Peppol

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

The settings you can configure in a domain depend on the selected bundle (and any additional features) and your user role(s) within the domain.

Receiving invoices via Peppol is available in a domain when a user with the 'Management' role has selected the Minimal, Small, Medium, Large, or Unlimited package through the Nmbrd Accounting Store in that domain.

Sending invoices via Peppol is available in a domain when a user with the 'Management' role has selected the Small, Medium, Large, or Unlimited package through the Nmbrd Accounting Store in that domain.

In Nmbrs Accounting, you can realize the following Integrations:

• Mollie
  By linking with Mollie, your customers can pay directly from their sales invoice via popular payment methods such as iDEAL I Wero and credit card.
• Web services
  Methods of exchanging information with external parties' applications/services such as financial data, sales invoice data, uploading to the Archive in Nmbrs Accounting, etc.
• Peppol
  Peppol is a European initiative to standardize e-invoicing. It enables safer sending and receiving of e-invoices to and from governments and other contacts that are also in the secure Peppol network.
• Bank connections
  Rabobank accounting link with Nmbrs Accounting allowing full automatic delivery of all bank transactions from business checking and savings accounts, foreign currency accounts and G accounts.

PEPPOL is a European initiative to standardise e-invoicing. It allows e-invoices to be sent more securely to and received from governmentsand other contacts that are also in the secure PEPPOL network. 

For more information about Peppol, see https://peppolautoriteit.nl/ en https://peppol.eu/.

Watch the Yuki X Peppol video about the benefits of using Peppol in Nmbrs Accounting!

FOR FREQUENTLY ASKED QUESTIONS ABOUT THIS FUNCTIONALITY SEE FAQ PEPPOL!

What is an e-invoice?

An e-invoice (UBL invoice) is an electronic invoice. On an e-invoice, the required data is always in a fixed place with its own coding. This makes it possible for Nmbrs Accounting to automatically process an e-invoice.

For a detailed description, see article UBL.

Registration with Peppol network

In order to use the Peppol network to receive and/or send e-invoices, a company (read administration in Nmbrs Accounting) must register via a so-called Access Point.

Permissions and roles

Only a user with the 'Back Office' role in the domain or the 'Management' role can register or deregister administrations with Peppol.

Access to Peppol

To access:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Integrations section click on Peppol.

Registered companies with Peppol

On this screen, you can see all the details of the companies registered in Peppol.

AVAILABLE USER ACTIONS

From thIs screen, a user can:

• register a company (administration in Nmbrs Accounting) with Peppol
• change the e-invoicing preferences
• deregister a company (administration in Nmbrs Accounting) from Peppol.

Regsiter company with Peppol

The moment you register an administration with Peppol via Nmbrs Accounting, Nmbrs Accounting serves as your Access Point to the Peppol network.

ATTENTION!

• When the accountant registers your company's administration with Peppol, in that case it is no longer necessary to register your administration yourself.
• Each company (administration in Nmbrs Accounting) must be registered separately.
• An administration can only have one so-called Access Point to Peppol. Thus, in order to register the administration with Peppol via Nmbrs Accounting, the administration must first be deregistered from the existing Access Point, if applicable.

To register the company with Peppol:

• hover your mouse over the company you want to register with Peppol
• click on the Register button
  
  
  The following screen is opened:
  
  
  
• you are required to enter the CoC number and VAT number to register an administration for receiving and/or sending e-invoices via Peppol.
  
  ATTENTION!
  If a company is not liable for VAT, only the CoC number must be entered.
  
  Only the accountant can change the CoC number and/or VAT number.
  
  
• click on the Register button to register the administration with Peppol.
  
  The following message will appear on your screen:
  
  
  In addition, the default sending method of your sales invoices in Nmbrs Accounting will be changed immediately:
  
  

The relevant administration is now registered with Peppol so from this moment on, depending on the e-invoicing preferences selected, e-invoices can be received and/or sent.

ATTENTION!

Received e-invoices that have been received or processed in the administration in Nmbrs Accounting are in Digital mail with status 'Open' or 'Completed'.

ATTENTION!

If you get the below message when registering the administration with Peppol, you can use the link https://directory.peppol.eu/public/locale-en_US/menuitem-search to find at which access point the administration is already registered and deregister the administration there.

Receiving e-invoices via Peppol

Receiving e-invoices is always available in a domain once one or more administrations are registered in the Peppol network.

After registering a company with Peppol:

• a number of suppliers who are connected to the Peppol network will automatically send their e-invoices (sales invoices) to your administration.
  
  ATTENTION!
  We advise you to send a message to all suppliers whose e-invoices you do not automatically receive via Peppol.
  
  
• a receipt of a message from Nmbrs Accounting can be set as soon as an e-invoice is received or unsuccessfully delivered via Peppol
  (see article Set up messages from Nmbrs Accounting)
• you can find the invoices received via Peppol in the History or your Digital mail in the PO Box
  (see article History (scan/upload batches) or Digital mail).
  
  

Sending e-invoices via Peppol

Sending e-invoices is not available in a domain where a user with the 'Management' role has chosen the Minimal bundle.

After registering a company with Peppol:

• the default sending method of sales invoices is automatically changed to 'Where possible via Peppol'
  (see article Invoice delivery)
• you can select the sending method 'Via Peppol' when creating a new sales invoice
  (see article Change invoice date and/or sending method)
  
  ATTENTION!
  Nmbrs Accounting checks whether the customer is registered with Peppol based on the CoC number and VAT number entered by the customer.
  
  
• you can find the invoices sent via Peppol in the activity log in the Sales functionality
  (see article Invoices activity log).

TIP!

To send e-invoices to a Dutch government agency, you must use an OIN number.

For a detailed description see article Send e-invoice via Peppol to Dutch government agency.

Change e-invoicing preferences

To change the e-invoice preferences:

• hover your mouse over the line of the relevant administration
• click on the button with the three dots
• then select Edit from the dropdown menu
  
  
  The following screen is opened:
  
  
  
• in this case, uncheck Send invoices
• then click on the Save button to save the changed e-invoicing preferences.
  
  

Deregister company from Peppol

A company can be deregistered from Peppol at any time.

To deregister a company from Peppol:

• hover your mouse over the company you want to deregister from Peppol
• click on the Deregister button.
  
  The following message will appear on your screen:
  
  
  
• click on the Deregister button to actually disconnect the Peppol connection.
  
  The following message will appear on your screen:
  
  

The relevant administration has now been deregistered from Peppol which means that e-invoices cannot be received and/or sent from this point onwards.