Module complémentaire de facturation électronique Peppol

Le module complémentaire de facturation électronique Peppol vous permet d’envoyer des factures numériques via le réseau Peppol, afin que votre facturation soit conforme aux législations locales et aux normes internationales (Peppol BIS 3.0).

Pour utiliser ce module complémentaire, vous et votre client devez tous deux vous inscrire sur Peppol et disposer d’identifiants Peppol valides.

Installer le module complémentaire Peppol #

1. Rendez-vous sur https://marketplace.cake.com/
2. Connectez-vous avec vos identifiants Clockify
3. Recherchez Facturation électronique Peppol dans la barre de recherche
4. Choisissez la formule complémentaire qui vous convient :
   • Peppol e-invoicing Starter (envoi de 20 factures maximum par mois)
   • Peppol e-invoicing Growth (envoi de 100 factures maximum par mois)

5. Cliquez sur Installer sur la page de l’extension
6. Sélectionnez l’espace de travail dans lequel vous souhaitez installer l’extension

Paramètres généraux #

Une fois l’extension installée, vous devrez l’activer dans les paramètres de l’extension. 

1. Cliquez sur les trois points situés à côté du nom de votre espace de travail
2. Sélectionnez Paramètres de l’espace de travail
3. Cliquez sur l’onglet Modules complémentaires
4. Click the three dots next to Peppol e-invoicing add-on
5. Select Settings
6. Go to the General tab in the add-on settings
7. Fill in the Sender (Bill from) information:
   – Company name
   – Address
   – Tax ID
   – Peppol ID
8. Click Connect e-invoice

Gérer des clients #

Before you can send an e-invoice, your clients must be set up and verified in the add-on.

To manage your clients: 

1. Go to the Clients tab
2. You’ll see a list of clients imported from your Clockify workspace
3. Click the Set up button next to the client
4. Enter the client’s company details and their Peppol ID
5. Click Set up client

The system will automatically check if the client is registered in the Peppol network.
If it is not registered, it displays an error message explaining why the check failed. 

Envoyer des factures #

Once your company and clients are configured, sending an e-invoice is simple: 

1. Go to your Invoices page
2. Open the invoice you wish to send
3. Click on the Add-on actions dropdown menu
4. Choose Send via Peppol 

The invoice will be sent in the legally compliant Peppol BIS 3.0 format.

Suivre ses factures électroniques #

Use the Sent invoices tab in the add-on settings to monitor the status of your outgoing e-invoices.

See the following information:

• View history: See a list of all sent invoices, including the Invoice ID, Client, and specific Peppol status
• Failed invoices: If an invoice fails, the system will provide a reason (e.g., Client missing information)
• Retry: You can click Retry for any unsuccessfully sent invoice once you corrected the missing information

FAQ #

Who is eligible to use the Peppol e-invoicing add-on?

The add-on is available to workspaces on a Standard subscription plan or higher. Additionally, both you and your clients must be registered on the Peppol network and have your respective Peppol IDs ready to use the service.

How do I know if my client can receive e-invoices?

When you enter a client’s details and Peppol ID in the Clients tab, the system automatically verifies their registration in the Peppol network. If they are not registered, Clockify will display an error message explaining why the verification failed.

What happens if an invoice fails to send?

You can monitor the status of all outgoing documents in the Sent invoices tab. If an invoice fails, the system will provide a specific reason for the failure (such as missing client information). Once you have corrected the errors, you can simply click Retry to send it again.

Is there a limit to how many e-invoices I can send?

Yes, your usage is subject to a monthly limit based on your specific add-on tier. You can monitor your current usage through the Monthly invoices counter located in the add-on’s general settings.