Documents - PEPPOL
Automatically receive PEPPOL e-invoices
Documents PEPPOL module allows automatic reception of PEPPOL electronic documents to Documents before creating invoices.
Supports two reception modes: save directly to journal or save to Documents for review before processing.
Configure PEPPOL document reception
Configure PEPPOL reception mode to save documents to Documents instead of creating invoices immediately.
Steps
1. Go to Accounting → Configuration → Settings.
2. Find PEPPOL section.
3. Select Peppol Reception Mode = Receive in Documents.
4. Select Document Folder to save PEPPOL documents.
5. Select Document Tags to auto-assign tags.
6. Click Save to save configuration.
Interface terminology
| English | Description |
|---|---|
| Peppol Reception Mode | PEPPOL document processing mode |
| Receive in Documents | Save to Documents before creating invoice |
| Document Folder | Folder storing PEPPOL documents |
| Document Tags | Tags auto-assigned to PEPPOL documents |
Automatic document reception workflow
When receiving PEPPOL document, system automatically saves to Documents with configured folder and tags.
Key points
• PEPPOL documents are automatically received via PEPPOL network.
• XML file is saved to configured folder in Documents.
• Tags are automatically assigned per configuration.
• Document UUID is logged for reference.
• You can review document before creating invoice.
Manage PEPPOL documents in Documents
Review and process PEPPOL documents from Documents before creating invoices.
Key points
• Documents are retained in Documents after invoice creation.
• Can create invoices from multiple documents at once.
Steps
1. Go to Documents → configured PEPPOL folder.
2. View list of received PEPPOL documents.
3. Open document to view XML details.
4. Check supplier information, amount, dates.
5. Click Create Vendor Bill to create invoice from document.
6. Or delete document if invalid.
Practical tips
Key points
• Use Receive in Documents mode to review documents before creating invoices.
• Configure separate folder for PEPPOL documents for easy management.
• Use tags to classify documents by status (Pending, Processed, Rejected).
• Check UUID in log to trace original document on PEPPOL network.
• Delete invalid or duplicate documents before creating invoices.