Set up e-invoicing

E-invoices are invoices as structured files (UBL / Peppol BIS 3.0) that software can read. Each one needs some details about you and your customer. E-Invoicing shows what is missing and lets you fix it.

Steps

1. Open E-Invoicing. Your issued invoices are listed, with Ready or what is still missing.

   

2. Fill in your details. Under Your details on e-invoices: your Legal name, VAT / tax number and address. Only owners and admins can change the tax number.

   

3. Add Peppol and bank details. Your Peppol scheme and Peppol ID if you are on the Peppol network, and the IBAN (or account number) and BIC customers pay into.

   

4. Click Save. The list shows fewer things to fix.

   

5. Check an invoice. The E-invoice box on an invoice lists what is missing for that customer, such as their VAT number or Peppol ID.

   

6. Complete the customer. Open the customer, click Edit, add their Tax number, Peppol scheme and Peppol ID, and save.

7. Ready. The invoice's E-invoice box says Ready. Download the XML.

   

Good to know

• The Peppol scheme is a 4-digit code for the kind of ID, for example 0088 (GLN) or 0192 (Norwegian organisation number).
• Each tax rate has a VAT category for e-invoices; Automatic suits most rates.