[IMP] documentation: update many2many_binary widget

The widget now also display an image preview for the files of MIME type "image".
A new option 'reverse_order' has been added to visually reverse the files order.

content/administration/on_premise.rst

@@ -61,8 +61,8 @@ To resolve the issue:
   your **network and firewall settings** allow the Odoo server to open outgoing connections
   towards:
 
-  - Odoo 18.0 and above: `services.odoo.com` on port `80`
-  - Odoo 17.0 and below: `services.openerp.com` on port `80`
+  - Odoo 18.0 and above: `services.odoo.com` on port `443` (or `80`)
+  - Odoo 17.0 and below: `services.openerp.com` on port `443` (or `80`)
 
   These ports must be kept open even after registering a database, as the update notification runs
   once a week.
@@ -85,6 +85,12 @@ To resolve the issue, either:
   displayed in the message to validate the upsell quotation and pay for the extra users.
 - :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
 
+.. important::
+   If you are on a monthly subscription plan, the database will automatically update to reflect the
+   added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
+   database. You can create the upsell quotation by clicking the banner to update the subscription
+   or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
+
 Once your database has the correct number of users, the expiration message disappears automatically
 after a few days, when the next verification occurs.
 

content/administration/supported_versions.rst

@@ -38,13 +38,13 @@ This matrix shows the support status of every version.
      - October 2024
      - October 2027 (planned)
    * - Odoo SaaS 17.4
-     - |red|
+     - |green|
      - N/A
      - N/A
      - July 2024
      -
    * - Odoo SaaS 17.2
-     - |red|
+     - |green|
      - N/A
      - N/A
      - April 2024

content/administration/upgrade.rst

@@ -3,7 +3,7 @@ Upgrade
 =======
 
 An upgrade involves moving a database from an older version to a newer supported version (e.g., from
-Odoo 16.0 to Odoo 18.0). Regular upgrades are crucial as each version offers new features, bug
+Odoo 15.0 to Odoo 17.0). Regular upgrades are crucial as each version offers new features, bug
 fixes, and security patches. Using a :doc:`supported version <supported_versions>` is strongly
 recommended. Each major version is supported for three years.
 
@@ -13,11 +13,11 @@ Depending on the hosting type and Odoo version used, a database upgrade can be *
 
    .. group-tab:: Odoo Online
 
-      - If a database is on a **major version** (e.g., 16.0, 17.0, 18.0), an upgrade is mandatory
+      - If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory
         every two years.
       - If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory
         a few weeks after the next version is released. Minor versions are usually released every
-        two months.
+        three months.
 
    .. group-tab:: Odoo.sh
 
@@ -390,8 +390,8 @@ few exceptions.
          filestore before deploying the new version.
 
 In case of an issue with your production database, you can request the assistance of Odoo by going
-to the `Support page and selecting "An issue related to my upgrade (production)"
-<https://www.odoo.com/help?stage=post_upgrade>`_.
+to the `Support page and selecting "An issue related to my future upgrade (I am testing an upgrade)"
+<https://www.odoo.com/help?stage=migration>`_.
 
 .. _upgrade-sla:
 

content/applications/essentials/export_import_data.rst

@@ -28,13 +28,15 @@ select a record, tick the checkbox next to the corresponding record. Finally, cl
 then :guilabel:`Export`.
 
 .. image:: export_import_data/list-view-export.png
+   :align: center
    :alt: View of the different things to enable/click to export data.
 
 When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with
 several options for the data to export:
 
 .. image:: export_import_data/export-data-overview.png
-   :alt: Overview of options to consider when exporting data in Odoo.
+   :align: center
+   :alt: Overview of options to consider when exporting data in Odoo..
 
 #. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system
    only shows the fields that can be imported. This is helpful in the case where the :ref:`existing
@@ -85,6 +87,7 @@ data into an Odoo database.
    options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.
 
    .. image:: export_import_data/advanced-import.png
+      :align: center
       :alt: Advanced import options when developer mode is activated.
 
    If the model uses openchatter, the :guilabel:`Track history during import` option sets up
@@ -93,8 +96,6 @@ data into an Odoo database.
    Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields
    within a field are used to match under the :guilabel:`Odoo Field` while importing.
 
-.. _essentials/export_import_data/get-started:
-
 Get started
 -----------
 
@@ -102,32 +103,30 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or
 (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements,
 journal entries, and orders.
 
-Open the view of the object to which the data should be imported/populated, click the :icon:`fa-cog`
-(:guilabel:`gear`) icon and select :guilabel:`Import records`.
+Open the view of the object to which the data should be imported/populated, and click on
+:menuselection:`⚙️ (Action) --> Import records`.
 
 .. image:: export_import_data/import-button.png
+   :align: center
    :alt:  Action menu revealed with the import records option highlighted.
 
-Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the center of the page to
-download a :ref:`template <essentials/export_import_data/adapt-a-template>` and populate it with
-the company's own data. Such templates can be imported in one click since the data mapping is
-already preconfigured.
+After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
+downloaded and populated with the company's own data. Such templates can be imported in one click,
+since the data mapping is already done. To download a template click :guilabel:`Import Template for
+Customers` at the center of the page.
 
-To upload the downloaded template or your own file, follow the next steps:
+.. important::
+   When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
+   options. These options do **not** appear when importing the proprietary Excel file type (`.xls`,
+   `.xlsx`).
 
-#. Click :guilabel:`Upload Data File` and select the desired file.
-#. Adjust the :guilabel:`Formatting` options as needed (for CSV files only).
-#. Ensure all data in the :guilabel:`File Column` is correctly mapped to the appropriate
-   :guilabel:`Odoo Field` and free of errors.
-#. (Optional) Click :guilabel:`Load Data File` to reload the same file or upload a different one.
-#. Click :guilabel:`Test` to verify that the data is valid.
-#. Click :guilabel:`Import`.
+   .. image:: export_import_data/formatting.png
+      :align: center
+      :alt: Formatting options presented when a CVS file is imported in Odoo.
 
-.. note::
-   The :guilabel:`Formatting` options do **not** appear when importing the proprietary Excel file
-   type (i.e., `.xls` or `.xlsx`).
-
-.. _essentials/export_import_data/adapt-a-template:
+Make necessary adjustments to the *Formatting* options, and ensure all columns in the
+:guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click
+:guilabel:`Import` to import the data.
 
 Adapt a template
 ----------------
@@ -145,6 +144,7 @@ Once the template is downloaded, proceed to follow these steps:
   (ID) column.
 
 .. image:: export_import_data/dragdown.gif
+   :align: center
    :alt: An animation of the mouse dragging down the ID column, so each record has a unique ID.
 
 .. note::
@@ -153,6 +153,7 @@ Once the template is downloaded, proceed to follow these steps:
    Search the drop-down menu for the corresponding field.
 
    .. image:: export_import_data/field_list.png
+      :align: center
       :alt: Drop-down menu expanded in the initial import screen on Odoo.
 
    Then, use this field's label in the import file to ensure future imports are successful.
@@ -202,6 +203,7 @@ If this happens, check the :guilabel:`Show fields of relation fields (advanced)
 complete list of fields becomes available for each column.
 
 .. image:: export_import_data/field_list.png
+   :align: center
    :alt: Searching for the field to match the tax column.
 
 Change data import format
@@ -399,33 +401,6 @@ respective contacts:
 - :download:`Customers and their respective contacts
   <export_import_data/o2m_customers_contacts.csv>`
 
-Import image files
-------------------
-
-To import image files along with the :ref:`uploaded <essentials/export_import_data/get-started>`
-CSV or Excel file, follow the next steps:
-
-#. Add the image file names to the relevant :guilabel:`Image` column in the data file.
-#. :ref:`Upload the data file <essentials/export_import_data/get-started>` or reload it by
-   clicking :guilabel:`Load Data File`.
-#. Click :guilabel:`Upload your files` under the :guilabel:`Files to import` section.
-#. Select the relevant image files. The number of files selected appears next to the button.
-#. Click :guilabel:`Test` to verify that all data is valid.
-#. Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically
-   link the uploaded images to the imported data file. If there is no match, the data file is
-   imported without any image.
-
-.. note::
-   - The :guilabel:`Files to import` section is enabled if your product template has an
-     :guilabel:`Image` column with all fields populated.
-   - The image file names in the data file must correspond to the uploaded image files.
-   - When importing a large number of images, you can specify the maximum batch size in megabytes
-     and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the
-     developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per
-     batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import`
-     section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud -
-     Acceptable Use Policy <https://www.odoo.com/acceptable-use>`_.
-
 Import records several times
 ----------------------------
 

content/applications/finance/accounting/bank/bank_synchronization.rst

@@ -11,7 +11,7 @@ To check if your bank is compatible with Odoo, go to `Odoo Accounting Features
 <https://www.odoo.com/page/accounting-features>`_, and click on
 :guilabel:`See list of supported institutions`.
 
-Odoo supports more than 26,000 institutions around the world.
+Odoo supports more than 25,000 institutions around the world.
 
 To connect to the banks, Odoo uses multiple web-services:
 

content/applications/finance/accounting/customer_invoices.rst

@@ -4,251 +4,225 @@
 Customer invoices
 =================
 
-A customer invoice is a document issued by a company for products and/or services sold to a
-customer. It records receivables as they are sent to customers. Customer invoices can include
-amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling
-fees, and other charges.
-Odoo supports multiple invoicing and payment workflows.
+From Customer Invoice to Payments Collection
+============================================
 
-.. seealso::
-   :doc:`/applications/finance/accounting/customer_invoices/overview`
+Odoo supports multiple invoicing and payment workflows, so you can
+choose and use the ones that match your business needs. Whether you want
+to accept a single payment for a single invoice, or process a payment
+spanning multiple invoices and taking discounts for early payments, you
+can do so efficiently and accurately.
 
-From draft invoice to profit and loss report, the process involves several steps once the goods (or
-services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:
+From Draft Invoice to Profit and Loss
+-------------------------------------
 
-- :ref:`accounting/invoice/creation`
-- :ref:`accounting/invoice/confirmation`
-- :ref:`accounting/invoice/sending`
-- :ref:`accounting/invoice/paymentandreconciliation`
-- :ref:`accounting/invoice/followup`
-- :ref:`accounting/invoice/reporting`
+If we pick up at the end of a typical 'order to cash' scenario, after
+the goods have been shipped, you will: issue an invoice; receive
+payment; deposit that payment at the bank; make sure the Customer
+Invoice is closed; follow up if Customers are late; and finally present
+your Income on the Profit and Loss report and show the decrease in
+Assets on the Balance Sheet report.
 
-.. _accounting/invoice/creation:
+Invoicing in most countries occurs when a contractual obligation is met.
+If you ship a box to a customer, you have met the terms of the contract
+and can bill them. If your supplier sends you a shipment, they have met
+the terms of that contract and can bill you. Therefore, the terms of the
+contract is fulfilled when the box moves to or from the truck. At this
+point, Odoo supports the creation of what is called a Draft Invoice by
+Warehouse staff.
 
 Invoice creation
-================
+----------------
 
-Draft invoices can be created directly from documents like sales orders or purchase orders or
-manually from the :guilabel:`Customer Invoices` journal in the :guilabel:`Accounting Dashboard`.
+Draft invoices can be manually generated from other documents such as
+Sales Orders, Purchase Orders,etc. Although you can create a draft
+invoice directly if you would like.
 
-An invoice must include the required information to enable the customer to pay promptly for their
-goods and services. Make sure the following fields are appropriately completed:
+An invoice must be provided to the customer with the necessary
+information in order for them to pay for the goods and services ordered
+and delivered. It must also include other information needed to pay the
+invoice in a timely and precise manner.
 
-- :guilabel:`Customer`: When a customer is selected, Odoo automatically pulls information from the
-  customer record like the invoice address,
-  :doc:`preferred payment terms <customer_invoices/payment_terms>`,
-  :doc:`fiscal positions <taxes/fiscal_positions>`, receivable account, and more onto the invoice.
-  To change these values for this specific invoice, edit them directly on the invoice. To change
-  them for future invoices, change the values on the contact record.
-- :guilabel:`Invoice Date`: If not set manually, this field is automatically set as the current date
-  upon confirmation.
-- :guilabel:`Due Date` or :doc:`payment terms <customer_invoices/payment_terms>`: To specify when
-  the customer has to pay the invoice.
-- :guilabel:`Journal`: Is automatically set and can be changed if needed.
-- :doc:`Currency <get_started/multi_currency>`
-- :guilabel:`Product`: Click :guilabel:`Add a line` to add a product.
-- :guilabel:`Quantity`
-- :guilabel:`Price`
-- :doc:`Taxes <taxes>` (if applicable)
+Draft invoices
+--------------
 
-.. tip::
-   To display the total amount of the invoice in words, go to :menuselection:`Accounting -->
-   Configuration --> Settings` and activate the :guilabel:`Total amount of invoice in letters`
-   option.
+The system generates invoice which are initially set to the Draft state.
+While these invoices remain unvalidated, they have no accounting impact within the system.
+There is nothing to stop users from creating their own draft invoices.
 
-The :guilabel:`Journal Items` tab displays the accounting entries created.
-Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions
-<taxes/fiscal_positions>`, :doc:`Incoterms <customer_invoices/incoterms>`, and more can be added or
-modified in the :guilabel:`Other Info` tab.
+Let's create a customer invoice with following information:
 
-.. note::
-   Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting
-   impact until they are :ref:`confirmed <accounting/invoice/confirmation>`.
+- Customer: Agrolait
+- Product: iMac
+- Quantity: 1
+- Unit Price: 100
+- Taxes: Tax 15%
 
-.. seealso::
-   :doc:`/applications/sales/sales/invoicing/proforma`
+.. image:: customer_invoices/invoice01.png
 
-.. _accounting/invoice/confirmation:
+.. image:: customer_invoices/invoice02.png
 
-Invoice confirmation
-====================
+The document is composed of three parts:
 
-Click :guilabel:`Confirm` when the document is completed. The document's status changes to
-:guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On
-confirmation, Odoo assigns each document a unique number from a defined
-:ref:`sequence <accounting/invoice/sequence>`.
+-  the top of the invoice, with customer information,
+-  the main body of the invoice, with detailed invoice lines,
+-  the bottom of the page, with detail about the taxes, and the totals.
 
-.. note::
-   - Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if
-     changes are needed.
-   - If required, invoices and other journal entries can be locked once posted
-     using the :ref:`Secure posted entries with hash <data-inalterability/restricted>` feature.
+Open or Pro-forma invoices
+--------------------------
 
-.. _accounting/invoice/sending:
+An invoice will usually include the quantity and the price of goods
+and/or services, the date, any parties involved, the unique invoice
+number, and any tax information.
 
-Invoice sending
-===============
+"Validate" the invoice when you are ready to approve it. The invoice
+then moves from the Draft state to the Open state.
 
-To send the invoice to the customer, click :guilabel:`Send & Print`. A :guilabel:`Configure your
-document layout` pop-up window will appear if a :ref:`default invoice layout
-<studio/pdf-reports/default-layout>` hasn't been customized. Then, select how to send this invoice
-to the customer in the :guilabel:`Send` window.
+When you have validated an invoice, Odoo gives it a unique number from a
+defined, and modifiable, sequence.
 
-To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`
-and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select
-:guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of
-an ongoing send and print batch. This helps prevent the process from being triggered manually again,
-as it may take some time to complete for exceptionally large batches.
+.. image:: customer_invoices/invoice03.png
 
-.. _accounting/invoice/paymentandreconciliation:
+Accounting entries corresponding to this invoice are automatically
+generated when you validate the invoice. You can see the details by
+clicking on the entry in the Journal Entry field in the "Other Info"
+tab.
 
-Payment and reconciliation
-==========================
+.. image:: customer_invoices/invoice04.png
 
-In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been
-reconciled with a corresponding bank transaction.
+Send the invoice to customer
+----------------------------
 
-.. seealso::
-   - :doc:`payments`
-   - :doc:`bank/reconciliation`
+After validating the customer invoice, you can directly send it to the
+customer via the 'Send by email' functionality.
 
-.. _accounting/invoice/followup:
+.. image:: customer_invoices/invoice05.png
 
-Payment follow-up
-=================
+A typical journal entry generated from a validated invoice will look
+like as follows:
 
-Odoo's :doc:`follow-up actions <payments/follow_up>` help companies follow up on customer invoices.
-Different actions can be set up to remind customers to pay their outstanding invoices, depending on
-how much the customer is overdue. These actions are bundled into follow-up levels that trigger when
-an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the
-same customer, the actions are performed on the most overdue invoice.
++-----------------------+---------------+----------------+-------------+--------------+
+| **Account**           | **Partner**   | **Due date**   | **Debit**   | **Credit**   |
++=======================+===============+================+=============+==============+
+| Accounts Receivable   | Agrolait      | 01/07/2015     | 115         |              |
++-----------------------+---------------+----------------+-------------+--------------+
+| Taxes                 | Agrolait      |                |             | 15           |
++-----------------------+---------------+----------------+-------------+--------------+
+| Sales                 |               |                |             | 100          |
++-----------------------+---------------+----------------+-------------+--------------+
 
-.. _accounting/invoice/sequence:
+Payment
+-------
 
-Sequence
-========
+In Odoo, an invoice is considered to be paid when the associated
+accounting entry has been reconciled with the payment entries. If there
+has not been a reconciliation, the invoice will remain in the Open state
+until you have entered the payment.
 
-The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number.
-The prefix combines the journal code and the entry date and is used to group entries by period. The
-number is unique for each period and is used to identify the entry. The default sequence on customer
-invoices is INV/YYYY/number. In some specific cases,
-:ref:`resequencing <accounting/invoice/resequencing>` invoices might be necessary.
+A typical journal entry generated from a payment will look like as
+follows:
 
-.. _accounting/invoice/resequencing:
++-----------------------+---------------+----------------+-------------+--------------+
+| **Account**           | **Partner**   | **Due date**   | **Debit**   | **Credit**   |
++=======================+===============+================+=============+==============+
+| Bank                  | Agrolait      |                | 115         |              |
++-----------------------+---------------+----------------+-------------+--------------+
+| Accounts Receivable   | Agrolait      |                |             | 115          |
++-----------------------+---------------+----------------+-------------+--------------+
 
-Resequencing
-------------
+Receive a partial payment through the bank statement
+----------------------------------------------------
 
-Resequencing is not possible:
+You can manually enter your bank statements in Odoo, or you can import
+them in from a csv file or from several other predefined formats
+according to your accounting localisation.
 
-- When entries are before a lock date.
-- When the sequence leads to a duplicate.
-- When the :guilabel:`Invoice Date` doesn't match the date contained in the new sequence number,
-  e.g., if the sequence is changed to INV/2023/XXXXX for a document with an :guilabel:`Invoice Date`
-  of 2024.
+Create a bank statement from the accounting dashboard with the related
+journal and enter an amount of $100 .
 
-To change the invoice sequence with the structure INV/YYYY/MM/number, add `/MM` with the number of
-the month of the :guilabel:`Invoice date`. Odoo will recognize the "/" term as a month and update
-the future invoice sequence appropriately with the month of the :guilabel:`Invoice date`. For
-example, if the invoice date is January, change the sequence to `INV/2024/01/XXXXX`.
+.. image:: customer_invoices/invoice06.png
 
-In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a
-:guilabel:`Validation Error` message appears.
+Reconcile
+---------
 
-.. note::
+Now let's reconcile!
 
-   - All sequence changes are logged in the chatter to keep the information.
-   - Sequence changes also affect the format of future invoices' sequences.
+.. image:: customer_invoices/invoice07.png
 
-.. _accounting/invoice/resequencing-one-invoice:
+You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom.
 
-Resequencing a single invoice
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+After reconciling the items in the sheet, the related invoice will now
+display "You have outstanding payments for this customer. You can
+reconcile them to pay this invoice. "
 
-To resequence the last confirmed invoice, click :guilabel:`Reset to Draft`, then change the
-sequence. The invoice now appears in red on the :guilabel:`Customer Invoices` list.
+.. image:: customer_invoices/invoice08.png
 
-.. _accounting/invoice/mass-resequencing:
+.. image:: customer_invoices/invoice09.png
 
-Mass-resequencing invoices
-~~~~~~~~~~~~~~~~~~~~~~~~~~
+Apply the payment. Below, you can see that the payment has been added to
+the invoice.
 
-It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from
-another invoicing or accounting system and the reference originates from the previous software,
-continuity for the current year must be maintained without restarting from the beginning.
+.. image:: customer_invoices/invoice10.png
 
-.. note::
-   This feature is only available to users with administrator or advisor access.
+Payment Followup
+----------------
 
-Follow these steps to resequence invoice numbers:
+There's a growing trend of customers paying bills later and later.
+Therefore, collectors must make every effort to collect money and
+collect it faster.
 
-#. Activate the :ref:`developer mode <developer-mode>`.
-#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal.
-#. Select the invoices that need a new sequence.
-#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`.
-#. In the :guilabel:`Ordering` field, choose to
+Odoo will help you define your follow-up strategy. To remind customers
+to pay their outstanding invoices, you can define different actions
+depending on how severely overdue the customer is. These actions are
+bundled into follow-up levels that are triggered when the due date of an
+invoice has passed a certain number of days. If there are other overdue
+invoices for the same customer, the actions of the most overdue invoice
+will be executed.
 
-   - :guilabel:`Keep current order`: The order of the numbers remains the same.
-   - :guilabel:`Reorder by accounting date`: The number is reordered by accounting date.
-#. Set the :guilabel:`First New Sequence`.
-#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`.
+By going to the customer record and diving into the "Overdue Payments"
+you will see the follow-up message and all overdue invoices.
 
-The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list.
+.. image:: customer_invoices/invoice11.png
 
-.. image:: customer_invoices/invoice-sequencing.png
-   :alt: Resequence options window
+.. image:: customer_invoices/invoice12.png
 
-.. _accounting/invoice/reporting:
+.. _customer-invoices/aging-report:
 
-Reporting
-=========
+Customer aging report:
+~~~~~~~~~~~~~~~~~~~~~~
 
-.. _accounting/invoice/partner-reports:
+The customer aging report will be an additional key tool for the
+collector to understand the customer credit issues, and to prioritize
+their work.
 
-Partner reports
+Use the aging report to determine which customers are overdue and begin
+your collection efforts.
+
+.. image:: customer_invoices/invoice13.png
+
+Profit and loss
 ---------------
 
-.. _accounting/invoices/partner-ledger:
+The Profit and Loss statement displays your revenue and expense details.
+Ultimately, this gives you a clear image of your Net Profit and Loss. It
+is sometimes referred to as the "Income Statement" or "Statement of
+Revenues and Expenses."
 
-Partner Ledger
-~~~~~~~~~~~~~~
-
-The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it,
-go to :menuselection:`Accounting --> Reporting --> Partner Ledger`.
-
-.. _accounting/invoices/aging-report:
-
-Aged Receivable
-~~~~~~~~~~~~~~~
-
-To review outstanding customer invoices and their related due dates, use the
-:ref:`Aged Receivable <accounting/reporting/aged-receivable>` report. To access it, go to
-:menuselection:`Accounting --> Reporting --> Aged Receivable`.
-
-.. _accounting/invoices/aged-payable:
-
-Aged Payable
-~~~~~~~~~~~~
-
-To review outstanding vendor bills and their related due dates, use the
-:ref:`Aged Payable <accounting/reporting/aged-payable>` report. To access it, go to
-:menuselection:`Accounting --> Reporting --> Aged Payable`.
-
-.. _accounting/invoices/profit-and-loss:
-
-Profit and Loss
----------------
-
-The :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` statement shows details of income
-and expenses.
-
-.. _accounting/invoices/balance-sheet:
+.. image:: customer_invoices/invoice14.png
 
 Balance sheet
 -------------
 
-The :ref:`Balance Sheet <accounting/reporting/balance-sheet>` summarizes the company's assets,
-liabilities, and equity at a specific time.
+The balance sheet summarizes your company's liabilities,
+assets and equity at a specific moment in time.
+
+.. image:: customer_invoices/invoice15.png
+
+.. image:: customer_invoices/invoice16.png
+
+For example, if you manage your inventory using the perpetual accounting
+method, you should expect a decrease in account "Current Assets" once
+the material has been shipped to the customer.
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst

@@ -13,33 +13,49 @@ some governments for fiscal control or to facilitate the administration.
 Electronic invoicing of your documents such as customer invoices, credit notes or vendor bills is
 one of the application of EDI.
 
-Odoo supports e-invoicing in many countries. Refer to the country's page for more details:
+Odoo supports, among others, the following formats.
 
-- :doc:`Austria <electronic_invoicing/austria>`
-- :doc:`Belgium <electronic_invoicing/belgium>`
-- :doc:`Croatia <electronic_invoicing/croatia>`
-- :doc:`Denmark <electronic_invoicing/denmark>`
-- :doc:`Estonia <electronic_invoicing/estonia>`
-- :doc:`Finland <electronic_invoicing/finland>`
-- :doc:`France <electronic_invoicing/france>`
-- :doc:`Germany <electronic_invoicing/germany>`
-- :doc:`Hungary <electronic_invoicing/hungary>`
-- :doc:`Ireland <electronic_invoicing/ireland>`
-- :doc:`Italy <electronic_invoicing/italy>`
-- :doc:`Latvia <electronic_invoicing/latvia>`
-- :doc:`Lithuania <electronic_invoicing/lithuania>`
-- :doc:`Luxembourg <electronic_invoicing/luxembourg>`
-- :doc:`Netherlands <electronic_invoicing/netherlands>`
-- :doc:`Norway <electronic_invoicing/norway>`
-- :doc:`Poland <electronic_invoicing/poland>`
-- :doc:`Portugal <electronic_invoicing/portugal>`
-- :doc:`Romania <electronic_invoicing/romania>`
-- :doc:`Slovenia <electronic_invoicing/slovenia>`
-- :doc:`Spain <electronic_invoicing/spain>`
-- :doc:`Spain - Basque Country <electronic_invoicing/basque_country>`
+.. list-table::
+   :header-rows: 1
+
+   * - Format Name
+     - Applicability
+   * - Factur-X (CII)
+     - All customers
+   * - Peppol BIS Billing 3.0
+     - All customers
+   * - XRechnung (UBL)
+     - All customers
+   * - Fattura PA (IT)
+     - Italian companies
+   * - CFDI (4.0)
+     - Mexican companies
+   * - Peru UBL 2.1
+     - Peruvian companies
+   * - SII IVA Llevanza de libros registro (ES)
+     - Spanish companies
+   * - UBL 2.1 (Columbia)
+     - Colombian companies
+   * - Egyptian Tax Authority
+     - Egyptian companies
+   * - E-Invoice (IN)
+     - Indian companies
+   * - NLCIUS (Netherlands)
+     - Dutch companies
+   * - EHF 3.0
+     - Norwegian companies
+   * - SG BIS Billing 3.0
+     - Singaporean companies
+   * - A-NZ BIS Billing 3.0
+     - All customers
+
+.. note::
+   - The **Factur-X (CII)** format enables validation checks on the invoice and generates PDF/A-3
+     compliant files.
+   - Every PDF generated by Odoo includes an integrated **Factur-X** XML file.
 
 .. seealso::
-   :doc:`Fiscal localizations documentation <../../fiscal_localizations>`
+   :doc:`../../fiscal_localizations`
 
 .. _e-invoicing/configuration:
 

content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst

@@ -1,52 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Austria
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Austria's regulatory standards, and compatible with the European `Peppol
-<https://peppol.org/about/>`_ framework.
-
-Legal framework for e-invoicing in Austria
-==========================================
-
-In Austria, businesses must adhere to e-invoicing laws that ensure secure, authentic, and storable
-transactions. The main regulation governing e-invoicing requirements in Austria is the `Austrian VAT
-Act (UStG) <https://www.ris.bka.gv.at/GeltendeFassung.wxe?Abfrage=Bundesnormen&Gesetzesnummer=10004873>`_
-and its related e-invoicing standards for public procurement (`BGBI. I Nr. 32/2019 <https://360.lexisnexis.at/d/rechtsnorm-ris/32_bundesgesetz_mit_dem_das_beamten_dienstrechtsge/b_bgbl_2019_2019_I_32_46c550bf37>`_),
-which aligns with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_.
-These laws mandate that all businesses engaged in :abbr:`B2G (business-to-government)` transactions
-must use e-invoicing, and increasingly, e-invoicing is encouraged for B2B transactions to improve
-tax compliance and transparency.
-
-Compliance with Austrian e-invoicing regulations
-================================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Supported format**: Odoo supports standard e-invoice formats such as PDF with digital signatures
-  and XML in :abbr:`UBL (Universal Business Language)` format, which are fully compatible with
-  e-rechnung.gv.at, Austria's central electronic invoicing platform for public procurement
-  transactions. Any platform can be used if connected to the authentication services of the Federal
-  Service Portal (:abbr:`USP (Unternehmensserviceportal)`) e-rechnung.gv.at for e-invoicing
-  transmission.
-- **Secure storage and retrieval**: In accordance with the Austrian requirement to store invoices
-  for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring that they can be easily retrieved during audits.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing helps businesses stay in line with
-  Austrian VAT requirements by automatically calculating and including VAT in invoices and ensuring
-  that each invoice follows the legal format for B2B and :abbr:`B2G (business-to-government)`
-  transactions.
-
-.. seealso::
-   :doc:`Austria fiscal localization documentation <../../../fiscal_localizations/austria>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Austrian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Austrian VAT Act (UStG) and related regulations. It does does not constitute
-   legal advice. We recommend consulting with a tax advisor or legal professional familiar with
-   Austrian e-invoicing regulations to ensure full compliance tailored to your specific business
-   requirements.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst

@@ -1,50 +0,0 @@
-:orphan:
-
-===============================================
-Odoo electronic invoicing in the Basque Country
-===============================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to meet Basque Country's regulatory standards.
-
-Legal framework for e-invoicing in the Basque Country
-=====================================================
-
-In the Basque Country, electronic invoicing is governed by Spanish national legislation and regional
-implementations, including the `Ley de Facturación Electrónica <https://www.facturae.gob.es/face/Paginas/FACE.aspx>`_
-and compliance with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_.
-For :abbr:`B2G (business-to-government)` transactions, e-invoicing is mandatory, and suppliers must
-submit e-invoices through the FACe platform or the regional system, e-Factura Euskadi, specifically
-designed for the Basque Country. These platforms ensure the secure submission of invoices to public
-administrations. While B2B e-invoicing is not yet mandatory, its use is growing, supported by the
-implementation of the TicketBAI system, which is specific to the Basque Country and promotes tax
-transparency.
-
-Compliance with Basque e-invoicing regulations
-==============================================
-
-Odoo Invoicing is fully prepared to help businesses meet the Basque Country's e-invoicing
-requirements while complying with broader Spanish and EU standards. Here is how Odoo ensures
-compliance:
-
-- **Supported formats**: Odoo supports formats such as Facturae XML, required for compliance with
-  the FACe and e-Factura Euskadi platforms. Additionally, Odoo integrates with the TicketBAI system,
-  ensuring all invoices meet the technical and legal standards for secure submission to tax
-  authorities. Odoo enables businesses to submit e-invoices seamlessly to the FACe platform for
-  national compliance and the e-Factura Euskadi system for regional public administration
-  transactions. Furthermore, Odoo supports compliance with the TicketBAI initiative, specific to the
-  Basque Country.
-- **Secure storage and retrieval**: In accordance with regulations requiring invoices to be stored
-  for a minimum of 6 years, Odoo provides a secure, tamper-proof archive for all invoices, allowing
-  easy access for audits and tax reviews.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring
-  invoices adhere to Basque Country VAT requirements for B2G and B2B transactions while facilitating
-  compliance with the SII (Immediate Supply of Information) system for real-time VAT reporting.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of e-invoicing laws in the Basque Country and how Odoo Invoicing
-   supports compliance with the Ley de Facturación Electrónica, e-Factura Euskadi, TicketBAI system,
-   and FACe platform. It is not intended as legal advice. We recommend consulting with a tax advisor
-   or legal professional familiar with e-invoicing regulations in the Basque Country to ensure
-   compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst

@@ -1,53 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Belgium
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Belgium's regulatory standards, and compatible with the European `Peppol
-<https://peppol.org/about/>`_ framework.
-
-Legal framework for e-invoicing in Belgium
-==========================================
-
-In Belgium, businesses must adhere to e-invoicing laws that ensure secure, authentic, and storable
-transactions. The primary regulation governing e-invoicing requirements in Belgium is the `Belgian
-VAT Code <https://finances.belgium.be/fr/sur_le_spf/r%C3%A9glementation/r%C3%A9glementation-2023/tva>`_
-and its related `e-invoicing standards for public procurement <https://www.ejustice.just.fgov.be/cgi_loi/article.pl?language=fr&sum_date=&pd_search=2023-09-21&numac_search=2023045155&page=1&lg_txt=F&caller=list&2023045155=0&trier=promulgation&fr=f&nm_ecran=2023045155&choix1=et&choix2=et>`_,
-which align with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_.
-These laws mandate that all businesses engaged in :abbr:`B2G (business-to-government)` transactions
-must use e-invoicing via Mercurius, Belgium's official electronic invoicing platform for public
-procurement transactions. Additionally, Belgium is part of the Peppol network, which provides a
-standardized framework for cross-border e-invoicing across Europe. Increasingly, e-invoicing is also
-encouraged for B2B transactions to enhance tax compliance and transparency.
-
-Compliance with Belgian e-invoicing regulations
-===============================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Peppol-compliant formats**: Odoo supports the standardized XML (:abbr:`UBL (Universal Business
-  Language)`) format for Peppol, ensuring compliance with both Belgian and European e-invoicing
-  standards. This ensures your invoices meet the legal requirements for public procurement in
-  Belgium and other EU countries. Odoo enables businesses to send e-invoices directly to government
-  entities in compliance with Belgian regulations through Belgium’s Mercurius platform for public
-  procurement.
-- **Secure storage and retrieval**: In accordance with Belgian requirements to store invoices for a
-  minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, ensuring
-  that they can be easily retrieved during audits.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing helps businesses comply with Belgian
-  VAT requirements by automatically calculating and including VAT in invoices and ensuring that each
-  invoice follows the legal format for B2B and :abbr:`B2G (business-to-government)` transactions.
-
-.. seealso::
-   :doc:`Belgium fiscal localization documentation <../../../fiscal_localizations/belgium>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Belgian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Belgian VAT Code, Peppol standards, and related regulations. It does not
-   constitute legal advice. We recommend consulting with a tax advisor or legal professional
-   familiar with Belgian e-invoicing regulations to ensure full compliance tailored to your specific
-   business requirements.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst

@@ -1,50 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Croatia
-====================================
-
-Odoo Invoicing is our trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Croatia's regulatory standards.
-
-Legal framework for e-invoicing in Croatia
-==========================================
-
-In Croatia, businesses must comply with e-invoicing regulations to ensure secure, authentic, and
-storable transactions. The main legal framework governing e-invoicing in Croatia is the
-Fiscalization Act and its related requirements for public procurement, which are aligned with `EU
-Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_ on
-e-invoicing in public procurement. Under these regulations, all businesses involved in :abbr:`B2G
-(business-to-government)` transactions are required to use electronic invoicing via the :abbr:`CIS
-(Central Invoice System)`, Croatia’s official platform for public sector e-invoicing. Croatia is
-also part of the Peppol network, facilitating standardized cross-border e-invoicing within the
-European Union. Furthermore, e-invoicing is increasingly encouraged for B2B transactions, promoting
-greater transparency and tax compliance.
-
-Compliance with Croatian e-invoicing regulations
-================================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports standard e-invoice formats, such as PDF with digital
-  signatures and XML in :abbr:`UBL (Universal Business Language)` format, which are fully compatible
-  with Croatia's :abbr:`CIS (Central Invoice System)` for public procurement transactions.
-  Additionally, Odoo enables transmission of e-invoices through any platform connected to the Peppol
-  network, as the *Servis eRačun za državu* reached via Peppol, ensuring compliance with both
-  Croatian and EU standards.
-- **Secure storage and retrieval**: In accordance with Croatian regulations to store invoices for a
-  minimum of eleven years, Odoo securely archives all invoices in a tamper-proof system, ensuring
-  they can be easily retrieved during audits.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing helps businesses stay in line with
-  Croatian VAT requirements by automatically calculating and including VAT in invoices and ensuring
-  that each invoice follows the legal format for both B2B and :abbr:`B2G (business-to-government)`
-  transactions.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Croatian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Fiscalization Act, Peppol standards, and other relevant regulations. It does
-   not constitute legal adviceWe recommend consulting with a tax advisor or legal professional
-   familiar with Croatian e-invoicing regulations to ensure compliance tailored to your specific
-   business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst

@@ -1,47 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Denmark
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Denmark's regulatory standards.
-
-Legal framework for e-invoicing in Denmark
-==========================================
-
-In Denmark, e-invoicing is governed by `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-mandating the use of e-invoicing for :abbr:`B2G (business-to-government)` transactions. Danish
-public sector entities require invoices to be submitted through NemHandel, the national e-invoicing
-platform, using the OIOUBL format (a local version of :abbr:`UBL (Universal Business Language)` and
-XML). Denmark is also a key member of the Peppol network, enabling streamlined, standardized, and
-secure cross-border e-invoicing for transactions within the European Union. While e-invoicing is not
-mandatory for B2B transactions, its adoption is growing as businesses seek greater efficiency and
-compliance.
-
-Compliance with Danish e-invoicing regulations
-==============================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports OIOUBL, which is required for public sector invoicing via
-  NemHandel. It also supports UBL XML for transactions through the Peppol network, ensuring
-  compatibility with Denmark’s and Europe’s e-invoicing standards. Odoo enables businesses to send
-  e-invoices through NemHandel, directly to Danish public entities in the required format. For
-  international transactions, Odoo ensures compatibility with Peppol Access Points,
-  facilitating cross-border invoicing.
-- **Secure storage and retrieval**: In line with Danish regulations, which require businesses to
-  store invoices for at least five years, Odoo securely archives all invoices in a tamper-proof
-  system, ensuring easy access for audits and compliance checks.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and
-  ensures invoices are formatted to meet Denmark’s legal requirements for B2G and B2B transactions,
-  helping businesses comply with local tax laws.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Danish e-invoicing laws and how Odoo Invoicing supports
-   compliance with NemHandel, OIOUBL standards, Peppol standards, and other relevant regulations. It
-   does not constitute legal advice. We recommend consulting with a tax advisor or legal
-   professional familiar with Danish e-invoicing regulations to ensure compliance tailored to your
-   specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst

@@ -1,47 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Estonia
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Estonia's regulatory standards.
-
-Legal framework for e-invoicing in Estonia
-==========================================
-
-In Estonia, businesses must comply with e-invoicing regulations to ensure secure, authentic, and
-storable transactions. The main legal framework governing e-invoicing in Estonia is the `Accounting
-Act <https://www.riigiteataja.ee/en/eli/ee/514052021001/consolide/current>`_ and its provisions
-related to e-invoicing, which align with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_
-on e-invoicing in public procurement. Since 2019, :abbr:`B2G (business-to-government)` transactions
-must use electronic invoices via Estonia's Rik's e-Invoicing System, the government's platform for
-public sector e-invoicing. Estonia is also part of the Peppol network, which ensures standardized
-cross-border e-invoicing across Europe. Additionally, the use of e-invoicing is encouraged for B2B
-transactions, promoting better transparency, efficiency, and compliance with VAT requirements.
-
-Compliance with Estonian e-invoicing regulations
-================================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports standard e-invoice formats, such as XML in :abbr:`UBL
-  (Universal Business Language)` format, which is fully compatible with Estonia's Rik’s e-Invoicing
-  System for public procurement transactions. Additionally, Odoo enables seamless transmission of
-  e-invoices through platforms connected to the Peppol network, ensuring compliance with Estonian
-  and EU e-invoicing standards.
-- **Secure storage and retrival**: In accordance with Estonian regulations to store invoices for a
-  minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, making them
-  easily retrievable during audits.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices are formatted to meet Denmark’s legal requirements for :abbr:`B2G
-  (business-to-government)` and B2B transactions, helping businesses compliant with local tax laws.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Estonian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Accounting Act, Peppol standards, and other relevant regulations. It does not
-   constitute legal advice. We recommend consulting with a tax advisor or legal professional
-   familiar with Estonian e-invoicing regulations to ensure compliance tailored to your specific
-   business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst

@@ -1,47 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Finland
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Finland's regulatory standards.
-
-Legal framework for e-invoicing in Finland
-==========================================
-
-In Finland, businesses must comply with e-invoicing regulations to ensure secure, authentic, and
-storable transactions. The primary legal framework governing e-invoicing is the `Act on Electronic
-Invoicing (241/2019) <https://www.finlex.fi/fi/laki/alkup/2019/20190241#Pidp446241968>`_, which
-aligns with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_
-on electronic invoicing in public procurement. Under Finnish law, all :abbr:`B2G
-(business-to-government)` transactions require the use of electronic invoices via Apix Messaging or
-other Peppol-connected platforms, Finland’s standard for public sector e-invoicing. Finland is also
-part of the Peppol network, ensuring interoperability and standardization for cross-border
-e-invoicing within the EU. Additionally, e-invoicing is widely adopted for B2B transactions,
-promoting efficient processes and improved tax compliance.
-
-Compliance with Finnish e-invoicing regulations
-===============================================
-
-Odoo invoicing module makes it easy for businesses to adhere to Finland's e-invoicing regulations.
-Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the e-invoicing formats widely used in Finland, including
-  TEAPPSXML, Finvoice, and the standardized XML in :abbr:`UBL (Universal Business Language)` format
-  required for Peppol compliance. This ensures compatibility with Finnish platforms such as Handi
-  for public sector invoicing and eKuitti for enhanced receipt management and e-invoicing.
-- **Secure storage and retrieval**: In accordance with Finnish regulations requiring businesses to
-  store invoices for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof
-  system, allowing for easy retrieval during audits.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing ensures compliance with Finnish VAT
-  requirements by automatically calculating and including VAT in invoices and formatting them to
-  meet the legal standards for both B2B and :abbr:`B2G (business-to-government)` transactions.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Finnish e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Act on Electronic Invoicing, Peppol standards, and other relevant
-   regulations. It is not intended as legal advice. We recommend consulting with a tax advisor or
-   legal professional familiar with Finnish e-invoicing regulations to ensure compliance tailored to
-   your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst

@@ -1,50 +0,0 @@
-:orphan:
-
-===================================
-Odoo electronic invoicing in France
-===================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to France's regulatory standards.
-
-Legal framework for e-invoicing in France
-=========================================
-
-In France, electronic invoicing is regulated by the `Ordonnance n° 2019-359
-<https://www.legifrance.gouv.fr/jorf/id/JORFTEXT000038410002>`_, which is aligned with `EU Directive
-2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_, and requires
-mandatory :abbr:`B2G (business-to-government)` e-invoicing through the Chorus Pro platform. Starting
-in 2024, B2B e-invoicing will be progressively implemented, becoming mandatory for all businesses by
-2026. This reform aims to combat tax fraud, improve VAT collection, and enhance business
-transparency. The Factur-X hybrid format (a combination of PDF and XML data) is widely used in
-France, ensuring compliance with both local and European e-invoicing standards.
-
-Compliance with French e-invoicing regulations
-==============================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the Factur-X hybrid format (PDF with embedded XML) required
-  for compliance with French e-invoicing standards. It is also compatible with :abbr:`UBL (Universal
-  Business Language)` XML for transactions via the Peppol network, facilitating both local and
-  international invoicing. Odoo enables businesses, through Chorus Pro France’s official e-invoicing
-  platform, to submit compliant e-invoices directly to public authorities and soon to private sector
-  recipients as B2B e-invoicing becomes mandatory.
-- **Secure storage and retrieval**: In compliance with French regulations, which require invoices to
-  be stored for a minimum of 10 years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring easy access for audits and inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring
-  invoices meet French VAT requirements and are formatted correctly for both B2G and B2B
-  transactions, supporting seamless compliance with evolving standards.
-
-.. seealso::
-   :doc:`France fiscal localization documentation <../../../fiscal_localizations/france>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of French e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Chorus Pro platform, Factur-X standard, Peppol network, and other relevant
-   regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or
-   legal professional familiar with French e-invoicing regulations to ensure compliance tailored to
-   your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst

@@ -1,47 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Germany
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Germany's regulatory standards.
-
-Legal framework for e-invoicing in Germany
-==========================================
-
-In Germany, e-invoicing is governed by the `E-Rechnungsgesetz <https://www.bgbl.de/xaver/bgbl/start.xav?start=%2F%2F*%5B%40attr_id%3D%27bgbl117s0770.pdf%27%5D#__bgbl__%2F%2F*%5B%40attr_id%3D%27bgbl117s0770.pdf%27%5D__1733401471138>`_,
-which is aligned with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-requiring e-invoicing for all :abbr:`B2G (business-to-government)` transactions. Invoices to public
-sector entities must comply with the XRechnung format or the Peppol BIS Billing 3.0 standard.
-Submission is typically handled through platforms like :abbr:`ZRE (Zentraler Rechnungseingang)` or
-:abbr:`OZG-RE (Onlinezugangsgesetz-Rechnungseingang)`. While B2B e-invoicing is not yet mandatory,
-its adoption is increasing as businesses seek to enhance compliance, efficiency, and transparency.
-
-Compliance with German e-invoicing regulations
-==============================================
-
-Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
-invoices. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports both XRechnung (XML), the mandatory format for public sector
-  e-invoicing, and Peppol BIS Billing 3.0, enabling seamless compliance with Germany’s national and
-  European standards.
-- **Secure storage and retrieval**: In line with German regulations, which require invoices to be
-  stored for at least ten years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring they are easily accessible for audits and compliance checks.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring
-  compliance with German VAT requirements and proper formatting for both :abbr:`B2G
-  (business-to-government)` and B2B transactions, supporting efficient reporting and legal
-  adherence.
-
-.. seealso::
-   :doc:`Germany fiscal localization documentation <../../../fiscal_localizations/germany>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of German e-invoicing laws and how Odoo Invoicing supports
-   compliance with E-Rechnungsgesetz, XRechnung, Peppol standards, and other relevant regulations.
-   It does not constitute legal advice. We recommend consulting with a tax advisor or legal
-   professional familiar with German e-invoicing regulations to ensure compliance tailored to your
-   specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst

@@ -1,46 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Hungary
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Hungary's regulatory standards.
-
-Legal framework for e-invoicing in Hungary
-==========================================
-
-In Hungary, businesses must adhere to e-invoicing regulations to ensure secure, authentic, and
-storable transactions. The primary legal framework is the Hungarian VAT Act (Act CXXVII of 2007),
-which mandates real-time reporting of invoices to the NAV Online invoice system, Hungary's
-government e-invoicing platform. As of 2021, all B2B and B2C invoices must be reported in real-time,
-regardless of value. Hungary's regulations do not currently require :abbr:`B2G
-(business-to-government)` e-invoicing, but public sector invoicing is encouraged via the Peppol
-network. Common formats for e-invoicing include XML for NAV submissions and other structured formats
-to streamline compliance.
-
-Compliance with Hungarian e-invoicing regulations
-=================================================
-
-Odoo invoicing module is designed to help businesses meet Hungary's e-invoicing and VAT reporting
-requirements. Here is how Odoo ensures compliance:
-
-- **Supported Formats**: Odoo supports the standardized XML format required for integration with the
-  NAV (Nemzeti Adó és Vámhivatal) Online Invoice System, ensuring seamless real-time invoice
-  reporting. The module also supports formats compatible with Peppol for cross-border transactions,
-  promoting compliance with EU e-invoicing standards. Odoo enables businesses to automatically
-  report invoices to the Hungarian tax authorities in real-time, as required by law.
-- **Secure storage and retrieval**: In accordance with Hungarian regulations, which mandate storing
-  invoices for a minimum of eight years, Odoo securely archives all invoices in a tamper-proof
-  system, allowing for easy retrieval during audits.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices meet the strict requirements of the Hungarian VAT Act, simplifying compliance for B2B and
-  B2C transactions.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Hungarian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Hungarian VAT Act, NAV Online Invoice System, Peppol standards, and other
-   relevant regulations. It does not constitute legal advice. We recommend consulting with a tax
-   advisor or legal professional familiar with Hungarian e-invoicing regulations to ensure
-   compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst

@@ -1,46 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Ireland
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Ireland's regulatory standards.
-
-Legal framework for e-invoicing in Ireland
-==========================================
-
-In Ireland, businesses must comply with e-invoicing regulations to ensure secure, authentic, and
-storable transactions. The legal framework for e-invoicing is primarily shaped by `EU Directive
-2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_, which
-mandates the use of electronic invoicing in :abbr:`B2G (business-to-government)` transactions. Irish
-public sector bodies must accept electronic invoices that comply with the European Standard EN
-16931. E-invoicing in the public sector is facilitated through the Peppol network, providing a
-streamlined and standardized platform for invoicing. While not mandatory for B2B transactions,
-e-invoicing is increasingly encouraged to enhance efficiency, transparency, and compliance.
-
-Compliance with Irish e-invoicing regulations
-=============================================
-
-Odoo Invoicing is equipped to meet Ireland's e-invoicing requirements, ensuring businesses
-can operate with confidence. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the XML and :abbr:`UBL (Universal Business Language)` formats
-  required for Peppol compliance and ensures compatibility with the European Standard EN 16931,
-  which is the basis for public sector e-invoicing in Ireland. Odoo seamlessly integrates with the
-  Peppol network, enabling businesses to send compliant e-invoices directly to Irish public sector
-  bodies and facilitating cross-border invoicing in line with EU standards.
-- **Secure storage and retrieval**: In accordance with Irish regulations that require businesses to
-  retain invoices for a minimum of six years, Odoo securely archives all invoices in a tamper-proof
-  system, ensuring they can be easily accessed during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing ensures full compliance with Irish VAT
-  regulations by automatically calculating and including VAT in invoices, while formatting them to
-  meet the legal requirements for both B2B and :abbr:`B2G (business-to-government)` transactions.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Irish e-invoicing laws and how Odoo Invoicing supports
-   compliance with EU Directive 2014/55/EU, Peppol standards, and other relevant regulations. It
-   does not constitute legal advice. We recommend consulting with a tax advisor or legal
-   professional familiar with Irish e-invoicing regulations to ensure compliance tailored to your
-   specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst

@@ -1,50 +0,0 @@
-:orphan:
-
-==================================
-Odoo electronic invoicing in Italy
-==================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Italy's regulatory standards.
-
-Legal framework for e-invoicing in Italy
-========================================
-
-Italy has one of the most advanced e-invoicing frameworks in Europe, governed by the `Italian budget
-law <https://www.gazzettaufficiale.it/eli/id/2022/12/29/22G00211/sg>`_ and regulations issued by the
-Agenzia delle Entrate. Since 2019, e-invoicing is mandatory for B2B, B2C, and :abbr:`B2G
-(business-to-government)` transactions. All e-invoices must be submitted through the :abbr:`Sdi
-(Sistema di Interscambio)`, the Italian government's centralized exchange system. The format for
-e-invoices is FatturaPA, a structured XML format specifically designed for compliance with Italian
-regulations. As part of its compliance with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-Italy also supports Peppol standards for cross-border e-invoicing.
-
-Compliance with Italian e-invoicing regulations
-===============================================
-
-Odoo Invoicing is fully equipped to meet Italy's e-invoicing requirements. Here is how Odoo ensures
-compliance:
-
-- **Supported formats**: Odoo supports the FatturaPA XML format required by the :abbr:`Sdi (Sistema
-  di Interscambio)` for all domestic e-invoices, as well as :abbr:`UBL (Universal Business
-  Language)` XML for cross-border invoicing via the Peppol network, ensuring compliance with both
-  Italian and EU standards. Odoo has an easy access to the :abbr:`Sdi (Sistema di Interscambio)`
-  platform, allowing businesses to send, validate, and track invoices in real-time, ensuring
-  seamless compliance with Italian regulations.
-- **Secure storage and retrieval**: In accordance with Italian law, which requires invoices to be
-  stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring they can be easily retrieved for audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices adhere to the strict formatting and reporting requirements of Italian law for B2B, B2C,
-  and :abbr:`B2G (business-to-government)` transactions.
-
-.. seealso::
-   :doc:`Italy fiscal localization documentation <../../../fiscal_localizations/italy>`
-
- .. admonition:: Disclaimer
-
-    This page provides an overview of Italian e-invoicing laws and how Odoo Invoicing supports
-    compliance with the Italian Budget Law, :abbr:`Sdi (Sistema di Interscambio)`, FatturaPA format,
-    Peppol standards, and other relevant regulations. It does not constitute legal advice. We
-    recommend consulting with a tax advisor or legal professional familiar with Italian e-invoicing
-    regulations to ensure compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst

@@ -1,45 +0,0 @@
-:orphan:
-
-===================================
-Odoo electronic invoicing in Latvia
-===================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Latvia's regulatory standards.
-
-Legal framework for e-invoicing in Latvia
-=========================================
-
-In Latvia, electronic invoicing is governed by the `Law on Accounting <https://eur-lex.europa.eu/legal-content/LV/TXT/PDF/?uri=CELEX:72014L0055LVA_270633>`_
-and regulations aligned with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-mandating the use of e-invoicing in :abbr:`B2G (business-to-government)` transactions. All public
-sector invoices must be sent in the European Standard EN 16931 format through platforms such as
-eInvoicing.lv, Latvia’s official e-invoicing infrastructure. Latvia is also connected to the Peppol
-network, facilitating standardized cross-border e-invoicing across the European Union.
-
-Compliance with Latvian e-invoicing regulations
-===============================================
-
-Odoo Invoicing is designed to help businesses comply with Latvia's specific e-invoicing
-requirements. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the XML :abbr:`UBL (Universal Business Language)` format,
-  compliant with European Standard EN 16931, which is required for public sector e-invoicing in
-  Latvia. Odoo also facilitates e-invoicing through the Peppol network, ensuring seamless
-  cross-border compatibility. Odoo integrates with Latvian e-invoicing platforms, such as
-  eInvoicing.lv, allowing businesses to send compliant e-invoices directly to government entities
-  while adhering to legal standards.
-- **Secure storage and retrieval**: In accordance with Latvian regulations requiring invoices to be
-  stored for a minimum of five years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring they can be easily accessed during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices adhere to the legal requirements for :abbr:`B2G (business-to-government)` and B2B
-  transactions, helping businesses comply with Latvian VAT laws.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Latvian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Law on Accounting, European Standard EN 16931, eInvoicing.lv, Peppol
-   standards, and other relevant regulations. It does not constitute legal advice. We recommend
-   consulting with a tax advisor or legal professional familiar with Latvian e-invoicing regulations
-   to ensure compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst

@@ -1,46 +0,0 @@
-:orphan:
-
-======================================
-Odoo electronic invoicing in Lithuania
-======================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Lithuania's regulatory standards.
-
-Legal framework for e-invoicing in Lithuania
-============================================
-
-In Lithuania, e-invoicing is regulated under the `Law on Accounting <https://www.e-tar.lt/portal/lt/legalAct/207ad17030a011e78397ae072f58c508>`_
-and aligned with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_
-for mandatory :abbr:`B2G (business-to-government)` e-invoicing. Businesses working with public
-sector entities must use e-invoicing, and invoices must be submitted through the E.sąskaita
-platform, Lithuania’s centralized invoicing system for public procurement. Lithuania also
-participates in the Peppol network, enabling seamless cross-border e-invoicing. While B2B
-e-invoicing is currently optional, its use is encouraged to enhance tax compliance and operational
-efficiency.
-
-Compliance with Lithuanian e-invoicing regulations
-==================================================
-
-Odoo invoicing module is fully equipped to meet Lithuania's e-invoicing requirements and ensure
-compliance with local and EU standards. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports Peppol BIS Billing 3.0 and XML formats required for
-  compliance with E.sąskaita, ensuring e-invoices meet the mandatory standards for public
-  procurement and cross-border transactions. Odoo enables businesses to send e-invoices directly to
-  public entities with Lithuania’s E.sąskaita platform. For international invoicing, Odoo supports
-  the Peppol network.
-- **Secure storage and retrieval**: In compliance with Lithuanian regulations, which require
-  invoices to be stored for a minimum of ten years, Odoo securely archives all invoices in a
-  tamper-proof system, ensuring they are accessible for audits and tax inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices meet Lithuania’s VAT requirements for both B2G and B2B transactions, reducing the risk of
-  non-compliance.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Lithuanian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Law on Accounting, E.sąskaita platform, Peppol standards, and other relevant
-   regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or
-   legal professional familiar with Lithuanian e-invoicing regulations to ensure compliance tailored
-   to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst

@@ -1,47 +0,0 @@
-:orphan:
-
-=======================================
-Odoo electronic invoicing in Luxembourg
-=======================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Luxembourg's regulatory standards.
-
-Legal framework for e-invoicing in Luxembourg
-=============================================
-
-In Luxembourg, e-invoicing is regulated in accordance with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-requiring the use of electronic invoicing in :abbr:`B2G (business-to-government)` transactions.
-Public sector entities in Luxembourg must accept e-invoices in the European Standard EN 16931
-format. The government supports e-invoicing through the Peppol network, ensuring streamlined
-communication and compliance for cross-border transactions. While e-invoicing is not yet mandatory
-for B2B transactions, its adoption is encouraged to promote operational efficiency and tax
-compliance across industries.
-
-Compliance with Luxembourgish e-invoicing regulations
-=====================================================
-
-Odoo invoicing is equipped to support businesses in adhering to Luxembourg's e-invoicing standards.
-Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the XML :abbr:`UBL (Universal Business Language)` format,
-  compliant with European Standard EN 16931, meeting the requirements for public sector e-invoicing
-  in Luxembourg. It also facilitates e-invoicing through the Peppol network, ensuring
-  interoperability for cross-border invoicing.
-- **Secure storage and retrieval**: In line with Luxembourg’s requirement to retain invoices for a
-  minimum of ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring easy
-  access during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing ensures full compliance with
-  Luxembourg's VAT regulations by automating VAT calculations and formatting invoices to meet the
-  legal standards for :abbr:`B2G (business-to-government)` and B2B transactions.
-
-.. seealso::
-   :doc:`Luxembourg fiscal localization documentation <../../../fiscal_localizations/luxembourg>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Luxembourg's e-invoicing laws and how Odoo Invoicing supports
-   compliance with EU Directive 2014/55/EU, European Standard EN 16931, Peppol standards, and other
-   relevant regulations. It does not constitute legal advice. We recommend consulting with a tax
-   advisor or legal professional familiar with Luxembourg’s e-invoicing regulations to ensure
-   compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst

@@ -1,46 +0,0 @@
-:orphan:
-
-============================================
-Odoo electronic invoicing in the Netherlands
-============================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to the Netherlands' regulatory standards.
-
-Legal framework for e-invoicing in the Netherlands
-==================================================
-
-In the Netherlands, e-invoicing is regulated under `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-requiring :abbr:`B2G (business-to-government)` transactions to adhere to the European Standard EN
-16931. Public sector entities must accept e-invoices through platforms such as Digipoort, the Dutch
-government's official gateway for electronic data exchange. The Netherlands is also a prominent
-member of the Peppol network, which enables secure and standardized e-invoicing for cross-border
-transactions across Europe. While e-invoicing is not yet mandatory for B2B transactions, it is
-strongly encouraged to enhance transparency and efficiency in business processes.
-
-Compliance with Dutch e-invoicing regulations
-=============================================
-
-Odoo invoicing is equipped to support businesses with the Netherlands' e-invoicing requirements.
-Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports :abbr:`UBL (Universal Business Language)` XML, which is the
-  standard format for e-invoicing in the Netherlands. It ensures compatibility with both Digipoort
-  for domestic B2G transactions and the Peppol network for international e-invoicing.
-- **Secure storage and retrieval**: In accordance with Dutch regulations, which require businesses
-  to store invoices for a minimum of seven years, Odoo securely archives all invoices in a
-  tamper-proof system, ensuring they are accessible during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and formats
-  invoices to meet Dutch VAT requirements, ensuring compliance with legal standards for both
-  :abbr:`B2G (business-to-government)` and B2B transactions.
-
-.. seealso::
-   :doc:`Netherlands fiscal localization documentation <../../../fiscal_localizations/netherlands>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Dutch e-invoicing laws and how Odoo Invoicing supports
-   compliance with EU Directive 2014/55/EU, Digipoort, Peppol standards, and other relevant
-   regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or
-   legal professional familiar with Dutch e-invoicing regulations to ensure compliance tailored to
-   your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst

@@ -1,44 +0,0 @@
-:orphan:
-
-===================================
-Odoo electronic invoicing in Norway
-===================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Norway's regulatory standards.
-
-Legal framework for e-invoicing in Norway
-=========================================
-
-In Norway, e-invoicing is governed by regulations aligned with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-requiring :abbr:`B2G (business-to-government)` transactions to comply with mandatory e-invoicing
-standards. Norwegian public sector entities mandate the use of the EHF (Elektronisk Handelsformat)
-standard for e-invoices, ensuring uniformity and security. Norway is a member of the Peppol network,
-which supports standardized and interoperable cross-border e-invoicing throughout Europe. Although
-not mandatory for B2B transactions, e-invoicing is widely encouraged and adopted across the private
-sector to boost efficiency, transparency, and compliance.
-
-Compliance with Norwegian e-invoicing regulations
-=================================================
-
-Odoo invoicing is designed to fully support businesses in meeting Norway's e-invoicing standards.
-Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the EHF (Elektronisk Handelsformat) standard, which is
-  required for public sector e-invoicing in Norway. Odoo is also compatible with :abbr:`UBL
-  (Universal Business Language)` XML for transactions through the Peppol network, ensuring adherence
-  to both Norwegian and EU e-invoicing requirements.
-- **Secure storage and retrieval**: In compliance with Norwegian regulations that mandate the
-  retention of invoices for a minimum of five years, Odoo securely archives all invoices in a
-  tamper-proof system, ensuring accessibility and security during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring
-  that invoices meet Norwegian VAT requirements while adhering to the correct format for both
-  :abbr:`B2G (business-to-government)` and B2B transactions.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Norwegian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the EHF standard, Peppol network, and other relevant regulations. It does not
-   constitute legal advice. We recommend consulting with a tax advisor or legal professional
-   familiar with Norwegian e-invoicing regulations to ensure compliance tailored to your specific
-   business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst

@@ -1,45 +0,0 @@
-:orphan:
-
-===================================
-Odoo electronic invoicing in Poland
-===================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Poland's regulatory standards.
-
-Legal framework for e-invoicing in Poland
-=========================================
-
-In Poland, e-invoicing is governed by the `Polish VAT Act <https://isap.sejm.gov.pl/isap.nsf/DocDetails.xsp?id=WDU20230001598>`_
-and the National e-Invoicing System (KSeF – Krajowy System e-Faktur), which became operational in
-2022. While :abbr:`B2G (business-to-government)` e-invoicing is mandatory under `EU Directive
-2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_, B2B
-e-invoicing is mandatory for all businesses starting July 2024, following Poland's adoption of the
-e-invoicing scheme. E-invoices must be issued in the FA_VAT (structured XML) format and transmitted
-through the KSeF platform, ensuring compliance with tax reporting and transparency goals.
-
-Compliance with Polish e-invoicing regulations
-==============================================
-
-Odoo Invoicing is fully equipped to help businesses comply with Poland's evolving e-invoicing
-requirements. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the FA_VAT (structured XML) format required for submission to
-  the KSeF platform. It also supports Peppol BIS Billing 3.0 for cross-border transactions, ensuring
-  compliance with Polish and European standards. Odoo enables businesses to issue and transmit
-  structured e-invoices to public authorities and other businesses through the KSeF platform.
-  Additionally, Odoo facilitates cross-border invoicing through the Peppol network.
-- **Secure storage and retrieval**: In accordance with Polish regulations, which require invoices to
-  be stored for at least five years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring easy access for audits and compliance checks.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices meet Polish VAT requirements for both B2G and B2B transactions, streamlining compliance
-  and tax reporting processes.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Polish e-invoicing laws and how Odoo Invoicing supports
-   compliance with the VAT Act, KSeF platform, Peppol standards, and other relevant regulations. It
-   does not constitute legal advice. We recommend consulting with a tax advisor or legal
-   professional familiar with Polish e-invoicing regulations to ensure compliance tailored to your
-   specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst

@@ -1,48 +0,0 @@
-:orphan:
-
-=====================================
-Odoo electronic invoicing in Portugal
-=====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Portugal's regulatory standards.
-
-Legal framework for e-invoicing in Portugal
-===========================================
-
-In Portugal, e-invoicing is regulated under the Portuguese VAT Code and in compliance with `EU
-Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_ for
-:abbr:`B2G (business-to-government)` transactions. E-invoicing has been mandatory for public sector
-suppliers since 2021. Businesses must use structured e-invoices in the :abbr:`CIUS-PT (Customizable
-Invoice User Specification for Portugal)` format, which aligns with European standards. While B2B
-e-invoicing is not yet mandatory, its adoption is encouraged to improve tax compliance and
-efficiency. Additionally, e-invoices must be validated and certified under Portugal's SAF-T (PT)
-system, which integrates with the tax authority for reporting.
-
-Compliance with Portuguese e-invoicing regulations
-==================================================
-
-Odoo Invoicing is fully equipped to meet Portugal's e-invoicing and tax reporting requirements. Here
-is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the :abbr:`CIUS-PT (Customizable Invoice User Specification
-  for Portugal)` format, ensuring compatibility with Portugal's public procurement e-invoicing
-  requirements. For cross-border transactions, Odoo also supports the Peppol BIS Billing 3.0 format,
-  facilitating seamless compliance with EU standards. Integration with SAF-T (PT) and Tax Authority
-  Systems enables businesses to generate, validate, and report certified e-invoices to the tax
-  authority in compliance with local regulations.
-- **Secure storage and retrieval**: In accordance with Portuguese regulations, which require
-  invoices to be stored for at least ten years, Odoo securely archives all invoices in a
-  tamper-proof system, ensuring they are accessible for audits and inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  that invoices meet Portuguese VAT requirements for both :abbr:`B2G (business-to-government)` and
-  B2B transactions, supporting efficient and accurate tax reporting.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Portuguese e-invoicing laws and how Odoo Invoicing supports
-   compliance with the VAT Code, :abbr:`CIUS-PT (Customizable Invoice User Specification for
-   Portugal)` format, SAF-T (PT) system, Peppol standards, and other relevant regulations. It does
-   not constitute legal advice. We recommend consulting with a tax advisor or legal professional
-   familiar with Portuguese e-invoicing regulations to ensure compliance tailored to your specific
-   business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst

@@ -1,54 +0,0 @@
-:orphan:
-
-====================================
-Odoo electronic invoicing in Romania
-====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Romania's regulatory standards.
-
-Legal framework for e-invoicing in Romania
-==========================================
-
-In Romania, e-invoicing is regulated under the `Fiscal Code <http://www.dreptonline.ro/carti/start_carte.php?id_carte=324>`_
-and aligned with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-which mandates e-invoicing for :abbr:`B2G (business-to-government)` transactions. Romania has
-implemented the RO e-Factura system, the national platform for issuing and receiving electronic
-invoices in a standardized format. The use of RO e-Factura is mandatory for :abbr:`B2G
-(business-to-government)` transactions and for specific high-risk B2B sectors, with further
-expansion anticipated. Romania is also integrated with the Peppol network, facilitating cross-border
-e-invoicing and compliance within the European Union.
-
-Compliance with Romanian e-invoicing regulations
-================================================
-
-Odoo invoicing module is fully equipped to help businesses comply with Romania’s specific
-e-invoicing requirements. Here’s how Odoo supports compliance:
-
-- **Supported formats**: Odoo supports XML in :abbr:`UBL (Universal Business Language)` and the
-  structured formats required by RO e-Factura, ensuring compliance with Romania's e-invoicing
-  standards for B2G and high-risk B2B transactions. Additionally, Odoo supports formats compatible
-  with the Peppol network, enabling seamless cross-border invoicing. Odoo integrates with the RO
-  e-Factura system, allowing businesses to generate, validate, and submit e-invoices directly to
-  Romanian public authorities or private entities as required by law. Odoo helps businesses comply
-  with eTransport requirements by generating and managing the data necessary for reporting the
-  movement of high-fiscal risk goods. This includes shipment details such as the nature of the
-  goods, vehicle information, and delivery destinations, ensuring timely submission to the
-  :abbr:`ANAF (Romanian National Agency for Fiscal Administration)`.
-- **Secure storage and retrieval**: In compliance with Romanian regulations, which require invoices
-  to be stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof
-  system, ensuring accessibility during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and formats
-  invoices to comply with Romanian VAT requirements, ensuring accuracy and adherence to legal
-  standards for both :abbr:`B2G (business-to-government)` and B2B transactions.
-
-.. seealso::
-   :doc:`Romania fiscal localization documentation <../../../fiscal_localizations/romania>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Romanian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Fiscal Code, RO e-Factura, Peppol standards, and other relevant regulations.
-   It does not constitute legal advice. We recommend consulting with a tax advisor or legal
-   professional familiar with Romanian e-invoicing regulations to ensure compliance tailored to your
-   specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst

@@ -1,45 +0,0 @@
-:orphan:
-
-=====================================
-Odoo electronic invoicing in Slovenia
-=====================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Slovenia's regulatory standards.
-
-Legal framework for e-invoicing in Slovenia
-===========================================
-
-In Slovenia, e-invoicing is regulated under the `Slovenian VAT Act <https://www.uradni-list.si/glasilo-uradni-list-rs/vsebina/2019-01-2291?sop=2019-01-2291>`_
-and complies with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-mandating the use of e-invoices for :abbr:`B2G (business-to-government)` transactions. Suppliers to
-public sector entities must submit e-invoices in the e-SLOG XML format, which is the national
-standard for e-invoicing. These invoices are transmitted via the UJP (Uradni list Republike
-Slovenije - Agency for Public Payments) e-invoicing platform. While B2B e-invoicing remains
-optional, its adoption is encouraged to promote transparency and tax compliance.
-
-Compliance with Slovenian e-invoicing regulations
-=================================================
-
-Odoo Invoicing is fully equipped to support businesses in meeting Slovenia’s e-invoicing
-requirements. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the e-SLOG XML format, enabling businesses to comply with
-  public procurement requirements in Slovenia. For cross-border transactions, Odoo also supports the
-  Peppol BIS Billing 3.0 format, ensuring compliance with EU standards. Odoo allows businesses to
-  send e-invoices directly to public entities in compliance with national e-invoicing regulations
-  through Slovenia’s UJP platform.
-- **Secure storage and retrieval**: In line with Slovenian regulations, which require invoices to be
-  stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring they are easily accessible for audits and inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices meet Slovenian VAT requirements for both B2G and B2B transactions, simplifying tax
-  reporting and ensuring accuracy.
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Slovenian e-invoicing laws and how Odoo Invoicing supports
-   compliance with the VAT Act, e-SLOG XML format, UJP platform, Peppol standards, and other
-   relevant regulations. It does not constitute legal advice. We recommend consulting with a tax
-   advisor or legal professional familiar with Slovenian e-invoicing regulations to ensure
-   compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst

@@ -1,50 +0,0 @@
-:orphan:
-
-==================================
-Odoo electronic invoicing in Spain
-==================================
-
-Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing
-solutions tailored to Spain's regulatory standards.
-
-Legal framework for e-invoicing in Spain
-========================================
-
-In Spain, e-invoicing is governed by the `Ley de Facturación Electrónica <https://www.facturae.gob.es/face/Paginas/FACE.aspx>`_
-and aligned with `EU Directive 2014/55/EU <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014L0055>`_,
-mandating e-invoicing for :abbr:`B2G (business-to-government)` transactions. All invoices to public
-sector entities must be submitted through the FACe platform, Spain’s official electronic invoicing
-hub, using the required Facturae format. Additionally, the :abbr:`SII (Immediate Supply of
-Information)` system mandates near real-time reporting of VAT-related invoice data for certain
-companies, reinforcing transparency and compliance. While e-invoicing is not yet mandatory for B2B
-transactions, its adoption is expected to expand in the near future.
-
-Compliance with Spanish e-invoicing regulations
-===============================================
-
-Odoo Invoicing is fully equipped to help businesses meet Spain's e-invoicing and VAT reporting
-requirements. Here is how Odoo ensures compliance:
-
-- **Supported formats**: Odoo supports the Facturae (XML) format required by the FACe platform for
-  public sector e-invoicing in Spain. It is also compatible with XML in :abbr:`UBL (Universal
-  Business Language)` formats used within the Peppol network for cross-border transactions. Odoo
-  integrates with FACe, allowing businesses to submit e-invoices directly to Spanish public
-  authorities. Odoo also facilitates compliance with the SII system, enabling automated and near
-  real-time reporting of VAT-related data to the Spanish Tax Agency.
-- **Secure storage and retrieval**: In compliance with Spanish regulations requiring invoices to be
-  stored for a minimum of four years, Odoo securely archives all invoices in a tamper-proof system,
-  ensuring easy access during audits or inspections.
-- **Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures
-  invoices are formatted to meet Spanish requirements for both :abbr:`B2G (business-to-government)`
-  and B2B transactions, helping businesses comply with national and EU standards.
-
-.. seealso::
-   :doc:`Spain fiscal localization documentation <../../../fiscal_localizations/spain>`
-
-.. admonition:: Disclaimer
-
-   This page provides an overview of Spanish e-invoicing laws and how Odoo Invoicing supports
-   compliance with the Ley de Facturación Electrónica, FACe platform, SII system, Peppol standards,
-   and other relevant regulations. It does not constitute legal advice. We recommend consulting with
-   a tax advisor or legal professional familiar with Spanish e-invoicing regulations to ensure
-   compliance tailored to your specific business needs.

content/applications/finance/accounting/customer_invoices/payment_terms.rst

@@ -116,7 +116,7 @@ for every computed *due date*.
 This makes for easier :doc:`follow-ups </applications/finance/accounting/payments/follow_up>` and
 :doc:`reconciliation </applications/finance/accounting/bank/reconciliation>` since Odoo takes each
 due date into account, rather than just the balance due date. It also helps to get an accurate
-:ref:`aged receivable report <accounting/invoices/aging-report>`.
+:ref:`aged receivable report <customer-invoices/aging-report>`.
 
 .. example::
    .. image:: payment_terms/journal-entry.png

content/applications/finance/accounting/reporting/analytic_accounting.rst

@@ -6,16 +6,12 @@ Analytic accounting helps you track costs and revenues, as well as analyze the p
 project or service. When creating your journal entries, the analytic widget allows the distribution
 of costs in one or more analytic accounts.
 
-.. _accounting/analytic_accounting/configuration:
-
 Configuration
 =============
 
 Enable the :guilabel:`Analytic Accounting` feature by going to :menuselection:`Accounting -->
 Configuration --> Settings --> Analytics`.
 
-.. _accounting/analytic_accounting/analytic_accounts:
-
 Analytic accounts
 =================
 
@@ -29,14 +25,14 @@ and fill in the required information:
 - :guilabel:`Customer`: select the customer related to your project;
 - :guilabel:`Reference`: add a reference to make it easier to find the account when you are on your
   bill;
-- :guilabel:`Plan`: add an :ref:`analytic plan <accounting/analytic_accounting/analytic_plans>`;
+- :guilabel:`Plan`: add an :ref:`analytic plan <analytic_accounting/analytic_plans>`;
 - :guilabel:`Company`: if you are managing multiple companies, select the company for which the
   analytic account will be used;
 - :guilabel:`Currency`: select the currency of the analytic account;
 
 Then, fill in your :doc:`budget <budget>` information.
 
-.. _accounting/analytic_accounting/analytic_plans:
+.. _analytic_accounting/analytic_plans:
 
 Analytic plans
 ==============
@@ -87,8 +83,6 @@ Two smart buttons are available in the top-right corner:
      :ref:`Analytic Distribution Models <analytic_distribution_models>`;
    - Each analytic plan must have at least one analytic account.
 
-.. _accounting/analytic_accounting/analytic-distribution:
-
 Analytic distribution
 =====================
 
@@ -104,8 +98,6 @@ accounts by modifying the percentage.
 
 .. _analytic_distribution_models:
 
-.. _accounting/analytic_accounting/analytic-distribution-models:
-
 Analytic distribution models
 ----------------------------
 

content/applications/finance/accounting/reporting/budget.rst

@@ -1,170 +1,102 @@
-=======
-Budgets
-=======
-
-:ref:`Analytic budgets <accounting/budgets/analytic-budgets>` track specific activities and projects
-using analytic accounts, helping businesses make informed decisions about specific departments,
-projects, or other groups of transactions. In contrast, :ref:`financial budgets
-<accounting/budgets/financial>` are tied to the general ledger accounts that appear on the profit
-and loss and focus on the company's overall economic position.
-
-.. _accounting/budgets/analytic-budgets:
-
+================
 Analytic budgets
 ================
 
-Analytic budgets allow for allocating and tracking income and expenses in detail, breaking down
-costs and revenues by specific projects, departments, or groups of transactions. Analytic budgets
-can be applied across various departments or projects to measure profitability and performance. Odoo
-manages analytic budgets using :doc:`analytic accounting <analytic_accounting>`.
+Managing budgets is an essential part of running a business. Budgets help people become more
+intentional with how money is spent and direct people to organize and prioritize their work to meet
+financial goals. They allow the planning of a desired financial outcome and then measure the actual
+performance against the plan. Odoo manages budgets using both **general** and **analytic accounts**.
 
-To activate the option for creating analytic budgets, go to :menuselection:`Accounting -->
-Configuration --> Settings`, and enable :guilabel:`Budget Management` in the :guilabel:`Analytics`
-section.
+Configuration
+=============
 
-.. important::
-   Odoo structures budgets using :ref:`plans <accounting/analytic_accounting/analytic_plans>` and
-   :ref:`accounts <accounting/analytic_accounting/analytic_accounts>`, which must be configured
-   *before* creating a budget.
+Go to :menuselection:`Accounting --> Configuration --> Settings --> Analytics section`, and enable
+:guilabel:`Budget Management`.
 
-.. _accounting/budgets/analytic-budget-set:
+Budgetary positions
+-------------------
 
-Set an analytic budget
-----------------------
+Budgetary positions are lists of accounts for which you want to keep budgets (typically expense or
+income accounts).
 
-To create a new budget, go to :menuselection:`Accounting --> Accounting --> Analytic Budgets` and
-click :guilabel:`New`. Make sure the following fields are appropriately completed: :guilabel:`Budget
-Name`, :guilabel:`Period`, and :guilabel:`Budget Type`.
-
-Click :guilabel:`Add a line` in the :guilabel:`Budget Lines` tab to structure the budget with the
-:ref:`analytic plans <accounting/analytic_accounting/analytic_plans>` and :ref:`accounts
-<accounting/analytic_accounting/analytic_accounts>` previously created. While the :ref:`analytic
-plans <accounting/analytic_accounting/analytic_plans>` correspond to the column names, select the
-:ref:`analytic accounts <accounting/analytic_accounting/analytic_accounts>` to define the budget
-lines and set the amounts for each in the :guilabel:`Budgeted` column. Once all the budget lines are
-settled, click :guilabel:`Open`. If changes need to be made once the budget's status is
-:guilabel:`Open`, there are two options:
-
-- :guilabel:`Reset to Draft`: To overwrite the data, then reopen the budget.
-- :guilabel:`Revise`: A new budget will be created. Once it is :guilabel:`Open`, a :guilabel:`Rev`
-  reference is added to the :guilabel:`Budget Name`. The original budget is then
-  :guilabel:`Revised`.
-
-.. _accounting/budgets/analytic-budget-check:
-
-Check an analytic budget
-------------------------
-
-Once the budget is :guilabel:`Open`, two additional columns are available: :guilabel:`Committed` and
-:guilabel:`Achieved`. These columns' amounts are automatically calculated based on the related
-:ref:`analytic distribution <accounting/analytic_accounting/analytic-distribution>` of journal
-items. When the :ref:`analytic distribution <accounting/analytic_accounting/analytic-distribution>`
-of a journal item within the budget's period is updated, the budget's columns for the analytic
-account(s) selected in the distribution are automatically updated. The :guilabel:`Achieved` amount
-reflects the current result according to the items of confirmed journal entries for the associated
-:ref:`analytic account <accounting/analytic_accounting/analytic_accounts>`. In contrast, the
-:guilabel:`Committed` amount displays the full value of the :guilabel:`Achieved` amount, plus any
-confirmed sales or purchase orders that have not yet been invoiced or billed.
+To define budgetary positions, go to :menuselection:`Accounting --> Configuration --> Management:
+Budgetary Positions` and :guilabel:`New`. Add a :guilabel:`Name` to your budgetary position and
+select the :guilabel:`Company` it applies to. Click :guilabel:`Add a line` to add one or more
+accounts.
 
 .. note::
-   - When a line in a request for quotation or purchase order includes an analytic distribution, a
-     :guilabel:`Budget` smart button appears, providing a link to the :ref:`budget report
-     <accounting/budgets/analytic-budget-reporting>` for more details.
-   - For :guilabel:`Open` budgets, if a request for quotation or a purchase order is created using
-     the associated analytic distribution and exceeds the allocated budget amount, the corresponding
-     purchase order line is highlighted in red.
+   Each budgetary position can have any number of accounts from the chart of accounts, though it
+   must have at least one.
 
-To reveal the :guilabel:`Theoretical` amount or percentage, use the :icon:`oi-settings-adjust`
-(:guilabel:`adjust settings`) icon in the :guilabel:`Budget Lines`' header. The
-:guilabel:`Theoretical` amount represents the amount of money that could theoretically have been
-spent or should have been received based on the current date relative to the start/end dates. Click
-:guilabel:`Details` to open a filtered view of the :ref:`budget report
-<accounting/budgets/analytic-budget-reporting>` related to that specific budget line.
+Use case
+========
 
-.. image:: budget/budget.png
-   :alt: open budget with committed, achieved, and theoretical amounts
+Let’s illustrate this with an example.
 
-.. note::
-   Deleting a budget is only allowed in the :guilabel:`Draft` and :guilabel:`Cancelled` stages.
+We just started a project with *Smith & Co*, and we would like to budget the income and expenses of
+that project. We plan on having a revenue of 1000, and we don’t want to spend more than 700.
 
-To view the budget lines of one or multiple budgets directly from the :guilabel:`Budgets` list view,
-select the budget(s) and click :guilabel:`Budget Lines`.
+First, we need to define what accounts relate to our project’s expenses. Go to
+:menuselection:`Accounting --> Configuration --> Management: Budgetary positions`, and click
+:guilabel:`New` to add a position. Add the accounts wherein expenses will be booked.
 
-.. _accounting/budgets/analytic-budget-generate:
+.. image::  budget/smith-and-co-expenses.png
+   :align: center
+   :alt: display the Smith and Co expenses
 
-Generate periodic budgets
--------------------------
+Let's repeat the steps to create a budgetary position that reflects the revenue.
 
-To create periodic budgets (monthly, quarterly, and yearly) for the selected :guilabel:`Analytic
-Plans`, click :guilabel:`Generate`. A new budget is created for each :guilabel:`Period` between the
-start and end dates:
+.. image::  budget/smith-and-co-revenue.png
+   :align: center
+   :alt: display the Smith and Co revenue
 
-- If a single analytic plan is selected, each budget includes a line for each account in that
-  analytic plan.
-- If multiple analytic plans are selected, each budget includes a line for each account/analytic
-  plan combination.
+Analytical accounts
+-------------------
 
-To generate periodic budgets, follow these steps:
+Odoo needs to know which costs or expenses are relevant to a specified budget, as the above general
+accounts may be used for different projects. Go to :menuselection:`Accounting --> Configuration -->
+Analytic Accounting: Analytic Accounts` and click :guilabel:`New` to add a new **Analytic Account**
+called *Smith & Co*.
 
-#. In the :guilabel:`Budgets` list view, click :guilabel:`Generate`.
-#. In the :guilabel:`Generate Budget` window, set the dates and select the :guilabel:`Period` and
-   the :guilabel:`Analytic Plans`.
+The :guilabel:`Plan` field has to be completed. Plans group multiple analytic accounts; they
+distribute costs and benefits to analyze business performance. **Analytic Plans** can be created or
+configured by going to :menuselection:`Accounting --> Configuration --> Analytic Accounting:
+Analytic Plans`.
 
-   .. image:: budget/generate-budgets.png
-      :alt: all the options to generate periodical budgets
+When creating a new customer invoice and/or vendor bill, you have to refer to this analytic account.
 
-#. Click :guilabel:`Split` to create the periodic budgets.
-#. Click :guilabel:`Budgets` in the top-left corner to return to the :guilabel:`Budgets` list view.
-#. One by one, click on the different periodic budgets with the :guilabel:`Draft` status to open
-   them and set the amounts in the :guilabel:`Budgeted` column for each analytic account linked to
-   the chosen analytic plans.
-#. Click :guilabel:`Open` for each periodic budget.
+.. image:: budget/analytic-accounts.png
+   :align: center
+   :alt: add analytic accounts in a new invoice or bill.
 
-.. _accounting/budgets/analytic-budget-reporting:
+Define the budget
+-----------------
 
-Reporting
----------
+Let’s set our targets. We specified that we expect to gain 1000 with this project, and we would like
+not to spend more than 700. Go to :menuselection:`Accounting --> Management: Budgets` and click
+:guilabel:`New` to create a new budget for *Smith & Co* project.
 
-To perform various reporting actions, go to :menuselection:`Accounting --> Reporting -->
-Budget Report`, then:
+First, fill in your :guilabel:`Budget Name`. Then, select the :guilabel:`Period` wherein the budget
+is applicable. Next, add the :guilabel:`Budgetary Position` you want to track, define the related
+:guilabel:`Analytic Account`, and add the :guilabel:`Planned Amount`.
 
-- Track, analyze, and compare budget data.
-- Filter and group data using the :icon:`fa-plus-square` (:guilabel:`plus-square`) or
-  :icon:`fa-minus-square` :guilabel:`(minus-square)` icon.
-- Drill down into the report to see more details on the actual amounts and transactions.
-- Export the data for further analysis or reporting needs.
+.. image:: budget/define-the-budget.png
+   :align: center
+   :alt: budget lines display
 
-.. _accounting/budgets/financial:
+.. Note::
+   When recording a planned amount related to expenses, the amount must be negative.
 
-Financial budgets
-=================
+Check your budget
+-----------------
 
-Financial budgets are structured around specific income and expense accounts and transactions for
-official financial reporting and compliance purposes.
+Go to :menuselection:`Accounting --> Management: Budgets` and find the *Smith & Co* Project to see
+how it evolves according to the expenses or income for the related analytic account.
 
-.. note::
-   Financial budgets are available on the :ref:`Profit and Loss
-   <accounting/reporting/profit-and-loss>` report.
+The :guilabel:`Practical Amount` evolves when a new journal entry related to your analytic account
+and an account from your budgetary position is created.
 
-.. _accounting/budgets/financial-budget-set:
-
-Set a financial budget
-----------------------
-
-To create a new financial budget, follow these steps:
-
-#. Go to :menuselection:`Accounting --> Reporting --> Profit and Loss` to open the
-   :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` report.
-#. Click the :icon:`fa-calendar` :guilabel:`(calendar)` button to use the date selector and choose a
-   period.
-#. Click the :icon:`fa-bar-chart` :guilabel:`Budget` button and name the budget. A new column
-   labeled with the budget name will appear next to the :guilabel:`Balance` column.
-#. Assign amounts to each account requiring analysis.
-#. A new :guilabel:`%` column will appear to the right of the new budget column, indicating the
-   current status.
-
-Different financial budgets can be created using these steps for comparison purposes.
-
-.. note::
-   The date selector enables the division of periods and navigation between periods, automatically
-   updating the amounts accordingly.
+The :guilabel:`Theoretical Amount` represents the amount of money you theoretically could have spent
+or should have received based on the date. For example, suppose your budget is 1200 for 12 months
+(January to December), and today is 31 of January. In that case, the theoretical amount will be 100
+since this is the actual amount that could have been made.

content/applications/finance/accounting/reporting/tax_returns.rst

@@ -35,6 +35,9 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde
 - :guilabel:`Reminder`: define when Odoo should remind you to submit your tax return;
 - :guilabel:`Journal`: select the journal in which to record the tax return.
 
+.. image:: tax_returns/tax_return_periodicity.png
+   :align: center
+   :alt: Configure how often tax returns have to be made in Odoo Accounting
 
 .. note::
    This is usually configured during the :doc:`app's initial set up <../get_started>`.
@@ -50,11 +53,16 @@ You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` t
 invoice and bill.
 
 .. image:: tax_returns/tax_return_grids.png
+   :align: center
    :alt: see which tax grids are used to record transactions in Odoo Accounting
 
 To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
 and open the tax you want to modify. There, you can edit your tax settings, along with the tax
-grids that are used to record invoices or refunds.
+grids that are used to record invoices or credit notes.
+
+.. image:: tax_returns/tax_return_taxes.png
+   :align: center
+   :alt: Configure taxes and their tax grids in Odoo Accounting
 
 .. note::
    Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package
@@ -68,41 +76,40 @@ Close a tax period
 
 .. _tax-returns/lock-date:
 
-Tax lock date
+Tax Lock Date
 -------------
 
-Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` date has its tax
-values moved to the next open tax period. This is useful to make sure that no change can be made to
-a report once its period is closed.
+Any new transaction whose accounting date prior to the :guilabel:`Tax Lock Date` has its tax values
+moved to the next open tax period. This is useful to make sure that no change can be made to a
+report once its period is closed.
 
 Therefore, we recommend locking your tax date before working on your
 :guilabel:`Closing Journal Entry`.
 This way, other users cannot modify or add transactions that would have an impact on the
 :guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors.
 
-To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to
-:menuselection:`Accounting --> Accounting --> Lock Dates`.
+To check the current :guilabel:`Tax Lock Date`, or to edit it, go to
+:menuselection:`Accounting --> Accounting --> Actions: Lock Dates`.
+
+.. image:: tax_returns/tax_return_lock.png
+   :align: center
+   :alt: Lock your tax for a specific period in Odoo Accounting
 
 .. _tax-returns/report:
 
-Tax return
+Tax Report
 ----------
 
 Once all the transactions involving taxes have been posted for the period you want to report, open
-the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax
-Return`. Select the period you want to declare using the date filter to have an overview of the tax
-return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo
-automatically proposes the details of the journal entry. Make any necessary changes and click
-:guilabel:`Post`.
+your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting -->
+Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the
+date filter, this way you can have an overview of your tax report. From this view, you can easily
+access different formats of your tax report, such as `PDF` and XLSX. These include all the values to
+report to the tax authorities, along with the amount you have to pay or be refunded.
 
-From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the
-:icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of
-the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`)
-icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the
-:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`.
-
-The report includes all the values to report to the tax authorities, along with the amount to be
-paid or refunded.
+.. image:: tax_returns/tax_return_report.png
+   :align: center
+   :alt: download the PDF with your Tax Report in Odoo Accounting
 
 .. note::
    If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then

content/applications/finance/accounting/taxes/avatax.rst

@@ -24,8 +24,10 @@ programming interface)` integration.
 .. important::
    Some limitations exist in Odoo while using AvaTax for tax calculation:
 
-   - AvaTax uses the company address by default. To use the warehouse address, enable :doc:`Allow
-     Ship Later <../../../sales/point_of_sale/shop/ship_later>` in the **POS** app settings.
+   - AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax
+     calculation model is excessive for transactions within a single delivery address, such as
+     stores or restaurants.
+   - AvaTax and Odoo use the company address, **not** the warehouse address.
    - Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
      specific industries.
 

content/applications/finance/fiscal_localizations.rst

@@ -4,163 +4,128 @@
 Fiscal localizations
 ====================
 
-Fiscal localizations are country-specific modules that allow you to be compliant with a country's
-fiscal requirements. Most of these modules are related to the :ref:`Accounting
-<fiscal_localizations/accounting>` or :ref:`Payroll <fiscal_localizations/payroll>` app, but they
-can also be necessary for other apps such as Point of Sale, eCommerce, etc., depending on a
-country's fiscal requirements.
-
 .. _fiscal_localizations/packages:
 
-Configuration
-=============
+Fiscal localization packages
+============================
 
-Odoo should automatically install the required fiscal localization modules based on the company's
-country when the related app is installed. Refer to the :ref:`list of countries
-<fiscal_localizations/countries-list>` to view the currently supported countries and access their
-specific documentation.
+**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,
+fiscal positions, chart of accounts, and legal statements on your database. Some additional
+features, such as the configuration of specific certificates, are also added to your Accounting app,
+following your fiscal administration requirements.
 
 .. note::
-   Each company in a multi-company environment can use different fiscal localization modules.
+   Odoo continuously adds new localizations and improves the existing packages.
 
-.. _fiscal_localizations/accounting:
+Configuration
+-------------
 
-Accounting
-----------
+Odoo automatically installs the appropriate package for your company, according to the country
+selected at the creation of the database.
 
-Verify the right package of modules is installed by going to :menuselection:`Accounting -->
-Configuration --> Settings` and checking the :guilabel:`Package` field under the :guilabel:`Fiscal
-Localization` section. Select another one if necessary.
+.. important::
+   As long as you haven't posted any entry, you can still select another package.
 
-.. warning::
-   Selecting another package is only possible if no entry has been posted.
+To select a fiscal localization package for your company, go to :menuselection:`Accounting -->
+Configuration --> Settings --> Fiscal Localization`, select the appropriate package from the list
+and save.
 
-These packages require fine-tuning the chart of accounts, activating the taxes to be used,
-configuring the country-specific statements and certifications, and sometimes more.
+.. image:: fiscal_localizations/package-selection.png
+   :alt: Select your country's fiscal localization package in Odoo Accounting.
 
-.. _fiscal_localizations/payroll:
+Use
+---
 
-Payroll
--------
+These packages require you to fine-tune your chart of accounts according to your needs, activate the
+taxes you use, and configure your country-specific statements and certifications.
 
-Localization settings can be accessed by going to :menuselection:`Payroll --> Configuration -->
-Settings` and searching for the country's **Localization** section.
+.. seealso::
+   - :doc:`accounting/get_started/chart_of_accounts`
+   - :doc:`accounting/taxes`
 
 .. _fiscal_localizations/countries-list:
 
-List of countries
-=================
+List of supported countries
+===========================
 
-Fiscal localization modules are available for the countries listed below.
+Odoo Accounting can be used in many countries out of the box by installing the appropriate module.
+Here is a list of all :ref:`fiscal localization package <fiscal_localizations/packages>` that are
+available on Odoo.
 
-.. note::
-   New countries are frequently added to this list and Odoo keeps expanding and improving existing
-   localizations and the related documentation.
-
-- Algeria
-- :doc:`Argentina <fiscal_localizations/argentina>`
-- :doc:`Australia <fiscal_localizations/australia>`
-- :doc:`Austria <fiscal_localizations/austria>`
-- Bangladesh
-- :doc:`Belgium <fiscal_localizations/belgium>`
-- Benin
-- Bolivia
-- :doc:`Brazil <fiscal_localizations/brazil>`
-- Burkina Faso
-- Bulgaria
-- Cameroon
-- :doc:`Canada <fiscal_localizations/canada>`
-- Central African Republic
-- Chad
-- :doc:`Chile <fiscal_localizations/chile>`
-- China
-- :doc:`Colombia <fiscal_localizations/colombia>`
-- Comoros
-- Congo
-- Costa Rica
-- Croatia
-- Cyprus
-- Czech Republic
-- Democratic Republic of the Congo
-- Denmark
-- Dominican Republic
-- :doc:`Ecuador <fiscal_localizations/ecuador>`
-- :doc:`Egypt <fiscal_localizations/egypt>`
-- Equatorial Guinea
-- Estonia
-- Ethiopia
-- Finland
-- :doc:`France <fiscal_localizations/france>`
-- Gabon
+- Algeria - Accounting
+- :doc:`Argentina - Accounting <fiscal_localizations/argentina>`
+- :doc:`Australian - Accounting <fiscal_localizations/australia>`
+- :doc:`Austria - Accounting <fiscal_localizations/austria>`
+- :doc:`Belgium - Accounting <fiscal_localizations/belgium>`
+- Bolivia - Accounting
+- :doc:`Brazilian - Accounting <fiscal_localizations/brazil>`
+- :doc:`Canada - Accounting <fiscal_localizations/canada>`
+- :doc:`Chile - Accounting <fiscal_localizations/chile>`
+- China - Accounting
+- :doc:`Colombia - Accounting <fiscal_localizations/colombia>`
+- Costa Rica - Accounting
+- Croatia - Accounting (RRIF 2012)
+- Czech - Accounting
+- Denmark - Accounting
+- Dominican Republic - Accounting
+- :doc:`Ecuadorian - Accounting <fiscal_localizations/ecuador>`
+- :doc:`Egypt - Accounting <fiscal_localizations/egypt>`
+- Ethiopia - Accounting
+- Finnish Localization
+- :doc:`France - Accounting <fiscal_localizations/france>`
+- Generic - Accounting
 - :doc:`Germany <fiscal_localizations/germany>`
-- Guinea
-- Greece
-- Guatemala
-- Guinea-Bissau
-- Honduras
-- :doc:`Hong Kong <fiscal_localizations/hong_kong>`
-- Hungary
-- :doc:`India <fiscal_localizations/india>`
-- :doc:`Indonesia <fiscal_localizations/indonesia>`
-- :doc:`Italy <fiscal_localizations/italy>`
-- Ivory Coast
-- Japan
-- Jordan
-- Kazakhstan
-- :doc:`Kenya <fiscal_localizations/kenya>`
-- Kuwait
-- Latvia
-- Lithuania
-- :doc:`Luxembourg <fiscal_localizations/luxembourg>`
-- Mali
-- Malta
-- Mauritius
-- :doc:`Malaysia <fiscal_localizations/malaysia>`
-- :doc:`Mexico <fiscal_localizations/mexico>`
-- Mongolia
-- Morocco
-- Mozambique
-- :doc:`Netherlands <fiscal_localizations/netherlands>`
-- :doc:`New Zealand <fiscal_localizations/new_zealand>`
-- Niger
-- Nigeria
-- Norway
-- Pakistan
-- Panama
-- :doc:`Peru <fiscal_localizations/peru>`
-- :doc:`Philippines <fiscal_localizations/philippines>`
-- Poland
-- Portugal
-- Qatar
-- :doc:`Romania <fiscal_localizations/romania>`
-- Rwanda
-- :doc:`Saudi Arabia <fiscal_localizations/saudi_arabia>`
-- Senegal
-- Serbia
-- :doc:`Singapore <fiscal_localizations/singapore>`
-- Slovakia
-- Slovenia
-- South Africa
-- :doc:`Spain <fiscal_localizations/spain>`
-- Sweden
-- :doc:`Switzerland <fiscal_localizations/switzerland>`
-- Taiwan
-- Tanzania
-- :doc:`Thailand <fiscal_localizations/thailand>`
-- Tunisia
-- Türkiye
-- Uganda
-- Ukraine
-- :doc:`United Arab Emirates <fiscal_localizations/united_arab_emirates>`
-- :doc:`United Kingdom <fiscal_localizations/united_kingdom>`
-- :doc:`United States of America <fiscal_localizations/united_states>`
-- :doc:`Uruguay <fiscal_localizations/uruguay>`
-- Venezuela
-- :doc:`Vietnam <fiscal_localizations/vietnam>`
-- Zambia
 
-.. seealso::
-   :doc:`Employment Hero Payroll documentation <fiscal_localizations/employment_hero>`
+  - Germany SKR03 - Accounting
+  - Germany SKR04 - Accounting
+
+- Greece - Accounting
+- Guatemala - Accounting
+- Honduras - Accounting
+- :doc:`Hong Kong - Accounting <fiscal_localizations/hong_kong>`
+- Hungarian - Accounting
+- :doc:`Indian - Accounting <fiscal_localizations/india>`
+- :doc:`Indonesian - Accounting <fiscal_localizations/indonesia>`
+- Ireland - Accounting
+- Israel - Accounting
+- :doc:`Italy - Accounting <fiscal_localizations/italy>`
+- Japan - Accounting
+- :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
+- Lithuania - Accounting
+- :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
+- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
+- Maroc - Accounting
+- :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
+- Mongolia - Accounting
+- :doc:`Netherlands - Accounting <fiscal_localizations/netherlands>`
+- :doc:`New Zealand - Accounting <fiscal_localizations/new_zealand>`
+- Norway - Accounting
+- OHADA - Accounting
+- Pakistan - Accounting
+- Panama - Accounting
+- :doc:`Peru - Accounting <fiscal_localizations/peru>`
+- :doc:`Philippines - Accounting <fiscal_localizations/philippines>`
+- Poland - Accounting
+- Portugal - Accounting
+- :doc:`Romania - Accounting <fiscal_localizations/romania>`
+- :doc:`Saudi Arabia - Accounting <fiscal_localizations/saudi_arabia>`
+- :doc:`Singapore - Accounting <fiscal_localizations/singapore>`
+- Slovak - Accounting
+- Slovenian - Accounting
+- South Africa - Accounting
+- :doc:`Spain - Accounting (PGCE 2008) <fiscal_localizations/spain>`
+- Sweden - Accounting
+- :doc:`Switzerland - Accounting <fiscal_localizations/switzerland>`
+- Taiwan - Accounting
+- :doc:`Thailand - Accounting <fiscal_localizations/thailand>`
+- Turkey - Accounting
+- :doc:`United Arab Emirates - Accounting <fiscal_localizations/united_arab_emirates>`
+- :doc:`UK - Accounting <fiscal_localizations/united_kingdom>`
+- Ukraine - Accounting
+- :doc:`United States - Accounting <fiscal_localizations/united_states>`
+- :doc:`Uruguay - Accounting <fiscal_localizations/uruguay>`
+- Venezuela - Accounting
+- :doc:`Vietnam - Accounting <fiscal_localizations/vietnam>`
 
 .. toctree::
    :titlesonly: