Bank accounts and e-invoice

Your company bank account appears on invoices, and a primary account is needed for e-invoices in XML format. In this guide, you add an account and get to know the e-invoice settings.

1. Opening the e-invoice settings

1. Click the pencil next to your company.
2. Open the Invoicing tab, then e-Invoice Settings.

2. New bank account

1. Bank accounts are on the right. Click Add.
2. Enter the account holder and the bank name.
3. Enter the IBAN and the bank's BIC / SWIFT code.
4. Click Add.

3. Primary account and e-invoice

1. The account is added. Click the star to mark it as primary. Its IBAN and BIC appear on e-invoices.
2. Turn on e-invoicing if you and your customers want to download invoices in XML format.
3. The VAT exemption reason is used for items with 0% VAT.

4. Peppol ID and saving

1. Enter the company's Peppol ID, for example LU12345678. The scheme ID fills in automatically from the country code at the start.
2. E-invoicing only works once all these details are filled in and saved. Click Save Changes.
3. The Peppol ID here does not mean sending invoices over the Peppol network. These details make the e-invoice correct.
4. Done. The bank account is ready for your invoices.

Tips

• E-invoicing only works once all details are filled in and saved and a primary bank account exists.

Summary

Pencil next to the company → Invoicing → E-invoice settings → Add account → primary account → e-invoice → Peppol ID → Save changes

What's next

Next guide: Online payments.