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Send an invoice via Peppol

The prerequisites, the Send via Peppol action from the list or the document record, what goes over the network, tracking in the Outgoing tab and refusals.

Updated on 06/10/2026 Edit this page Open in the full documentation

A sales invoice or a credit note is transmitted over the network in one click, from its row in the Invoices list or from its record. Novadesko generates the XML file, hands it to the B2Brouter access point and tracks its delivery. Sending cannot be undone: check the document before confirming.

What you will do

  • check the three prerequisites;
  • send the document and confirm;
  • track delivery in the Peppol Inbox, Outgoing tab;
  • respond to a refusal or an unreachable customer.

Before sending

Prerequisite How to check it
Your Peppol identifier is active Settings > Peppol shows « Enregistré sur Peppol » (registered on Peppol). See Activate Peppol.
A default bank account exists Otherwise the Missing bank account banner is shown and sending is refused. See Bank accounts.
The customer has a Peppol identifier Their record shows Peppol identifier found. Otherwise click « Vérifier sur Peppol » (check on Peppol): the directory is queried from the VAT number. See Customer record.

Only sales invoices and credit notes go through Peppol. In every other case, the action stays greyed out with the reason as a tooltip: « Client sans identifiant Peppol » (customer without Peppol identifier), « Aucun client associé » (no customer attached), « Les achats ne s'envoient pas via Peppol » (purchases cannot be sent via Peppol), « Ce type de document ne transite pas par Peppol » (this document type does not go through Peppol) (quote, purchase order, pro forma), « Document annulé » (document cancelled), « Document dans la corbeille » (document in the bin) or Sent via Peppol (already transmitted).

Send the document

  1. In the Invoices list, click the Peppol icon to the right of the row, or open the Options menu then Send via Peppol. From the document record, the Peppol card shows the « Prêt à envoyer » (ready to send) badge and the Send via Peppol button.
  2. The « Confirmer l'envoi via Peppol » (confirm sending via Peppol) window shows the document preview: "Check the document before sending to [customer]. The document will be sent via the Peppol network. This action cannot be undone."
  3. Click Send. The message "Document sent via Peppol successfully" appears.
Sending a sales invoice through Peppol from its options menu
  1. Find the invoice in the sales list.
  2. Click the three dots at the end of the row.
  3. The options menu opens.
  4. Choose the entry that sends through Peppol.
  5. A message confirms the transmission.
  6. The sent via Peppol badge appears on the invoice.

On web.novadesko.com, the creation wizard adds the Peppol send step with the Send on Peppol now button; Send all via Peppol transmits all pending eligible invoices at once, and recurring invoices have the Automatic Peppol sending option.

Note

An invoice dated in the future does not travel over Peppol: on the web, the dispatch is scheduled for the invoice date (Scheduled … badge) and can be cancelled with Cancel scheduled dispatch.

What is transmitted

A UBL XML file in the Peppol BIS Billing 3.0 format: your details and the identifier from the « Identifiant sur vos documents » (identifier on your documents) block (Settings > Peppol), the IBAN and BIC of the default bank account, the lines with their VAT rate, the VAT exemption wording as the exemption reason and, for a credit note, the reference to the invoice being corrected. The same file can be downloaded with Export XML.

After sending

  • The document moves to the Sent status and the Peppol card shows Sent via Peppol. It can no longer be edited or deleted; only payments and internal notes remain editable. To correct it, issue a credit note.
  • The row appears in the Peppol Inbox, Outgoing tab; the Document details drawer shows Sent on and the Event history. See Peppol statuses.
  • When the recipient reports payment over the network, a payment "Automatic Peppol payment - [number]" is recorded on the invoice.

If something fails

Message What to do
"This customer is not or no longer registered on the Peppol network: electronic delivery is not possible. The customer record has just been updated." The customer has left the network: use Send by email.
"This customer is registered on Peppol but cannot receive this type of document." Their access point refuses this type, for example credit notes: send by email.
Recipient not reachable on the Peppol network Run « Vérifier sur Peppol » (check on Peppol) again on the record, then try again.
"This document has already been sent via Peppol." Nothing to do: the status has been resynchronised.
"Peppol quota reached for your plan." Move to a higher plan. See Quotas and limits.
« Erreur Peppol » (Peppol error) badge Open the drawer in the Outgoing tab (web: « Voir l'erreur », view error), fix the cause, often incomplete customer data, then send again.

See also