Start sending PEPPOL
Go to Sales > CustomerMandatory setup un Customer card
There are two fields that are mandatory on the Customer Card:
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Both myst be filled out on the customer card befor you send the Invoice
Document Sending Profile > OSPEPPOL
Check Organization number Vat Registration no > "xxxxxxxxx" (Norwegian standard; 9 digits, no letters)
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A new window will pop up, click YES.
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Click Yes on the question “Do you want to open the posted invoice?”
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The invoice is now sent as PEPPOL.
Do not close the window, we will use this invoice to create a Credit Note.
Send a Create Credit Note as PEPPOL
Click on Correct > Create Corrected
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A new window will open with the credit note
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Click Posting > Post and Send
A new window will pop up, click YES
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You can now check if the PEPPOL Sales Order Invoice successfully
Go to Sales > Customer, find your customer and press the “Information icon” in the right corner.
Find the tile “Posted Sales Invoices” and click to open.
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Find the document that you want to check the status on > Click on “No.” to open.
Check the field “Documentation Exchange Status”.
If the sending was successfull you will see the text: Delivered
If something went wrong when the document was sentSales Invoice and Sales Credit Memo has the same mandatory field and the same way of sending the document.
You can lso see if the PEPPOL Sales Invoice was sendt successfully
Posted Sales Invoice and Credit Memo has a status field : “Documentation Exchange Status”.
This field is found both on the Document card and in the list of posted Invoice and Credit Memoes.
There are three statuses: “Delivery Failed”, “Sendt” and “Delivered”.
If something went wrong during the sending, you’ll see a red text “Delivery Failed” click on the red text to open a dialog box.
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Click on the ”Detailed info Available” to download an error log with more detailed information (TXT-file)
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If the error is caused by missing setup like Unit codes, Country code and so on you will be able to correct the setup and then resend the document.
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