Metadata-Version: 2.1
Name: odoo-addon-l10n_mx_cfdi_account
Version: 17.0.1.0.2.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-l10n_mx_cfdi>=17.0dev,<17.1dev
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Mexico CFDI Account Integration
Home-page: https://github.com/OCA/l10n-mexico
License: LGPL-3
Author: =?utf-8?q?Alexis_L=C3=B3pez_Zubieta_=3Calexis=2Elopez=40augetec=2Ecom=3E_=28Auge_TEC=29=2C_Odoo_Community_Association_=28OCA=29?=
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Description-Content-Type: text/x-rst

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=======================
Mexico - CFDI - Account
=======================

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This module provides electronic invoicing for Mexico:

- Generation of electronic invoices compliant with the CFDI 4.0
  standard.
- Customization of fiscal documents according to user needs.
- Centralized management of electronic invoices within Odoo.
- Tracking and recording of issued and received fiscal documents.

**Table of contents**

.. contents::
   :local:

Installation
============

Prior to installing this module, you need to create and configure your
account with one of the `supported PAC listed
here <https://github.com/OCA/l10n-mexico/blob/17.0/l10n_mx_cfdi/README.rst>`__.

Configuration
=============

1. In the invoicing app, go to Customers > customers

   1. Create a new customer with its corresponding id number and fiscal
      name
   2. In the contact form, go to Sales & purchase tab
   3. In the Fiscal Information section add the following information:

      - Fiscal regime
      - Default CFDI usage
      - Default payment method
      - Default payment form

2. In the invoicing app, go to Customers > Products

   1. Open an existing product or create a new one and enter the general
      information
   2. Go to the Accounting tab in the product form
   3. Add the product code and the unit of measure corresponding to
      authority regulations

Usage
=====

Invoices
--------

- Go to Customers > Invoices and create a new record
- Fill in the previously created customer, the client’s previously added
  fiscal information is essential for the stamping process.
- Add any product that has its product fiscal code
- Open the CFDI tab and add the payment method, and payment form
- Select the Confirm button, the invoice will be stamped with the
  mexican authority
- Select the Send button to send the invoice to the customer

Import CFDI
~~~~~~~~~~~

- Add the vendor bill xml file as an attachment in the chatter
- Click "Load from file" button

Payments
--------

If the invoice payment method is PPD, the payment will be included in
the CFDI lines when registering a payment.

Known issues / Roadmap
======================

- Cancel CFDI Documents
- Credit Notes

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-mexico/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 <https://github.com/OCA/l10n-mexico/issues/new?body=module:%20l10n_mx_cfdi_account%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Alexis López Zubieta <alexis.lopez@augetec.com> (Auge TEC)

Contributors
------------

- Alexis López Zubieta <alexis.lopez@augetec.com>
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/l10n-mexico <https://github.com/OCA/l10n-mexico/tree/17.0/l10n_mx_cfdi_account>`_ project on GitHub.

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