diff --git a/content/applications/finance/fiscal_localizations/spain.rst b/content/applications/finance/fiscal_localizations/spain.rst index 29ee9e6a63..3a790f1e07 100644 --- a/content/applications/finance/fiscal_localizations/spain.rst +++ b/content/applications/finance/fiscal_localizations/spain.rst @@ -92,6 +92,104 @@ If you wish to have any amount input in the :guilabel:`II` section (from boxes : Repeat this operation for all contacts related to the **agriculture** industry. + +.. _localizations/spain/veri-factu: + +Veri*Factu +========== + +.. note:: + Producers of Veri*Factu billing systems must self-certify their compliance with the regulations. + :download:`Download Odoo's "declaración responsable"` + +**Veri*Factu** is an e-Invoicing system used by the Spanish Tax Agency. It is mandatory for most +taxpayers in Spain, except for those who use the SII system or are under a regional tax regime +(i.e., TicketBai). + +Odoo allows :ref:`invoices ` and Point of Sale :ref:`orders +` to be automatically sent to the tax authorities. + +.. _localizations/spain/veri-factu-configuration: + +Configuration +------------- + +To enable **Veri\*Factu**, follow these steps: + +#. Open the Settings app to make sure your company's :guilabel:`Country` and :guilabel:`Tax ID` are + correctly set in the :ref:`Companies ` section. +#. :ref:`Install ` the :guilabel:`Spain - Veri*Factu (l10n_es_edi_verifactu)` + module. +#. Go to :menuselection:`Accounting --> Configuration --> Settings`, scroll to the + :guilabel:`Veri\*Factu` section, check the :guilabel:`Enable Veri*Factu` option, and click + :icon:`oi-arrow-right` :guilabel:`Manage certificates` to add a certificate. +#. In the :guilabel:`Certificates for Veri\*Factu` list view, click :guilabel:`New`. +#. Click :guilabel:`Upload your file`, then select a certificate file and enter the + :guilabel:`Password` needed to open the certificate (if there is one). + +.. note:: + - At least one certificate has to be uploaded. + - By default Veri*Factu is in testing mode. The data is sent to test servers + and is not considered official. When official data can be sent to the production servers, go to + the :guilabel:`Veri\*Factu` section in the :guilabel:`Settings` and disable :guilabel:`Test + Environment`. + +.. _localizations/spain/veri-factu-invoices: + +Invoices +-------- + +Once an :doc:`invoice <../../finance/accounting/customer_invoices>` is confirmed, it can be +:ref:`sent `. In the :guilabel:`Send` window, the Veri*Factu option is +available if Veri*Factu has been enabled. + +Click :guilabel:`Send` to generate a JSON file containing the invoice details. This file is stored +as a Veri*Factu document. In the :guilabel:`Veri*Factu` tab, all corresponding documents are +listed by their creation date and current status. + +.. tip:: + To download a JSON file, click on its document in the :guilabel:`Veri*Factu` tab. Then, in + the :guilabel:`Open: Veri*Factu Documents` window, click the link in the :guilabel:`JSON` field. + +.. note:: + - The document should be sent to the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)` + immediately. However, it may be delayed due to mandatory waiting periods between submissions + required by the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)`. In such cases, + the document is automatically sent the next time a scheduled action runs. + - A Veri\*Factu **QR code** appears on the invoice PDF. Scan this code to verify that the invoice + has been received and recognized by the :abbr:`AEAT (Agencia Estatal de Administración + Tributaria)`. + +.. _localizations/spain/veri-factu-orders: + +Point of sale orders +-------------------- + +Once an order has been :ref:`paid `, a JSON file containing the order details is +generated. This file is stored as a Veri*Factu document. + +Go to :menuselection:`Point of Sale --> Orders --> Orders`. In the :guilabel:`Orders` list view, +select the relevant order. In the :guilabel:`Veri*Factu` tab, all the corresponding documents are +listed by their creation date and current status. + +.. tip:: + To download a JSON file, click on its document in the :guilabel:`Veri*Factu` tab. Then, in + the :guilabel:`Open: Veri*Factu Documents` window, click the link in the :guilabel:`JSON` field. + +.. note:: + - The document should be sent to the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)` + immediately. However, it may be delayed due to mandatory waiting periods between submissions + required by the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)`. In such cases, + the document is automatically sent the next time a scheduled action runs. + +If an invoice is generated for an order during the payment process, the Veri*Factu document is +:ref:`created and sent for the invoice ` instead. + +.. note:: + A Veri\*Factu **QR code** appears on the order receipt, even if an invoice is created for the + order. Scan this code to verify that the invoice has been received and recognized by the + :abbr:`AEAT (Agencia Estatal de Administración Tributaria)` + TicketBAI ========= diff --git a/content/applications/finance/fiscal_localizations/spain/declaracion_responsable.pdf b/content/applications/finance/fiscal_localizations/spain/declaracion_responsable.pdf new file mode 100644 index 0000000000..c7f2a0bb8a Binary files /dev/null and b/content/applications/finance/fiscal_localizations/spain/declaracion_responsable.pdf differ