[ADD] Fiscal Localizations / Croatia

content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst

@@ -18,18 +18,29 @@ 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 as of 1 January 2026.
 
 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 `moj-eRačun <https://moj-eracun.hr>`_. As an accredited
+  provider, mojeRačun is designed to handle the differing technical requirements of the two parallel
+  systems:
+
+  - **For Fiscalization 1.0 (B2C):** MojeRačun supports the real-time reporting of receipts to the
+    Croatian Tax Administration for all payment types (cash, cards, and bank transfers).
+  - **For Fiscalization 2.0 (B2B/B2G):** MojeRačun facilitates the exchange of mandatory structured
+    e-invoices (XML) through certified access points, ensuring automatic fiscalization and real-time
+    reporting to the Croatian Tax Administration.
 - **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.
@@ -41,10 +52,14 @@ invoices. Here is how Odoo ensures compliance:
   that each invoice follows the legal format for both B2B and :abbr:`B2G (business-to-government)`
   transactions.
 
+.. seealso::
+   :doc:`Croatian fiscal localization documentation
+   <../../../fiscal_localizations/croatia>`
+
 .. admonition:: Disclaimer
 
    This page provides an overview of Croatian e-invoicing laws and how Odoo Invoicing supports
    compliance with the Fiscalization Act, Peppol standards, and other relevant regulations. It does
-   not constitute legal adviceWe recommend consulting with a tax advisor or legal professional
+   not constitute legal advice. We recommend consulting with a tax advisor or legal professional
    familiar with Croatian e-invoicing regulations to ensure compliance tailored to your specific
    business needs.

content/applications/finance/fiscal_localizations.rst

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

content/applications/finance/fiscal_localizations/croatia.rst

@@ -0,0 +1,183 @@
+=======
+Croatia
+=======
+
+.. |MER| replace:: :abbr:`MER (Moj-eRačun)`
+.. |KPD category| replace:: :abbr:`KPD category (Klasifikacija proizvoda po djelatnostima)`
+.. |OIB| replace:: :abbr:`OIB (Osobni identifikacijski broj)`
+
+.. _localizations/croatia/modules:
+
+Modules
+=======
+
+The following modules related to the Croatian localization are available:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Croatia - Accounting`
+     - `l10n_hr`
+     - Default :ref:`fiscal localization package <fiscal_localizations/packages>`
+   * - :guilabel:`Croatia - Accounting Reports`
+     - `l10n_hr_reports`
+     - Country-specific reports
+   * - :guilabel:`Croatia - e-invoicing`
+     - `l10n_hr_edi`
+     - E-invoicing via mojeRačun
+   * - :guilabel:`Croatian Intrastat Declaration`
+     - `l10n_hr_intrastat`
+     - Intrastat PDF report generated for declaration based on invoices.
+
+.. note::
+   The localization's core modules are installed automatically with the localization. The rest can
+   be manually :ref:`installed <general/install>`.
+
+.. seealso::
+   :doc:`Documentation on e-invoicing’s legality and compliance in Croatia
+   <../accounting/customer_invoices/electronic_invoicing/croatia>`
+
+.. _localizations/croatia/mojeracun:
+
+E-invoicing via mojeRačun
+=========================
+
+Odoo can connect to the national eRačun platform via the third-party provider `mojeRačun
+<https://moj-eracun.hr>`_ to send and receive e-invoices.
+
+.. note::
+   The :guilabel:`Croatia - e-invoicing` (`l10n_hr_edi`) module must be :ref:`installed
+   <general/install>` to configure e-invoicing via mojeRačun.
+
+.. important::
+   To use this integration, an account and `invoice package
+   <https://portal.moj-eracun.hr/podrska/cjenik/>`_ from mojeRačun are needed. The rest of this
+   documentation assumes that one has already been obtained.
+
+.. _localizations/croatia/configuration:
+
+Configuration
+-------------
+
+Follow these steps to set up e-invoicing via mojeRačun in Odoo.
+
+.. _localizations/croatia/configuration/company:
+
+Company configuration
+~~~~~~~~~~~~~~~~~~~~~
+
+Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to
+:guilabel:`MojEracun E-invoicing`. Fill the :guilabel:`Username` field with the numeric username and
+the :guilabel:`Password` field with the password provided by mojeRačun.
+
+.. note::
+   Alternatively, the :guilabel:`Username` can be set to the e-mail address used to register on
+   mojeRačun.
+
+Ensure that the :guilabel:`Company ID (OIB or GIN)` and :guilabel:`Company Business Unit (PJ)`
+fields are correctly filled in, matching the data used to register on mojeRačun.
+
+The :guilabel:`Business Software (ERP) ID` should be set to `Saodoo-001`.
+
+Optionally, specify the :guilabel:`Incoming E-Invoices Journal` where invoices received via |MER|
+should be created. If left 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.
+
+.. note::
+   Using the :guilabel:`Test` mode connects to a MER demo server that requires separate credentials
+   and is not relevant for most end users.
+
+Then click :guilabel:`Activate` to activate the connection with mojeRačun.
+
+.. _localizations/croatia/configuration/journal:
+
+Journal configuration
+~~~~~~~~~~~~~~~~~~~~~
+
+Go to :menuselection:`Accounting --> Configuration --> Journals` and click the :guilabel:`Sales`
+journal to open its configuration.
+
+In the :guilabel:`Fiscalization (HR)` section, complete the :guilabel:`Business premises label`,
+:guilabel:`Issuing device label`, :guilabel:`Business premises label (refund approval)`, and
+:guilabel:`Issuing device label (refund approval)` fields.
+
+The :guilabel:`Business premises label` and :guilabel:`Issuing device label` are used to generate
+invoice names. The :guilabel:`Business premises label (refund approval)` and :guilabel:`Issuing
+device label (refund approval)` fields are used to generate credit note names.
+
+.. _localizations/croatia/sending:
+
+Sending an e-invoice
+--------------------
+
+To send an e-invoice, follow the :ref:`standard e-invoicing <accounting/e-invoicing/generation>`
+workflow. Be sure to select :guilabel:`by MojEracun` when sending the e-invoice.
+
+The following invoice fields must be set before sending to mojeRačun:
+
+- **Invoice sequence:** Ensure the invoice sequence is in the format
+  `{Journal code}-{Year}-{Sequence}/{Business premises label}/{Issuing device label}`. If the
+  journal is configured :ref:`as instructed above <localizations/croatia/configuration/journal>`,
+  Odoo automatically formats invoice names to fit this format.
+- :guilabel:`KPD category`: Set the :guilabel:`KPD category` on every invoice line.
+
+  .. tip::
+     The |KPD category| can also be set on the product record, which will then automatically apply
+     it on invoice lines when the product is used. To do so, go to :menuselection:`Accounting ->
+     Customers -> Products`, click the product, and set the :guilabel:`KPD category`.
+
+In the :guilabel:`Croatia: Fiscalization 2.0` tab of invoices:
+
+- :guilabel:`Business process type`: Set the :guilabel:`Business Process Type` as appropriate. If
+  :guilabel:`P99: Customer-defined process` is selected, complete the :guilabel:`Custom Process
+  Name` field.
+- :guilabel:`Fiscal user` and :guilabel:`Operator OIB`: The Croatian government expects the user who
+  sends the invoice to be identified via their personal |OIB| number. The fiscal user defaults to
+  the user who confirms the invoice and is identified under :guilabel:`Fiscal User`.
+
+    The user's |OIB| can be set on the user's contact record. To do so, follow these steps:
+
+    #. Go to :menuselection:`Settings --> Users & Companies --> Users` and click the user in the
+       list view.
+    #. In the user's form, click the :guilabel:`Contact` smart button to access the user's
+       :guilabel:`Contact` form.
+    #. In the :guilabel:`Sales & Purchase` tab, set the :guilabel:`Personal OIB` in the
+       :guilabel:`Misc` section.
+
+Once an invoice has been sent:
+
+- **Invoice fiscalization information:** The :guilabel:`Fiscalization status`,
+  :guilabel:`Fiscalization request ID`, :guilabel:`Payment amount already reported to Tax
+  Authority`, and :guilabel:`MojeRačun document ElectronicId` can be viewed in the
+  :guilabel:`Croatia: Fiscalization 2.0` tab.
+- **Fetching status updates:** Odoo periodically checks for any updates to the invoice's status
+  (e.g., rejection by |MER|, the eRačun system, or the recipient). To manually check for updates, go
+  to the :menuselection:`Accounting` dashboard, and in the :guilabel:`Customer Invoices` (sales)
+  journal, 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 on the invoice form view, which appears if the invoice has unreported payments.
+
+  .. tip::
+     To report multiple payment notifications at once, select multiple invoices from the invoice
+     list view and click the :guilabel:`MER: Report payments` button.
+
+.. _localizations/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:`settings
+<localizations/croatia/configuration/company>`.
+
+Rejecting an invoice
+~~~~~~~~~~~~~~~~~~~~
+
+To reject an incoming invoice, click the :guilabel:`MER: Reject eRacun` button on the invoice form
+view. This notifies the eRačun system and the sender that the invoice is rejected.