E-invoices (Peppol BIS Billing 3.0)

Download a finished invoice or credit memo as a Peppol BIS Billing 3.0 UBL XML file, after checks on your company and customer details. Delivering it over Peppol needs your own access point.

Open a finished invoice or credit memo and choose More ▾ → E-invoice (Peppol UBL).

What it makes. A Peppol BIS Billing 3.0 file in UBL XML — an Invoice, or a CreditNote for a credit memo, which refers back to the original invoice when it is linked to one. The figures are the document's own; nothing is recalculated. Drafts cannot be made into e-invoices — finish the draft first — and a void invoice is refused.

Setting it up — the E-invoice settings. The dialog has two sections:

• Your company — Endpoint scheme and Endpoint ID (your Peppol identifier, for example 0088 for a GLN or 9930 for a German VAT number), VAT number, Company registration no., and IBAN and BIC for payment. Only a company administrator can change these; everyone else sees what is set.
• This customer — the customer's Endpoint scheme, Endpoint ID and VAT number, saved with Save customer Peppol ID.

The checks. Before the file can be downloaded it is checked. Errors must be fixed first: your company or the customer has no Peppol endpoint ID; your company address has no country; standard-rated VAT without your VAT number; no lines; a line without a name or description; or lines, discount, shipping and tax that do not add up to the total. Warnings do not stop the download: no customer reference (PO number), so the invoice number is used; or VAT per category differing by a cent because tax is rounded per line. Each says what to fix.

Downloading. When it passes, Download XML saves Invoice-(number).xml or CreditNote-(number).xml. The download is recorded on the document's history.

Sending it. Only certified access points may send on the Peppol network, so IntuBu produces the file and your own Peppol access point (or your customer's portal) delivers it — upload the file there. IntuBu does not send over Peppol itself; the email from Emailing an invoice (Save & send) sends the PDF.

The VAT categories used are standard-rated, zero-rated and exempt. See VAT and GST for VAT returns.