Configuration
Configuring the E-Invoice & PEPPOL Module follows a strict 5-phase dependency chain. Tax registrations and item classification codes must be established before API submission queues or automated clearance rules are enabled.
Configuration Dependency Chain
Warning
Tax Identification Numbers (TIN) and digital certificates must be uploaded in Core before attempting API submission clearance tests. Always complete setup phases in order.
Phase 1: Tax Registrations & Certificates
What you are doing: Verifying company TIN, BRN, digital signing certificates, and SST tax codes.
| Setup Task | Required Applet |
|---|---|
| Branch & Entity Tax Profiles (TIN/BRN) | Organisation Applet |
| Digital Signing Certificate Upload | MY E-Invoice Admin Applet |
| Output & Input SST Tax Code Mapping | Financial Accounting Configuration |
Phase 2: Data & Classification Mapping
What you are doing: Mapping mandatory government classification codes, MSIC industry codes, and units of measure (UOM).
| Setup Task | Required Applet |
|---|---|
| Item Classification Codes & MSIC Mapping | Doc Item Maintenance Applet |
| Standard Government Unit UOM Conversions | Doc Item Maintenance Applet |
Phase 3: API Credentials & PEPPOL Setup
What you are doing: Setting up tax authority API keys, sandbox credentials, and PEPPOL Access Point routing IDs.
| Setup Task | Required Applet |
|---|---|
| Tax Gateway API Client ID & Client Secret | MY E-Invoice Admin Applet |
| PEPPOL Participant ID & Access Point Keys | MY PEPPOL Admin Applet |
Phase 4: Workflow & Submission Rules
What you are doing: Establishing real-time vs. 72-hour batch submission triggers and B2C monthly consolidation rules.
| Setup Task | Required Applet |
|---|---|
| Auto-Submission Triggers & Rejection Rules | MY E-Invoice Admin Applet |
| B2C Retail Consolidated Invoicing Rules | MY E-Invoice Admin Applet |
Phase 5: Test & Validate (Smoke Test)
Before going live, complete these mandatory verification tests:
- Sandbox Clearance Test: Submit a test B2B commercial invoice in sandbox mode and confirm clearance UUID generation.
- QR Code Verification Test: Scan the generated clearance QR code on a test invoice PDF and verify valid tax portal confirmation.
- Self-Billed Submission Test: Issue a simulated self-billed e-invoice for foreign services and confirm tax authority validation.