diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst index d1daa0ade8..af42998ca1 100644 --- a/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst +++ b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst @@ -4,14 +4,14 @@ Electronic invoicing (:abbr:`EDI (electronic data interchange)`) 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. +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. -EDI feature enables automating the administration between companies and might also be required by -some governments for fiscal control or to facilitate the administration. +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 invoicing of your documents such as customer invoices, credit notes or vendor bills is -one of the application of EDI. +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: @@ -43,255 +43,249 @@ Odoo supports e-invoicing in many countries. Refer to the country's page for mor .. seealso:: :doc:`Fiscal localizations documentation <../../fiscal_localizations>` -.. _e-invoicing/configuration: +.. _accounting/e-invoicing/configuration: Configuration ============= -By default, the format available in the :ref:`send window ` depends on your -customer's country. +By default, the format available in the :ref:`send window ` +depends on the customer's country. -You can define a specific e-invoicing format for each customer. To do so, go to -:menuselection:`Accounting --> Customers --> Customers`, open the customer form, go to the -:guilabel:`Accounting` tab and select the appropriate format. +To define a specific e-invoicing format for a customer, go to :menuselection:`Accounting --> +Customers --> Customers`, access the customer form, go to the :guilabel:`Accounting` tab, and select +the appropriate :guilabel:`Format` in the :guilabel:`Customer invoices` section. -.. image:: electronic_invoicing/customer-form.png - :alt: Select an EDI format for a specific customer - -National electronic invoicing ------------------------------ - -Depending on your company's country (e.g., :doc:`Italy <../../fiscal_localizations/italy>`, -:doc:`Spain <../../fiscal_localizations/spain>`, :doc:`Mexico -<../../fiscal_localizations/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 :menuselection:`Accounting --> Configuration --> Journals`, open your sales journal, -go to the :guilabel:`Advanced Settings` tab, and enable the formats you need for this journal. - -.. _e-invoicing/generation: +.. _accounting/e-invoicing/generation: -E-invoices generation -===================== +E-invoice generation +==================== -From a confirmed invoice, click :guilabel:`Send & Print` to open the send window. Check the -e-invoicing option to generate and attach the e-invoice file. +From a confirmed invoice, click :guilabel:`Send`. In the :guilabel:`Print & Send` window, enable the +relevant e-invoicing format option (e.g., :guilabel:`by Peppol`), then click :guilabel:`Send` to +generate and attach the corresponding e-invoicing XML file. -.. image:: electronic_invoicing/send-window.png - :alt: The Peppol option is checked and an e-invoicing XML file is attached to the email. - -.. _e-invoicing/peppol: +.. _accounting/e-invoicing/peppol: 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 an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic -invoicing transactions without the need to send invoices and bills by email or post. +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. -If not done yet, :ref:`install ` the :guilabel:`Peppol` module (`account_peppol`). +In this case, Odoo acts as both an **access point** and an :abbr:`SMP (Service Metadata Publisher)` +and enables electronic invoicing transactions without the need to send invoices or bills by email or +post. -.. important:: - - Peppol registration is **free** and available in Odoo Community - - You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and - **Refunds** via Peppol. - - You can send and receive in one of the following supported document formats: - **BIS Billing 3.0, XRechnung CIUS, NLCIUS**. +.. note:: + - Peppol registration is **free** and available in Odoo Community. + - Supported formats for sending documents include **BIS Billing 3.0, XRechnung CIUS, and + NLCIUS**. - | The following **countries** are eligible for **Peppol registration in Odoo**: | 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) + Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State). -.. _e-invoicing/peppol-registration: +.. _accounting/e-invoicing/peppol-registration: Registration ------------ -Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the -Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually -save**. Click :guilabel:`Start sending via Peppol` to open the registration form. - -.. note:: - This registration form also pops up if you choose to :guilabel:`Send & Print` an - invoice via Peppol without completing the registration process. - -.. image:: electronic_invoicing/peppol-registration-settings.png - :alt: Peppol registration button - -You can register either as a sender or a receiver. A sender can only send invoices and credit notes -on Odoo via Peppol, without ever registering as a Peppol participant on Odoo SMP. If you have an -existing Peppol registration elsewhere that you want to keep, but want to send invoices from your -Odoo database and receive other documents in another software, register as a **sender**. - -.. tip:: - - You can always register as a sender first and register to receive documents later. - - When registering, you can specify if you would also like to receive documents. - -.. image:: electronic_invoicing/peppol-registration-wizard.png - :alt: Peppol registration form - -Fill in the following information: - -- Check the receiver box if you want to register on Odoo SMP. If you are migrating from another - service provider, insert the :guilabel:`Migration key` from the previous provider (the field - becomes visible after you tick the checkbox). -- :guilabel:`E-Address Scheme`: the Peppol Electronic Address Scheme usually depends on your - company's country. Odoo often prefills this with the most commonly used EAS code in your country. - For example, the preferred EAS code for most companies in Belgium is `0208`. -- :guilabel:`Endpoint`: this is usually a Company Registry number or a VAT number. -- :guilabel:`Phone`: phone number including the country code (e.g., `+32` in Belgium). -- :guilabel:`Email`: this is the email Odoo can use to contact you regarding your Peppol - registration. - -If you want to explore or demo Peppol, you can choose to register in :guilabel:`Demo` mode. -Otherwise, select :guilabel:`Live`. - -.. tip:: - - Selecting :guilabel:`Demo` simulates everything in Odoo. There is no sending, receiving, or - partner verification. - - For **advanced users only**, it is possible to run tests on Peppol's test network. The server - allows to register on Peppol and send/receive test invoices to/from other participants. - To do so, enable the :ref:`developer-mode`, open the **Settings** app, go to - :menuselection:`Technical --> System Parameters`, and search for `account_peppol.edi.mode`. - Click the parameter and change the :guilabel:`Value` to `test`. Go back to the Peppol setup - menu in the **Settings** app. The option :guilabel:`Test` is now available. - - .. image:: electronic_invoicing/peppol-system-parameter.png - :alt: Peppol test mode parameter +To register on Peppol, go to :menuselection:`Accounting --> Configuration --> Settings` and scroll +to the :guilabel:`PEPPOL Electronic Invoicing` section. + +By default, Peppol is set to demo mode in Odoo. :ref:`Demo +` mode simulates Peppol transactions without +affecting real data, while :ref:`production ` +mode is used in production environments. + +.. _accounting/e-invoicing/peppol-registration-demo: + +Demo mode +~~~~~~~~~ + +Registering in demo mode allows for a complete simulation of the Peppol workflow in Odoo, including +invoice sending and receiving, and bill receiving. However, no communication with the Peppol network +occurs, so actions like partner verification are not performed. + +To activate the demo mode, click :guilabel:`Activate Electronic Invoicing` in the :guilabel:`PEPPOL +Electronic Invoicing` section. The following fields in the :guilabel:`Activate Electronic Invoicing +(via Peppol)` window are usually prefilled with demo data. Update or complete them as needed: + +- Using the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon, select your company's country in + the dropdown list. +- :guilabel:`Your endpoint`: usually a Company Registry number or a VAT number +- :guilabel:`Email` +- :guilabel:`Phone`, including the country code (e.g., `+32` in Belgium) + +Then, click :guilabel:`Activate Peppol (Demo)` to set the demo mode. + +.. _accounting/e-invoicing/peppol-registration-test: + +Test mode +~~~~~~~~~ + +For **advanced users only**, running tests on Peppol's test network is possible using the test mode. +The server allows users to register on Peppol and to send/receive test invoices with other +participants. To do so, follow these steps: + +#. Deregister from the :ref:`demo mode `: Go to the + :guilabel:`PEPPOL Electronic Invoicing` section in the :guilabel:`Settings` and click + :guilabel:`Remove from Peppol`. +#. Enable :ref:`developer mode `, open the Settings app, then go to + :menuselection:`Settings --> Technical --> System Parameters` and search for + :guilabel:`account_peppol.edi.mode`. +#. Open the parameter and change the :guilabel:`Value` to `test`. +#. Go back to the :guilabel:`PEPPOL Electronic Invoicing` section in the :guilabel:`Settings` and + click :guilabel:`Activate Electronic Invoicing`. +#. In the :guilabel:`Activate Electronic Invoicing (via Peppol)` window, fill in the :guilabel:`Your + endpoint`, :guilabel:`Email`, and :guilabel:`Phone` fields, and click :guilabel:`Activate Peppol + (Test)`. + +.. _accounting/e-invoicing/peppol-registration-production: + +Production mode +~~~~~~~~~~~~~~~ + +To switch from the demo mode to the production mode, follow these steps: + +#. Deregister from the :ref:`demo mode `: Go to the + :guilabel:`PEPPOL Electronic Invoicing` section in the :guilabel:`Settings` and click + :guilabel:`Remove from Peppol`. +#. Enable :ref:`developer mode `, open the Settings app, then go to + :menuselection:`Settings --> Technical --> System Parameters` and search for + :guilabel:`account_peppol.edi.mode`. +#. Open the parameter and change the :guilabel:`Value` to `prod`. +#. Go back to the :guilabel:`PEPPOL Electronic Invoicing` section in the :guilabel:`Settings` and + click :guilabel:`Activate Electronic Invoicing`. +#. In the :guilabel:`Activate Electronic Invoicing (via Peppol)` window, fill in the :guilabel:`Your + endpoint`, :guilabel:`Email`, and :guilabel:`Phone` fields, and click :guilabel:`Activate + Peppol`. .. seealso:: - - `Peppol EAS - European Commision `_ - - `Peppol Endpoint - OpenPeppol eDEC Code Lists `_ - (open the "Participant Identifier Schemes" as HTML page) - -When set up, request a verification code to be sent to you by clicking :guilabel:`Send a -registration code by SMS`. A text message containing a code is sent to the phone number provided to -finalize the verification process. - -.. image:: electronic_invoicing/peppol-phone-verification.png - :alt: phone validation + `Peppol endpoint - OpenPeppol eDEC Code Lists `_ + (open the "Participant Identifier Schemes" as HTML page) -Once you enter the code and click :guilabel:`Register`, your Peppol participant status is updated. -If you chose to only send documents, then the status changes to :guilabel:`Can send but -not receive`. -If you opted to receive documents as well, the status changes to :guilabel:`Can send, pending -registration to receive`. In that case, it should be automatically activated within a day. +6. The registration is then pending activation. +#. Select another purchase journal in the :guilabel:`Incoming Invoices Journal` field if necessary, + or a folder name in the :ref:`Document Workspace + ` field if multiple purchase + journals are used. +#. The registration should be automatically activated within a day. -Then, set the default journal for receiving vendor bills in the :guilabel:`Incoming Invoices -Journal`. +All invoices and vendor bills can then be sent directly using Peppol. .. tip:: - To manually trigger the cron that checks the registration status, enable the - :ref:`developer-mode`, then go to :menuselection:`Settings --> Technical --> Scheduled Actions`, - and search for the :guilabel:`PEPPOL: update participant status` action. - -Your receiver application status should be updated soon after you are registered on the Peppol -network. - -.. image:: electronic_invoicing/peppol-receiver.png - :alt: receiver application + To manually trigger the scheduled action used to check the Peppol registration status, enable + :ref:`developer mode `, open the Settings app, go to :menuselection:`Settings + --> Technical --> Scheduled actions`, and search for :guilabel:`Peppol: update participant + status`. Open the scheduled action, then click :guilabel:`Run Manually`. -All invoices and vendor bills can now be sent directly using the Peppol network. - -.. important:: - To update the email that Odoo can use to contact you, modify the email and click - :guilabel:`Update contact details`. - -Configure Peppol services -------------------------- +.. note:: + 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. -Once you are registered on Odoo SMP, the :guilabel:`Configure Peppol Services` button -becomes visible to allow you to enable or disable document formats that other participants -can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending -on the installed modules). +.. _accounting/e-invoicing/contact-verification: Contact verification -------------------- -Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they -are also registered as a Peppol participant. +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: -To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's -form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct -format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. -Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity -is set to Valid. +#. Go to :menuselection:`Accounting --> Customers --> Customers` and access the customer's form. +#. In the :guilabel:`Accounting tab`, check the following information in the :guilabel:`Customer + invoices` section: -.. image:: electronic_invoicing/peppol-contact-verify.png - :alt: verify contact registration + - :guilabel:`eInvoice format`: Select the relevant format. + - Using the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon, select :guilabel:`Peppol ID` in + the dropdown list. + - :guilabel:`Your endpoint`: Enter the customer's endpoint identifier, usually a Company Registry + or VAT number. -.. important:: - While Odoo prefills both the EAS code and the Endpoint number based on the information available - for a contact, it is better to confirm these details directly with the contact. +#. To verify the contact, enable :ref:`developer mode ` and click + :guilabel:`Verify`. Its :guilabel:`Peppol endpoint validity` is marked as :guilabel:`Valid` if + the contact is found on the Peppol network. -It is possible to verify the Peppol participant status of several customers at once. -To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view. -Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`. +.. image:: electronic_invoicing/customer-form.png + :alt: verify contact registration -If the participant is registered on the Peppol network but cannot receive the format you selected -for them, the :guilabel:`Peppol endpoint validity` label changes to :guilabel:`Cannot -receive this format`. +.. important:: + While Odoo prefills the endpoint number based on the information available for a contact, it is + recommended to verify these details directly with the contact. -.. image:: electronic_invoicing/peppol-participant-format.png - :alt: verify contact ubl format +.. _accounting/e-invoicing/send-invoices: Send invoices ------------- -Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the -invoice form. To queue multiple invoices, select them in the list view and click -:menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both -:guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked. +Posted invoices to be sent via Peppol are marked as :guilabel:`Ready to send` in the invoice's +:guilabel:`Peppol status` field. -.. image:: electronic_invoicing/peppol-send-print.png - :alt: Send peppol invoice +.. note:: + All invoices that are ready to be sent via Peppol can be viewed in the following ways: -Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`. -To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and -click :guilabel:`Peppol ready invoices` on the corresponding sales journal. + - In the :guilabel:`Invoices` list view, use the :icon:`oi-settings-adjust` (:guilabel:`adjust + settings`) button to add the :guilabel:`Peppol status` column or apply the :guilabel:`Peppol + Ready` filter in the search bar. + - In the Accounting dashboard, click :guilabel:`Peppol ready invoices` on the relevant sales + journal. -.. image:: electronic_invoicing/peppol-ready-invoices.png - :alt: Filter Peppol ready invoices +To send the invoice to the customer via Peppol, click :guilabel:`Send` on the confirmed invoice +form. In the :guilabel:`Print & Send` window, enable the :guilabel:`by Peppol` option and click +:guilabel:`Send`. -Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The -status is changed to `Done` after they have been successfully delivered to the contact's Access -Point. +.. tip:: + - :ref:`Multiple invoices ` can also be sent in + batches via Peppol. + - Set the preferred :ref:`Invoice sending ` method to + :guilabel:`by Peppol` in the Customer Invoices section. -.. image:: electronic_invoicing/peppol-message-processing.png - :alt: Peppol message status +The status is updated to :guilabel:`Done` once the invoices have been successfully delivered to the +contact's access point. .. tip:: - By default, the Peppol status column is hidden on the Invoices list view. You can choose to have - it displayed by selecting it from the optional columns, accessible from the top right corner of - the Invoices list view. + To manually trigger the scheduled action used to check the invoices' status, go to the + Accounting dashboard and click :guilabel:`Fetch Peppol invoice status` on the corresponding sales + journal. -A cron runs regularly to check the status of these invoices. It is possible to check the status -before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding -sales journal on the Accounting dashboard. + .. image:: electronic_invoicing/peppol-fetch-message-status.png + :alt: Fetch invoice Peppol status -.. image:: electronic_invoicing/peppol-fetch-message-status.png - :alt: Fetch invoice Peppol status +.. _accounting/e-invoicing/receive-vendor-bills: Receive vendor bills -------------------- -Once a day, a cron checks whether any new documents have been sent to you via the Peppol network. -These documents are imported, and the corresponding vendor bills are created automatically as -drafts. +New documents received via Peppol are checked multiple times a day. When only one purchase journal +is used, received documents are automatically imported, and corresponding vendor bills are created +as drafts, appearing in the vendor bills list view. + +.. tip:: + To manually trigger the scheduled action to retrieve incoming Peppol documents, go to the + Accounting dashboard and click :guilabel:`Fetch from Peppol` on the main Peppol purchase journal. -.. image:: electronic_invoicing/peppol-receive-bills.png - :alt: peppol receive bills + .. image:: electronic_invoicing/peppol-fetch-bills.png + :alt: Fetch bills from Peppol -If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the -Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click -:guilabel:`Fetch from Peppol`. +.. _accounting/e-invoicing/receive-vendor-bills-multiple-journals: -.. image:: electronic_invoicing/peppol-fetch-bills.png - :alt: Fetch bills from Peppol +Multiple purchase journals +~~~~~~~~~~~~~~~~~~~~~~~~~~ + +.. note:: + Make sure to :ref:`install ` the :guilabel:`Documents - Import from Peppol` + (`documents_account_peppol`) module. + +When using multiple purchase journals, new vendor bills can be received via the :doc:`Documents app +<../../../productivity/documents>`. To do so, go to :menuselection:`Accounting --> Configuration --> +Settings` and scroll to the :guilabel:`PEPPOL Electronic Invoicing` section. Set the +:guilabel:`Document Workspace` where the documents are received and the :guilabel:`Document Tags` to +add. + +Then, open the Document app, select the relevant vendor bills from the selected :guilabel:`Document +Workspace`, and click :guilabel:`Create Vendor Bill`. The corresponding vendor bill is then created +as a draft. diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/customer-form.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/customer-form.png index bdd7ed5fa2..a778185164 100644 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/customer-form.png and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/customer-form.png differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png deleted file mode 100644 index e84a35c554..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-message-processing.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-message-processing.png deleted file mode 100644 index 16baddc5fe..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-message-processing.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-participant-format.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-participant-format.png deleted file mode 100644 index e5d28c1a73..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-participant-format.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-phone-verification.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-phone-verification.png deleted file mode 100644 index 3d5e65facd..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-phone-verification.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-ready-invoices.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-ready-invoices.png deleted file mode 100644 index 9e1b3b5901..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-ready-invoices.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-receive-bills.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-receive-bills.png deleted file mode 100644 index cc5ac2859a..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-receive-bills.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-receiver.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-receiver.png deleted file mode 100644 index 2a3978234f..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-receiver.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-registration-settings.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-registration-settings.png deleted file mode 100644 index 1f2a74d80d..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-registration-settings.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-registration-wizard.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-registration-wizard.png deleted file mode 100644 index 6d8cead67d..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-registration-wizard.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-send-print.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-send-print.png deleted file mode 100644 index 5a8b1fb0d5..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-send-print.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-system-parameter.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-system-parameter.png deleted file mode 100644 index ae63e31cfa..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-system-parameter.png and /dev/null differ diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/send-window.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/send-window.png deleted file mode 100644 index 15186ebfc4..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/send-window.png and /dev/null differ diff --git a/content/applications/finance/fiscal_localizations/france.rst b/content/applications/finance/fiscal_localizations/france.rst index 3438809d56..656a97b92d 100644 --- a/content/applications/finance/fiscal_localizations/france.rst +++ b/content/applications/finance/fiscal_localizations/france.rst @@ -101,8 +101,8 @@ To send invoices to Chorus Pro, the following configuration is required: #. :doc:`Install ` the :guilabel:`France - Factur-X integration with Chorus Pro` (`l10n_fr_facturx_chorus_pro`) module. -#. :ref:`Register ` with Peppol, as invoices are sent from Odoo to - Chorus Pro via the :ref:`Peppol ` network. +#. :ref:`Register ` with Peppol, as invoices are sent + from Odoo to Chorus Pro via the :ref:`Peppol ` network. #. If you don’t already have a Chorus Pro account, go to the `Chorus Pro `_ page, click :guilabel:`Créer un compte`, and create one. @@ -150,7 +150,7 @@ To send invoices to Chorus Pro, follow these steps: Once the invoice is sent, the Peppol status of the invoice is updated to :guilabel:`Done`. .. seealso:: - :ref:`Peppol ` + :ref:`Peppol ` .. _localizations/france/fec: diff --git a/content/applications/finance/fiscal_localizations/new_zealand.rst b/content/applications/finance/fiscal_localizations/new_zealand.rst index a77cc74e15..50987dc755 100644 --- a/content/applications/finance/fiscal_localizations/new_zealand.rst +++ b/content/applications/finance/fiscal_localizations/new_zealand.rst @@ -185,8 +185,8 @@ Accounting E-invoicing ----------- -Odoo allows :ref:`electronic invoicing ` settings to be configured per -contact. +Odoo allows :ref:`electronic invoicing ` settings to be +configured per contact. .. image:: new_zealand/peppol_contact_new.png :alt: Peppol Contact. diff --git a/content/applications/productivity/documents.rst b/content/applications/productivity/documents.rst index 2fbaba2b2c..d8b49ff870 100644 --- a/content/applications/productivity/documents.rst +++ b/content/applications/productivity/documents.rst @@ -358,6 +358,8 @@ file should be :guilabel:`Discoverable` (accessible through browsing) or require permission to view or edit through the customer portal by clicking the :guilabel:`Documents` card. +.. _documents/file-digitization: + File digitization with AI =========================