odoo-addon-l10n-pt-account-invoicexpress 18.0.1.0.1.1

Portuguese certified invoices using InvoiceXpress

Portugal InvoiceXpress Integration

Generate Portuguese tax authority legal Invoices (“Faturas”) using InvoiceXpress.

InvoiceXpress is a paid service. Visit https://invoicexpress.com for more details.

Once the InvoiceXpress connection is configured, the invoice CONFIRM button automatically generates the InvoiceXpress invoice.

If the InvoiceXpress Invoice email template is configured, the InvoiceXpress service will also send the invoice by email, using the details in Odoo configured email template.

This replaces the Odoo SEND & PRINT button, since only the InvoiceXpress generated document should be used. Having other print layouts for the invoice is not allowed by the Portuguese Tax Authority.

Legal transport documents (“Guias de Transporte” e “Guias de Remessa) are also supported through an extension module. For this please ensure that “l10n_pt_stock_invoicexpress” is installed.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure:

• Navigate to Settings/General Settings.

• In the “Invoicing” configuration section, locate the “InvoiceXpress” subsection: There you can set:

  • InvoiceXpress Account Name

  • InvoiceXpress API Key

  • InvoiceXpress Invoice Email Template

• In “Invoicing/Accounting” configuration section, locate the Sales Journals, and set the “InvoiceXpress Doc Type”. This is required before invoices before any invoice can be created.

The email template is used to prepare the details for the email the InvoiceXpress service sends with the invoice:

• “To” email address

• “Cc” email address

• Subject

• Body

Translations are supported, and the customer language is used to render the email details.

The InvoiceXpress configuration is per company, and can also be modified directly on the Company form, if the Developer Mode is enabled.

On the Journal form, for sales journals, a flag is available to allow disabling the InvoiceXpress integration. This can be useful for a journal that was used temporarily to import invoice history, for reporting purposes, ond was then disabled, or to allow that journal to use a different legal invoicing system.

Note that all invoices generated MUST use a certified invoicing system. For a portuguese company, you cannot have some of the invoices being generated by Odoo itself. So use this option at your own risk, and only in the cases you are sure to be compliant with TPortugues Tax Authority invoicing regulations.

Usage

On an Invoice, the CONFIRM button automatically generates an invoice on the InvoiceXpress service.

The “Email InvoiceXpress” button requests the InvoiceXpress service to send an email with a copy of the legal document.

The Invoice form shows an “InvoiceXpress” tab containing details for the corresponding InvoiceXpress document.

Invoices:

• Added support to the different documents types: Invoice, Invoice Receipt, Simplified Invoice. The default document type is set on the Journal, and can be changed on the Invoice form.

• Use the invoice commercial partner for the name and address, instead of the invoice contact.

• Added support for the Terms and Conditions/Observations field

• Added to Credit Notes the link to the source Invoice

The monthly SAF-T file should be downloaded from the InvoiceXpress website.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Open Source Integrators

Contributors

• Daniel Reis <[e-mail]>, Open Source Integrators

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/l10n-portugal project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.