Set up customers for Peppol

Set the delivery method, Peppol address type, and Peppol address correctly for each customer.

After activation, extra Peppol fields appear on your relations.

With these fields, you decide whether a customer receives invoices through Peppol.

This step only works correctly after your organization is registered for Peppol.

Which fields are added

For each relation, you see these fields:

• Delivery method
• Peppol address type
• Peppol address

Extra fields after activating the Power-Up

What each field does

Delivery method

With Delivery method, you decide how the customer receives invoices.

Choose Peppol here if you want to invoice this relation through the Peppol network.

Peppol address type

The Peppol address type determines the address format.

OutSmart shows multiple options for this.

Peppol address options

Peppol address

The Peppol address is the address where the customer can be reached on the Peppol network.

You can fill in this address automatically or manually.

Set up a customer for Peppol

1

Open the relation

Open the customer for whom you want to use Peppol.

First check whether the relation details are complete.

2

Choose Peppol as the delivery method

Set Delivery method to Peppol.

This indicates that this customer receives invoices through the Peppol network.

3

Choose the correct address type

Select the correct Peppol address type.

This determines in which format the address is stored.

4

Enter the Peppol address

Preferably use the Smart Resolver for this.

If that does not work, enter your customer’s address code manually.

5

Validate and save

Validate the address after it is filled in.

Only save the relation after the address is confirmed correctly.

Use Smart Resolver

Smart Resolver works best when the relation is fully completed.

Make sure the customer details are correct, including the Chamber of Commerce number.

If the customer is found on the Peppol network, OutSmart fills in the address for you.

Validate the address afterward.

Found and validated

If a customer is not found

Ask your customer for the correct Peppol address code.

Enter it manually and then validate the address.

Possible causes include:

• incomplete relation details
• an incorrect company number
• no active Peppol account for your customer

Checklist per customer

Check these points before you start invoicing:

• Peppol is set as the delivery method
• the Peppol address type is selected
• the Peppol address is filled in
• the address is validated

If these details are correct, the selected delivery method is filled in automatically when you send the invoice.

Related topics

• Activate and register Peppol
• Send invoices via Peppol
• Peppol FAQ