Metadata-Version: 2.1
Name: odoo-addon-l10n_pt_account_invoicexpress
Version: 19.0.1.0.0.2
Requires-Dist: odoo-addon-l10n_pt_vat==19.0.*
Requires-Dist: odoo==19.0.*
Summary: Portuguese certified invoices using InvoiceXpress
Home-page: https://github.com/OCA/l10n-portugal
License: AGPL-3
Author: Open Source Integrators, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 5 - Production/Stable
Description-Content-Type: text/x-rst

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==================================
Portugal InvoiceXpress Integration
==================================

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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**

.. contents::
   :local:

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 <https://github.com/OCA/l10n-portugal/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-portugal/issues/new?body=module:%20l10n_pt_account_invoicexpress%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
-------

* Open Source Integrators

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

- Daniel Reis <dreis@opensourceintegrators.com>, `Open Source
  Integrators <https://www.opensourceintegrators.eu>`__

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.

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    :target: https://github.com/dreispt
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-dreispt| 

This module is part of the `OCA/l10n-portugal <https://github.com/OCA/l10n-portugal/tree/19.0/l10n_pt_account_invoicexpress>`_ project on GitHub.

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