Peppol

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

PEPPOL is a European initiative to standardise e-invoicing. It allows e-invoices to be sent more securely to and received from governments, ministries and other relations 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 Yuki!

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 Yuki to automatically process an e-invoice.

For a detailed description, see article UBL.

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

Only a user with the 'Management' role can register or deregister administrations with Peppol.

ATTENTION!

The accountant can also register your company's administration with Peppol. In that case, it is no longer necessary to register your administration yourself.

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

ATTENTION!

• Each company (administration in Yuki) 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 Yuki, the administration must first be deregistered from the existing Access Point, if applicable.

FOR FREQUENTLY ASKED QUESTIONS ABOUT THIS FUNCTIONALITY SEE FAQ PEPPOL (NL)!

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!
  Yuki advises you to send a message to all suppliers whose e-invoices you do not automatically receive via Peppol.
  
  
• a receipt of a message from Yuki can be set as soon as an e-invoice is received or unsuccessfully delivered via Peppol
  (see article Set messages from Yuki)
• 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 version of Yuki.

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!
  Yuki 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).

All configured settings such as the settings of Peppol, among others, are grouped and categorised in one place in your domain..

Open the settings of your domain by clicking on the Settings icon in the navigation bar and then, in the now-opened screen, click on Peppol. 

The following screen is opened:

From this screen, a user can:

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

Register company with Peppol

Hover your mouse over the company you want to register with Peppol and click on the Register button.

The following screen is opened: 

To register an administration for receiving and/or sending e-invoices via Peppol, the CoC number and VAT number must be entered in Yuki.

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 Yuki 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 Yuki 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.

Change e-invoicing preferences

Hover your mouse over the line of the relevant administration, click on the button with the three dots and then select Edit from the drop-down menu.

The following screen is opened:

In this case, uncheck Send invoices and 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.

Hover your mouse over the company you want to deregister from Peppol and click 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.