Peppol reachability of your customers

All new customers will be checked daily to verify if they are Peppol reachable.

Choose your default sending method

You can choose which method - e-mail or Peppol - is used by default for all of your customers.
This will ensure that first we use this method as standard.
You can set-up your default sending method:

1. Settings
2. Account
3. Company
4. Invoice delivery method
5. Choose Peppol

send_peppol20

When an invoice of a specific customer has to be sent trough another method , you can change it per customer.

Navigate to the customer via:

1. Customers
2. Select a customer
3. Edit
4. Invoice
5. Delivery method (Mail/Peppol/paper/disabled).

Customer e-mail delivery options

Depending on your case Twikey can send email to your customers.
Please choose one of the following possibilities:

I'm using only the Peppol delivery

I only want to send my invoices to Peppol. I don't want to send any mail via Twikey.

In the Peppol integration module, leave the checkbox "Notify customers when documents are sent via Peppol" unchecked.
You do not need to setup the mails.

I'm using the Peppol delivery and a mail with payment button

I would like to use Twikey to send my invoices via Peppol and have Twikey send my clients an informative email with a payment button.

You need to check the template mail that is sent to your customer. This template notifies customers about their invoice and provides a convenient link for immediate payment.
You can view and edit the email by navigating to :

1. Settings
2. Select profile
3. Emails
4. Invoice via Peppol

Make sure that the standard invoice mail is also set up correctly.
We will use this mail template for non Peppol customers.