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[IMP] l10n-it: E-invoicing process update for 18.2->18.4

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task-4710859

closes odoo/documentation#16404

X-original-commit: b749d6d5f0
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
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afma-odoo
2026-02-13 10:09:02 +00:00
parent 0e119878ec
commit bf0bf420e1
2 changed files with 82 additions and 97 deletions
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179
content/applications/finance/fiscal_localizations/italy.rst
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@@ -70,14 +70,14 @@ The following modules are installed automatically with the Italian localization:
Company
-------
Configuring the company's information ensures your Accounting database is properly set up. To add
information, open the Settings app, navigate to the :guilabel:`Companies` section, and click
:icon:`oi-arrow-right` :guilabel:`Update info`. Then, fill out the fields:
To use all the features of this fiscal localization, the following fields are required on the
:ref:`company record <general/companies/company>`:
- :guilabel:`Address`: the address of the company;
- :guilabel:`VAT`: VAT of the company;
- :guilabel:`Codice Fiscale`: the fiscal code of the company;
- :guilabel:`Tax System`: the tax system under which the company falls;
- :guilabel:`Company Name`
- :guilabel:`Address`: the address of the company.
- :guilabel:`VAT`: VAT of the company.
- :guilabel:`Codice Fiscale`: the fiscal code of the company.
- :guilabel:`Tax System`: the tax system under which the company falls.
.. image:: italy/company.png
:alt: Company information to be provided
@@ -158,12 +158,12 @@ configurations.
Vendor bills
------------
Italian companies subjected to Reverse Charge must send the information in the bill received to the
:abbr:`AdE (Agenzia delle Entrate)`.
Italian companies subjected to **reverse charge** must send the information in the bill received to
the :abbr:`AdE (Agenzia delle Entrate)`.
.. note::
Self-reported VAT XML files must be issued and sent to the :abbr:`AdE (Agenzia Delle Entrate)`
for reverse charged bills.
for **reverse charged** bills.
When creating a vendor bill, **reverse charge** taxes are available to be added in the
:guilabel:`Taxes` field. You can check which taxes are available by going to
@@ -189,7 +189,8 @@ E-invoicing
===========
.. note::
Make sure all the Italian-specific e-invoicing modules are :ref:`installed <general/install>`.
Make sure all the Italian-specific e-invoicing :ref:`modules <localizations/italy/modules>` are
:ref:`installed <general/install>`.
The :abbr:`SdI (Sistema di Interscambio)` is the :doc:`electronic invoicing
<../accounting/customer_invoices/electronic_invoicing>` system used in Italy. It enables the sending
@@ -199,59 +200,43 @@ system before being delivered.
To be able to receive invoices and notifications, the :abbr:`SdI (Sistema di Interscambio)` service
must be notified that the user's files need to be sent to Odoo and processed on their behalf. To do
so, you must set up Odoo's :guilabel:`Destination Code` on the :abbr:`AdE (Agenzia Delle
Entrate)` portal.
so, set up Odoo's :guilabel:`Destination Code` on the :abbr:`AdE (Agenzia Delle Entrate)` portal.
#. Go to `Italian authorities portal <https://ivaservizi.agenziaentrate.gov.it/portale>`_ and
authenticate;
#. Go to section :guilabel:`Fatture e Corrispettivi`;
#. Set the user as Legal Party for the VAT number you wish to configure the electronic address;
#. Go to the `Italian authorities portal <https://ivaservizi.agenziaentrate.gov.it/portale>`_ and
authenticate.
#. Go to the :guilabel:`Fatture e Corrispettivi` section.
#. Set the user as Legal Party for the VAT number you wish to configure the electronic address.
#. In :menuselection:`Servizi Disponibili --> Fatturazione Elettronica --> Registrazione
dell’indirizzo telematico dove ricevere tutte le fatture elettroniche`, insert Odoo's
:guilabel:`Destination Code` `K95IV18`, and confirm.
.. _localizations/italy/edi-mode:
.. _localizations/italy/demo-prod-modes:
EDI Mode and authorization
--------------------------
Since the files are transmitted through Odoo's server before being sent to the :abbr:`SdI (Sistema
di Interscambio)` or received by your database, you need to authorize Odoo to process your files
from your database. To do so, go to :menuselection:`Accounting --> Configuration --> Settings` and
scroll to the :guilabel:`Italian Electronic Invoicing` section.
There are three modes available:
- | :guilabel:`Demo`
| This mode simulates an environment in which invoices are sent to the government. In this mode,
invoices need to be *manually* downloaded as XML files and uploaded to the :abbr:`AdE
(Agenzia delle Entrate)`'s website.
- | :guilabel:`Test (experimental)`
| This mode sends invoices to a non-production (i.e., test) service made available by the
:abbr:`AdE (Agenzia delle Entrate)`. Saving this change directs all companies on the database to
use this configuration.
- | :guilabel:`Official`
| This is a production mode that sends your invoices directly to the :abbr:`AdE (Agenzia delle
Entrate)`.
Once a mode is selected, you need to accept the **terms and conditions** by ticking :guilabel:`Allow
Odoo to process invoices`, and then :guilabel:`Save`. You can now record your transactions in Odoo
Accounting.
.. warning::
Selecting either :guilabel:`Test (experimental)` or :guilabel:`Official` is **irreversible**.
For example, once in :guilabel:`Official` mode, it is not possible to select :guilabel:`Test
(experimental)` or :guilabel:`Demo`. We recommend creating a **separate database** for testing
purposes only.
Demo and production modes
-------------------------
.. note::
When in :guilabel:`Test (Experimental)` mode, all invoices sent *must* have a partner using one
of the following fake :guilabel:`Destination Code` given by the :abbr:`AdE (Agenzia Delle
Entrate)`: `0803HR0` - `N8MIMM9` - `X9XX79Z`. Any real production :guilabel:`Codice Destinario`
of your customers will not be recognized as valid by the test service.
- Demo mode is enabled by default and remains active until the option :guilabel:`By checking this
box, I authorize Odoo to send and receive my invoices through the Sistema di Interscambio
(SDI)` is enabled in the :guilabel:`Fattura Electronica (FatturaPA)` section. Once this option
is activated, production mode is enabled and cannot be disabled.
- Demo mode simulates an environment in which invoices are sent to the government. In this mode,
invoices must be *manually* downloaded as XML files and uploaded to the :abbr:`AdE (Agenzia
delle Entrate)`'s website.
.. image:: italy/edi.png
:alt: Electronic document invoicing settings
Since files are transmitted through Odoo's server before being sent to the :abbr:`SdI (Sistema di
Interscambio)` or received by your database, authorization is required for Odoo to process them. To
activate production mode and enable transmission to the :abbr:`SdI (Sistema di Interscambio)`,
follow these steps:
#. Make sure the :guilabel:`Codice Fiscale` field is completed in the :ref:`Company information
<localizations/italy/company>`.
#. Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the
:guilabel:`Italian Electronic Invoicing` section.
#. In the :guilabel:`Fattura Electronica (FatturaPA)` section, enable the option :guilabel:`By
checking this box, I authorize Odoo to send and receive my invoices through the Sistema di
Interscambio (SDI)`.
#. Click :guilabel:`Save`.
.. _localizations/italy/e-invoicing-process:
@@ -339,7 +324,7 @@ take up to three days. The invoice status is :guilabel:`Accepted by SDI, Forward
.. _localizations/italy/possible-rejection:
Possible Rejection
Possible rejection
~~~~~~~~~~~~~~~~~~
The :abbr:`SdI (Sistema di Interscambio)` may find inaccuracies in the compilation, possibly even
@@ -357,7 +342,7 @@ issue, it is sufficient to delete the attachments of the invoice, return the inv
.. _localizations/italy/forwarding completed:
Forwarding Completed
Forwarding completed
~~~~~~~~~~~~~~~~~~~~
The invoice has been delivered to the customer; however, you can still send a copy to the customer
@@ -370,7 +355,7 @@ Partner Delivery Failed` state.
.. _localizations/italy/tax-integration:
Tax Integration
Tax integration
---------------
When you receive a vendor bill, either from :abbr:`SdI (Sistema di Interscambio)`, from paper or
@@ -408,7 +393,7 @@ integration, as detailed in the :ref:`localizations/italy/document-types` sectio
.. _localizations/italy/document-types:
Document Types
Document types
--------------
The :abbr:`SdI (Sistema di Interscambio)` requires businesses to send customer invoices and other
@@ -418,7 +403,7 @@ The following :guilabel:`Document Type` codes all technically identify different
.. _localizations/italy/invoices:
TD01 - Invoices
TD01 - invoices
~~~~~~~~~~~~~~~
This represents the standard **domestic** scenario for all invoices exchanged through the :abbr:`SdI
@@ -427,7 +412,7 @@ is categorized as a regular invoice, identified by the :guilabel:`Document Type`
.. _localizations/italy/down-payments:
TD02 - Down payments
TD02 - down payments
~~~~~~~~~~~~~~~~~~~~
**Down payment** invoices are imported/exported with a different :guilabel:`Document Type` code
@@ -435,12 +420,12 @@ TD02 - Down payments
Odoo exports transactions as `TD02` if the following conditions are met:
#. It is an invoice;
#. It is an invoice.
#. All invoice lines are related to down payment sales order lines.
.. _localizations/italy/credit-notes:
TD04 - Credit notes
TD04 - credit notes
~~~~~~~~~~~~~~~~~~~
It is the standard scenario for all **credit notes** issued to **domestic** clients, when we need to
@@ -450,7 +435,7 @@ sent to the :abbr:`SdI (Sistema di Interscambio)`, their :guilabel:`Document Typ
.. _localizations/italy/simplified-invoicing:
TD07, TD08, TD09 - Simplified Invoicing
TD07, TD08, TD09 - simplified Invoicing
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Simplified invoices (`TD07`), credit notes (`TD08`), and debit notes (`TD09`) can be used to certify
@@ -459,19 +444,19 @@ invoice, but with fewer information requirements.
For a simplified invoice to be established, it must include:
#. :guilabel:`Customer Invoice` reference: **unique** numbering sequence with **no gaps**;
#. :guilabel:`Invoice Date`: issue **date** of the invoice;
#. :guilabel:`Customer Invoice` reference: **unique** numbering sequence with **no gaps**.
#. :guilabel:`Invoice Date`: issue **date** of the invoice.
#. :ref:`Company Info <general/companies/company>`: the **seller**'s full credentials (VAT/TIN
number, name, full address);
#. :guilabel:`VAT`: the **buyer**'s VAT/TIN number (on the partner form);
number, name, full address).
#. :guilabel:`VAT`: the **buyer**'s VAT/TIN number (on the partner form).
#. :guilabel:`Total`: the total **amount** (VAT included) of the invoice.
In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as simplified if:
#. It is a domestic transaction (i.e., the partner is from Italy);
#. It is a domestic transaction (i.e., the partner is from Italy).
#. Your company's **required fields** (:guilabel:`VAT Number` or :guilabel:`Codice Fiscale`,
:guilabel:`Fiscal Regime`, and full **address**) are provided;
#. The partner's address is not fully specified (i.e., it misses the City or the ZipCode);
:guilabel:`Fiscal Regime`, and full **address**) are provided.
#. The partner's address is not fully specified (i.e., it misses the City or the ZipCode).
#. The total amount of VAT included is **less** than **400 EUR**.
.. note::
@@ -481,20 +466,20 @@ In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as simpl
.. _localizations/italy/internal-reverse-charge:
TD16 - Internal Reverse Charge
TD16 - internal Reverse Charge
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Internal reverse charge transactions (see :ref:`localizations/italy/tax-exemption` and
:ref:`localizations/italy/reverse-charge`) are exported as `TD16` if the following conditions are
met:
- It is a vendor bill;
- It is a vendor bill.
- It has at least **one tax** on the invoice lines that targets one of these :ref:`tax grids
<localizations/italy/grids>`: `VJ6`, `VJ7`, `VJ8`, `VJ12`, `VJ13`, `VJ14`, `VJ15`, `VJ16`, `VJ17`
.. _localizations/italy/services-abroad:
TD17 - Buying services from abroad
TD17 - buying services from abroad
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When buying **services** from **EU** and **non-EU** countries, the foreign *seller* invoices a
@@ -502,20 +487,20 @@ service with a **VAT-excluded** price, as it is not taxable in Italy. The VAT is
in Italy.
- Within the EU: the *buyer* integrates the invoice received with the **VAT information** due in
Italy (i.e., **vendor bill tax integration**);
Italy (i.e., **vendor bill tax integration**).
- Non-EU: the *buyer* sends themselves an invoice (i.e., **self-billing**).
Odoo exports a transaction as `TD17` if the following conditions are met:
- It is a vendor bill;
- It is a vendor bill.
- It has at least **one tax** on the invoice lines that targets the tax grid :ref:`VJ3
<localizations/italy/grids>`;
<localizations/italy/grids>`.
- All invoice lines either have :guilabel:`Services` as **products**, or a tax with the
:guilabel:`Services` as **tax scope**.
.. _localizations/italy/goods-eu:
TD18 - Buying goods from EU
TD18 - buying goods from EU
~~~~~~~~~~~~~~~~~~~~~~~~~~~
Invoices issued within the EU follow a **standard format**, therefore only an integration of the
@@ -523,36 +508,36 @@ existing invoice is required.
Odoo exports a transaction as `TD18` if the following conditions are met:
- It is a vendor bill;
- The **partner** is from an **EU** country;
- It is a vendor bill.
- The **partner** is from an **EU** country.
- It has at least one tax on the invoice lines that targets the tax grid :ref:`VJ9
<localizations/italy/grids>`;
<localizations/italy/grids>`.
- All invoice lines either have :guilabel:`Consumable` as **products**, or a tax with
:guilabel:`Goods` as **tax scope**.
.. _localizations/italy/goods-vat-deposit:
TD19 - Buying goods from VAT deposit
TD19 - buying goods from VAT deposit
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy** in a **VAT
deposit**.
- From the EU: the *buyer* integrates the invoice received with the **VAT information** due in
Italy (i.e., **vendor bill tax integration**);
Italy (i.e., **vendor bill tax integration**).
- Non-EU: the *buyer* sends an invoice to *themselves* (i.e., **self-billing**).
Odoo exports a transaction as a `TD19` if the following conditions are met:
- It is a vendor bill;
- It is a vendor bill.
- It has at least one tax on the invoice lines that targets the tax grid :ref:`VJ3
<localizations/italy/grids>`;
<localizations/italy/grids>`.
- All invoice lines either have :guilabel:`Consumables` as products, or a tax with
:guilabel:`Goods` as **tax scope**.
.. _localizations/italy/deferred-invoices:
TD24 - Deferred invoices
TD24 - deferred invoices
~~~~~~~~~~~~~~~~~~~~~~~~
The **deferred invoice** is an invoice that is **issued at a later time** than the sale of goods or
@@ -575,7 +560,7 @@ all the **DDTs** information for better tracing.
Odoo exports transactions as `TD24` if the following conditions are met:
#. It is an invoice;
#. It is an invoice.
#. It is associated with deliveries whose **DDTs** have a **different** date than the issue date of
the invoice.
@@ -594,14 +579,14 @@ the regular **reverse charge** rules. You can use the proper :guilabel:`Document
the invoice type: `TD01`, `TD04`, `TD05`, `TD24`, `TD25`. Additional requirements are not enforced
by Odoo. However, the user is requested by the **State** to:
- Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`;
- Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`.
- Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GTO8`.
The invoice is then routed by a dedicated office in San Marino to the correct business.
.. _localizations/italy/san-marino-vendor-bills:
Vendor Bills
Vendor bills
************
When a **paper bill** is received from San Marino, any Italian company **must** submit that invoice
@@ -610,14 +595,14 @@ field with the special value `TD28`.
Odoo exports a transaction as `TD28` if the following conditions are met:
#. It is a vendor bill;
#. It is a vendor bill.
#. It has at least one tax on the invoice lines that targets the tax grids :ref:`VJ
<localizations/italy/grids>`;
<localizations/italy/grids>`.
#. The **country** of the partner is **San Marino**.
.. _localizations/italy/b2g:
Public Administration Businesses (B2G)
Public administration businesses (B2G)
======================================
:abbr:`PA (Public Administration)` businesses are subjected to more control than private businesses
@@ -643,7 +628,7 @@ To ensure the effective traceability of payments by public administrations, elec
issued to public administrations must contain:
- The :abbr:`CIG (Codice Identificativo Gara)`, except in cases of exclusion from traceability
obligations provided by law n. 136 of August 13, 2010;
obligations provided by law n. 136 of August 13, 2010.
- The :abbr:`CUP (Codice Unico di Progetto)`, in case of invoices related to public works.
If the XML file requires it, the :abbr:`AdE (Agenzia Delle Entrate)` can *only* proceed payments of
@@ -661,7 +646,7 @@ electronic invoices when the XML file contains a :abbr:`CIG (Codice Identificati
.. _localizations/italy/split-payment:
Split Payment
Split payment
-------------
The :guilabel:`Split Payment` mechanism behaves much like :ref:`localizations/italy/reverse-charge`.
@@ -697,7 +682,7 @@ when the invoice's partner has a 6-digit long :guilabel:`Destination Code` (whic
.. _localizations/italy/acceptance-refusal:
Acceptance or Refusal
Acceptance or refusal
~~~~~~~~~~~~~~~~~~~~~
After receiving the invoice through the :abbr:`SdI (Sistema di Interscambio)`, the :abbr:`PA (Public
@@ -708,7 +693,7 @@ note to compensate and send it to the :abbr:`SdI (Sistema di Interscambio)`.
.. _localizations/italy/expired-terms:
Expired Terms
Expired terms
~~~~~~~~~~~~~
If the :abbr:`PA (Public Administration)` business doesn't reply within 15 days, you need to contact
@@ -718,7 +703,7 @@ correct :guilabel:`SdI State` on your invoice.
.. _localizations/italy/pos-printers:
Point of Sale fiscal printers
Point of sale fiscal printers
=============================
.. warning::

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