GREECE - AADE/myDATA connection and e-Invoice with Epsilon Digital

Introduction

As part of Greece’s digital transformation of tax processes, the Independent Authority for Public Revenue (AADE) has introduced the myDATA platform, requiring businesses to electronically transmit their income and expense data in real time. This system aims to enhance transparency, reduce tax evasion, and simplify compliance. All businesses issuing invoices must report them digitally through certified e-Invoicing providers or by uploading data directly to myDATA.

The current integration covers the following functionalities:

• B2C. Transactions to the customers are registered with myDATA as required by the law;
• B2B . The invoices between the companies are processed as e-Invoices as mandatory;

Requirements

Before you start configuring the integration, you need to have the following already completed:

• You must have an active account with EPSILON DIGITAL. If not, please contact Ioannis Sykas (i.sykas@epsilonnet.gr) to receive a quote and begin the onboarding process.

• Your Clock PMS+/POS account must have the "Greek Fiscal Policy" enabled. Contact Clock PMS+ Support to request this setting.

• Activate the integration from the AppConnector. You can find it as AADE/myDATA connection and e-Invoice with Epsilon Digital in the e-Invoicing category.

Settings

EPSILON DIGITAL account credentials you need for the configurations

The following details are the ones you will receive from EPSION DIGITAL after your onboarding process is completed. PLEASE NOTE some of the configurations are very specific and you may need to consult with your accountant or tax advisor:

• Email - The e-mail address you use to login to myaccount.epsilonnet.gr.

• Password - The e-password you use to login to myaccount.epsilonnet.gr.

• Subscription Key - to obtain it, log in at myaccount.epsilonnet.gr.  Click on your profile avatar -> My Subscriptions -> Subscription -> Secret Key.

• Payment mapping between Clock PMS/ POS and myDATA codes. Select the matching myDATA code for each Clock PMS/POS payment type.

• Document types mapping. Please select the respective myData document type for each document type confiogured to be exported to myData. Please note the correction documetns(positive and negative) may use different document type. 

• Charge classifications. The charge classificaiton is very important for the proper data handling and myData Tax reports. Use the "+" at the lower right part of the table to add configuration option for a revenue group and select the respective classification category and type to be used for the sales from the revenue group. The classification may be furtner segmented fro B2B and B2C sales. Please note a consistency between the classification category and type should be maintained.

• TAX categories. Each tax is treated differently by myData and hence you need to configure the different taxes you are planning to use and the respective Tax category for the ones supported by myData. Use the "+" at the lower right part of the table to add configuration option.  Please note if some charges like long term rentals or cancellation penalties are Stamp Duty the Stamp Duty percentage should be configured in the charge template in Clock PMS+ and the Stamp Duty selected form the Tax category drop down list so it is properly sent to myData.

• VAT exemptions. The VAT exemption are required if the 0% VAT is applicable for the charge. For every charge template you can add tax code. The tax code appears on the invoice for better clarity or if required by the law. The configured text as tax code can be related with the applicable tax exemption. Use the "+" at the lower right part of the table to add configuration option. If a tax code is used but no tax exemption is used you do not need to configure the code here. Please note for charges where Stamp Duty applies you can add tax code "VAT 0% Stamp Duty 3.6%" or similar for clear distinguishment of the tax type and purpose and add the respective VAT tax exclusion in the configuration.

Fiscalization Settings

Configure which document types are processed.

• Fiscalize 'Closed as Folio' documents? - If enabled, the folios closed without a document type will be processed;
• The folio printing will wait for the fiscalization, if enabled (preferably). The folio print preview will not be displayed until the fiscalization details are received from myDATA, ensuring a complete printout.
• Fiscal Document Types - Please select each document type which have to be processed with myDATA

Issuer (Your Company's Billing details)

If some required fields are missing, data processing will fail, and the transaction will not be legally registered. Please make sure that at least the fields marked as required are configured in Settings -> All Settings -> Billing info:

• Country (required)
• VAT/ID (required)
• City (optional)
• Address (optional)
• Postcode (optional)
• Person Name (optional)

* Issuer email address is also submitted. The Clock PMS+ account owner`s email is used.

Customer / Company (Counterpart Billing details)

Please make sure the correct details are collected for each customer:

• VAT number (required)
• Name (required)
• Country (required)
• City (optional)
• Address (optional)
• Postcode (optional)
• Person Name (optional)
• email (optional)

Charges

Each charge must include:

• Tax code or Tax% (required)

myDATA has specific codes for the different Tax categories. Clock PMS+ will determine the myDATA code based on the Tax % of the charge. Additionally, you can override this by configuring a Tax code if necessary. The Tax% / Tax code mapping with myDATA codes is described in the table below:

Specifics

How are the transactions differentiated?

The type of transaction is determined based on the billing to of the closed folio:

• Billing to Guest will be treated as B2C transaction and registered with myDATA;
• Billing to Company will be treated as B2B, and an e-Invoice will be sent to the receiving company.

When does the processing happen?

When a folio is closed, the registration process begins immediately.

How to understand that the process has completed successfully?

As soon as the closed folio is registered, the sale identification and QR code will be added to the folio so they can be shown on the printout.

What if the process fails?

• The system retries up to 10 times with a 3-second delay.
• If unsuccessful, a ToDo is created on the folio.
• You can manually retry by opening the folio and clicking the FISCALIZE button.

How to keep track of the processed folios?

Use the Log screen (Settings -> AppConnector -> AADE/myDATA connection and e-Invoice with Epsilon Digital -> Settings (cog wheel in the left upper corner) -> Log) to view processed folios, their statuses, request/response data, and any errors.

Please note in some cases Epsilon's support have to check the account configurations especially when an account is going live. The account admin should send the invitation to  edigital_support@epsilonnet.gr, so the support can proceed with the initial configurations and checks. The attached file Invide the Edigital support team.docx can help you with the invitation process.

Summary: Exemption from POS Terminal Interconnection Requirement for Hotels

Under current Greek tax regulations, businesses are generally required to interconnect their Electronic Funds Transfer (EFT/POS) terminals with either a Fiscal Device (ΦΗΜ) or certified e-invoicing software for real-time reporting to AADE. However, hotels are exempt from this requirement under specific legal provisions.

Legal Basis for Exemption

1. E.2044/2024 – Clarifications on POS Interconnection
   This provision mandates POS interconnection only for entities using ΦΗΜ or not covered by exemptions.
   E.2044/2024 - gov.gr (Greek)

   "The obligation to interconnect with ΦΗΜ or certified e-invoicing software applies to all payment instruments unless the entity conducts exclusively wholesale transactions or falls under the POL.1002/2014 exemptions and does not use a ΦΗΜ."

2. POL.1002/2014 – Exemptions for Specific Business Activities
   Accommodation services (hotels) are explicitly exempt from the obligation to use a ΦΗΜ.
   POL.1002/2014 - gov.gr (Greek)

   Accommodation services are not required to issue retail receipts through a fiscal device (ΦΗΜ) and can instead issue invoices via certified software like Epsilon Digital.

Conclusion

If your hotel:

• Does not use a ΦΗΜ, and

• Issues all invoices through a certified provider such as Epsilon Digital, and

• Falls under the POL.1002/2014 exemptions,

then you do not have a legal obligation to interconnect your POS (credit card terminal) with either the ΦΗΜ or Epsilon Digital software.

Card payments must still be recorded correctly in the invoice and reported to myDATA via your e-invoicing provider, but real-time integration between the POS terminal and invoicing software is not required.