Paraguay - Electronic Invoicing Base

Installation

Prerequisites

Required Modules

• Odoo 16.0
• account: Core accounting module
• l10n_py_base: Paraguayan base localization
• l10n_py_account: Accounting extensions with timbrado
• product: Product management
• sale: Sales management

Required Python Packages The module requires these Python packages:

• qrcode: QR code generation
• requests: HTTP client for API calls
• cryptography: Encryption and security

EDI Provider You must choose and configure one provider:

• FactPy (install l10n_py_edi_factpy)
• FacturaSend (install l10n_py_edi_facturasend)

Installation Steps

Step 1: Install Dependencies

Install required Python packages:

pip install qrcode requests cryptography

Step 2: Install Base Modules

• Install prerequisites in order:
• l10n_py_base
• l10n_py_account

Step 3: Install EDI Base

• Go to Apps
• Click Update Apps List
• Search for "Paraguay - Electronic Invoicing Base"
• Click Install

Step 4: Install EDI Connector

Choose and install a connector:

Option A: FactPy

• Search for "Paraguay - FactPy EDI Connector"
• Click Install

Option B: FacturaSend

• Search for "Paraguay - FacturaSend EDI Connector"
• Click Install

Post-Installation Configuration

Step 1: Verify Installation

Check that new menus appear:

• Facturación Electrónica main menu
• EDI Logs submenu
• Connectors submenu

Step 2: Configure Company

• Go to Settings > Companies
• Edit your company
• Configure Electronic Invoicing tab:
• Enable EDI
• Select environment (Test/Production)
• Choose provider

Step 3: Configure EDI Provider

Follow provider-specific configuration:

• See l10n_py_edi_factpy documentation, or
• See l10n_py_edi_facturasend documentation

Step 4: Configure Security

• Go to Settings > Users & Companies > Groups
• Assign users to EDI groups:
• Electronic Invoicing / User
• Electronic Invoicing / Manager

Step 5: Initial Test

• Set environment to Test
• Create a test invoice
• Try sending to EDI
• Verify reception and approval
• Check logs for errors

Data Initialization

The module loads:

• Electronic document type definitions
• Cron job configurations
• Email templates
• Report templates

No manual data loading required.

System Parameters

Configure in Settings > Technical > Parameters > System Parameters:

| Parameter | Description | Example | |-----------|-------------|---------| | l10n_py.edi_provider | Active EDI provider | factpy or facturasend | | l10n_py.edi_environment | Environment | test or production | | l10n_py.edi_auto_send | Auto-send on confirm | True or False |

Database Preparation

Existing Invoices

For existing invoices (pre-EDI):

• They will NOT be sent to EDI automatically
• You can migrate them manually if needed
• New invoices will use EDI

Product Updates

Update products with:

• Tax configuration
• NCM codes (if applicable)
• GTIN/barcodes

Partner Updates

Ensure all partners have:

• Complete address
• Valid RUC (for taxpayers)
• Email address
• Taxpayer type

Testing Checklist

Before going to production:

• [ ] Test environment configured
• [ ] Test credentials working
• [ ] Sample invoice sent successfully
• [ ] PDF download works
• [ ] XML download works
• [ ] QR code generates correctly
• [ ] Status updates work
• [ ] Credit note flow tested
• [ ] Cancellation tested
• [ ] Error handling tested
• [ ] Email sending tested
• [ ] All users have correct permissions

Production Deployment

Pre-Production

• Backup database
• Complete all testing
• Train users
• Prepare support documentation

Go-Live

• Switch to production environment
• Update provider credentials
• Configure production parameters
• Send first real invoice
• Monitor logs closely

Post-Go-Live

• Monitor EDI logs daily
• Check success rate
• Respond to errors quickly
• Keep system updated

Troubleshooting Installation

Python Packages Not Found

If packages are missing:

pip install -r requirements.txt

Or install individually:

pip install qrcode requests cryptography

Module Not Installing

If installation fails:

• Check Odoo logs
• Verify all dependencies installed
• Check file permissions
• Restart Odoo server

Menus Not Appearing

If menus don't show:

• Check user permissions
• Refresh browser
• Clear browser cache
• Verify module is installed (not just downloaded)

Uninstallation

To uninstall (not recommended):

• First uninstall connector module
• Then uninstall base module
• Data will be preserved but EDI features disabled

Warning: Uninstalling will:

• Disable EDI functionality
• Remove EDI menus
• Keep existing data but make it inaccessible

Upgrade Notes

When upgrading:

• Backup database first
• Test in staging environment
• Check changelog for breaking changes
• Update connectors to matching versions
• Test EDI functionality after upgrade

Configuration

Initial Setup

Step 1: Company Configuration

• Go to Settings > General Settings > Companies
• Edit your company
• Navigate to Electronic Invoicing tab:
• Enable Electronic Invoicing
• Configure Environment (Test/Production)
• Set EDI Provider (factpy/facturasend)

Step 2: Select EDI Provider

Choose and configure your provider:

Option A: FactPy

• Install l10n_py_edi_factpy module
• Configure credentials in connector settings

Option B: FacturaSend

• Install l10n_py_edi_facturasend module
• Configure credentials in connector settings

Step 3: Configure Products

For each product/service:

• Go to Products
• Edit product
• In Invoicing tab:
• Set NCM Code (if applicable)
• Configure GTIN (barcode for SET)
• Set tax information

Step 4: Partner Configuration

Ensure customers have complete fiscal data:

• Valid RUC (if taxpayer)
• Correct Taxpayer Type
• Complete Address (required for electronic invoicing)
• Email (for sending electronic documents)

Document Type Configuration

Available Document Types

The module pre-configures these document types:

• Factura Electrónica (1): Standard invoice
• Nota de Crédito (4): Credit note
• Nota de Débito (5): Debit note
• Nota de Remisión (7): Delivery note
• Autofactura (2): Self-invoice

Journal Configuration

• Go to Accounting > Configuration > Journals
• For each sales journal:
• Enable Electronic Invoicing
• Select Document Type
• Ensure timbrado is configured

Security Groups

Configure user permissions:

• Go to Settings > Users & Companies > Users
• Edit user
• In Electronic Invoicing section:
• User: Can create and send documents
• Manager: Can configure and cancel documents

Automatic Operations

Cron Jobs

The module includes automatic jobs:

• Check Document Status: Polls provider for status updates
• Retry Failed Documents: Attempts to resend failed documents

Configure in Settings > Technical > Automation > Scheduled Actions:

• Adjust frequency as needed
• Enable/disable jobs

Automatic Sending

Configure automatic sending on invoice confirmation:

• Go to company settings
• In Electronic Invoicing tab:
• Enable Auto Send on Confirm
• Set Auto Download PDF/XML

Environment Configuration

Test Environment

For testing:

• Set Environment = "Test"
• Use test credentials from provider
• Documents won't be legally valid

Production Environment

For production:

• Set Environment = "Production"
• Use production credentials
• Ensure all fiscal data is accurate
• Test thoroughly before going live

KUDE Configuration

KUDE (Código Único de Documento Electrónico) settings:

• QR codes are generated automatically
• Configure QR size in report templates if needed
• KUDE appears on printed invoices

Contingency Mode

Configure fallback when EDI service is unavailable:

• Enable Contingency Mode in company settings
• Set Contingency Reason options
• Documents can be sent later when service recovers

Email Configuration

For automatic email sending:

• Configure Outgoing Mail Server in Odoo
• Set email template in Settings > Technical > Email Templates
• Customize "Electronic Invoice" template

Usage

Sending Electronic Invoices

Method 1: Automatic Sending

If auto-send is enabled:

• Create invoice as usual
• Click Confirm
• System automatically sends to EDI provider
• Status updates to "Sent" when successful

Method 2: Manual Sending

• Create and confirm invoice
• Click Send EDI button
• Wizard appears - review information
• Click Send
• Wait for confirmation

Document Status

Electronic invoices have these statuses:

• Draft: Not yet confirmed
• To Send: Confirmed, ready to send
• Sending: Being sent to provider
• Sent: Successfully sent
• Approved: Approved by SET
• Rejected: Rejected by SET
• Cancelled: Cancelled document
• Error: Error occurred

Checking Document Status

View Status

• Open invoice
• Check EDI Status field
• View EDI Information tab for details

Manual Status Update

To manually check status:

• Open invoice
• Click Update EDI Status button
• System queries provider
• Status and messages update

Cancelling Electronic Documents

Requirements

• Document must be approved by SET
• Within cancellation timeframe (per SET rules)
• Valid cancellation reason

Process

• Open approved invoice
• Click Cancel EDI button
• Select Cancellation Reason
• Enter Reason Details
• Click Cancel Document
• System sends cancellation to SET

Downloading Documents

PDF Download

• Open invoice
• Click Download EDI PDF button
• PDF opens/downloads
• Contains KUDE QR code

XML Download

• Open invoice
• Click Download EDI XML button
• XML file downloads
• Valid SET-compliant XML

Credit and Debit Notes

Creating Credit Note

• From invoice, click Add Credit Note
• Select reason
• System creates note with EDI reference
• Send to EDI as usual

Creating Debit Note

• From invoice, click Add Debit Note
• Enter reason
• System creates note with EDI reference
• Send to EDI as usual

Monitoring EDI Operations

EDI Log

View all EDI operations:

• Go to Facturación Electrónica > EDI Logs
• Filter by:
• Document
• Status
• Date
• Error type

Error Handling

When errors occur:

• Check EDI Logs for details
• Review error message
• Fix issue (e.g., missing data)
• Click Retry button
• Document resends

Printing KUDE

Invoice with KUDE

When printing invoices:

• Click Print on invoice
• Select KUDE Report
• Report includes:
• QR code
• CDC (Código de Control)
• All fiscal information
• SET-compliant format

QR Code

The QR code contains:

• Document number
• RUC
• CDC
• Amounts
• Validation URL

Customers can scan to verify authenticity.

Batch Operations

Sending Multiple Documents

• Go to invoice list view
• Select multiple invoices
• Click Action > Send EDI
• System sends all selected documents
• Check status individually

Updating Multiple Statuses

• Select documents
• Click Action > Update EDI Status
• System checks all selected documents

Customer Portal

Customers can:

• Access their invoices via portal
• Download PDF with KUDE
• Download XML if needed
• View EDI status

Reports and Analytics

EDI Dashboard

View EDI metrics:

• Go to Facturación Electrónica > Dashboard
• See:
• Documents sent today/week/month
• Success rate
• Pending documents
• Errors

Custom Reports

Create custom reports:

• Use invoice filters
• Filter by EDI Status
• Group by status, date, customer
• Export to Excel

Troubleshooting Common Issues

Issue: "Missing Customer Email"

Solution:

• Add email to customer record
• Retry sending

Issue: "Invalid RUC"

Solution:

• Verify customer RUC format
• Check verification digit
• Update customer record
• Retry

Issue: "Timbrado Expired"

Solution:

• Update timbrado in journal
• May need to cancel and recreate invoice

Issue: "Connection Error"

Solution:

• Check internet connection
• Verify provider credentials
• Check provider service status
• Try again or enable contingency mode

Best Practices

• Test First: Use test environment before production
• Monitor Logs: Regularly check EDI logs
• Keep Updated: Update status of pending documents
• Backup: Download and store PDF/XML copies
• Validate: Ensure all fiscal data is complete before sending