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Electronic invoicing in Spain

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This article provides information about how to set up and work with the Spanish localization of the E-Document framework.

E-Documents framework setup

To learn more about how to set up the E-Documents framework, go to Set up e-documents.

Set up local formats

To set up the format for the E-Document service, follow these steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter E-Document Services, and then select the related link.
  2. Select New, and on the E-Document Services page, on the General FastTab, in the Document Format field, choose Factura-E 3.2.2.
  3. Configure the fields as described in Set up e-documents.
  4. Close the page.

For use in sales, set up the workflow as described in Set up the workflow. Then, on the Document Sending Profile page, add the workflow for the customers you send e-invoices to.

Work with e-invoices

To learn more about how to use the E-Documents framework in purchases, go to Use e-documents in the purchases process. For the sales process, go to Use e-documents in the sales process.

Note

The following nodes are determined using the following methods:

  • InvoiceIssueData/ExchangeRateDetails/ExchangeRateDate is taken as the Posting Date of the document.
  • InvoiceHeader/InvoiceClass is taken from the SII Sales Invoice Type. Currently, we support the following types: OO = Original Invoice, OR = Corrective, and OC = Summary.
  • InvoiceLine/UnitOfMeasure tries to convert existing units of measure to the supported units of measures. If it can't, it skips the node because it isn't mandatory.

Corrections with credit memos

When you work with credit memos, before you post, on the Credit Memo Details FastTab add a reason code in the Factura-E Reason Code field.

Note

The Corrective/TaxPeriod/StartDate-EndDate nodes are determined using the following method:

  1. Extract the posting date from the original document.
  2. Match the posting date with the VAT Return Period.
  3. If no match is found, match the posting date with the Accounting Period.
  4. If a match still isn't found, use the current year.

Set up e-documents
How to use e-documents in sales
How to use e-documents in purchase
Spanish Local Functionality

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