents are: Invoices, Credit Notes, Debit Notes, Withholdings, and Purchase liquidations. |
Ecuadorianische Buchhaltungsberichte |
|
Enthält alle technischen und funktionalen Anforderungen zur Erstellung der Formulare 103 und 104. |
Ecuador - ATS-Bericht |
|
Umfasst alle technischen und funktionellen Anforderungen zur Erstellung der XMl-Datei des ATS-Berichts, der in den DIMM Formularios hochgeladen werden kann. |
Ecuadorianische Website |
|
Enthält alle technischen und funktionalen Anforderungen zur Erstellung automatischer elektronischer Rechnungen aus einem Website-Verkauf. |
Ecuadorianisches Kassensystm |
|
Enthält alle technischen und funktionalen Anforderungen zur Erstellung automatischer elektronischer Rechnungen aus einem Kassenverkauf. |
Ecuadorian Delivery Guide |
|
Includes all the technical and functional requirements to generate electronic delivery guides. |
Bemerkung
In some cases, such as when upgrading to a version with additional modules, those modules may not be installed automatically. Any missing modules can be manually installed.
Siehe auch
Lokalisierungen der Personalabrechnung are documented separately.
Localization overview¶
The Ecuadorian localization package ensures compliance with Ecuadorian fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Ecuador’s standards.
The Ecuadorian localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:
Kontenplan: a predefined structure aligned with the latest standards of Ecuador’s Superintendency of Companies, organized into multiple categories and fully compatible with NIIF accounting
Taxes: pre-configured tax rates, including standard VAT, zero-rated, and exempt options
Steuerpositionen (Steuer- und Kontenzuordnung): automated tax adjustments based on customer or supplier registration status
Document types: classification of transactions like customer invoices and vendor bills using government-defined document types set by the SRI (Ecuador’s tax authority)
Produkte¶
If products have any withholding taxes, they must be configured on the product form. To do so, go to . On the General Information tab, specify both Purchase Taxes and Profit Withhold.
Steuern¶
Um Steuern zu verwalten, navigieren Sie zu:menuselection:Buchhaltung --> Konfiguration --> Steuern. Je nach Steuertyp sind möglicherweise die folgenden Optionen für die zusätzliche Konfiguration erforderlich:
Steuerbezeichnung: Je nach Steuertyp gilt ein bestimmtes Format:
- Für MwSt. (Mehrwertsteuer):
IVA [Prozent] (104, [Formularcode] [Steuerunterstützungscode] [Kurzbezeichnung der Steuerunterstützung])Example:IVA 12% (104, RUC [tax support code] IVA) - For Income Tax Withholding codes:
Code ATS [percent of withhold] [withhold name]Example:Code ATS 10% Retención a la Fuente
Tax Support: Configure only for the IVA tax. This option is used to register purchase withholdings.
Code ATS: Configure only for income tax withholding codes, as it is necessary to register a withholding.
In the Definition tab:
Tax Grids: Configure the code of a 104 form if it is an IVA tax, and the code of a 103 form if it is an income tax withholding code.
Siehe auch
Belegarten¶
To access or configure document types, go to . Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the document type includes the country where the document is applicable; also, the data is created automatically when the localization module is installed. The information required for the document types is included by default and doesn’t need to be changed.
Company and contact¶
Die folgenden Felder sollten für Lokalisierungszwecke im Kontaktformular ausgefüllt werden:
Name: Geben Sie den Namen des Unternehmens oder der Person ein.
Adresse: Das Unterfeld Straße ist zur Bestätigung elektronischer Rechnungen erforderlich.
Identification Number: For a company, enter the Ruc. For individuals, enter the Cédula or Passport number.
SRI Taxpayer Type: Select the contact’s SRI taxpayer type.
Phone: Enter the company or individual’s phone number.
Email: Enter the company or individual’s email. This email is used to send electronic documents, such as invoices.
Bemerkung
The SRI Taxpayer Type indicated on the contact form determines which VAT and profit withholding taxes apply when using this contact on a vendor bill.
Elektronische Dokumente¶
Um Ihre Informationen für elektronische Dokumente hochzuladen, gehen Sie zu und scrollen Sie zum Abschnitt Ecuadorianische Lokalisierung.
Configure the following information, starting with the Electronic Invoicing section:
Eingetragener Firmenname
Regime: Select whether the company is in the Regular Regime (without additional messages in the RIDE) or is qualified as in the RIMPE Regime.
Special Taxpayer Number: If the company is qualified as a special taxpayer, complete this field with the company’s corresponding tax contributor number.
Forced to Keep Accounting Books: Enable this option if needed.
Withholding section:
Consumables: Enter the code of the default withholding tax used when purchasing goods.
Services: Enter the code of the default withholding tax used when purchasing services.
Credit Card: Enter the code of the default withholding tax used when purchasing with credit cards.
Withhold Agent Number: Enter the company’s withholding agent resolution number, if applicable.
SRI Connection section:
Certificate file for SRI: Select the company’s SRI certificate. Click SRI Certificates to upload one, if necessary.
Use production servers: Enable this option if electronic documents are used in the production environment; leave it disabled if the testing environment is used instead.
Withholding accounts section:
Sales Tax Base Account: Enter the company’s sales tax base account.
Purchase Tax Base Account: Enter the company’s sales tax purchase account.
Wichtig
When using the testing environment, EDI data is sent to test servers.
Bemerkung
The values entered in the Consumables and Services withholding fields are used as default values for domestic only when no withholdings are set up on the SRI Taxpayer Type.
The entered Credit Card withholding value is always applied when a credit or debit card SRI payment method is used.
Mehrwertsteuereinbehaltung¶
Bemerkung
This configuration applies only if the SRI recognizes the company as a withholding agent. If not, skip this step.
To configure a VAT withholding, go to . Then, configure the Name of the taxpayer type, the Goods VAT Withholding, and the Services VAT Withholding.
Tipp
If the Taxpayer Type is Rimpe, configure the Profit Withhold percentage.
Druckerpunkte¶
Printer points need to be configured for each type of electronic document used, such as customer invoices, credit notes, and debit notes.
To configure printer points, navigate to . For each electronic document, click New, and enter the following information on the journal form:
Journal Name: Enter in this format:
[Emission Entity]-[Emission Point] [Document Type], e.g.,001-001 Sales Documents.Type: Refers to the journal type; select Sales.
Once the Type is selected, complete the following fields:
Use Documents?: Enable this option if legal invoicing (invoices, debit/credit notes) is used, as this is the standard configuration. If not, select the option to record accounting entries unrelated to legal invoicing documents, such as receipts, tax payments, or journal entries.
Emission Entity: Enter the facility number.
Emissionspunkt: Geben Sie den Druckerpunkt ein.
Emissionsadresse: Geben Sie die Adresse der Einrichtung ein.
In the Journal Entries tab, under the Accounting information section, fill in the following fields:
Default Income Account: Enter the default income account.
Dedicated Credit Note Sequence: Enable this option if credit notes should be generated from this printer point (i.e., the journal).
Dedicated Debit Note Sequence: Enable this option if debit notes should be generated from this printer point (i.e., the journal).
Short Code: Enter a unique 5-digit code for the accounting entry sequence (e.g., VT001).
Customer invoices, credit notes, and debit notes must use the same journal as the Emission Point, whereas the Entity Point should be unique per journal.
Finally, in the Advanced Settings tab, check the Electronic invoicing checkbox to enable sending XML/EDI invoices.
Siehe auch
Einbehaltung¶
To define a withholding journal, go to . For each withholding journal, click New, and enter the following information:
Journal Name: Enter this format:
[Emission Entity]-[Emission Point] [Document Type], e.g.,`001-001 Withholding`.Type: Refers to the journal type. Select Miscellaneous.
Withhold Type: Select Purchase Withhold.
Once the Type and Withhold Type are selected, complete the following fields:
Emission Entity: Enter the facility number.
Emissionspunkt: Geben Sie den Druckerpunkt ein.
Emissionsadresse: Geben Sie die Adresse der Einrichtung ein.
In the Journal Entries tab, under the Accounting information section, fill in the following fields:
Default Account: Configure the default income account.
Short Code: Enter a unique 5-digit code for the accounting entry sequence (e.g.,
WT001).
Finally, in the Advanced Settings tab, check the Electronic invoicing checkbox to enable sending XML/EDI invoices.
Berichtswesen¶
Ecuadorian companies submit fiscal reports to the SRI, with Odoo supporting two main ones: reports 103 and 104.
Um auf diese Berichte zuzugreifen, gehen Sie zu , klicken Sie auf das Symbol Bericht, und wählen Sie 103 (EC) oder 104 (EC) aus.
Bericht 103¶
This report details income tax withholdings in a given period and can be reported monthly or semi-annually. It includes information about base, tax amounts, and tax codes and can be used for SRI reporting.
Bericht 104¶
This report details VAT tax and VAT withholding for a given period and can be generated monthly or semi-annually. It includes information about base, tax amounts, and tax codes and can be used for SRI reporting.
ATS-Bericht¶
To enable downloading the ATS ATS report in XML format,
install the ATS Report (l10n_ec_reports_ats) module.
Bemerkung
Das ecuadorianische Modul ATS-Bericht hängt von der vorherigen Installation der Buchhaltungsapp und dem Modul Ecuadorianischer EDI ab.
Konfiguration¶
To issue electronic documents, ensure the company is configured as explained in the electronic invoice section. In the ATS, every document generated in Odoo, such as invoices, vendor bills, sales and purchases withholdings, credit notes, and debit notes, is included.
Lieferantenrechnungen¶
When generating a vendor bill, register the authorization number from the vendor’s invoice. To do so, go to and select the bill. Then, enter the number from the vendor’s invoice in the Authorization Number field.
Gutschriften und Lastschriften¶
When creating a credit or debit note manually or through an import, link it to the sales invoice it modifies.
Bemerkung
Some information is required to the documents before downloading the ATS file. For example, add the Authorization Number and the SRI Payment Method to documents when needed.
XML-Generierung¶
To generate the ATS report, go to . Choose a period for the desired ATS report, then click ATS. Then, upload the downloaded XML file to DIMM Formularios.
Bemerkung
Beim Herunterladen des ATS-Berichts generiert Odoo ein Warn-Pop-up, das den Benutzer darauf hinweist, dass in einem oder mehreren Dokumenten Daten fehlen oder falsch sind. Trotzdem kann die XML-Datei immer noch heruntergeladen werden.
Buchhaltung¶
Verkaufsdokumente¶
Kundenrechnung¶
Customer invoices, electronic documents created from sales orders or manually, must contain the following data and, once validated, are sent to the SRI:
Journal: Wählen Sie die Option, die dem Druckerpunkt der Kundenrechnung entspricht.
Belegart: Geben Sie die Belegart in diesem Format
(01) Rechnungein.Zahlungsmethode (SRI): Wählen Sie, wie die Rechnung bezahlt werden soll.
Kundengutschrift¶
Customer credit notes are electronic documents sent to the SRI once validated. Credit notes can only be registered from a validated (posted) invoice.
Keep the Document Type on (04) Credit Note in the Credit note window.
Filling out a credit note follows the same process as completing an invoice.
Bemerkung
When creating the first credit note, select Reverse and assign the first credit note
number or, by default, Odoo assigns NotCr 001-001-000000001 as the first credit note number.
Kundenlastschrift¶
Customer debit notes are electronic documents sent to the SRI once validated. They can only be registered from a validated (posted) invoice.
In the Use Specific Journal of the Create Debit Note window, select the printer point for the credit note or leave it empty to use the same journal as the original invoice.
Kundeneinbehaltung¶
Customer withholdings are non-electronic documents issued by the client to apply a withholding to a sale. They can only be registered from a validated (posted) invoice.
On the invoice, click Add Withhold and complete the following information in the Customer withholding window:
Dokumentnummer: Geben Sie die Nummer der Einbehaltung ein.
Einbehaltungszeilen: Wählen Sie die Steuern, die der Kunde einbehält.
Bevor Sie die Einbehaltung validieren, überprüfen Sie, ob die Beträge für jede Steuer mit dem Originaldokument übereinstimmen.
Purchase documents¶
Lieferantenrechnung¶
Vendor bills, non-electronic documents created from purchase orders or manually, require a specific vendor bill journal.
Vendor bills journal¶
Use the following configuration to set up the vendor bills journal:
Wählen Sie Einkauf als Typ.
Kreuzen Sie nicht das Kästchen Einkaufsliquidationen an.
Fügen Sie ein Standard-Aufwandskonto hinzu.
To configure a vendor bill, make sure also to complete the following Ecuador-specific fields:
Belegart: Geben Sie diese Belegart ein:
(01) Rechnung.Dokumentnummer: Geben Sie die Dokumentnummer ein.
Payment Method (SRI): Select how to pay the vendor bill.
Wichtig
When creating the purchase withholding, verify that the bases (base amounts) are correct. If the amount of the tax in the Vendor bill needs to be edited, click Edit. Or, from the Journal Items tab, click Edit and set the adjustment as desired.
Kaufbeleg¶
Purchase liquidations are electronic documents sent to the SRI once they’re validated. Companies issue them when they make a purchase, but the vendor does not provide an invoice due to one or more of the following reasons:
Non-residents of Ecuador provided services.
Foreign companies provided services without residency or facility in Ecuador.
Purchase of goods or services from natural persons not registered with a RUC, who cannot issue sales receipts or customer invoices.
Erstattung des Kaufs von Waren oder Dienstleistungen muss Mitarbeiter, die in einem Abhängigkeitsverhältnis stehen (Vollzeitbeschäftigte), gewährt werden.
Members of collegiate bodies have provided services in the exercise of their function.
In these cases, a purchase liquidation journal must be created.
Create a purchase liquidation journal¶
To create a purchase liquidations journal, enter the following information:
Journal Name: Enter this format:
[Emission Entity]-[Emission Point] [Document Type], e.g.,001-001 Purchase Liquidations.Type: Refers to the journal type. Select Purchase.
Once the Type is selected, complete the following fields:
Purchase Liquidations: Tick this checkbox to enable purchase liquidations.
Use Documents?: Enable this option if legal invoicing (invoices, debit/credit notes) is used, as this is the standard configuration. If not, select the option to record accounting entries unrelated to legal invoicing documents, such as receipts, tax payments, or journal entries.
Emission Entity: Enter the facility number.
Emissionspunkt: Geben Sie den Druckerpunkt ein.
Emissionsadresse: Geben Sie die Adresse der Einrichtung ein.
Short Code: Enter a unique 5-digit code for the accounting entry sequence (e.g.,
PT001).
Finally, in the Advanced Settings tab, check the Electronic invoicing checkbox to enable sending XML/EDI invoices.
Create a purchase liquidation¶
Purchase liquidations, created from purchase orders or manually from vendor bills, must contain the following data:
Lieferant: Geben Sie die Daten des Lieferanten ein.
Journal: Select the Purchase Liquidation journal with the correct printer point.
Document Type: Enter this document type:
(03) Purchase Liquidation.Dokumentennummer: Geben Sie die Dokumentennummer (Sequenz) ein. Sie müssen dies nur einmal tun, dann wird die Sequenz automatisch für die folgenden Dokumente zugewiesen.
Payment Method (SRI): Select how to pay the invoice.
Produkte: Geben Sie das Produkt mit den richtigen Steuern an.
Then, validate the Purchase Liquidation.
Einbehaltung beim Einkauf¶
Purchase withholdings are electronic documents sent to the SRI once they’re validated. They can only be registered from a validated (posted) invoice.
On the invoice, click Add Withhold and complete the following fields in the Withhold window:
Dokumentennummer: Geben Sie die Dokumentennummer (Sequenz) ein. Sie müssen dies nur einmal tun, dann wird die Sequenz automatisch für die nächsten Dokumente zugewiesen.
Einbehaltungszeilen: Die Steuern erscheinen automatisch entsprechend der Konfiguration von Produkten und Lieferanten. Überprüfen Sie, ob die Steuern und die Steuerunterstützung korrekt sind, und wenn dies nicht der Fall ist, können Sie die richtigen Steuern und die Steuerunterstützung bearbeiten und auswählen.
Validieren Sie die Einbehaltung.
Bemerkung
Die Arten der Steuerunterstützung müssen auf der Lieferantenrechnung konfiguriert werden. Gehen Sie dazu zu der auf der Lieferantenrechnung angewendeten Steuer und ändern Sie dort die Steuerunterstützung.
A withholding tax can be divided into two or more lines, depending on whether two or more withholding percentages apply.
Example
Odoo suggests a VAT withholding of 30% with tax support 01. VAT withholding of 70% can be added to a new line with the same tax support. Odoo allows it if the base total matches the Vendor Bill’s total.
Kostenerstattung¶
Kostenerstattungen gelten für die folgenden Fälle:
Individual: reimbursement to an employee for miscellaneous expenses (e.g., purchase liquidations)
Legal Entity: reimbursement for incurred expenses, such as representation expenses (e.g., hiring a lawyer)
To enable expense reimbursement, make sure a purchase liquidation journal has been created for an individual or a vendor bills journal for a legal entity.
Bemerkung
In the vendor bills journal, be sure the following necessary configurations are set for a legal entity:
Wählen Sie Einkauf als Typ.
Kreuzen Sie nicht das Kästchen Einkaufsliquidationen an.
Fügen Sie ein Standard-Aufwandskonto hinzu.
Next, to create a reimbursement, create a vendor bill using the purchase liquidation or vendor bills journal. On the vendor bill, configure the following fields:
Vendor: This field should be an employee.
Document Type: Verify that this field is accurately populated from the journal.
Payment Method (SRI): Select a payment method.
Reimbursement Lines tab: Click Auto Fill Invoice Lines to automatically populate the invoice lines or add the expenses line by line, and provide the following details for each expense:
Partner or authorization number
Datum
Document Type
Document Number
Besteuerungsgrundlage
Steuer
Then, click Confirm Vendor Bill and Process Now. The XML and authorization number for the purchase liquidation are recorded, and the purchase withholding created from this vendor bill includes the reimbursement information.
Electronic delivery guide¶
An Electronic Delivery Guide in Ecuador is a legal document that supports the transportation of goods or merchandise from one place to another within the national territory. It is issued by the sender of the goods and aims to record and justify the movement of products to avoid legal or tax issues. It is a fiscal requirement mandated by the Internal Revenue Service (SRI).
Wichtig
Make sure to install the Ecuadorian
Delivery Guide (l10n_ec_edi_stock) module.
Transporter¶
To create a new carrier (transporter), first create a new contact and fill out the contact information as a Company. Make sure the following fields are complete:
Identification Number: Select RUC and type the carrier’s RUC number.
SRI Taxpayer Type: Select Companies - Legal Entities as the partner position in the tax pyramid to automate the computation of VAT withholdings.
Certificate file for SRI¶
To upload the certificate file for SRI, go to , scroll to the Ecuadorian Localization section, and click SRI Certificates in the SRI Connection section. Then, to create a new certificate, click New and fill out the following fields:
Name: The title of the certificate.
Certificate: Use the Upload your file button to upload the SRI certificate.
Certificate Password: Include the password to decrypt the PKS file if required.
Once the certificate is created, click Settings to go back to the settings and ensure the certificate is selected in the Certificate file for SRI field and the Use production servers checkbox is ticked.
Warehouse configuration¶
To configure a warehouse, first create a new warehouse. Enter the following data for each warehouse that generates an electronic delivery guide:
Entity Point: the emission entity number given by the SRI
Emission Point: the emission point number given by the SRI
Next Delivery Guide Number: the forwarding tracking number (editable after first saving the warehouse).
Generate an electronic delivery guide¶
Once the delivery from inventory is created during the sales workflow, make sure the following fields are complete in the Delivery Guide section on the Additional info tab:
Transporter: Enter the contact created.
Plate Number: Enter the vehicle plate number.
Transfer Reason: By default, Goods dispatch is set; modify as needed.
Start date: Automatically set to the creation date (editable).
End date: Automatically set to 15 days after the start date (editable).
Click Validate, then Generate Delivery Guide. Subsequently, the following information will be available in the Delivery Guide section:
Authorization date: date on which the government authorizes the document.
Authorization number: EDI authorization number (same as access key).
Delivery Guide Status: status of the delivery guide.
To receive the XML and PDF, an email can be sent to the contact used in the Delivery Address field - this is an optional and manual step; the Send Email button needs to be clicked.
E-Commerce¶
The ATS Report module enables the following:
Wählen Sie die SRI-Zahlungsmethode in der Konfiguration der jeweiligen Zahlungsmethode.
Kunden können ihre Identifikationsart und -nummer während des E-Commerce-Kassenvorgangs manuell eingeben.
Erstellen Sie am Ende des Kassiervorgangs automatisch eine gültige elektronische Rechnung für Ecuador.
Siehe auch
Online-Zahlungen¶
Um Online-Zahlungen zu ermöglichen, fügen Sie die entsprechenden Zahlungsanbieter hinzu und konfigurieren Sie die erforderlichen Zahlungsmethoden. Es ist zwingend erforderlich, für jede Methode die SRI-Zahlungsmethode festzulegen.
Bemerkung
Das Hinzufügen der SRI-Zahlungsmethode ist notwendig, um die elektronische Rechnung aus einem E-Commerce-Verkauf korrekt zu erstellen. Wählen Sie eine Zahlungsmethode, um das Konfigurationsmenü und das Feld aufzurufen.
Automatische Rechnung¶
Invoices can be generated after the checkout process.
Tipp
Die E-Mail-Vorlage für die Rechnung kann über das Feld E-Mail-Vorlage für Rechnung unter der Option Automatische Rechnung geändert werden.
Wichtig
The sales journal used for invoicing is the first in the priority sequence in the Journal menu.
Identifikationsart und Nummer¶
During the checkout process, the client making a purchase will have the option to indicate their identification type and number. This information is required to generate the electronic invoice after the checkout is completed correctly.
Bemerkung
Verification is done to ensure the Identification Number field is completed and has the correct number of digits. For RUC identification, 13 digits are required, and for Cédula, 9 digits are required.
Nach Abschluss des Kassiervorgangs wird eine bestätigte Rechnung erstellt, die Sie manuell oder asynchron an die SRI senden können.
Elektronische Rechnungsstellung für Kassensystem¶
Make sure the Ecuadorian module for Point of Sale (l10n_ec_edi_pos) is installed to enable the following features and configurations:
Wählen Sie die SRI-Zahlungsmethode in der Konfiguration der jeweiligen Zahlungsmethode.
Manually input the customer’s identification type and number when creating a new contact on POS.
Erstellen Sie am Ende des Kassiervorgangs automatisch eine gültige elektronische Rechnung für Ecuador.
Konfiguration der Zahlungsmethode¶
Sie können eine Zahlungsmethode für ein Kassensystem erstellen, indem Sie zu gehen. Legen Sie dann die SRI-Zahlungsmethode im Formular für Zahlungsmethoden fest.
Abrechnungsablauf¶
Identifikationsart und Nummer¶
Der Kassierer kann einen neuen Kontakt für einen Kunden erstellen, der eine Rechnung von einer offenen Kassensitzung anfragt.
Das Ecuadorianische Modul für das Kassensystem fügt dem Formular zur Kontakterstellung zwei neue Felder hinzu: Identifikationstyp und Steuer-ID.
Bemerkung
As the identification number length differs depending on the identification type, Odoo automatically checks the Tax ID field when saving the contact form. To manually ensure the length is correct, know that the RUC and Citizenship types require 13 and 10 digits, respectively.
Elektronische Rechnung: anonymer Endverbraucher¶
Wenn Kunden keine elektronische Rechnung für ihren Einkauf anfordern, setzt Odoo den Kunden automatisch als Consumidor Final und erstellt trotzdem eine elektronische Rechnung.
Bemerkung
If the client requests a credit note due to a return of this type of purchase, the credit note should be made using the client’s real contact information. Credit notes cannot be created for Consumidor Final and can be managed directly from the POS session.
Elektronische Rechnung: bestimmter Kunde¶
Wenn ein Kunde eine Rechnung für seinen Einkauf anfordert, ist es möglich, einen Kontakt mit seinen Steuerinformationen auszuwählen oder zu erstellen. Dadurch wird sichergestellt, dass die Rechnung mit genauen Kundendaten erstellt wird.
Bemerkung
Wenn der Kunde eine Gutschrift aufgrund einer Rückgabe eines solchen Kaufs anfordert, können die Gutschrift und die Rückgabe direkt von der Kassensitzung aus verwaltet werden.