E-invoicing in Viindoo Accounting¶
Electronic invoices were made from the inspiration of a paperless office and more reliable data. When it first appeared in the late 20th century, E-invoices were only used by some organizations. Nowadays it has been used all over the world.
Viindoo supports the import/export of the invoice files in standard electronic data formats and accepts the integration with third-party systems in transmitting - receiving invoice data.
Requirements
This tutorial requires the installation of the following applications/modules:
Viindoo supports invoices in standard electronic data formats¶
As soon as you install the Invoicing module or Accounting and Finance module, the following modules are automatically installed:
Import/Export Invoices from XML/PDF (account_edi);
Import/Export Invoices with generic UBL (account_edi_ubl_cii).
These modules allow to import/export invoices in XML, PDF, Factur-X, and UBL format, which meet the standard of electronic invoice data.
Next, you have to install the localized accounting modules.
For example: If your system applies the Indonesian Accounting Standard, you should install two modules:
Indonesian - Accounting (l10n_id)
Indonesia E-faktur (l10n_id_efaktur)
First, set up the customer’s tax information by going to Accounting > Customers > Customers, select the customer you want to create an invoice for. On the customer interface, enter the Tax ID, select the PKP ID, then select the Kode Transaksi.
On the Accounting > Indonesia Tax tab, enter the NIK value (which means Population Identification Number or Company Resident Identification Number) and save.
Next, go to Accounting > Customers > e-Faktur to create a tax invoice serial number. To be able to issue customer invoices in e-Faktur format to the Indonesian government, you need to enter here the series of numbers that the government has assigned to you. The number format is 13 digits as required by the Indonesian Tax Department.
To generate invoices in Viindoo, go to Accounting > Customers > Invoices, click on New, fill in the form.
Let’s check all the information on the invoice carefully before clicking on the Confirm button.
The electronic invoice number information will be generated by the system in the Other Info tab. Access Action > Download e-Faktur invoice to view the invoice, the checkbox CSV Created is auto checked.
Each country has its own regulations regarding:
Standard format of electronic invoices;
The process of transmitting/receiving invoices to the third party or the government agencies for confirmation before sending them to customers;
Sign and send the E - invoices directly to customers.
Therefore, Viindoo also allows the integration with the third parties to transmit/receive the generated invoices.
Integration with the third parties in transmitting - receiving invoice data¶
Viindoo is constantly developing the system to be ready to integrate with e-invoice solution providers and the invoice transmitting/receiving portals of the government agencies and etc.
Currently, Viindoo already has the data environment to integrate with the third parties in some countries, like Indonesia, Belgium, Italy, Spain, Vietnam, etc. You just need the integration information, such as the authenticated account, API, etc. In the following articles, we will show you in detail how to do it with Vietnam localized module.
