Peppol Inbox: incoming and outgoing
The Incoming and Outgoing tabs, the table columns, the details drawer, the PDF preview, real-time refresh and dark mode.
The Peppol Inbox (menu entry Peppol Inbox) gathers everything that goes through the network: the invoices and credit notes received from your suppliers, and the documents you have sent to your customers. The menu badge counts received documents not yet imported.
- Open the Peppol box in the menu.
- The first tab lists the documents sent by your suppliers.
- Each row carries an import status badge.
- The import all button processes every document not yet imported at once.
The header and the toolbar
| Element | Role |
|---|---|
| Peppol settings | Opens Settings > Peppol. |
| All dates | Quick filter by period, the same as in the document lists. |
| Refresh | Reloads the inbox and the counters. |
| Green dot Live listening | The inbox polls the network on its own: counters every 8 seconds, rows every 15 seconds while the page is visible. |
| Import all (n) | Incoming tab only, when there are documents to import. |
| Limit reached · « Upgrader le plan » (upgrade plan) | Replaces the import when the plan's quota is exhausted. See Quotas and limits. |
When a new document arrives, its row moves to the top, is highlighted for a moment and a message "1 new Peppol invoice" appears.
Search, filters and tabs
The search covers the name, the VAT number, the document number, the status and the amount. Filters opens three groups: Filter by Status (New, Sending, Sent, Accepted, Refused, Error, Paid, Imported), Import status (All, Not imported only, Imported only; Incoming tab) and Period. Active filters are shown as chips, each removable with a click.
The Incoming and Outgoing tabs carry the number of documents. Four tiles summarise the active tab: This month, Pending, Errors, 6m average.
The table columns
| Column | Content |
|---|---|
| Number | Document number. An amber bar flags an incoming document not yet imported. « NC » (credit note) badge for a credit note, ×2 badge when the same supplier has sent the invoice several times. |
| Supplier (Incoming) or Customer (Outgoing) | Logo or initials, name, VAT number. |
| Date | Issue date of the document. |
| Amount | Incl. VAT in bold, excl. VAT underneath. A credit note is shown as a negative amount. |
| Status | The coloured Peppol icon and the status pill. See Peppol statuses. |
| Actions | Import (or the number of the purchase created), PDF preview, Document details, Change status. |
The Number, Supplier, Date and Amount columns can be sorted. The header checkbox selects the page: the n selected bar offers Import (n) and Deselect all.
The Document details drawer
Click a row or the Document details icon: a panel opens on the right.
- Click the eye icon of a row.
- The document details panel opens.
- It shows the supplier and the document number.
- The amounts come from the Peppol document itself.
- The PDF preview shows the document as the supplier issued it.
- at the top: the third party, its VAT number and the status pill;
- Number, Type (Invoice or Credit Note), Issue date, Due date, Received on or Sent on, Email, and Linked document once imported;
- the Duplicates detected box when the supplier has sent several copies, with Compare and Import anyway;
- LINES: description, quantity, unit price excl. VAT and total, then Subtotal, VAT and Total incl. VAT. If the XML does not detail the lines, the panel says so;
- EVENT HISTORY: the network timeline (received, sent over the network, registered by the recipient, accepted, refused, paid, and so on);
- at the bottom: PDF preview, View document (the linked purchase or invoice) and Import.
The PDF preview
PDF preview opens a reconstruction generated from the XML received: header, lines, totals and payment information. It does not replace the supplier's official invoice. On the web, the download menu also offers the « XML original » (original XML).
When the plan's quota is reached, the preview and the download of received documents are blocked and redirect to your subscription, in addition to the import.
Dark mode
The inbox follows the app theme: tiles, table and drawer switch with dark mode.
- Switch to the sent tab.
- It lists the sales invoices transmitted through Peppol.
- The badge gives the state of the transmission.