Finance

• Accounting and Invoicing
  • Double-entry bookkeeping
  • Accrual and cash basis
  • Multi-company
  • Multi-currency environment
  • Branches
    • Reporting
    • VAT
  • International standards
  • Accounts receivable and payable
  • Reporting
    • Tax return
  • Bank synchronization
  • Inventory valuation
  • Retained earnings
  • Fiduciaries
  • Accountant access rights
    • Get started
      • Accounting onboarding banner
        • Company Data
        • Accounting Periods
          • Fiscal years
        • Chart of Accounts
      • Other initial settings
        • Bank Account
        • Taxes
        • Documents Layout
        • Create Invoice
        • Online Payments
          • Accounting cheat sheet
            • Chart of accounts
              • Example
            • Journal entries
            • Reconciliation
            • Bank Reconciliation
            • Checks Handling
          • Chart of accounts
            • Configuration of an account
              • Code and name
              • Type
                • Non-trade receivables and payables
              • Default taxes
              • Allowed journals
              • Account currency
              • Tags
              • Account groups
                • Create account groups manually
              • Allow reconciliation
              • Shared Accounts
              • Deprecated
          • Consolidation
            • Consolidation tools
            • Account merging
            • Account unmerging
            • Import a mapping
          • Journals
            • Bank, cash, and credit card journals
              • Outstanding accounts
                • Configuration
              • Bank
              • Cash
              • Credit card
            • Sales, purchase, and miscellaneous journals
              • Sales
              • Purchase
              • Miscellaneous
          • Multi-currency system
            • Configuration
              • Main currency
              • Enable foreign currencies
              • Currency rates
                • Manual update
                • Automatic update
              • Exchange difference entries
              • Chart of accounts
              • Journals
            • Multi-currency accounting
              • Invoices, bills, and other documents
                • Fixed currency rate
              • Payment registration
              • Bank transactions
              • Exchange rate journal entries
          • Average price on returned goods
            • Configuration
            • Using average cost valuation
              • Formula
              • Compute average cost
                • Product delivery (use case)
            • Return items to supplier (use case)
              • Eliminate stock valuation errors in outgoing products
            • Anglo-Saxon accounting
              • Product reception
                • Summary
                • Accounts balanced at received products
                  • In Odoo
                • Accounts balanced at received vendor bill
                  • In Odoo
              • On product delivery
              • On product return
    • Taxes
      • Default taxes
      • Activate taxes from the list view
      • Configuration
        • Basic options
          • Tax name
          • Tax computation
          • Active
          • Tax type
          • Tax scope
        • Definition tab
        • Advanced options tab
          • Label on invoices
          • Description
          • Legal notes
          • Tax group
          • Include in analytic cost
          • Included in price
          • Affect base of subsequent taxes
      • Extra taxes
      • UNECE tax codes
        • Cash basis taxes
          • Configuration
          • Impact of cash basis taxes on accounting
        • Withholding taxes
          • Configuration
          • Retention taxes on invoices
        • VAT numbers verification (VIES)
          • VIES VAT number verification
        • Fiscal positions (tax and account mapping)
          • Configuration
            • Tax and account mapping
          • Application
            • Automatic application
            • Manual application
            • Assign to a partner
        • EU intra-community distance selling
          • Configuration
          • One-Stop Shop (OSS)
        • B2B (tax excluded) and B2C (tax included) pricing
          • Configuration
            • Introduction
            • Setting your products
            • Setting the B2C fiscal position
          • Test by creating a quotation
          • Avoid changing every sale order
    • Customer invoices
      • Invoice creation
        • Invoice line tools
        • Pricelist on invoices
        • Document comments
      • Invoice confirmation
        • Correcting posted entries (administrators)
      • Invoice sending
        • Sending multiple invoices
      • Payment and reconciliation
      • Payment follow-up
      • Reporting
        • Partner reports
          • Partner Ledger
          • Aged Receivable
          • Aged Payable
        • Profit and Loss
        • Balance sheet
          • Invoicing processes
            • Sales
              • Sales Order ‣ Invoice
              • Sales Order ‣ Delivery Order ‣ Invoice
              • eCommerce Order ‣ Invoice
            • Contracts
              • Regular Contracts ‣ Invoices
              • Recurring Contracts ‣ Invoices
            • Others
              • Creating an invoice manually
              • Specific modules
              • Resequencing of the invoices
          • Invoice and bill approval
            • Approval rules
            • Requesting an approval
            • Approving or rejecting
          • Invoicing from delivery notes
            • Invoice status of transfers
            • Invoicing from the transfers
            • Adding delivery notes to an invoice
            • Hungarian rules
          • Delivery and invoice addresses
            • Configuration
            • Invoice and deliver to different addresses
          • Payment terms and installment plans
            • Configuration
              • End of the month buffer
            • Using payment terms
            • Journal entries
          • Default terms and conditions (T&C)
            • Configuration
          • Cash discounts and tax reduction
            • Configuration
              • Cash discount gain/loss accounts
              • Payment terms
              • Tax reductions
            • Apply a cash discount to a customer invoice
              • Payment reconciliation
          • Credit notes and refunds
            • Issue a customer credit note
            • Issue a customer debit note
            • Record a vendor refund
            • Record a vendor debit note
            • Journal entries
            • Signed amounts in exports
          • Cash rounding
            • Configuration
            • Apply roundings
          • Deferred revenues
            • Deferred revenue account
            • Recognizing deferred revenues
            • Deferred revenue report
          • Electronic invoicing (EDI)
            • Configuration
            • E-invoice generation
            • Peppol
              • Registration
              • Contact verification
              • Send invoices
              • Receive vendor bills
              • Peppol deregistration from Odoo
            • Country-specific e-invoicing details
          • Invoice sequence
            • Changing the default sequence
            • Mass-resequencing invoices
          • Snailmail
            • Configuration
            • Sending invoices by post
            • Pricing
          • EPC QR codes
            • Configuration
              • Configure your bank account’s journal
            • Issue invoices with EPC QR codes
          • Incoterms
            • Define an Incoterm
              • Incoterm location
            • Default Incoterm configuration
    • Vendor bills
      • Bill creation
        • Manually
        • Automatically
      • Bill completion
      • Bill confirmation
      • Payment and reconciliation
      • Aged payable report
        • Non-current assets and fixed assets
          • Asset categories
            • What does “Prorata Temporis” mean?
          • Assets from vendor bills
          • Create an asset manually
          • Depreciation entries
          • Modification of an asset
          • Disposal of fixed assets
          • Assets analysis
        • Deferred expenses
          • Prepayment account
          • Recognizing deferred expenses periodically
          • Deferred expense report
        • Vendor bill sequence
          • Changing the default sequence
          • Mass-resequencing vendor bills
    • Payments
      • Payment methods
        • Preferred payment method
        • Checks
      • Registering payment from an invoice or bill
      • Registering payments not tied to an invoice or bill
        • Payments matching
          • For a single invoice or bill
          • For multiple invoices or bills
      • Registering payments on multiple invoices/credit notes or bills/refunds (group payments)
      • Registering a partial payment
      • Reconciling payments with bank transactions
      • Recurring payments
        • Online payments
          • Configuration
          • Customer Portal
        • Follow-up on invoices
          • Configuration
            • Follow-up levels
              • Default follow-up levels
            • Late-payment interest (informational)
            • Invoices treated as paid
          • Follow-up process
            • Follow-ups for one customer
            • Follow-ups for several customers
            • Follow-ups from the overdue invoices list
            • Reminder history on invoices
            • Automatic follow-ups
          • Follow-up letter
          • Follow-up log
          • Payment risk banner on invoices
        • Pay by checks
          • Configuration
            • Activate checks payment methods
          • Pay a supplier bill with a check
            • Register a payment by check
            • Print checks
        • Payment orders and SEPA transfers
          • Configuration
            • SEPA identifiers
            • Payment modes
            • Outstanding account of the payment method
            • Contacts and invoices
            • SEPA file formats
              • Postal address mode
              • Defaults for new and existing databases
              • Migrate an existing database to the SEPA 2025 formats
          • Direct debit mandates
          • Pay vendors with a payment order
          • Collect customer invoices with a debit order
          • Payment returns
            • Enter a return by hand
            • Import a return file
        • Batch bank transfers (Hungary)
          • Prerequisites
          • Create a batch
          • Add the bills
          • Check the lines
            • Balance forecast
          • Approve the batch and send the file
            • File formats
            • Undo
          • After the bank has processed the transfers
        • Sign SEPA direct debit mandates
          • Prerequisites
          • Send a mandate to a customer
          • What the customer does
          • Result and evidence
          • Then use the mandate
        • Spanish remittances
          • Remittance payment modes per bank
            • Create the modes
          • Outstanding accounts
          • Invoices paid by promissory note or confirming
            • Confirming files
          • Returns of direct debits
        • Forecast future bills to pay
          • Configuration: payment terms
          • Forecast bills to pay with the aged payable report
          • Select bills to pay
        • Trusted accounts (send money)
          • Phishing attacks
            • Elements to check
    • Bank and cash accounts
      • Manage bank and cash accounts
        • Create a bank account
        • Connect a bank for automatic synchronization
        • Import statement files
          • Bank synchronization
            • File import or online synchronization?
            • Access rights
            • Create a connection
              • Nyíltbankolás Partner
              • Wise
            • Bank consent and expiry
            • Map the remote accounts to journals
            • Run a synchronization
            • Balance check
            • Outbound payouts
              • Configuration
              • Create and send a payout
              • Payout batches
          • Enable Banking (PSD2)
            • Before you start
            • Register an application at Enable Banking
            • Enter the credentials in Odoo
              • Use a separate application for one connection
            • Connect a bank
            • The accounts and their journals
            • What is imported
            • Limits of the bank interface
            • Renew the consent
            • Troubleshooting
          • Import statement files
            • Available importers
            • Import a file
              • How transactions are assigned to a journal
            • Standard statement files
              • Which journal is used
              • Preview an import
            • Spanish banks: Norma 43
              • Importing a file twice
              • Concept codes on the transactions
              • Recognizing the partner
            • Load history into a journal that is synchronized online
              • How a file line is matched
          • Transactions
            • Import transactions from a file
            • Register bank transactions manually
            • Statements
              • Create a statement
              • Statement viewing, editing, and printing
          • Bank reconciliation
            • Bank reconciliation view
            • Reconcile transactions
              • Match existing entries
              • Manual operations
              • Reconciliation model buttons
            • Reconciliation filters
            • Automatic reconciliation
          • Reconciliation models
            • Reconciliation model types
            • Default reconciliation models
              • Invoices/Bills perfect match
              • Invoices/Bills partial match if underpaid
              • Line with bank fees
            • Partner mapping
            • Additional options
          • Internal transfers
            • Configuration
            • Register an internal transfer from one bank to another
          • Cash register
            • How it works
            • Key features
              • Configuration
                • Installation
                • Set up a cash journal
                • Voucher numbering modes
                • Cash-book page numbering
                • Payment methods
                • Controller for the cash count
              • Operations
                • Record a cash receipt or payment
                  • From the cash journal card
                  • From the reconciliation view
                  • By paying an invoice or a bill
                  • Void a cash voucher
                • Cash-book pages
                  • Close a cash-book page
                  • Reopen a cash-book page
                • Print the cash report
                • Count the cash drawer
                  • Without a controller (default)
                  • With a controller
                  • After the count
          • Manage a bank account in a foreign currency
            • Configuration
              • Activate multi-currencies
              • Create a new bank account
            • Vendor bill in a foreign currency
            • Exchange differences
    • Reporting
      • The dynamic reports
      • Trial Balance
      • Balance Sheet
      • Profit & Loss
      • Executive Summary
      • General Ledger
      • Partner Ledger
      • Aged Receivable
      • Aged Payable
      • Cash Flow Statement
      • Tax Report
      • Journal Audit
      • Bank Reconciliation
      • Deferred Expense and Deferred Revenue
      • EC Sales List
        • Dynamic Reports
          • Filter the report
          • Read and navigate the report
          • Visual aids
          • Annotate a line
          • Export
        • Printable financial reports
          • Financial Reports
          • Partner Reports
          • Audit Reports
          • Daily Reports
          • Common options
          • Customize the printed statements
        • Tax return (VAT declaration)
          • Prerequisites
            • Tax Grids
          • Close a tax period
            • Tax lock date
            • Tax return
            • Closing entry
        • Analytic accounting
          • Analytic accounts
          • Analytic plans
          • Analytic distribution
            • Analytic distribution on invoices or bills
            • Analytic distribution en masse
            • Analytic distribution models
        • Analytic cost control
          • Activate the feature
          • Configure an analytic plan
          • How the analytic items are classified
          • The analytic account form
            • Cost plan
            • Summary
          • Menus
            • Cost control list
            • Plan / actual analysis
            • Analytic items
        • Budgets
          • Budgetary positions
          • Create a budget
          • Follow the budget
          • Budget approval flow
          • Budgets Analysis
        • Intrastat
          • General configuration
            • Reference data
            • Fiscal positions
            • Reminders
          • Product configuration
            • Commodity code
            • Quantity: weight and supplementary unit
            • Country of origin
          • Invoices and bills configuration
            • Transaction code
            • Partner country and region
            • Transport code
            • Value of the goods
          • Partner configuration
          • Prepare the declaration
          • Hungarian Intrastat report
        • Data inalterability check report
          • Inalterability features
          • Secure posted entries with hash
          • Secure entries wizard
          • Report download
        • Year-end closing
          • Fiscal years
          • Year-end checklist
            • Before closure
            • Closing a fiscal year
              • Lock dates
              • Current year’s earnings
• Expenses
  • Expense categories
    • View expense categories
    • Create new expense categories
      • Invoicing section
  • Log expenses
    • Manually enter expenses
      • Attach receipts
    • Upload expenses
      • Upload receipts
    • Drag and drop an expense
    • Email expenses
  • Expense reports
    • Create expense reports
    • Submit expense reports
  • Approve expenses
    • View expense reports
    • Approve expense reports
      • Approve individual reports
      • Approve multiple reports
    • Refuse expense reports
  • Post expenses
    • Post individual reports
    • Post multiple reports
  • Reimburse employees
    • Reimbursement settings
    • Reimburse individually
    • Reimburse in bulk
  • Reinvoice expenses
    • Setup
    • Log an expense
    • Create an expense report
    • Approve and post expenses
    • Invoice expenses
  • Expenses analysis
    • View expense analysis report
    • View expenses by employee
    • View expenses by category
• Online payments
  • Wire transfers
    • Configuration
    • Payment status page
  • Adyen
    • Adyen configuration
    • Odoo configuration
    • Manual capture
  • Amazon Payment Services
    • Configuration on APS Dashboard
    • Configuration on Odoo
  • AsiaPay
    • Configuration on AsiaPay Dashboard
    • Configuration on Odoo
  • Authorize.Net
    • Configuration
      • Credentials tab
      • Configuration tab
        • Place a hold on a card
    • ACH payments (USA only)
      • Configuration
    • Import an Authorize.Net statement
      • Export from Authorize.Net
      • Import into Odoo
  • Buckaroo
    • Configuration on Buckaroo Plaza
    • Configuration on Odoo
  • Demo
    • Configuration
    • Payment outcome
    • Transaction state
  • Flutterwave
    • Configuration on Flutterwave Dashboard
    • Configuration on Odoo
  • Mercado Pago
    • Configuration on Mercado Pago Dashboard
    • Configuration on Odoo
  • Mollie
    • Mollie configuration
    • Odoo configuration
  • Nuvei
    • Configuration on the Nuvei Dashboard
    • Configuration on Odoo
    • Payment methods
  • PayPal
    • Configuration in PayPal
    • Configuration in Odoo
    • Testing
  • Razorpay
    • Create a Razorpay account with Odoo (Indian companies only)
    • Manual credentials and webhook input
      • Razorpay configuration
      • Odoo configuration
  • Redsys
    • Prerequisites
    • Redsys configuration
    • Odoo configuration
      • Payment methods
    • Test mode and production
    • How payments are processed
    • Bizum
    • Refunds
    • Troubleshooting
      • The message is signed with an unsupported version
      • Invalid signature
      • Redsys rejects the payment page
      • Currency and amount errors
      • The customer paid but the transaction is not confirmed
      • A transaction is set to error
  • Stripe
    • Create your Stripe account with Odoo
    • Manual credential input
      • Stripe configuration
      • Odoo configuration
    • Enable Apple Pay
  • Worldline
    • Settings in Worldline
      • Create an API user
      • Set up Worldline for Odoo
    • Settings in Odoo
  • Xendit
    • Configuration on the Xendit Dashboard
    • Configuration on Odoo
  • Supported payment providers
    • Online payment providers
    • Bank payments
  • Enabling a payment provider
    • Test mode
  • Payment methods
    • Icons and brands
    • Advanced configuration
  • Tokenization
  • Manual capture
  • Refunds
  • Express checkout
  • Availability
    • Currencies and countries
    • Maximum amount
  • Payment journal
    • Accounting perspective
• Fiscal localizations
  • Configuration
  • List of countries
    • Argentina
      • Configuration
        • Modules installation
        • Configure your company
        • Chart of account
        • Configure master data
          • Partner
            • Identification type and VAT
            • AFIP responsibility type
          • Taxes
            • Taxes types
            • Special taxes
          • Document types
            • Letters
            • Use on invoices
        • Journals
          • AFIP information (also known as AFIP Point of Sale)
          • Sequences
      • Usage and testing
        • Invoice
          • Document type assignation
          • Invoice taxes
          • Special use cases
            • Invoices for services
            • Exportation invoices
        • Vendor bills
          • Special use cases
            • Untaxed concepts
            • Perception taxes
        • Withholding management
          • Configuration
            • Earnings
            • Earnings Scale
            • IIBB Total Amount
            • IIBB Untaxed
          • Partner withholding assignation
          • Automatic withholding calculation and application per payment
        • Check management
          • Own checks
            • Management of own checks
            • Cancel an own check
          • Third party checks
            • New third party checks
            • Existing third party checks
        • Ecommerce invoicing
          • Configuration
            • Client account registration
            • Automatic invoice
            • Products
          • Invoicing flow for eCommerce
    • Australia
      • Modules
      • Accounting
        • Taxes and GST
          • Tax mapping
            • GST sales taxes
            • GST purchase taxes
              • Variants
          • Deferred GST
            • Configuration
            • Flow
              • 1. Importing goods: purchase order and vendor bill
              • 2. Recording the DGST balance
        • Remittance advice
        • E-invoicing
          • Peppol
      • Industry-specific features
        • Buy Now, Pay Later solutions
        • POS terminals
    • Austria
      • Configuration
    • Belgium
      • Configuration
      • Chart of accounts
      • Taxes
        • Non-deductible taxes
      • Electronic invoicing
      • Cash discount
    • Brazil
      • Modules
      • Localization overview
        • Chart of accounts
        • Taxes
        • Fiscal positions
      • Company and contacts
    • Canada
      • Configuration
        • Modules installation
      • Chart of accounts
      • Fiscal positions
      • Taxes
      • Cash discount
    • Chile
      • Modules
      • Company information
      • Fiscal information
      • Multicurrency
      • Partner information
      • Document types
        • Use on invoices
      • Journals
        • Create a sales journal
      • Chart of accounts
      • Taxes
    • Colombia
      • Configuration
        • Modules installation
        • Company information
        • Master data
          • Contacts
          • Taxes
          • Chart of accounts
        • Multicurrency
    • Denmark
      • Modules
      • FIK payment reference
      • Nemhandel e-invoicing
      • Bookkeeping Act compliance
    • Ecuador
      • Modules
      • Localization overview
        • Taxes
        • Document types
        • Company and contact
        • Printer points
        • SRI payment methods
      • eCommerce
        • Online payments
        • Identification type and number
    • Egypt
      • Installation
      • Egyptian e-invoicing
        • Register Odoo on your ETA portal
        • Configuration on Odoo
          • ETA codes
          • Branches
          • Customers
          • Products
        • USB authentication
          • Install Odoo as a local proxy on your computer
          • Configure the USB key
    • France
      • Modules
      • Localization overview
      • Accounting
        • E-Invoicing
          • Configuration
            • Customers
          • Sending invoices to Chorus Pro
          • Approved platform (PDP) e-invoicing
        • FEC - Fichier des Écritures Comptables
          • FEC Export
      • Point of sale
        • VAT anti-fraud certification
          • Certification
          • Anti-fraud features
            • Inalterability
            • Security
            • Storage
          • Responsibilities
    • Germany
      • Accounting
        • Chart of accounts
        • GoBD compliance
          • Understanding GoBD in relation to accounting software
          • Data security
          • Responsibility of the software editor
          • Ensuring compliance through Odoo
          • GoBD export
          • Non-compliance
    • Guatemala
      • Introduction
        • Glossary
      • Configuration
        • Modules installation
        • Company
          • Multi-currency
        • Master data
          • Chart of accounts
          • Contacts
          • Taxes
    • Hong Kong
      • Configuration
      • FPS QR codes on invoices
        • Activate QR codes
        • FPS bank account configuration
        • Bank journal configuration
        • Issue invoices with FPS QR codes
    • Hungary
      • Modules
        • What changes at installation
      • Company
      • Contacts
        • Query the taxpayer data from NAV
        • Invoicing agreements
      • Taxes, tax groups and fiscal positions
        • Tax groups
        • Taxes
        • Fiscal positions
      • Payment terms and cash rounding
      • Products and units of measure
      • Journals
      • MNB exchange rates
        • NAV Online Számla reporting
          • Configuration
            • Technical user
            • Settings
          • Reporting invoices
            • Invoices that are not reported
            • Scheduled actions
            • Journals for invoices issued in another system
          • Importing invoices from NAV
          • Tax audit export
          • Technical annulment
        • Hungarian invoicing
          • Fulfillment date
          • Checks at confirmation
          • Continuous fulfillment
          • Aggregate invoices
          • Intermediated services
          • Corrective invoices and credit notes
            • Credit note
            • Corrective invoice
            • Advance and final invoices
          • Paper-based and electronic invoices
          • Other invoice features
          • Invoicing under a foreign VAT registration
        • Pro-forma invoices and advance invoices
          • Configuration
            • Payment terms
            • Settings
          • Create a pro-forma invoice
            • From a sales order
            • Manually
          • Confirm and send
          • Register the payment and issue the advance invoice
          • Final invoice
          • Reports and customer portal
        • VAT return with ÁNYK forms
          • Return lines and tax grids
          • VAT return (2665)
            • Self-revision
          • EC recapitulative statement (26A60)
          • VAT analytics
        • VAT return with NAV eÁFA (eVAT M2M)
          • Configuration
            • Access rights
            • Settings
            • Standard tax codes
            • Other tables
          • Prepare and file a return
            • Reconcile with the NAV data
          • Self-revision and correction
          • Scheduled actions and limitations
        • Accounting tools for Hungary
          • Change the account of a posted invoice line
          • Accounting date
          • Inventory revaluation
          • Dashboard balance
        • Hungarian fixed assets
          • Asset categories
          • Assets
            • How the boards are computed
            • Confirm and depreciate
            • Dispose of an asset
          • Protocols
        • MKVK data export for the auditor
          • Configuration
          • General ledger export
          • Inventory analytics export
        • EU OSS sales (Hungary)
          • Configuration
          • Issue OSS invoices
          • OSS report
        • Environmental product fee (KVTD)
          • Configuration
            • Settings
            • KT product groups and rates
            • Products
            • Customers and take-over
          • Invoices
            • Invoice clauses
          • Register and returns
            • Register
            • Quarterly return summary
          • Changing from the earlier module
        • Extended producer responsibility (EPR)
          • How the obligation works
            • KF codes
          • Configuration
            • Settings
            • KF codes, fee codes and rates
            • Products
            • Customer declarations
          • Invoices
            • Invoice clauses
          • EPR fee in the expected cost
          • Register and data report
            • Register
            • Quarterly data report
            • Corrections
        • Cashbook integration
          • Configuration
          • Transfer and follow-up
    • India
      • Installation
      • Indian Configuration
      • e-Invoice system
        • Setup
          • NIC e-Invoice registration
          • Configuration in Odoo
            • Journals
        • Workflow
          • Invoice validation
          • Invoice PDF report
          • e-Invoice cancellation
          • Management of negative lines in e-Invoices
          • GST e-Invoice verification
      • E-Way bill
        • Setup
          • API registration on NIC E-Way bill
          • Configuration in Odoo
        • Workflow
          • Send an E-Way bill
          • Invoice validation
          • Invoice PDF report
          • E-Way bill cancellation
        • E-waybill creation from receipts and delivery orders
      • Indian Check GSTIN Status
      • TDS/TCS threshold alert
        • Configuration
        • Applying TCS/TDS on invoices and bills
    • Indonesia
      • Modules
      • Configuration
        • Company
        • Contacts
        • Products
          • E-Faktur UoM Code
      • Accounting
        • E-invoicing
          • Generate an E-Faktur XML
      • QRIS QR code on invoices
        • Activate QR codes
        • QRIS bank account configuration
        • Bank journal configuration
        • Issue invoices with QRIS QR codes
    • Italy
      • Configuration
        • Company information
        • Taxes configuration
          • Tax exemption
      • Reverse charge
        • Invoices
        • Vendor bills
        • Tax grids
      • E-invoicing
        • EDI Mode and authorization
        • Process
          • XML Documents creation
          • Submission to SDI
          • Processing by SDI
          • Acceptance
          • Possible Rejection
          • Forwarding Completed
        • Tax Integration
        • Document Types
          • TD01 - Invoices
          • TD02 - Down payments
          • TD04 - Credit notes
          • TD07, TD08, TD09 - Simplified Invoicing
          • TD16 - Internal Reverse Charge
          • TD17 - Buying services from abroad
          • TD18 - Buying goods from EU
          • TD19 - Buying goods from VAT deposit
          • TD24 - Deferred invoices
          • TD28 - San Marino
            • Invoices
            • Vendor Bills
      • Public Administration Businesses (B2G)
        • CIG, CUP, DatiOrdineAcquisto
        • Split Payment
        • Process
          • Qualified electronic signature
          • Acceptance or Refusal
          • Expired Terms
    • Jordan
      • Modules
      • Localization overview
        • Taxes
        • Tax reporting
      • E-invoicing with JoFotara
        • Configuration
          • Link Odoo to JoFotara
          • Company and customers
        • Sending invoices to JoFotara via Odoo
          • JoFotara State
          • Validating QR codes (Sanad app)
          • Debit and credit notes
          • Discounts
    • Kenya
      • Configuration
      • Taxes
      • Tremol G03 fiscal device
        • Proxy server
        • Sending invoices to the device
        • Customers
    • Luxembourg
      • Modules
      • Localization overview
        • Taxes
        • E-invoicing
    • Malaysia
      • Configuration
        • Modules installation
        • Company information
      • E-invoicing integration with MyInvois
        • Set-up
          • MyInvois registration
          • Configuration in Odoo
            • Company
            • Electronic invoicing
            • Contacts
            • Products
            • Malaysian tax type
        • Workflow
          • Send invoices to MyInvois
          • Send bills to MyInvois
            • MyInvois status
          • Invoice cancellation
          • Send credit notes to MyInvois
          • Send debit notes to MyInvois
        • Access invoices via QR code
    • Mexico
      • Modules
      • Company
      • Contacts
      • Taxes
        • Factor type and SAT tax type
        • Cash basis taxes
      • Chart of accounts
      • Employees
    • Netherlands
      • Modules
    • New Zealand
      • Modules
      • Localization overview
        • Taxes and GST
          • Tax mapping
        • Reporting
          • GST report
          • Remittance advice
      • Accounting
        • E-invoicing
      • Industry-specific features
        • Buy Now, Pay Later solutions
        • Point of Sale terminals
    • Peru
      • Modules
      • Configuration
        • Configure your company
        • Chart of Account
        • Configure Master data
          • Taxes
          • Fiscal Positions
          • Document Types
          • Journals
          • Partner
      • Point of Sale
      • eCommerce
    • Philippines
      • Configuration
        • Chart of accounts and taxes
        • Contacts
    • Romania
      • Configuration
        • Standard modules
        • Invoicing, taxes and exchange rates
        • Bank and cash
        • ANAF declarations
        • Financial statements, registers, assets and stock
        • Company
      • E-Factura
        • Connection to the SPV
        • Sending invoices
        • Receiving vendor bills
      • E-Transport
      • CPV codes
        • Localization base
          • Company settings
          • CNP of individuals
          • Contacts and the ANAF register
            • Autocomplete of new contacts
            • ANAF statuses
          • Duplicate contacts
          • Legal holidays and working days
          • Romanian menus and the Romanian Localization User group
        • Invoice layout
          • Mentions printed on the invoice
            • Series and number
            • VAT on collection (TVA la încasare)
            • Reverse charge (taxare inversă)
            • Exchange rate of foreign-currency invoices
        • Non-deductible VAT
          • Taxes
          • Fiscal position
          • Reporting in the D300
          • Corrections of the core Romanian localization
            • VAT on collection taxes
            • 50% non-deductible taxes
            • Account types of contra-asset and deferred-income accounts
        • BNR exchange rates
          • BNR as the rate provider
            • Default provider by country
            • Loading the historical rates
          • Rate of foreign-currency invoices (article 290)
        • Bank statement import
          • Configuration
          • Import a statement
            • Recognition of the partner
            • CSV and Excel files
          • Formats verified so far
        • Cash documents
          • Installation in a multi-company database
          • Numbering of the documents
            • Cash orders
            • Receipts
          • Printing the documents
            • Receipt
            • Cash collection and payment orders
            • Cash register book
          • Cash limits (Law 70/2015)
            • How the limits are checked
        • E-Factura rules, deadlines and messages
          • Which invoices are sent
            • Invoices to individuals (B2C) and Law 88/2026
          • Submission deadline
          • Corrections: credit notes or storno invoices
          • SPV messages
          • Check of the customer at ANAF
          • Invoicing from the Point of Sale
        • ANAF declarations (base)
          • Configuration
            • Company data
            • Access rights
            • Tax codes and mapping rules
          • Prepare a declaration
            • Statuses and buttons
            • Deadlines
            • Corrections
            • Validation messages
          • Validation with DUKIntegrator
            • What the validation checks
            • Install the DUK validator service
            • Connect Odoo to the service
          • Filing with ANAF
        • D300 VAT return and e-TVA
          • Configuration
          • Prepare the VAT return
            • How the rows are computed
            • Fill in the data that is not computed
            • Checks
          • Reconciliation with RO e-TVA
        • D390 VIES recapitulative statement
          • Configuration
          • Prepare the D390
            • How the operations are computed
            • Credit notes of earlier periods
            • Rectificatives
            • Manual lines and call-off stock
            • Checks
        • D394 informative statement
          • Configuration
            • Company data
            • Master data
          • Prepare the D394
            • What is in the statement
            • Automatic and manual data
            • Data to handle manually
            • Checks
            • Corrections
        • D101 profit tax return and micro-enterprise tax
          • Configuration
          • Profit tax return (D101)
            • Rows: computed and manual
            • Checks
            • Corrections and limits
          • Micro-enterprise tax
        • Annual financial statements (ANAF)
          • Which statement applies
          • Configuration
          • Prepare the financial statements
            • How the amounts are computed
            • Adjustments and manual rows
            • Checks
            • Corrections and limits
            • XML validation and filing
        • SAF-T D406 (Romania)
          • Modules
          • The D406 variants
          • Configuration
            • Prerequisites
            • Company settings
            • Map the accounting data to the SAF-T codes
          • Generate and validate a declaration
          • Export and submit the file
            • Mark as submitted, archive and correct
            • Large files
          • What each variant exports
          • Known limitations
        • Romanian statutory registers
          • Open a register
          • Filters
          • Trial balance
          • General journal
          • Account sheets
          • General ledger
          • Sales and purchase journals
          • Inventory register
          • Export
        • Fixed assets (Romania)
          • Classification catalog
          • Set up an asset category
          • Depreciation methods
          • Documents
            • Asset sheet
            • Asset register
          • Differences with other localizations
          • Interaction with SAF-T
        • Inventory (Romania)
          • Configuration
            • Locations (gestiuni)
          • Accounting entries
            • Delivery without an invoice
            • Retail locations
          • Romanian documents
          • Print the documents
          • Stock reports
        • Romanian and Hungarian companies
          • How Odoo decides that a company is Hungarian
          • Effects on the Hungarian features
          • Document layouts
          • Menus
          • Check the data before go-live
          • Upgrade
          • Checklist
    • Saudi Arabia
      • Configuration
      • ZATCA e-invoices
        • Company information
        • Simulation mode
          • Fatoora simulation portal
          • ZATCA API integration
          • Sales journals
          • Testing
          • Taxes
        • Production mode
    • Singapore
      • Add PayNow QR codes to invoices
        • Activate QR codes
        • PayNow bank account configuration
        • Bank journal configuration
        • Issue invoices with PayNow QR codes
    • Spain
      • Configuration
        • Spanish setup and supported module combination
          • Company setup wizard
          • Fiscal profile
          • Contacts, banks and VAT numbers
          • Supported module combination
          • Promissory notes and confirming
      • Chart of accounts
      • Taxes
        • VAT regime
      • SII (Suministro Inmediato de Información)
        • Configuration
        • Taxes
        • Sending documents
      • Veri*Factu
        • Registration with the AEAT
          • Deadlines
          • Obtaining the certificate
          • Representation and social collaboration
        • Configuration
        • Invoices
        • Cancellation
        • Point of sale orders
        • Software producer and responsible declaration
        • Production mode
        • Pending records and submission
      • TicketBAI
        • Use case
      • FACe
        • Use case
        • Administrative centers
          • AEAT tax declarations
            • Configuration
              • Default values of the declarations
              • Tax map check
            • File a declaration
              • Specific declarations
            • Annual summaries and company returns
              • Modelo 180: annual summary of rent withholdings
              • Modelo 193: annual summary of investment income withholdings
              • Modelo 202: corporate income tax instalments
            • VAT and IRPF books
            • Official annual accounts (PGC)
          • Cash accounting regime (RECC) in Spain
            • Enable the regime
            • RECC taxes and transition accounts
            • Sales and purchases
              • Collection and payment
              • Accrual on the deadline
            • Invoice mention
            • Suppliers under the regime
            • Effects on the declarations
            • Gotchas
          • SII (Suministro Inmediato de Información)
            • Installation
            • Configuration
              • Certificate
              • Company
              • Journals, fiscal positions, and taxes
            • Send invoices
          • Spanish fixed assets
            • Asset categories
              • Depreciation periods
            • Assets
            • Assets from vendor bills
    • Switzerland
      • Configuration
      • QR-bill
        • Bank account
        • QR reference on invoices
        • Printing the QR-bill
        • Vendor payments
      • Currency rate update
      • Taxes
    • Thailand
      • Configuration
      • Chart of accounts and taxes
      • Tax invoice
        • Headquarter/Branch number settings
      • PromptPay QR code on invoices
        • Activate QR codes
        • PromptPay QR bank account configuration
        • Bank journal configuration
        • Issue invoices with PromptPay QR code
    • United Arab Emirates
      • Installation
      • Chart of accounts
      • Taxes
      • Currency exchange rates
        • Invoices
    • United Kingdom
      • Configuration
      • Chart of accounts
      • Taxes
    • United States
      • Configuration
        • Modules installation
      • Chart of accounts
        • View, edit, and sort accounts
      • Taxes
      • Cash discount
      • ACH - electronic transfers
        • Receive ACH payments: payment provider integration
    • Uruguay
      • Introduction
        • Glossary
      • Configuration
        • Modules installation
        • Company
        • Master data
          • Chart of accounts
          • Contacts
          • Taxes
          • Document types
          • Sales journals
      • Workflows
        • Customer invoices
    • Vietnam
      • Modules
      • Company
      • E-invoicing with SInvoice
        • Configuration
          • SInvoice platform
            • SInvoice registration
            • Invoice template creation
            • Invoice symbol creation
            • Invoice issuance notice
          • Odoo database
            • Link Odoo to SInvoice
            • Invoice template
        • Sending invoices to SInvoice
          • Replacement or adjustment invoices
          • Invoice cancellation
      • QR banking codes
        • Configuration
          • Bank account
        • Generating QR codes on invoices