전자 청구서 (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 e-invoicing in many countries. Refer to the country’s page for more details.
더 보기
환경설정¶
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 , access the customer form, go to the Accounting tab, and select the appropriate Format in the Customer invoices section.
전자 청구서 생성¶
From a confirmed invoice, click Send. In the Print & Send window, enable the relevant e-invoicing format option (e.g., by Peppol), then click Send 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.
참고
Peppol은 무료 로 등록할 수 있으며 Odoo 커뮤니티에서 이용 가능합니다.
Supported formats for sending documents include BIS Billing 3.0, XRechnung CIUS, and NLCIUS.
- 다음은 Odoo 에서 Peppol 등록을 할 수 있는 국가 입니다:안도라, 알바니아, 오스트리아, 보스니아 헤르체고비나, 벨기에, 불가리아, 스위스, 키프로스, 체코, 독일, 덴마크, 에스토니아, 스페인, 핀란드, 프랑스, 영국, 그리스, 크로아티아, 헝가리, 아일랜드, 아이슬란드, 이탈리아, 리히텐슈타인, 리투아니아, 룩셈부르크, 라트비아, 모나코, 몬테네그로, 북마케도니아, 몰타, 네덜란드, 노르웨이, 폴란드, 포르투갈, 루마니아, 세르비아, 스웨덴, 슬로베니아, 슬로바키아, 산마리노, 터키, 교황청 (바티칸 시국).
등록하기¶
To register on Peppol, go to and scroll to the PEPPOL Electronic Invoicing section. Then, follow these steps:
Click Activate Electronic Invoicing and fill in the following fields:
Using the (down arrow) icon, make sure the relevant country-specific Peppol endpoint identifier is selected in the dropdown list, then enter your Peppol endpoint (usually a Company Registry or VAT number).
이메일
전화번호`(국가 번호 포함, 예: 벨기에의 경우 `+32)를 입력합니다
Click Activate Peppol. The registration is then pending activation and should be automatically activated within a day.
더 보기
Peppol endpoint - OpenPeppol eDEC Code Lists (open the “Participant Identifier Schemes” as HTML page)
문서 수신 위치를 정의하세요:
Receive in Journal: If necessary, select another purchase journal in the Incoming Invoices Journal field.
Receive in Documents: Select a folder in the Document Workspace field if multiple purchase journals are used.
:guilabel:`저장`을 클릭합니다.
All invoices and vendor bills can then be sent/received directly using Peppol.
참고
To update the Primary contact email, click Advanced Configuration, modify it, and click Save.
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.
팁
To manually trigger the scheduled action used to check the Peppol registration status, enable developer mode, open the Settings app, go to , and search for Peppol: update participant status. Open the scheduled action, then click Run Manually.
To try Peppol without sending real data, enable demo mode by selecting Odoo Demo ID as the Peppol endpoint identifier. To switch back to production mode, deregister from the demo mode and register in production.
연락처 인증¶
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:
Go to and access the customer’s form.
In the Accounting tab, check the following information in the Customer invoices section:
전자 청구서 형식: 관련 형식을 선택합니다.
Using the (down arrow) icon, make sure the relevant country-specific Peppol endpoint identifier is selected in the dropdown list, then enter the customer’s endpoint identifier, usually a Company Registry or VAT number.
To verify the contact, enable developer mode and click Verify. Its Peppol endpoint verification is marked as Valid if the contact is found on the Peppol network.
중요
While Odoo prefills the endpoint number based on the information available for a contact, verifying these details with the contact is recommended.
청구서 전송¶
All posted invoices that are ready to be sent via Peppol can be viewed in the Invoices list view in the following ways:
Use the (adjust settings) button to add the Peppol status column.
검색창에 Peppol 준비 필터를 적용합니다.
To send the invoice to the customer via Peppol, click Send on the confirmed invoice form. In the Send window, enable the by Peppol option and click Send.
팁
Multiple invoices can also be sent in batches via Peppol.
Set the preferred Invoice sending method for a customer to by Peppol in the Customer Invoices section of the customer form’s Accounting tab.
The status is updated to Done once the invoices have been successfully delivered to the contact’s access point.
공급업체 청구서 수령¶
New documents received via Peppol are checked multiple times a day. Depending on the registration settings, received documents are automatically:
either imported into the purchase journal set in the PEPPOL Electronic Invoicing section, and corresponding vendor bills are created as drafts;
또는 문서 앱 을 통해 수신합니다.
팁
To manually trigger the scheduled action used to retrieve incoming Peppol documents, enable developer mode, open the Settings app, go to , and search for Peppol: retrieve new documents. Open the scheduled action, then click Run Manually.
문서 앱으로 공급업체 청구서 수령하기¶
참고
Make sure the Documents - Import from Peppol (documents_account_peppol) module is
installed.
To receive vendor bills via the Documents app, follow these steps:
In the Documents app, create a specific folder or enable file centralization for Accounting documents.
Open the Accounting app, go to , and scroll to the PEPPOL Electronic Invoicing section.
문서 작업 공간 필드에서 관련된 폴더를 선택합니다.
Use the Document Tags field to add tags to incoming Peppol documents for easy identification.
:guilabel:`저장`을 클릭합니다.
Then, open the Document app, navigate to the appropriate folder, select the relevant vendor bills, and click Create Vendor Bill. The corresponding vendor bill is then created.
Odoo에서 Peppol 등록 취소하기¶
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 , scroll down to the PEPPOL Electronic Invoicing section, and click Advanced Configuration. Then 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.
국가별 전자 청구서 세부 내용¶
자세한 국가별 정보는 다음 페이지를 참조하세요: