Peppol (Pan-European Public Procurement On-Line) is a European network for secure, standardized electronic document exchange. Legalsense supports sending electronic invoices via Peppol through its partners eConnect and Inexchange.

Enable Peppol e-invoicing

To send e-invoices via Peppol, complete the following steps:

1. Contact Legalsense Support to enable Peppol e-invoicing in your Legalsense environment.

2. Go to Settings → General → Firm and make sure all information is up to date. Legalsense includes this information in your electronic invoices.

3. For eConnect, fill in the configuration details (see below).

eConnect configuration

If you use eConnect for e-invoicing via Peppol, go to Settings → Integrations → eConnect. This takes you to the configuration page, where you fill in the information provided by eConnect.

Once you've entered all the information, click Save and eConnect is ready to use.

Usage

What you need to know about Peppol IDs

A Peppol participant is identified by a Peppol ID (also called a Participant ID), which is the address under which an organisation is registered on the Peppol network. You can look up an organisation's Peppol ID in the Peppol Directory.

In Legalsense, you enter this ID in the Peppol endpoint ID field, which is the address used to route invoices to the correct recipient. In most cases, this same ID also serves as the company identifier included in the invoice itself. However, if the organisation uses a different identifier in its invoices, such as a Chamber of Commerce number, you can enter that separately in the Peppol company ID field.

Your debtor should be able to provide the correct Peppol endpoint ID, and optionally the company ID. Note that the Peppol Directory may not always reflect the most current registrations.

The identifier scheme determines the type of number accepted: the Peppol endpoint ID field uses an EAS scheme, while the Peppol company ID field uses an ICD scheme. In practice, each field accepts different types of numbers, such as a VAT number or a Chamber of Commerce number.

Setting up a debtor for Peppol

Once you've completed the configuration successfully, you can make Peppol available per debtor by entering the Peppol IDs on the debtor contact. Open the contact and go to the edit form.

The following fields are available:

• Peppol endpoint ID: the Peppol identifier of the invoice recipient. Your debtor can provide this number.

• Peppol company ID: use this field when the company identifier to include on the invoice is different from the Peppol endpoint ID. If you leave it empty, Legalsense automatically uses the endpoint ID as the company identifier.

Both fields are only visible when the contact is marked as a debtor.

Sending invoices via Peppol

If the debtor has a Peppol endpoint ID set, an extra Send via Peppol button appears on finalised invoices for this debtor. Click it to schedule the invoice for sending over the Peppol network.

You can also bulk send invoices via Peppol from the invoice overview page.

Tracking the status of Peppol invoices

To track the status of a scheduled e-invoice, open the invoice and click the Peppol button.