How to activate invoicing and the fiscaldoo apps

What is it for?

fiscaldoo is split into packages: certified invoicing, transport documents, point of sale, closing the accounts, payroll, Copilot and others. Each package is switched on with a toggle in Odoo Settings. When you save, Odoo installs the package and everything it needs.

To invoice, the first package to switch on is Certified invoicing, VAT and SAF-T; after that you still need to prepare the company (next article). The others are switched on when the company needs them. Packages are switched on for the whole database, and serve all the companies in it.

When to use it?

• In a new database, before issuing the first document.
• When the company starts needing another area, for example delivery notes, point of sale or payroll.
• To see which packages are switched on in the database.

Where to find it?

Settings › fiscaldoo · Certification (in the list on the left of Settings)

Before you start

• You need access to Odoo Settings, which only the database administrator has. The everyday profiles (Billing, Accountant, Certified accountant, Auditor) do not see this app.
• Choose a time when nobody is working: saving can take a few minutes, especially if you switch on several packages at once.

How to use it

1. Open the Settings app and, in the list on the left, click fiscaldoo · Certification.
2. In the Billing block, tick Certified invoicing, VAT and SAF-T. The text under each toggle says what the package brings and what else it installs.
3. Tick the other packages the company already needs. The blocks are Start, Billing, EDI and Peppol, Accounting, Declarations and reports, Payroll and human resources, Copilot and Other.
4. Click Save, in the top left corner.
5. Wait for the page to reload. Do not close or refresh the window meanwhile: the screen itself warns “When you press Save, Odoo installs what you switched on and prepares the database. It can take a few minutes (more when you switch on several packages at once): wait for the page to reload, and do not close or refresh the window.” Pending validation on screen: in the demo database all packages are already installed, so installing a new package could not be observed.

Expected result

• The packages you switched on are ticked when you open fiscaldoo · Certification again.
• The apps they bring appear in the apps menu (for example Billing and Accounting, with certified invoicing).
• With certified invoicing installed, the bottom of the fiscaldoo · Certification page has seven groups of shortcuts: Configure the certification: series and keys, Configure the certification: communication with the AT, Configure the certification: SAF-T, Configure the certification: state, Configure the certification: accountant and backups, Configure the security: credentials vault and Configure the data: migration and imports. The first three are the starting point of the next article.

Switching on the packages is not enough to issue certified documents: you still need to prepare the company. Continue with How to prepare the company to issue certified documents.

Important notes

• Installing fiscaldoo also switches Odoo to European Portuguese, which the packages need.
• The first block, Start, has the Company set-up assistant, which asks for the company's details in plain language and prepares the rest: it then opens from Accounting › Configure › General › Set up the company.

Common problems

I switched off a package and Odoo will not let me save

• Symptom: when you click Save, the Invalid Operation window opens: “The package cannot be uninstalled. What happened: it would remove … which contains certified invoices and credit notes (53); certified receipts (15); … Why: the law requires these records to be kept and uninstalling the package would delete them. How to fix it: leave the package installed (nothing is lost) and stop using it; …”
• Cause: the package holds records that the law requires to be kept (certified documents, SAF-T files, communications with the AT, VAT settlements, payroll returns). Uninstalling it would delete them.
• What to do: click Close and then Discard. The package stays installed and nothing is lost; if you no longer use it, simply stop using it.

I do not see the Settings app

• Cause: your user is not a database administrator.
• What to do: ask the database administrator to switch on the package.