[IMP] accounting: update peppol information on e-invoicing page #13922
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task-4737738 task-4794170 task-4360579
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auva-odoo
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Jul 9, 2025
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Hello @afma-odoo thank you for tackling this task, it was much, much needed!
In addition to my review comments:
- The Demo/Live/Test radio buttons were removed so I don't think "demo mode", "live mode", etc. need to use guilabel and be capitalized? I mentioned this a few times in my review comments but you might want to check the whole Peppol section just in case?
- Unless it is a UI element (and using a guilabel), I don't think the word "endpoint" needs to have a capital e. Could you please chekc the whole doc?
Thank you again for your work! (and your patience while I was figuring out the testing 🙈 )
content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst
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| :alt: Filter Peppol ready invoices | ||
| To send the invoice to the customer via Peppol, click :guilabel:`Send & Print` on the confirmed | ||
| invoice form. In the :guilabel:`Send` window, enable both :guilabel:`BIS Billing 3.0` and | ||
| :guilabel:`Send via PEPPOL` checkboxes. |
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| :guilabel:`Send via PEPPOL` checkboxes. | |
| :guilabel:`Send via PEPPOL`. |
| before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding | ||
| sales journal on the Accounting dashboard. | ||
| .. tip:: | ||
| To manually trigger the cron that checks the invoices status, click :guilabel:`Fetch Peppol |
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| To manually trigger the cron that checks the invoices status, click :guilabel:`Fetch Peppol | |
| To manually trigger the scheduled action used to check the invoices' status, click :guilabel:`Fetch Peppol |
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| .. image:: electronic_invoicing/peppol-receive-bills.png | ||
| :alt: peppol receive bills | ||
| A daily cron checks for new documents received via Peppol. Any received documents are automatically |
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| A daily cron checks for new documents received via Peppol. Any received documents are automatically | |
| New documents received via Peppol are checked daily. Any received documents are automatically |
| Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click | ||
| :guilabel:`Fetch from Peppol`. | ||
| .. tip:: | ||
| To manually trigger the cron to retrieve incoming Peppol documents, go to the Accounting |
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| To manually trigger the cron to retrieve incoming Peppol documents, go to the Accounting | |
| To manually trigger the scheduled action to retrieve incoming Peppol documents, go to the Accounting |
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| .. image:: electronic_invoicing/peppol-fetch-bills.png | ||
| :alt: Fetch bills from Peppol | ||
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| .. note:: | ||
| When multiple purchase journals are used, incoming Peppol documents appear in the Document app |
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| When multiple purchase journals are used, incoming Peppol documents appear in the Document app | |
| When multiple purchase journals are used, incoming Peppol documents appear in the Documents app |
(and could we link to the that doc page?)
(cf our discussion, to check that this is indeed for 17.0 as well (since there is no module like there is for 18.0)
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task-4360579