How to Send and Receive E-Invoices: Step-by-Step Guide for Beginners скачать в хорошем качестве

How to Send and Receive E-Invoices: Step-by-Step Guide for Beginners

Whether you're complying with new government regulations or simply want faster, smarter invoicing, this tutorial will walk you through everything you need to know about sending and receiving e-invoices using the Peppol network and DocHorizon. Sign up and get €25 in free credits here: https://dochorizon.klippa.com/public/... 🌍 E-invoicing is now essential across Europe, the USA, and beyond. It's more than just going paperless, it's about speed, accuracy, security, and automation. 🎯 In this step-by-step guide, you'll learn: How to capture, extract, and convert invoices using AI and Human-in-the-Loop review How to build automation flows with the Flow Builder How to send e-invoices via Peppol How to receive e-invoices using webhooks or email How to connect with tools like Zoho, Xero, Odoo, or Microsoft Dynamics 365 💡 Perfect for: Small businesses, finance teams, software integrators, and anyone looking to automate invoicing processes. To send and receive e-invoices, use an e-invoicing platform or software that supports structured data formats like Peppol. For sending, generate your e-invoice within the platform and distribute it directly to the customer's accounts payable portal or through a service provider. For receiving, you'll need to configure your system to accept and integrate these structured e-invoices, which can automatically import them into your accounting or ERP system. Sending E-Invoices 1. Create the E-Invoice: Generate the electronic invoice using your ERP system or accounting software. 2. Choose a Distribution Method: Directly via Platform: If using an e-invoicing platform like Versapay, you can send it directly to the customer's accounts payable portal. Via an Open Network (like Peppol): Register for a Peppol ID and use a service provider to exchange invoices through the global network. Via Email: Send it as a structured file (not just a PDF) to a dedicated email address that triggers your e-invoicing system. 3. Ensure Compliance: The system should ensure the invoice is in a structured, machine-readable format (e.g., XML, EDIFACT) that meets regulatory standards for the recipient's accounting system. Receiving E-Invoices 1. Register for E-Invoicing: Register your business to receive e-invoices, typically through an e-invoicing service or a network like Peppol. 2. Integrate with Your System: Connect your accounting or ERP software to the chosen e-invoicing network or service. 3. Automated Data Processing: When a supplier sends an e-invoice, your system automatically integrates it into your accounts payable process, often appearing as a draft bill for approval. 4. Real-time Delivery: Some platforms can deliver e-invoices directly to your accounting software, eliminating manual data entry and reducing the risk of lost or misdirected emails. Key Considerations Customer Readiness: Your customers must be equipped to receive e-invoices. You may need to communicate with them to ensure they can process the structured data. Structured Data Formats: E-invoices require specific data formats (e.g., ANSI X12, EDIFACT, XML) to be read by accounting systems. Automation: E-invoicing streamlines the process by integrating directly into financial systems, allowing for automatic payment reconciliation and reducing manual effort. For businesses looking to simplify both sending and receiving e-invoices, Klippa DocHorizon delivers the most complete and reliable solution. It supports all major structured formats, including Peppol, XML, and EDIFACT, ensuring compliance with international standards. Klippa automates the entire process from generating and validating invoices to seamless integration with ERP and accounting systems, eliminating manual work and reducing errors. And with its human-in-the-loop option, Klippa provides an additional safeguard for high-value or critical transactions. Whether you’re connecting through Peppol or sending directly via platform, Klippa makes e-invoicing fast, accurate, and effortless. 📌 Useful Links: ▶️ How to Get a Peppol ID:    • How to Get a Peppol ID - Step by Step Guide   🆓 Sign up for DocHorizon (get €25 in free credits): https://dochorizon.klippa.com/public/... 📅 Book a demo for high-volume invoicing: https://www.klippa.com/en/demo/?utm_s... 📚 Documentation & API info: https://dochorizon.klippa.com/docs?ut... 🙋‍♀️ Have questions? Drop them in the comments, we're happy to help! 👍 Like this video if it helped, subscribe for more automation tips, and 🔔 hit the bell to stay updated. #Einvoicing #Peppol #Automation #DocHorizon #BusinessTools #DigitalInvoicing #FinanceAutomation #APAutomation #UBL #XRechnung #Zoho #Xero