Electronic invoicing in Spain

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

E-documents framework setup

Learn more in Set up e-documents for information about how to set up the E-Documents framework.

Set up local formats

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

  1. [!INCLUDE [open-search](../../includes/open-search.md)], 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

Use the E-Documents framework in purchases as described in Use e-documents in the purchases process. Learn more in Use e-documents in the sales process for information about the sales process.

Hinweis

The following nodes are determined using the following methods:

  • InvoiceIssueData/ExchangeRateDetails/ExchangeRateDate is taken as the Posting Date of the document.
  • InvoiceHeader/InvoiceClass comes from the document's Invoice Type, which uses the SII sales invoice types. F1, F2, and F3 produce OO for an original invoice. F4 produces OC for a summary. Other types produce OR for a corrective invoice.
  • InvoiceLine/UnitOfMeasure is included when the unit of measure's International Standard Code matches a supported Factura-E unit. If there's no match, the optional node is omitted.

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. Factura-E validation requires this code when you export a sales credit memo.

Hinweis

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

  1. Use the posted credit memo's Posting Date, not the original invoice's date.
  2. If a VAT Return Period contains that date, use its start and end dates.
  3. Otherwise, use the latest Accounting Period start on or before that date and the end of its fiscal year.
  4. If no accounting period is found, use the calendar year that contains the credit memo's posting date.
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