Sending invoices using "Send by preference"

After the invoices are uploaded, I manually select my invoices. Twikey handles the distribution channel, depending on my setup.

For this case, you can select the invoices that you want to send out.
Twikey will first try to send the invoices via the default method.
We recommend that the default method is Peppol.

This ensures that the process starts with Twikey attempting to send the invoice via Peppol, following these rules:

• If successful, Twikey sends the ‘Invoice via Peppol’ email.
• If unsuccessful (e.g., customer not Peppol-ready, Peppol error, …), the invoice is sent by email instead.

To do this follow these steps:

1. Navigate to the "Invoices" menu
2. Filter the list

• Use the advanced filter, select "Reachable on Peppol" and set it to "True"
• Since an UBL is necessary, also select "UBL available" and set it to "True"
• Use other filters to compile the correct list. Several items are available like invoice number, different dates, amounts and many other.

3. Select the invoices you want to send using the checkboxes or use the top check box to select all.
4. Click the "Share" button and select "Send by preference" (A popup will appear to confirm your action)

⚠️Important
If you accidentally select invoices without an UBL, those invoices will automatically be sent by email instead. This can lead to multiple unintended emails being sent to your customers.
To avoid this, always filter your invoice list via the advanced filter selecting also "UBL available" and set it to "True".

• Related articles:
• Webinar - Peppol
• How to activate Peppol
• Next steps after Peppol activation
• Automated Peppol invoice delivery
• Monitor Peppol invoice delivery status
• FAQ - Peppol
• Individual Peppol invoice sending