Metadata-Version: 2.1
Name: odoo-addon-l10n_mx_cfdi_account
Version: 19.0.1.1.0.1
Requires-Dist: odoo-addon-l10n_mx_cfdi==19.0.*
Requires-Dist: odoo==19.0.*
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 :: 19.0
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 using this module, create a PAC account with one of the
`supported
PACs <https://github.com/OCA/l10n-mexico/blob/19.0/l10n_mx_cfdi/README.rst>`__
and complete the PAC connection steps in ``l10n_mx_cfdi`` Configuration
(**CFDI > PAC Settings**, issuers / **Registrar**, series as needed).

Usage
=====

Use this module after the PAC connection, issuers, and series are
configured in ``l10n_mx_cfdi`` (see that module's Configuration).

Customers
---------

1. In the Invoicing app, go to Customers > Customers.

2. Create or open a customer with the correct VAT (RFC) and fiscal name.

3. On the **CFDI** tab, set:

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

Products
--------

1. Go to Customers > Products (or open a product from Inventory).
2. Open an existing product or create a new one and enter the general
   information.
3. On the **CFDI** tab, set the SAT product code and unit of measure.

Invoices
--------

1. Go to Customers > Invoices and create a new record.
2. Select the customer. The fiscal data on the partner CFDI tab is
   required for stamping.
3. Add products that have a SAT product code.
4. Open the **CFDI** tab and set the payment method and payment form.
5. Confirm the invoice; it is stamped with the Mexican authority through
   the configured PAC.
6. Use Send to deliver the invoice to the customer.

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

- Attach the vendor bill XML file in the chatter.
- Click the **Load from file** button.

Payments
--------

If the invoice payment method is PPD, the payment is included in the
CFDI lines when you register 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:%2019.0%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>
- Cristhiane Guadalupe Rangel Ferrusca
  <cristhiane.rangel@graymatterlogic.com>
- Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>

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

This module is maintained by the OCA.

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   :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/19.0/l10n_mx_cfdi_account>`_ project on GitHub.

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