diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst index 05e7243c85..d6057ac738 100644 --- a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst +++ b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst @@ -18,8 +18,8 @@ e-invoicing in public procurement. Under these regulations, all businesses invol (business-to-government)` transactions are required to use electronic invoicing via the :abbr:`CIS (Central Invoice System)`, Croatia’s official platform for public sector e-invoicing. Croatia is also part of the Peppol network, facilitating standardized cross-border e-invoicing within the -European Union. Furthermore, e-invoicing is increasingly encouraged for B2B transactions, promoting -greater transparency and tax compliance. +European Union. Furthermore, e-invoicing through the e-Račun platform is mandatory for B2B +transactions starting from 1 January 2026. Compliance with Croatian e-invoicing regulations ================================================ @@ -27,9 +27,12 @@ Compliance with Croatian e-invoicing regulations Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their invoices. Here is how Odoo ensures compliance: +- **Integrations**: Odoo can send invoices and report payments to the e-Račun platform via an + integration with third-party provider `mojeRačun `_. - **Supported formats**: Odoo supports standard e-invoice formats, such as PDF with digital signatures and XML in :abbr:`UBL (Universal Business Language)` format, which are fully compatible - with Croatia's :abbr:`CIS (Central Invoice System)` for public procurement transactions. + with Croatia's :abbr:`CIS (Central Invoice System)` for public procurement transactions and + e-Račun platform for B2B transactions. Additionally, Odoo enables transmission of e-invoices through any platform connected to the Peppol network, as the *Servis eRačun za državu* reached via Peppol, ensuring compliance with both Croatian and EU standards. diff --git a/content/applications/finance/fiscal_localizations.rst b/content/applications/finance/fiscal_localizations.rst index 0fee9125bf..78aae6b5e3 100644 --- a/content/applications/finance/fiscal_localizations.rst +++ b/content/applications/finance/fiscal_localizations.rst @@ -160,6 +160,7 @@ Fiscal localization modules are available for the countries listed below. fiscal_localizations/canada fiscal_localizations/chile fiscal_localizations/colombia + fiscal_localizations/croatia fiscal_localizations/denmark fiscal_localizations/ecuador fiscal_localizations/egypt diff --git a/content/applications/finance/fiscal_localizations/croatia.rst b/content/applications/finance/fiscal_localizations/croatia.rst new file mode 100644 index 0000000000..aab40aa152 --- /dev/null +++ b/content/applications/finance/fiscal_localizations/croatia.rst @@ -0,0 +1,115 @@ +======= +Croatia +======= + +E-invoicing via mojeRačun +========================= + +Odoo can connect to the national eRačun platform via third-party provider `mojeRačun +`_ to send and receive e-invoices. + +To make use of this integration, an account and `invoice package +`_ from mojeRačun are needed. The rest of this +documentation assumes that this is already the case. + +.. _croatia/configuration: + +Configuration +------------- + +Follow these steps to set up e-invoicing via mojeRačun in Odoo. + +.. _croatia/configuration/company: + +Company configuration +~~~~~~~~~~~~~~~~~~~~~ + +Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to +:guilabel:`MojEracun E-invoicing`. Fill the :guilabel:`Username` and :guilabel:`Password` fields +with the credentials provided by mojeRačun. + +Ensure that the :guilabel:`Company ID (OIB or GIN)` and :guilabel:`Company Business Unit (PJ)` +fields are correctly filled in. + +Optionally, specify the :guilabel:`Incoming E-Invoices Journal` where invoices received via MER +should be created. If unset, the default purchase journal will be used. + +Set the :guilabel:`MojEracun Operating Mode` to :guilabel:`Production` to send and receive invoices +on the production network. + +Then click :guilabel:`Activate` to activate the connection with mojeRačun. + +.. _croatia/configuration/journal: + +Journal configuration +~~~~~~~~~~~~~~~~~~~~~ + +Go to :menuselection:`Accounting --> Configuration --> Journal` and click the :guilabel:`Customer +Invoices` journal to open its configuration. + +In the :guilabel:`Fiscalization (HR)` section, fill the :guilabel:`Business premises label`, +:guilabel:`Issuing device label`, :guilabel:`Business premises label (refund approval)`, and +:guilabel:`Issuing device label (refund approval)` fields. + +These fields are used to generate the :ref:`invoice name ` in +accordance with the Croatian standard. The :guilabel:`refund approval` fields are used for credit +notes. + +.. _croatia/sending: + +Sending an e-invoice +-------------------- + +When creating an invoice, the following configuration is needed to correctly send the invoice +via mojeRačun. + +.. _croatia/sending/invoice-name: + +Invoice name +~~~~~~~~~~~~ + +The invoice name must be in the form `{Journal code}-{Year}-{Sequence}/{Business premises label}/ +{Issuing device label}`. This format is suggested by default when creating the first invoice in +a Sales journal where the :ref:`journal configuration ` was performed +as explained above. + +If invoices in an existing journal must be sent via mojeRačun, the invoices of that journal must be +resequenced to follow the correct format. + +Product configuration +~~~~~~~~~~~~~~~~~~~~~ + +The :guilabel:`KPD category` must be set on the product. + +Fetching status updates +~~~~~~~~~~~~~~~~~~~~~~~ + +Once an invoice has been sent, Odoo will periodically check for any updates to the invoice's status +(e.g. rejection by MER, the eRačun system, or by the recipient). To manually check for updates, +click the :guilabel:`MER: Fetch status` button. + +Reporting a payment +~~~~~~~~~~~~~~~~~~~ + +The Croatian government expects to be notified once payment has been received for an invoice. To +send this notification, click the :guilabel:`MER: Report payments` button. + +.. _croatia/receiving: + +Receiving e-invoices +-------------------- + +Odoo periodically checks for new invoices received via mojeRačun. New invoices received via +mojeRačun appear in the :guilabel:`Incoming E-Invoices Journal` specified in the +:ref:`croatia/configuration/company `. + +Rejecting an invoice +~~~~~~~~~~~~~~~~~~~~ + +To reject an incoming invoice, click the :guilabel:`MER: Reject eRacun` button. This notifies the +eRačun system and the sender that the invoice is not accepted. + +.. seealso:: + :doc:`Odoo electronic invoicing in Croatia + <../accounting/customer_invoices/electronic_invoicing/croatia>` +