Italy Invoice Export Config

We have created a special Clock PMS integration to let you automatically send invoices in an XML format to the Italian Tax Authorities in accordance with the new regulations in Italy.

Note: The Italian tax authorities prefer to accept the XML invoices when the rounding option for the tax in Clock PMS is set to "Rounding - total". To check and possible change your tax rounding option please go to menu Other...->Settings->Tax settings in Clock PMS. If you have any questions about the tax settings please contact the Clock Support Team

PEC Settings

Except for the Tax address field, you will need to contact you PEC provider to get the necessary details and PEC email to fill in the fields of the PEC settings.

Note: Please use SMTP settings, not POP3. If necessary, please contact your PEC email provider to give you the necessary SMTP settings.

Tax Address

Send a message to the general tax agency email address at sdi01@pec.fatturapa.it . They will reply with an email address to which invoices should be sent. Please use your mailbox to receive the invoice submission email address and paste it here once you have it.

Note: The “Send test email” button is still in a process of testing.

Issuer Settings

Please fill in your company details in the fields in this section.

Next XML Number Suffix

Before activating the connection, you'll need to check the number of the last electronic invoice issued and set the next consecutive number in this field, so that you can continue the existing numbering of your electronic invoices in the Italy Invoice Export integration.

Customer settings

SDI Code Field

Each company profile in Clock PMS needs to have an SDI number. Please choose the “sdi_number” option from the field's drop-down menu.

VAT Payment Method Field

Each company profile in Clock PMS needs to have a selected VAT payment method. Please chose option ”Payment_vat” from the field's drop-down menu.

Both options can be selected for already created company profiles (by editing them) or during the creation of a new company profile.

Note: Both the SDI code and the VAT payment method fields contain important information and are created by the Clock Support Team. Please do not make any changes to those custom fields in 'Other' – 'Settings' - 'Company fields'. Only this way, we can ensure that the export will work correctly.

Payment Settings

Here you can select the government codes for the payment types in your Clock PMS account.

Accounts Receivable

It shows what payment type will be used if part of the invoice (or the entire invoice) is not paid.

Note: We will only send the invoices after it is created. If the invoice is paid afterwards we will not resend it again.

Default Payment Type

The payment type that will be used if you use a payment type / sub-type for which you haven't specified a government payment code.

Payment Type Mapping

You can chose a government payment code for each payment type / sub-type you have in Clock PMS.

Note: If you create new payment sub-types after you complete the settings they will use the default payment type unless you assign a specific government payment code after they are created.

Document Types

Once those settings are completed please go to 'Other' - 'Settings' - 'Document type(s)'. Please edit each document type that needs to be sent electronically and set the 'Fiscalization' option to 'YES'.

Italy Export Log

In order to check the status of each sent invoice, please to to menu 'Other' - 'Reports' - 'Data Export' - 'Italy Export'.

Note: If there is an issue with any of the documents it will be shown here and once the issue is resolved you will be able to manually send it. Please contact the support team if there are any errors here.

Italy Invoice Export Config