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First AR Invoice Walkthrough

Overview

Section titled “Overview”

This walkthrough sends your first outbound sales invoice via PEPPOL using the simplest path: manual New Invoice in Out Docs. For volume options later, see Creating & Sending Sales Invoices.

Prerequisites

Section titled “Prerequisites”
  1. Legal Entity created
  2. PEPPOL registration approved for that entity
  3. Access to Invoice Manager at /flow
  4. A customer PEPPOL Receiver ID you can use for a test send

Step 1: Open Out Docs

Section titled “Step 1: Open Out Docs”
  1. Go to https://your-site.tapr.ch/flow
  2. Open Out Docs (sales)
  3. Click New Invoice

Out Docs list

Sidebar Out Docs → New Invoice (or Upload Invoice for PDF/XML).

Step 2: Create a draft

Section titled “Step 2: Create a draft”

If you start from Home, choose Sales Invoice:

Choose Sales Invoice

Fill:

  • Legal Entity
  • Peppol Receiver ID
  • Invoice date, currency, invoice number
  • One line: description, quantity, unit price

New Sales Invoice form

Submit (Create Draft). Tapr opens the draft sales invoice.

Step 3: Complete the invoice

Section titled “Step 3: Complete the invoice”

Add any extra lines, taxes, payment terms, or customer address fields required by your PEPPOL profile. Confirm the receiver ID still looks correct (SMP lookup).

Step 4: Advance to Ready to Send

Section titled “Step 4: Advance to Ready to Send”

Submit / approve according to your legal entity rules until the state is Ready to Send.

Step 5: Send

Section titled “Step 5: Send”
  1. Choose Send to Customer
  2. Confirm success → state Sent to Customer
  3. Note any PEPPOL reference id

Send to Customer when Ready to Send

Status Ready to Send → Send to Customer. Use Validate Peppol if you want a dry-run check first.

Step 6: Check delivery

Section titled “Step 6: Check delivery”

Watch MLR status on the invoice when the network responds. See MLR & Invoice Response.

Next steps

Section titled “Next steps”
Section titled “Related topics”