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 05e7243c85e..711e4094412 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 as of 1 January 2026. Compliance with Croatian e-invoicing regulations ================================================ @@ -27,9 +27,20 @@ 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 `_. 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. diff --git a/content/applications/finance/fiscal_localizations.rst b/content/applications/finance/fiscal_localizations.rst index 175ce883290..b62ef8ec4cb 100644 --- a/content/applications/finance/fiscal_localizations.rst +++ b/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 ` - 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 diff --git a/content/applications/finance/fiscal_localizations/croatia.rst b/content/applications/finance/fiscal_localizations/croatia.rst new file mode 100644 index 00000000000..356575d2017 --- /dev/null +++ b/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 ` + * - :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 `. + +.. 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 +`_ to send and receive e-invoices. + +.. note:: + The :guilabel:`Croatia - e-invoicing` (`l10n_hr_edi`) module must be :ref:`installed + ` to configure e-invoicing via mojeRačun. + +.. important:: + To use this integration, an account and `invoice package + `_ 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 ` +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 `, + 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 +`. + +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.