Setting up Peppol e-invoicing in Xero

 

How to set up Peppol e-invoicing in Xero

Step 1

Visit the Invoici site and navigate to the integration page. (https://connect.invoi.ci/signup/integrate) and click Connect to Xero.

Step 2

Click Allow access and choose the Xero organisation to connect to Invoici from Storecove.

Step 3

Invoici collects organisational information from your Xero organisation. Review this information and ensure that a unique company identifier is entered in the appropriate field. This should be your organisation’s UEN (Unique Entity Number).

Step 4

Once you’re happy the information is correct, tick the checkboxes and click Confirm Details.

 

You’ll see confirmation that your Xero organisation is now connected to the PEPPOL e-invoicing network.

 

Sending invoices on the Peppol network

Step 1

When you’re ready to send an invoice to your customer(s), select the email option and enter your contact’s e-invoicing email address. This is a unique @invoi.ci address that contains your organisation’s UEN, e.g. 0195-SGUEN-12345678D@invoi.ci where 12345678D is the UEN.

 

Tip: Add your contact’s e-invoicing email address to the contact record in Xero.

 

If an email already exists, select Add another person and enter the email as a secondary address and check the box Include in emails.

Step 2

All invoices sent via the e-invoicing network will show a confirmation message along with a unique transmission ID in the History & Notes section.

 

Receiving invoices on the Peppol network

If you receive a bill (an invoice from your supplier) via the e-invoicing network, the bill will be created in a draft status. Review the bill, assign an appropriate chart of account code (eg Sales) and tax rate, and approve.

Find Your Buyer/ Supplier On The Network

You can search for other businesses on the global directory by visiting this site https://directory.peppol.eu/

 

Video Guide 

             Cloud Accounting &

             Consultancy Pte Ltd

Finance & CFO Services

SIMPLE . SYSTEM . SYNERGY

Follow us

  • Facebook
  • Instagram

Get Started

Grow your business with us.

©2015-2020 by Cloud Accounting & Consultancy Pte Ltd.