Set up Peppol for a client
Set up Peppol for each client via the invoice preferences in the client record, so that invoices for that client are sent through the Peppol network. Before doing this, Peppol must first be activated at practice level: follow Set up Peppol.
Before you begin
The client must have complete address details and a company number and/or VAT number before Peppol becomes available. Without this information, Peppol cannot be selected for that client.
Set up Peppol for the client
Open the client record and go to the Invoice preferences section.
Open the client record for the client who needs to be invoiced via Peppol.
Go to Invoice preferences.
Under Default sending method, select Via Peppol.
Select the scheme and enter the client's Peppol ID.
Save the changes.
As soon as you select Peppol, the Peppol ID becomes mandatory. For a new client, Vetocare checks the country, the selected scheme, and the Peppol ID, and performs a Peppol lookup.
Error messages when setting up
Vetocare checks the Peppol ID when saving. The following messages may appear:
The specified ID is not registered on Peppol. Contact the client and make sure the company is registered on Peppol.
The specified ID is not valid for Peppol.
Peppol is not available for this client. Open the client record and make sure the complete address is entered and that a company number and/or VAT number has been provided.
After the Peppol ID has been saved, Via Peppol is preselected when sending an invoice for this client. See Send an invoice via Peppol for the next step.