E-Invoicing (Peppol)

The E-Invoicing integration connects FlowForth to the Peppol network, allowing you to send invoices and credit notes electronically to clients who have a registered Peppol ID. Peppol e-invoicing provides delivery confirmation and meets EU compliance requirements.

Before You Begin

You need the Organization Admin role to activate and configure the E-Invoicing integration. You will also need:

• Your organization's VAT number and enterprise number configured in Organization Settings.
• A Peppol ID for your organization (configured in Organization Settings under E-Invoicing Identifiers).
• At least one client with a Peppol ID to send e-invoices.

Activating the Integration

Activation is self-service — you no longer need to upload a government ID or wait for the FlowForth team to approve your request. Identity is confirmed directly by Peppol as part of the company verification step described below.

1. Navigate to Settings → Integrations from the main navigation menu.
2. Find the E-Invoicing / Peppol integration card.
3. Click Activate and acknowledge the consent notice to enable e-invoicing for your organization.

When you activate, FlowForth registers your organization as a company on the Peppol network using the VAT number, enterprise number, and billing address configured in your Organization Settings. The company is created in an unverified state, so the integration moves to Awaiting Verification and you are prompted to complete Company Verification before you can send documents.

Once your company is verified, Peppol-related features become available:

• Invoices can be sent via the Peppol network when the client has a Peppol ID.
• Tax category options appear on invoice and credit note line items.
• Invoice numbering configuration becomes available on the integration settings page.

Company Verification

Since 2 April 2026, Peppol requires every company to be verified by an authorised representative before it can send or receive documents on the network. FlowForth guides you through this step immediately after activation.

Who is an authorised representative?

An authorised representative is someone legally empowered to act on behalf of your organization — for example a director, owner, or another person with signing authority. This person completes an identity check on a secure Recommand-hosted page. FlowForth never sees or stores their personal identity data; the check happens directly between the representative and Peppol.

Completing verification

1. After activating, the integration page shows an "Action required: verify your company" panel.
2. Click Verify company to open the secure verification link. You can also forward this link to the authorised representative if they are a different person.
3. The representative completes the identity check on the Recommand-hosted page.
4. Once verification succeeds, FlowForth automatically moves the integration to Active and unlocks sending. The page updates on its own — no need to reactivate.

warning

Sending is blocked until your company is verified. While the integration is in Awaiting Verification, invoices and credit notes cannot be sent over Peppol. FlowForth falls back to emailing the invoice PDF where a client has no Peppol ID, but Peppol delivery resumes only after verification completes.

Resending the verification link

If the verification link is lost, expires, or needs to go to a different person, click Resend / regenerate link on the integration page. This generates a fresh verification link and invalidates the previous one.

If verification is rejected

If the identity check fails, the integration page shows the reason and offers to regenerate the link so the representative can try again, along with a link to contact support if you need help.

Re-verification after billing changes

Changing your organization's VAT number or enterprise number after your company is verified automatically resets your Peppol verification. When this happens, the integration returns to Awaiting Verification and the "Action required" panel reappears — an authorised representative must complete the identity check again before sending resumes. Other billing edits (such as the billing address) do not trigger re-verification.

tip

Master users can view every organization's verification status and use a Refresh verification action to reconcile status manually if a verification update was missed.

What You Can Configure

Invoice Numbering

The E-Invoicing integration settings page includes the invoice numbering configuration:

• Next Invoice Number — The number that will be assigned to the next sent invoice. Displayed as a formatted preview (e.g., INV-00001).
• Next Credit Note Number — The number that will be assigned to the next sent credit note. Displayed as a formatted preview (e.g., CN-00001).

See Invoice Numbering for full details on how numbering works.

tip

Only change the starting numbers before sending your first invoice, or when migrating from another invoicing system.

Tax Categories

With the E-Invoicing integration active, you can set Peppol tax category codes on individual invoice activities and line items:

Category	Code	Description
Standard	S	Standard rated — VAT applies at the configured rate
Zero-rated	Z	Zero-rated — VAT applies at 0%
Exempt	E	VAT exempt — requires an exemption reason
Outside Scope	O	Outside the scope of VAT — requires a reason
Reverse Charge	AE	Reverse charge — buyer accounts for VAT
Free Export	K	Free export item — requires a reason
Intra-Community	G	Intra-community supply — requires a reason

For categories that require an exemption reason (E, O, AE, K, G), you must provide the reason on the invoice line item.

How Peppol Delivery Works

When you send an invoice for a client with a Peppol ID:

1. FlowForth generates the invoice in the UBL (Universal Business Language) format required by Peppol.
2. The document is submitted to the Peppol network via the access point.
3. The Peppol network routes the document to the client's registered access point.
4. Delivery is confirmed and the invoice status updates to Delivered.
5. If the client accepts the invoice, the status updates to Accepted.

If the client does not have a Peppol ID, FlowForth falls back to sending the invoice PDF via email.

Verifying Client Peppol IDs

Before sending an e-invoice, you can verify that a client's Peppol ID is registered on the network:

1. Open the client's detail page.
2. In the E-Invoicing section, find the Peppol ID field.
3. Click Verify PEPPOL to check whether the address is active on the network.

See Viewing & Editing Client Details for more about the client detail page.

Usage and Billing

Peppol documents are a metered feature. Your subscription plan includes a set number of Peppol documents per billing period. Usage beyond the included limit is billed as overage.

You can monitor your Peppol document usage on the Subscription & Billing page.

Deactivating the Integration

To deactivate the E-Invoicing integration:

1. Navigate to Settings → Integrations.
2. Click on the E-Invoicing / Peppol integration card.
3. Click Deactivate.

warning

Deactivating the integration disables Peppol delivery for new invoices. Previously sent e-invoices are not affected. Invoice numbering settings are preserved if you reactivate later.

What's Next?

• Creating an Invoice — Generate and send an invoice via Peppol.
• Invoice Details — View delivery status and Peppol tracking.
• Invoice Numbering — Configure sequential numbering.
• Organization Settings — Set up your VAT number and Peppol ID.