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E-Invoicing - Overview

An e-invoice is a machine-readable invoice issued by a supplier in a structured data format, allowing for automatic processing. This allows the buyer to import it directly into their system, eliminating the need for manual data entry.

How does e-invoicing work in Zoho Invoice

Zoho Invoice connects to the PEPPOL network through Storecove. PEPPOL (Pan-European Public Procurement Online) is a standard that allows businesses and governments to securely exchange electronic documents like invoices and credit notes across borders.

In systems like Zoho Invoice, when you send an invoice via PEPPOL:

  • Your invoice is validated to make sure all required fields are filled.
  • It is then sent from your organisation’s PEPPOL access point.
  • The system uses the recipient’s PEPPOL ID to find their access point.
  • The invoice is delivered through the PEPPOL network to the recipient’s access point.
  • Once received, it can be automatically processed and converted into a bill in the recipient’s accounting system.

Enable E-Invoicing

Prerequisite: You can enable e-invoicing only if you’ve enabled taxes in your Zoho Invoice organisation. 

To enable e-invoicing:

  • Go to Settings and select E-Invoicing.
  • Click Enable E-Invoicing.
  • In the pop-up that appears, click Enable E-Invoicing.
  • Read and agree to all the terms and conditions.

Now, e-Invoicing will be enabled for your organization.

Push Transactions via PEPPOL

To send an invoice or a credit note to a customer via PEPPOL:

Note: When transaction approval is enabled, invoices must be approved before they can be pushed to the PEPPOL network. If multi-level approval is configured, invoices can only be pushed after final approval has been obtained. 

  • Go to Invoices.
  • Select the invoice you want to push to the PEPPOL portal.
  • Click Send to Customer.
  • Click Send in the pop-up that appears.

Statuses of Transactions in E-Invoicing

The status of each transaction will be displayed in the transaction’s overview page. The statuses of the transactions in e-invoicing are:

StatusDescription
Yet-to-be Pushed for E-invoicingThe transaction is yet to be pushed to the IRP for e-Invoicing.
Pushed for E-invoicingThe transaction was pushed to the IRP successfully, and a QR code and IRN has been generated for it.

Disable E-Invoicing

Note: Once you disable e-invoicing, you will no longer be able to push transactions via PEPPOL.

Here’s how you can disable e-invoicing in Zoho Invoice:

  • Go to Settings and select E-Invoicing.
  • Click Disable E-Invoicing in the top-right corner.
  • Click Disable in the popup that appears.