How do I send a Peppol e-invoice to a customer?

You can create and send Peppol e-invoices directly from your Qvalia account under Sales → Invoices.
The process differs slightly depending on your plan.

For Connect Free plan users

Free users enter invoice information manually each time they send an invoice.

1. Go to Invoices under Sales in the left-hand menu.
2. Click Create invoice.
3. Fill in the customer information manually in the form. Mandatory fields are marked with *. Click Continue.
4. Select E-invoice via Peppol as the invoice format and add any optional information. Click Continue.
5. Under Invoice information, review the default fields. Click Add additional fields if you need to include information such as contract reference or order number. If you haven’t specified a bank account, click Bank account and then Add bank account to enter one.
6. Click Continue.
7. Under Invoice Items, enter products and services as invoice line items and click Add. You can add multiple lines
8. Attach any supporting documents (optional) by clicking +Add attachment. Then click Save and review.
9. Review your invoice. If you need to make changes, click Edit invoice.
10. Click Send in the upper right corner to distribute your customer invoice.

For Connect Small, Medium, Plus, and Enterprise subscribers

Subscribers can store and reuse customer and product information and duplicate previous invoices, integrate with ERP, use advanced order management features, and more.

1. Go to Invoices under Sales in the left-hand menu.
2. Click Create invoice.
3. Choose Registered customer to invoice an existing customer or New customer to add a new one. Click Continue when done.
• Search by company name or registration number.
• You can also add a customer manually (for companies outside the Nordic countries).

4. Select E-invoice via Peppol as the invoice format and add any optional information. Click Continue.
5. Under Invoice information, review the default fields. Click Add additional fields if you need to include details such as contract reference or order number.
5. If you haven’t specified a bank account, click Bank account and then Add bank account to enter one.
6. Click Continue.
7. Add Invoice items. You can select saved products or add new ones, then click Add.
8. Attach any supporting documents (Optional) by clicking +Add attachment. Then click Save and review.
9. Review your invoice. If you need to make changes, click Edit invoice.
10. Click Send in the upper right corner to distribute your customer invoice.