Electronic invoicing for Italy (SDI)
This optional module turns the clinic's business invoices into FatturaPA files and hands them to the Sistema di Interscambio (SDI) of the Agenzia delle Entrate, then follows the receipts the SDI sends back.
It only concerns invoices whose recipient is a company, an insurer, a fund or a professional with a partita IVA. Invoices to patients are never sent to the SDI: Italian law forbids electronic invoicing for healthcare services to private persons (art. 10-bis DL 119/2018). Those invoices are issued as PDF from Billing as usual, and their data belong to the Sistema Tessera Sanitaria module.
Screens
Both pages live under Settings → Billing and taxes:
- Electronic invoicing (SDI) — tax regime, exemption reference, virtual stamp duty, and the transport to the SDI (manual or PEC), with a mailbox test.
- SDI files — every file generated, its state, the receipt, and the actions: download the XML, mark it as uploaded, import a receipt, regenerate after a rejection, send now (PEC).
The invoice page shows an SDI panel with the same information and actions for that invoice, and an SDI chip in the invoice list.
Before you start
- The clinic's tax id in Settings → General must be its partita IVA (11 digits); the legal name and address fill the seller block of the file.
- Business recipients need their partita IVA in the invoice's billing data. Their SDI recipient code (7 characters) or PEC can be stored in the billing address as
sdi_code/pec; otherwise the SDI leaves the invoice in the recipient's reserved area on the Agenzia delle Entrate portal. - Choose the transport:
- Manual: download each XML, upload it in Fatture e Corrispettivi or send it from your own PEC client, then import the receipt file the SDI returns.
- PEC: enter the practice's PEC mailbox (SMTP and IMAP); the system sends the files and reads the receipts every two minutes.
The receipts
| Receipt | State shown | What to do |
|---|---|---|
| RC — ricevuta di consegna | Delivered | nothing |
| MC — impossibilità di recapito | Not deliverable | the invoice is valid; tell the recipient it is in their reserved area |
| NS — notifica di scarto | Rejected | correct the invoice data, then Regenerate and resend: the new file keeps the same number and date |
Files and receipts are kept for ten years; records that reached the SDI block uninstalling the module.