While creating a customer, Banqup will automatically check if a client is on the Peppol network based on the company number of the customer.
Before you're able to send an invoice via Peppol, you need to set Peppol as the delivery channel for your customer(s):
Go to the Customers & Suppliers menu.
Here, you can:
Create a new customer by clicking on Add new customer;
Edit an existing customer by clicking on one.
Select the customer's country then start typing the company's name (or the company number), a list of suggestions will appear if available. If the company you are looking for appears in the list, clicking on it will fill in the information automatically. Otherwise, key the data in manually as you would normally.
Click on Save.
When saving the record, using key data points such as the company's VAT number, the system will automatically look up whether the customer is on the Peppol network and suggest overwriting your selected delivery channel with Peppol.
Note: If the customer you are addressing the invoice to is a German public authority, when creating your customer record, you should select the customer type “Administration” in the customer details. This will activate an additional field in the section for the Leitweg-ID (the routing ID identifying the invoice recipient).
Enter your customer's Leitweg-ID in the designated field. If you do not know your customer's Leitweg-ID, please contact your customer directly to obtain it.
Note: Please be aware that in order to deliver invoices to public authorities using the German federal portals for invoice receipt, the ZRE (Federal Central Invoice Submission Portal) and the OZG-RE (Online Access Act-compliant Invoice Submission Portal), a one-time registration of the sender on the respective portal is required. Registration is free of charge and must be carried out regardless of the transmission channel used.
Detailed video tutorials and operating guides for registration and general use of the portals can be found on the federal government’s e-invoicing website.
Tip: More information about how Banqup helps you make B2G invoicing in Germany effortless can be found in our blog post here.
Click on Overwrite channel to make Peppol the default delivery channel for invoices to that customer.
Now, every time you'll send an invoice to that customer, it will be delivered via the Peppol network.
Banqup checks if the client is (still) on the Peppol network every time a customer is created or updated and every time an invoice is sent to that customer.
Tip: For business-to-business (B2B) transactions, to make sure you're adding the right entity, you can search the Peppol directory for a company you want to add. Click here to find out how to do that. For business-to-government (B2G) transactions, please note that public authorities are generally not publicly listed in the Peppol directory. Therefore, if you have any doubts about your customer's Leitweg-ID, please contact your customer directly to obtain it.