Inventory

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 Inventory

Zoho Inventory 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 Inventory, 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

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:

• 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:

Disable E-Invoicing

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

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