Mexico - CFDI - Account
Mexico CFDI Account Integration
Mexico - CFDI - Account
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
Installation
Prior to installing this module, you need to create and configure your account with one of the supported PAC listed here.
Configuration
- In the invoicing app, go to Customers > customers
- Create a new customer with its corresponding id number and fiscal name
- In the contact form, go to Sales & purchase tab
- In the Fiscal Information section add the following information:
- Fiscal regime
- Default CFDI usage
- Default payment method
- Default payment form
- In the invoicing app, go to Customers > Products
- Open an existing product or create a new one and enter the general information
- Go to the Accounting tab in the product form
- 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. 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.
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.
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 project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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