Receiving e-invoices via Peppol in Teamleader Focus

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Sending and receiving invoices via Peppol will become mandatory in several European countries for B2B in the upcoming years. This means you will be receiving e-invoices from your suppliers via Peppol. We got you covered, as our Belgian and Luxembourg customers* are able to receive their e-invoices directly in their Teamleader Focus account. Read all about it here.
*It's not yet possible for Dutch company entities to receive e-invoices in Teamleader Focus through Peppol. Sending e-invoices from a Dutch company entity via Peppol is possible though.
 

Looking for more information instead regarding the sending of e-invoices? Find more information in this article. 
Note that it's not possible to receive e-invoices if you have our SMART package.

 

 

Enable Peppol

Even if you don’t send e-invoices yourself or only send B2C invoices, you will need to enable Peppol to receive invoices via the Peppol network if your business falls within the mandatory B2B e-invoicing regulations in Belgium.
 

! The invoices you send to your private customers (B2C) do not have to go through Peppol. Those may still be sent by mail or post. 
 

In order to receive invoices through Peppol in Teamleader Focus, you need to make sure Peppol is enabled in your account. Follow the instructions in this article to enable Peppol. 
 

You can send invoices from multiple instances/tools if you want. This means that next to from Teamleader Focus, you could technically also use additional tools to send your invoices from. Find more information about sending invoices here. As for receiving invoices, you can only enable Peppol in one software tool. 
 

Receive invoices via Peppol

Go to Expenses. Here you can find all your expenses. You can recognise the received documents sent by your suppliers via the document type 'Incoming invoice' or by adding the column 'Origin' (Peppol) to your column overview:



Note: If you receive an invoice via Peppol and the supplier is not yet in your CRM, we will automatically create it for you and link to it. This way all invoices will be linked to a supplier so you can have a better overview.


Click on an invoice and you’ll see a preview of the PDF:


In most cases, UBLs of e-invoices will have a PDF embedded, so we can preview the layout of the invoice. In case the provider of your supplier didn’t attach a PDF, we will show the UBL's data in a readable way in Teamleader Focus. Go to the tab Details to check that information. If there are additional attachments along with the Peppol invoice, you'll also find these in the Details > 'Attachments' tab. Note that the Attachments tab is only available for Peppol invoices: it’s not shown for other expenses, and you can’t manually add your own attachments to this tab.

  • There's a limit of 200 attachments for incoming invoices and the combined size cannot exceed 100 MB
  • The supported formats are .jpg, .png, .pdf, .csv and .xlsx
     

If you agree with the invoice, you can approve it and send it to your bookkeeper via the buttons in the top right-hand corner of the expense:

 

How do I know when I received an invoice or credit note via Peppol?

  • The invoice or credit note will be in the "Expenses” module.
  • In Settings > Expenses, you can activate the toggle 'Notify me when a new Peppol document is received'. This is a user setting, so each user must activate it individually.
    • ! This toggle is only available for users with access to expenses and settings
    • The toggle is only visible if an entity is registered to receive documents via Peppol
    • If enabled, you’ll receive a notification in Teamleader Focus via the notification bell, via which you can click through to the invoice/credit note

       
    • If your email notifications are enabled, you’ll also receive an email informing you about a newly received invoice/credit note.

       

Q&A receiving invoices

Can I send incoming invoices to my bookkeeping software?

Yes, it is possible to send incoming invoices through your bookkeeping tool via one of the integrations of our Accounting connector Booster. You can also send your expenses manually though via the button Send to bookkeeper.
 

Can I pay incoming invoices via Teamleader Focus?

At this point in time, no. We will be working on a solution for this though.
 

Can I link incoming invoices to orders? 

Not yet, but this is something we will expand upon when we continue working on costs in general.


Read this article but still have questions? Be sure to check out our Peppol FAQ here!

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