Overview

If you have yet to sign up for the PEPPOL E-Invoicing network, click here to do so.

Use the PEPPOL Network to send E-Invoices to your customers and record Supplier Bills from your suppliers.

 

Creating A PEPPOL Registered Customer

1. Firstly, click on the Accounting – Finance module.
2. Then, go to Accounts Receivable on the top bar. Followed by Customers.
3. Click Create to start on your customer’s profile.
4. Fill in the customer details:
   • • Name
     • Address
     • Website
     • Phone
     • Mobile
     • UEN
     • ID
     • GST Reg. No

5. Type in your customer’s PEPPOL ID.
6. Lastly, click on Save once you’ve confirmed all of your customer’s details.

Creating A PEPPOL Invoice

1. Firstly, click on the Accounting – Finance module.
2. Then, go to Accounts Receivable on the top bar. Followed by Customer Invoices.
3. Click on Create to start creating your invoice.
4. Fill in the invoice details:
   • • Customer
     • Delivery Address
     • Payment Terms
     • Payment Details
     • Remarks
     • Invoice Format
     • Customer PO
     • DO No.
     • Delivery Date
     • Salesperson
     • Sales Team
5. Fill in the product details:
   • • Product Name
     • Section
     • Description
     • Account
     • Analytic Account
     • Analytic Tags
     • Quantity
     • Unit of Measure
     • Unit Price
     • Discount
     • Taxes
6. Click Validate once you have confirmed all of the details in the invoice.
7. Click on Send PEPPOL Invoice.

Recording A PEPPOL Supplier Bill

1. Click on the Accounting – Finance module and click Supplier Bills.
2. Click on the supplier ID with a PO Number that reads PEPPOL Invoice.
3. Check all details in the supplier bill before clicking on Validate.