The workflow for e-invoicing brings together the new building blocks in ABOSS. You begin by setting up entities, then update your templates to use the new codes and calculations, and finally generate invoices where everything comes together.
Each step is described in its own article so you can follow the process at your own pace.
Table of Contents
1. Creating entities in Office
2. Updating templates with entity codes
3. Updating templates with calculations
4. Generating invoices with entities
5. Connecting to Billit
6. Sending invoices via Peppol
1. Creating entities in Office
Entities store the company details (such as legal name, address, VAT number, and bank details) that are used in both PDF and XML invoices. You need at least one entity to generate compliant XML exports.
👉 Read more in Creating entities in Office.
2. Updating templates with entity codes
Once entities are created, update your templates so they use the new {{ entity... }} codes instead of the old {{ agency... }} ones. This ensures the correct entity is always shown on both PDF and XML.
👉 Read more in Updating templates with entity codes.
3. Updating templates with calculations
Financial details such as totals, VAT, WHT, and costs are no longer written in formulas but selected via template settings. These calculations are handled in the backend so your invoices are always XML-compliant.
👉 Read more in Updating templates with calculations.
4. Generating invoices with entities
When creating an invoice, ABOSS automatically applies your default entity. You can change the entity if needed, and then complete and send your invoice as usual.
👉 Read more in Generating invoices with entities.
5. Connecting to Billit
To exchange invoices via the Peppol network, organisations must connect through a certified access point. Peppol itself does not provide access points; these are independent services that connect systems to the network.
ABOSS Agency connects to Peppol via Billit, enabling secure and compliant invoice exchange for clients.
👉 Read more in Connecting to Peppol via Billit
6. Sending invoices via Peppol
Once your account is prepared for e-invoicing and connected to Billit, invoices can be sent via the Peppol network directly from ABOSS Agency.
👉 Read more in Sending invoices via Peppol