Every transaction sent through Peppol follows the EN 16931 structure and is formatted according to Peppol BIS 3.0 (UBL), a standardised XML layout. Once validated, the network facilitates the document transmission from the seller's access point to the buyer's access point.
E-Invoicing will be supported in Zoho Books, Zoho Billing and Zoho Inventory.
Zoho Books aligns your invoicing and billing workflow with Belgium's structured e-invoicing model. Storecove acts as the certified Peppol Access Point, handling the secure transfer of transactions between Zoho Books and your customer's accounting software in accordance with Belgium's e-invoicing.
Zoho Books supports:
Both sending of outgoing invoices and credit notes, as well as receiving incoming bills and vendor credits through Peppol.
Sending of the following transaction PDFs through the Peppol network:
Invoices
Credit Note
Bills
Vendor Credits
Sending Reference fields such as:
Order Reference
Project Reference
Payment Reference (Supported Payment modes: Cash, Checks, Card)
Monitoring and filtering real-time transaction status with predefined filters:
Yet to Push
Pushed
Failed
Accepted
Rejected
Fetching customer name and address details using their VAT ID.
Automatically pushing recurring and subscription invoices to Peppol.
Bulk-pushing invoices and credit notes.
Cross-border transactions.
Accepting or rejecting the bills received from your vendors through Peppol.
Availability of UUID in export
Availability of e-invoice transaction status in webhook and custom functions.
Mapping existing custom field to Tax Registration Number field.
Mapping Tax Registration Number field to the CRM field.
Since not all our users will be on Peppol just yet, here is how Zoho Books will handle invoicing and communication.
When transactions are created, they can be communicated to customers through the following modes:
Type of Businesses supported in Zoho Books | Mode of Communication in Zoho Books |
VAT Registered & On Peppol Network | Peppol & Email |
VAT Registered & Not on Peppol Network | Email Only |
Unregistered/B2C | Email Only |
Today the apps do not support the below functionalities yet.
Additional Payment Reference Field: Credit & debit transfer, ACH Direct debit.
Support for additional attachments.
Supporting businesses that are registered in Peppol with different legal identifier; for example - 0088:5412345000013 , 9925:BE0123456789 , 0208:0123456789 .
We're working on these features and they will be released shortly. We will update you as and when they are released.
All new paid organisations created with Business Location as Belgium will automatically have access to the new e-invoicing functionalities.
If you have an existing paid organisation, you will find an in-app banner notification inside your organisation.
Enable E-Invoice: Once you click 'Enable E-Invoice' in the banner, we will enable the necessary fields (VAT Registration Number in Tax Settings and Tax Registration Number in your Customers module) in your organisation.
VAT ID Matching: The wizard will then guide you to map the newly created fields mentioned above with any existing field you use in your organisation for recording such information.
Edit the configuration in Zoho Books - Zoho CRM integration in Settings.
Re-map the fields you're currently using to capture VAT Registration Number and Tax Registration Number with the newly added custom fields introduced after enabling E-Invoicing.
Once saved, the data captured in Zoho CRM will then be mapped to the new custom field created in Zoho Books.
Follow the steps in this video to setup the field mapping between Zoho CRM and Zoho Billing
If you want to test the features in a Sandbox environment before enabling them live in your organisation, please create a new trial organisation in Zoho Books and reach out to us. We will enable the necessary settings from our end.
Zoho Books includes support for up to 1,000 send/receive transactions in its paid plans. Once you cross 1000 transactions, you can purchase an add-on that provides 500 additional transactions for €15.
If you have questions related to e-Invocing or need help with setting it up in Zoho Books, reach out to us through the comment section below or drop an email to support@eu.zohobooks.com. We will be happy to assist you.