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:
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, and basic 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. You will see customer e-invoice details
(If you haven't set e-invoice details for your customer, you may jump to step 14)
12. Phone number and email are required when submitting a document to e-invoice
(If you haven't phone number or email for your customer, you may jump to step 14)
13. Address, state, and country are required too
(If you haven't billing address for your customer, you may jump to step 14)
14. Click on Edit
15. Enable Set e-invoice details for this customer
16. Select an Identification Type
17. Enter Tax Identification No.
(If your customer doesn't have TIN, you can select General Public or Foreign Buyer)
18. Click on 3 dots
19. Click on Edit
20. Select a State
21. Select a Country
22. Click on Save
Fourthly, make sure you have a classification for your item
23. Click on Products/Services and select Products/Services
24. Click on an item
25. You can see the item classification here
26. Click on Edit
(If your item has been set a classification, you may jump to step 29)
27. Select a Classification
28. Click on Save
How to Send Sales Invoice to E-invoice via Peppol
Now you can create a sale invoice with the customer that you have set E-invoice details and items which has a classification. If you don't know how to create a sale invoice, you may refer to: How to create a Sale Invoice
29. Select the invoice you created just now
30. Click on the right arrow
31. Click on E-Invoice
32. Click on Submit
33. 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.)
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