PEPPOL Module for Perfex CRM

The PEPPOL module enables seamless electronic document exchange via the PEPPOL network. Send and receive invoices and credit notes electronically, automatically create expenses from received documents, and ensure compliance with European e-invoicing standards.

Key Features

  • Document Transmission: Send invoices and credit notes via PEPPOL network
  • Document Reception: Receive PEPPOL documents from external parties
  • UBL Generation: Generate compliant UBL format for document transmission
  • Provider Support: Built-in Ademico provider with framework for additional providers
  • Status Tracking: Monitor and update document status (queued, sent, failed, received, paid)
  • Directory Lookup: Automatically search and populate customer PEPPOL information from official PEPPOL directory
  • Bulk Operations: Send multiple documents at once. Send bulk when view whole document or when viewing a documents for a particular company (client).
  • Credit Notes Attachment Visibility Toggle: Add switch button to toggle credit notes attachment files visibility to customers. This allow in controlling which files are attached when sending or generating the UBL.
  • Expense Management: Optional create expenses from received invoices and credit notes (negative). We have taken this approach as Perfex do not support vendor credit and invoices by default. Creating expense can allow tracking of spent money used to pay vendor invoice. Negative expense for received credit note suggest a credit. These are optional and you can neglect depending on your business needs.

What is PEPPOL?

PEPPOL (Pan-European Public Procurement On-Line) is a standardized electronic document exchange network that enables businesses and government entities to send and receive invoices and credit notes electronically across borders. It's mandatory for B2G (Business-to-Government) transactions in many EU countries and increasingly adopted for B2B transactions.

Benefits

  • Faster Payments: Electronic invoicing accelerates payment processing
  • Cost Reduction: Eliminate paper-based processes and manual data entry
  • Legal Compliance: Meet EU e-invoicing mandates and requirements
  • Environmental Impact: Reduce paper usage and carbon footprint
  • Audit Trail: Complete tracking and documentation of all transactions
  • Error Reduction: Automated processing minimizes human errors

Author: Ulutfa

Created: 29th November 2025

Portfolio: ulutfa

Email: lutfatusman@gmail.com

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If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.

For technical support and advanced configuration, please contact your system administrator or PEPPOL provider.