Invoices module in M2

Magento is an open source e-commerce platform written in PHP. It allows merchants to have control over their online business, by integrating all the functionalities they need.

Some of the most important features that it supports are ERP integration, admin panel that can control multiple websites, transactional emails, modules for SEO, online payments, modules for logistics etc.

Magento 2 was launched în 2015 and created an exhaustive list of new benefits for the business owners worldwide. Along with this, it also brought some challenges, but nothing that our developers couldn’t handle.

A few weeks ago, we mentioned the integration of a new logistics module for one of our clients, Joliette, that takes server-side information from the Romanian delivery company FAN Courier.

Now, we present to you an improvement in generating invoices in Magento 2, developed by our team.

Each country has its unique approach when it comes to invoices and this means that the policy framework, the e-invoicing platform or the approach for receiving and processing electronic invoices can differ from one country to another.

While developing a new webshop for a Romanian client, our development team noticed that the invoices generated by Magento stock didn’t fit the Romanian accounting requirements. As such, with a little custom development, we improved this functionality, and now we use it for all of our Romanian clients.

What you need to know regarding the Romanian legislation on invoices

(20) The invoice must include the following information:

1. The order number, based on one or more series, which identifies the invoice in a unique way;
2. Date of issue of the invoice;
3. The date on which the goods/services were delivered or the date of receipt of an advance, insofar as that date is earlier than the date of issue of the invoice;
4. The name/address and VAT registration code or, where applicable, the tax identification number of the taxable person who delivered the goods or provided the services;
5. The name/name of the supplier/provider who is not established in Romania and who has appointed a fiscal representative, as well as the name/address, and VAT registration code, according to 316, of the tax representative;
6. The name/address and the address of the beneficiary of the goods or services, as well as the VAT registration code or the tax identification number of the beneficiary if he is a taxable person or a non-taxable legal person;
7. The name/name of the beneficiary who is not established in Romania and who has appointed a fiscal representative, as well as the name/address, and the registration code provided in 316 of the tax representative;
8. The name and quantity of the goods delivered, the name of the services rendered, as well as the particularities provided in 266 par. (3) in the definition of goods in the case of intra-Community supplies of new means of transport;
9. The taxable amount of the goods and services or, where applicable, the advances invoiced for each quota, exemption or non-taxable transaction, the unit price, exclusive of duty, as well as rebates, draws, rebates and other price reductions, are not included in the unit price;
10. An indication of the tax rate applied and the amount of collected tax, expressed in lei, according to the tax rates;
11. If the invoice is issued by the beneficiary in the name and on behalf of the supplier, the term “self-invoice;”
12. Where a tax exemption is applicable, a reference to the applicable provisions of this Title or to Directive 112 or any other indication that the supply of goods or the provision of services is exempt;
13. If the customer is the person liable to pay VAT, the term “reverse charge”;
14. If the special scheme for travel agencies applies, the mention “margin regime – travel agencies”;
15. If one of the special arrangements for second-hand goods, works of art, collectors’ items and antiques is applied, one of the terms “margin regime – second-hand goods”, “margins regime – works of art” – collectors’ items and antiques, as appropriate;
16. If the charge-ability of VAT occurs at the time of receipt of the full or partial consideration of the supply of goods or the provision of services, the entry “VAT on the collection”;
17. A reference to other invoices or documents previously issued when multiple invoices or documents are issued for the same operation. (Methodological norms)

(21). The invoices issued in a simplified system under the conditions provided for in paragraph (12) and (13) shall contain at least the following information:

1.     date of issue;
2.     Identification of the taxable person who delivered the goods or provided the services;
3.     Identification of the type of goods or services provided;
4.     The amount of tax collected, or the information required for its calculation;
5.     In the case of documents or messages treated as an invoice in accordance with the provisions of paragraph (2), a specific and clear reference to the original invoice and the specific details that are changing.

(22). In the situation provided in par. (5) lit. b) point 1, the supplier/provider established in Romania may omit the information provided in paragraph (20) lit. i) and j) and indicate instead the taxable value of the delivered goods/services rendered, referring to their quantity or volume and to their nature.

In the case of the application of the provisions of paragraph (5) lit. b) item 2, the invoice issued by the supplier/provider who is not established in Romania may not contain the information provided in the equivalent of Directive 112 of para. (20) lit. i) and j).

(23). The amounts indicated on the invoice may be expressed in any currency provided that the amount of VAT collected or to be adjusted is expressed in ROL. if the value of the collected tax is expressed in another currency, it shall be converted into RON using the exchange rate provided in art. 290.

(24). The use of the electronic invoice is subject to acceptance by the recipient.

Fortunately, when working with us, we’ll make sure you only have to focus on expanding your business, as we do everything else: from creating the business strategy to web development and anything in between.