How do I add a customer or public body as a Peppol trading partner?
Add a Peppol trading partner
Find the organisations you send documents to in the common trading partner list and add them, so they appear as receivers when you create a Peppol message.
About 3 min
By the end of this guide the organisations you invoice will be set up as Peppol trading partners. You can only send a message to a receiver you've set up: the Receiver list on a new message contains only your trading partners.
Before you start
- You're registered as a Peppol Participant. See Register for Peppol.
- The legal names of the partners you want to add, and their countries. Public bodies are often listed under their formal name.
Steps
You add trading partners in the second step of the Peppol Wizard, straight after registering. Supply Lens keeps a list of common trading partners that you can search.
- In the Peppol Wizard, go to the trading partners step. (After Create participant, the wizard moves there by itself.)
- Type the trading partner's name in the Search box.
- Choose a country from the drop-down to narrow the search.
- Tick the checkbox on each trading partner you want to add.
- Click Add Selected.
- Click Done to leave the wizard.
Adding partners later
- Add new trading partners at any time from Metadata → Trading Partners.
- If a partner isn't in the list, you can add them manually when you go to send your first message to them.
- If you can't find a trading partner in the directory, contact the Support Team and they'll add it for you.
Check it worked
- Go to Metadata → Summary: your partners are listed under Trading Partners.
- On Messages → Create New, the partner appears in the Receiver drop-down.
If something goes wrong
- Search finds nothing. Try the organisation's full legal name and filter by country.
- The partner isn't in the directory at all. Ask the Support Team to add it.
- A partner disappeared after a metadata upload. Uploading metadata overwrites everything stored. Upload your backup copy, or re-add the partner.