Invoice generator in Odoo: Documents Mexico

For the initialization of any project it is required to load initial balances, this includes the load of the invoices that are still open in the previous system and from which they are being migrated to Odoo, that is where this module comes into action.

What is Documents Mexico?

It is a module developed by Vauxoo that is not found in the Odoo App store, this module allows you to load an XML (electronic invoicing file previously stamped by a PAC) and generate an invoice in Odoo.

The module was developed for the loading of opening balances in the Odoo implementation, which are all those operations that we have open (customer invoices, open accounts receivable, open accounts payable, an updated inventory, etc.) in the system above so that when using Odoo we work normally and with control of these operations. Having the initial balances, you can start operating in Odoo with enough information. 

To load these initial balances there are three options:

The first is manually creating a supplier or customer invoice internally within the system to generate control. This has an impact on times, since it would take longer to have the initial balances.

The second is to develop or create your own module (Script) to move all those invoices to the system internally, but the fiscal folio does not generate a fiscal relationship of its own from the XML, it only generates the information of the operation.

The third option is the Mexico Documents module, which has a dependency with the Odoo documents module and is directly associated with the accounting and billing module to generate those corresponding operations. What this module does is process the XML, recognize the name and fiscal address, process the information and generate the document in the system, extract the products and the cost and create the invoice in Odoo.

Features

  • Massive loading of XML for both purchases and sales.

  • Processing to the corresponding newspapers in a massive way.

  • UUID validation so as not to duplicate invoices.

  • Creation of purchase invoice through XML associated with a purchase order.

Another important functionality is that it allows me to generate customer invoices, supplier invoices, or there is also the option to disable the ability to upload customer invoices and only upload supplier invoices, in this case, if Odoo is where they are going to be generating invoices to the customers there is no longer a case for this functionality to be left enabled, only as a protection measure.

Another relevant functionality is that purchase orders can be generated and, at the time of validation, Odoo enables me a functionality to attach the XML and leave it associated with the purchase order.

Frequently asked questions about Mexico Documents

Will this module allow me to process large amounts of invoices? For example, 50,000 invoices in a single process.

Yes, this module allows the loading of large amounts of invoices in a single process, although the best thing to do when loading several invoices is to divide them into blocks so that performance is favorable.

What happens when invoices already charged are repeated?

If an invoice is loaded again, it simply takes you to the first document created, it is not repeated or double documents are generated.

How do you relate the internal reference to the xml? What if the product doesn't exist?

If the customer, supplier or product file has not been previously created, the system will automatically create it when uploading the invoices.

What is the cost of the module and with whom can it be quoted?

If you are interested in a quote on the module, you can click right away to schedule a demo with a specialist.
 

Schedule a demo with our experts discover all about Documents Mexico

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