[ADD] accounting/l10n_es: documentation for new Veri*Factu module

svfu-odoo · svfu-odoo · commit 6cb49802ae9b · 2025-04-25T10:40:39.000+02:00
Spain introduces a new EDI called "Veri*Factu" to send all invoices
to the Spanish tax agency (AEAT).
It is mandatory for most tax payers (that cannot use any of the
other spanish EDIs like SII or TicketBAI)

In the related communtiy PR new modules were added to enable
sending invoices and PoS orders via "Veri*Factu".

This commit adds some documentation about how to enable and use
"Veri*factu".

task-3745982
diff --git a/content/applications/finance/fiscal_localizations/spain.rst b/content/applications/finance/fiscal_localizations/spain.rst
@@ -92,6 +92,58 @@ If you wish to have any amount input in the :guilabel:`II` section (from boxes :
 
 Repeat this operation for all contacts related to the **agriculture** industry.
 
+Veri*Factu
+==========
+
+**Veri\*Factu** is an e-Invoicing system used by the Spanish Tax Agency.
+It is mandatory for most tax payers in Spain with some exceptions.
+Notable exceptions are tax payers who use SII or fall under a regional tax regime (i.e. TicketBai TODO:link).
+
+Odoo supports the automatic sending of invoices and Point of Sale orders to the authorities.
+To enable **Veri\*Factu**, set your company's :guilabel:`Country` and
+:guilabel:`Tax ID` under :menuselection:`Settings --> General Settings` in the :guilabel:`Companies`
+section.
+
+Then, :ref:`install <general/install>` the module :guilabel:`Spain - Veri*Factu (l10n_es_edi_verifactu)`,
+go to the :guilabel:`Veri\*Factu` section under :menuselection:`Accounting --> Configuration --> Settings`.
+There you need to check :guilabel:`Enable Veri*Factu` and add at least one certificate under
+:guilabel:`Manage certificates`.
+
+.. warning::
+   If you are testing, enable :guilabel:`Veri*Factu Test Environment` in the
+   :guilabel:`Veri\*Factu` section, which can be found under :menuselection:`Settings --> General Settings`.
+
+Invoicing
+---------
+
+Once an invoice has been :doc:`created <../../finance/accounting/customer_invoices>` and confirmed,
+it can be send: Click :guilabel:`Send & Print` to open the sending dialog.
+The :guilabel:`Veri*Factu` checkbox should be checked (since :guilabel:`Enable Veri*Factu` is active in the settings).
+Click :guilabel:`Send & Print` again.
+This will create an XML file with information about the invoice and store it as a a Veri*Factu document.
+A list of all such documents associated with an invoice can be found in the :guilabel:`Veri*Factu` tab.
+
+If possible the document is send immediately to the AEAT.
+This may not happen some times due to waiting time requirements between submissions (imposed by the AEAT).
+In that case the document will be send at the next possible time via a scheduled action.
+
+.. note::
+   The Veri\*Factu **QR code** is displayed on the invoice PDF.
+   By scanning this QR code it can be verified that the invoice is known to the AEAT.
+
+Point of Sale
+-------------
+
+Immediatly after order has been paid, the Veri*Factu document will be generated.
+Just like for invoices it will be send immediately if possible or at the next possible time via a scheduled action.
+If an invoice is created for the order during the payment process the Veri*Factu document will be
+generated and send for the invoice instead.
+
+.. note::
+   The Veri\*Factu **QR code** is displayed on the order receipt.
+   This happens even if an invoice is created for the order.
+   By scanning this QR code it can be verified that the order is known to the AEAT.
+
 TicketBAI
 =========
 
