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[ADD] Fiscal Localizations / Croatia
Document e-invoicing with MojEracun task-4925745 closes #17243 X-original-commit: b232b01 Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
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‎content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst‎

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@@ -18,18 +18,29 @@ e-invoicing in public procurement. Under these regulations, all businesses invol
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(business-to-government)` transactions are required to use electronic invoicing via the :abbr:`CIS
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(Central Invoice System)`, Croatia’s official platform for public sector e-invoicing. Croatia is
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also part of the Peppol network, facilitating standardized cross-border e-invoicing within the
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European Union. Furthermore, e-invoicing is increasingly encouraged for B2B transactions, promoting
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greater transparency and tax compliance.
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European Union. Furthermore, e-invoicing through the e-Račun platform is mandatory for B2B
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transactions as of 1 January 2026.
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Compliance with Croatian e-invoicing regulations
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================================================
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Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their
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invoices. Here is how Odoo ensures compliance:
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- **Integrations**: Odoo can send invoices and report payments to the e-Račun platform via an
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integration with third-party provider `moj-eRačun <https://moj-eracun.hr>`_. As an accredited
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provider, mojeRačun is designed to handle the differing technical requirements of the two parallel
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systems:
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- **For Fiscalization 1.0 (B2C):** MojeRačun supports the real-time reporting of receipts to the
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Croatian Tax Administration for all payment types (cash, cards, and bank transfers).
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- **For Fiscalization 2.0 (B2B/B2G):** MojeRačun facilitates the exchange of mandatory structured
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e-invoices (XML) through certified access points, ensuring automatic fiscalization and real-time
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reporting to the Croatian Tax Administration.
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- **Supported formats**: Odoo supports standard e-invoice formats, such as PDF with digital
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signatures and XML in :abbr:`UBL (Universal Business Language)` format, which are fully compatible
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with Croatia's :abbr:`CIS (Central Invoice System)` for public procurement transactions.
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with Croatia's :abbr:`CIS (Central Invoice System)` for public procurement transactions and
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e-Račun platform for B2B transactions.
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Additionally, Odoo enables transmission of e-invoices through any platform connected to the Peppol
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network, as the *Servis eRačun za državu* reached via Peppol, ensuring compliance with both
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Croatian and EU standards.
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that each invoice follows the legal format for both B2B and :abbr:`B2G (business-to-government)`
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transactions.
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.. seealso::
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:doc:`Croatian fiscal localization documentation
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<../../../fiscal_localizations/croatia>`
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.. admonition:: Disclaimer
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This page provides an overview of Croatian e-invoicing laws and how Odoo Invoicing supports
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compliance with the Fiscalization Act, Peppol standards, and other relevant regulations. It does
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not constitute legal adviceWe recommend consulting with a tax advisor or legal professional
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not constitute legal advice. We recommend consulting with a tax advisor or legal professional
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familiar with Croatian e-invoicing regulations to ensure compliance tailored to your specific
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business needs.

‎content/applications/finance/fiscal_localizations.rst‎

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@@ -67,7 +67,7 @@ Fiscal localization modules are available for the countries listed below.
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- Comoros
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- Congo
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- Costa Rica
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- Croatia
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- :doc:`Croatia <fiscal_localizations/croatia>`
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- Cyprus
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- Czech Republic
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- Democratic Republic of the Congo
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fiscal_localizations/canada
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fiscal_localizations/chile
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fiscal_localizations/colombia
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fiscal_localizations/croatia
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fiscal_localizations/denmark
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fiscal_localizations/ecuador
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fiscal_localizations/egypt

‎content/applications/finance/fiscal_localizations/croatia.rst‎

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=======
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Croatia
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=======
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.. |MER| replace:: :abbr:`MER (Moj-eRačun)`
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.. |KPD category| replace:: :abbr:`KPD category (Klasifikacija proizvoda po djelatnostima)`
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.. |OIB| replace:: :abbr:`OIB (Osobni identifikacijski broj)`
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.. _localizations/croatia/modules:
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Modules
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=======
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The following modules related to the Croatian localization are available:
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.. list-table::
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:header-rows: 1
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Croatia - Accounting`
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- `l10n_hr`
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- Default :ref:`fiscal localization package <fiscal_localizations/packages>`
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* - :guilabel:`Croatia - Accounting Reports`
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- `l10n_hr_reports`
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- Country-specific reports
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* - :guilabel:`Croatia - e-invoicing`
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- `l10n_hr_edi`
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- E-invoicing via mojeRačun
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.. note::
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The localization's core modules are installed automatically with the localization. The rest can
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be manually :ref:`installed <general/install>`.
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.. seealso::
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:doc:`Documentation on e-invoicing’s legality and compliance in Croatia
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<../accounting/customer_invoices/electronic_invoicing/croatia>`
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.. _localizations/croatia/mojeracun:
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E-invoicing via mojeRačun
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=========================
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Odoo can connect to the national eRačun platform via the third-party provider `mojeRačun
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<https://moj-eracun.hr>`_ to send and receive e-invoices.
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.. note::
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The :guilabel:`Croatia - e-invoicing` (`l10n_hr_edi`) module must be :ref:`installed
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<general/install>` to be able to configure e-invoicing via mojeRačun.
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.. important::
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To use this integration, an account and `invoice package
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<https://portal.moj-eracun.hr/podrska/cjenik/>`_ from mojeRačun are needed. The rest of this
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documentation assumes that one has already been obtained.
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.. _localizations/croatia/configuration:
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Configuration
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-------------
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Follow these steps to set up e-invoicing via mojeRačun in Odoo.
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.. _localizations/croatia/configuration/company:
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Company configuration
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~~~~~~~~~~~~~~~~~~~~~
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Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to
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:guilabel:`MojEracun E-invoicing`. Fill the :guilabel:`Username` field with the numeric username and
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the :guilabel:`Password` field with the password provided by mojeRačun.
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.. note::
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Alternatively, the :guilabel:`Username` can be set to the e-mail address used to register on
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mojeRačun.
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Ensure that the :guilabel:`Company ID (OIB or GIN)` and :guilabel:`Company Business Unit (PJ)`
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fields are correctly filled in, matching the data used to register on mojeRačun.
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The :guilabel:`Business Software (ERP) ID` should be set to `Saodoo-001`.
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Optionally, specify the :guilabel:`Incoming E-Invoices Journal` where invoices received via |MER|
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should be created. If left unset, the default purchase journal will be used.
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Set the :guilabel:`MojEracun Operating Mode` to :guilabel:`Production` to send and receive invoices
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on the production network.
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.. note::
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Using the :guilabel:`Test` mode connects to a MER demo server that requires separate credentials
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and is not relevant for most end users.
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Then click :guilabel:`Activate` to activate the connection with mojeRačun.
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.. _localizations/croatia/configuration/journal:
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Journal configuration
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~~~~~~~~~~~~~~~~~~~~~
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Go to :menuselection:`Accounting --> Configuration --> Journal` and click the :guilabel:`Customer
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Invoices` journal to open its configuration.
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In the :guilabel:`Fiscalization (HR)` section, complete the :guilabel:`Business premises label`,
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:guilabel:`Issuing device label`, :guilabel:`Business premises label (refund approval)`, and
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:guilabel:`Issuing device label (refund approval)` fields.
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The :guilabel:`Business premises label` and :guilabel:`Issuing device label` are used to generate
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invoice names. The :guilabel:`Business premises label (refund approval)` and :guilabel:`Issuing
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device label (refund approval)` fields are used to generate credit note names.
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.. _localizations/croatia/sending:
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Sending an e-invoice
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--------------------
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To send an e-invoice, follow the :ref:`standard e-invoicing <accounting/e-invoicing/generation>`
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workflow. Be sure to select :guilabel:`by MojEracun` when sending the e-invoice.
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The following invoice fields must be set before sending to mojeRačun:
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- **Invoice sequence:** Ensure the invoice sequence is in the format
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`{Journal code}-{Year}-{Sequence}/{Business premises label}/{Issuing device label}`. If the
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journal is configured :ref:`as instructed above <localizations/croatia/configuration/journal>`,
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Odoo automatically formats invoice names to fit this format.
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- :guilabel:`KPD category`: Set the :guilabel:`KPD category` on every invoice line.
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.. tip::
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The |KPD category| can also be set on the product record, which will then automatically apply
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it on invoice lines when the product is used. To do so, go to :menuselection:`Accounting ->
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Customers -> Products`, click the product, and set the :guilabel:`KPD category`.
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In the :guilabel:`Croatia: Fiscalization 2.0` tab of invoices:
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- :guilabel:`Business process type`: Set the :guilabel:`Business Process Type` as appropriate. If
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:guilabel:`P99: Customer-defined process` is selected, complete the :guilabel:`Custom Process
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Name` field.
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- :guilabel:`Fiscal user` and :guilabel:`Operator OIB`: The Croatian government expects the user who
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sends the invoice to be identified via their personal |OIB| number. The fiscal user defaults to
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the user who confirms the invoice and is identified under :guilabel:`Fiscal User`.
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The user's |OIB| can be set on the user's contact record. To do so, follow these steps:
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#. Go to :menuselection:`Settings --> Users & Companies --> Users` and click the user in the
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list view.
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#. Activate the :ref:`developer mode <developer-mode>`.
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#. Click the :guilabel:`Related Partner` link to access the user's :guilabel:`Contact` form.
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#. In the :guilabel:`Sales & Purchase` tab, set the :guilabel:`Personal OIB` in the
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:guilabel:`Misc` section.
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Once an invoice has been sent:
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- **Invoice fiscalization information:** The :guilabel:`Fiscalization status`,
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:guilabel:`Fiscalization request ID`, :guilabel:`Payment amount already reported to Tax
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Authority`, and :guilabel:`MojeRačun document ElectronicId` can be viewed in the
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:guilabel:`Croatia: Fiscalization 2.0` tab.
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- **Fetching status updates:** Odoo periodically checks for any updates to the invoice's status
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(e.g., rejection by |MER|, the eRačun system, or the recipient). To manually check for updates, go
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to the :menuselection:`Accounting` dashboard, and in the :guilabel:`Customer Invoices` (sales)
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journal, click the :guilabel:`MER: Fetch status` button.
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- **Reporting a payment:** The Croatian government expects to be notified once payment has been
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received for an invoice. To send this notification, click the :guilabel:`MER: Report payments`
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button on the invoice form view, which appears if the invoice has unreported payments.
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.. tip::
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To report multiple payment notifications at once, select multiple invoices from the invoice list
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view and click the :guilabel:`MER: Report payments` button.
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.. _localizations/croatia/receiving:
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Receiving e-invoices
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--------------------
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Odoo periodically checks for new invoices received via mojeRačun. New invoices received via
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mojeRačun appear in the :guilabel:`Incoming E-Invoices Journal` specified in the :ref:`settings
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<localizations/croatia/configuration/company>`.
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Rejecting an invoice
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~~~~~~~~~~~~~~~~~~~~
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To reject an incoming invoice, click the :guilabel:`MER: Reject eRacun` button on the invoice form
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view. This notifies the eRačun system and the sender that the invoice is rejected.

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