Click Create invoice in the main menu. You enter the invoice form with two tabs: Document (the invoice details) and Attachments.

• Supplier: your own organisation. This field is automatically populated based on the organisation you are creating the invoice for. Is the field empty? Check whether your organisation has been correctly activated, see The Supplier field is empty.
• Debtor (recipient): search by Chamber of Commerce number, company name or OIN number via Search organisation. The platform automatically searches the Chamber of Commerce database (NL) and KBO (BE) to retrieve the correct details.
• Invoice number: automatically generated if you have set up automatic numbering. Otherwise you enter a number manually.
• Invoice date: defaults to today, but can be changed.
• Invoice type: select the invoice type from the dropdown. The default is a regular invoice. For a credit note, select "Credit note", see Send a credit note.
• Invoice lines: add one or more lines with description, quantity, unit price and VAT rate. The available VAT rates are assembled dynamically based on the supplier country and the customer country. For a customer in another EU country, the option "Exempt for Intra-Community supply" appears automatically; for a customer outside the EU, the option "Export" appears.

The invoice form contains several optional fields that you can fill in depending on the recipient's requirements:

• Order number: the recipient's purchase order number. Many large companies and government bodies require the order number on the invoice. Without an order number the invoice may be automatically rejected.
• Delivery date: the date the goods or services were delivered, if different from the invoice date.
• Project number: a reference to the project for which the invoice was created. Useful if you invoice per project.
• Contract number: a reference to the underlying contract.
• Invoice note: a free text field for additional information on the invoice, visible to the recipient.
• Start date / End date: the service period the invoice relates to. Use this for recurring services or subscriptions.
• Buyer reference: a reference the recipient recognises, such as a cost centre or department. When invoicing Dutch government bodies, this field is crucial: enter the routing code required by the government organisation.

Tip: invoicing a government body or large company? Always ask which reference fields they require. An invoice with a missing order number or routing code is often automatically rejected.

Not all UBL fields are available in the invoice form:

• BT-46 (Buyer Identifier): there is no separate input field for the Buyer Identifier apart from the VAT number. The VAT field does not accept dots, meaning identifiers such as '1004.E00513.0001' (for example for Greek government bodies) cannot be entered.
• BT-158 (Item Classification / CPV code): not available in the invoice form.

Organisations that need these fields cannot currently resolve this via the standard platform interface. In that case, contact support for an alternative submission method.

Via the link Add delivery details you can include specific delivery information, such as a delivery address that differs from the invoice address. This is mainly relevant for physical deliveries or when invoicing a different branch.

On the Attachments tab you add extra files to the invoice:

• Supported formats: PDF and images (.png, .jpeg)
• Office documents are not supported. Export these to PDF first
• Attachments are included with Peppol delivery and email fallback

Before sending, you can review the invoice:

• Company logo: if you have set a logo in the organisation settings, it automatically appears on the PDF view.
• PDF preview: see how the invoice looks to the recipient by clicking Preview.
• Internal comments: add a note visible to all users with access to the document.

At the bottom of the form you find three buttons:

• Save: save the invoice as a draft without sending
• Send: send the invoice immediately
• Share: share the invoice with a colleague or partner for review, without sending. Useful when someone else needs to check the invoice before it is sent.

Click Send to send the invoice. The platform automatically selects the best delivery channel:

1. Peppol (external network): the primary and recommended route. The invoice is delivered as an e-invoice to the recipient.
2. Our network (eConnect platform): when both sender and recipient use the eConnect platform.
3. Email fallback: when the recipient is not reachable via Peppol or the platform. In the account settings you can choose which files are included: PDF only, PDF + XML, XML only, or no attachment.

After sending, the invoice appears in your Outbox with a status overview.