How to Send Out E-invoice via Peppol

Why do you use Peppol to send out E-invoice
PEPPOL (Pan-European Public Procurement Online) is a network for exchanging electronic documents like e-invoices in a standardized, secure manner. Using PEPPOL to send e-invoices streamlines your invoicing process, ensuring faster and more secure delivery to customers, and reducing manual entry and errors. It is widely accepted, making your invoices compatible with a global network of businesses and government agencies.

Learn How To:

1. Enabled E-invoice

2. Register a Peppol ID 

3. Set e-invoice details for your customer

4. Send Out E-invoice via Peppol

Firstly, ensure that you have enabled E-invoice

If your account has not been enabled E-invoice, you may contact customer service to help you enable E-invoice. If you don't know how to contact Customer Service, you may refer to: How to Contact Customer Service in Biztory

Secondly, you need to register a Peppol ID 

1. Click on your profile picture and select Settings

2. Click on Integration

3. Click on E-invoice Integrations

4. Click on View

5. Fill in the info

6. Check Enable

7. Click on Confirm

(You will see a success toast message)

Thirdly, make sure you have set e-invoice details for your customer

8. Click on Sales and select Customer

9. Click on the customer to whom you want to send an e-invoice.

(If you don't have an existing customer, you may refer to: How to create a Customer in Biztory)

10. Click on Details

11. Enable Set e-invoice details for this customer

12. Fill in the info

13. Click on Save

How to Send Out E-invoice via Peppol

Now you can create a sale invoice with the customer that you have set E-invoice details. If you don't know how to create a sale invoice, you may refer to: How to create a Sale Invoice

14. Select the invoice you created just now

16. Click on the right arrow

17. Click on E-Invoice

18. You will see the E-invoice status is submitted.

(If you want to cancel an E-invoice, you may click on 'Cancel' and fill in the reason, then click Confirm. If you want to send out invoices created before enabling E-invoice as E-invoices, you may click the 'Submit' button.)