Stuck on an invoice? Start here.

The failure panel names the field, the reason and the fix. Most failures are one of three things: a missing buyer TRN on a standard-rated invoice to a registered buyer, VAT totals that do not reconcile with the line VAT, or a missing exchange rate on a foreign-currency document. Fix the record the value comes from — usually the customer or product — and the check clears on the next save.

Nothing is saved until the whole file is clean, so a partial import cannot leave your data half-updated. Errors are listed row by row. Download the template for the record type you are importing rather than reusing an older export — column names have to match exactly.

Check the document’s exchange status. Issued means it was accepted by the network; Rejected means the receiving access point refused it and the reason is recorded on the document. If the buyer is not reachable on Peppol, their identifier needs correcting on the customer record before you re-issue.

Issued documents are not editable — that is a requirement, not a limitation. Raise a credit note against the original, in full or for selected lines, then issue a corrected invoice. The link to the original and the VAT adjustment are carried through automatically.

Roles are per organisation, so the same person can draft in one entity and approve in another. An owner or admin invites by email from Settings; the invitation expires if it is not accepted.

Each document type has its own sequence, with a prefix and an optional annual reset. Changing a sequence never renumbers documents that have already been issued.

One login can hold several organisations — mainland and free-zone entities alike. Customers, products, numbering and reports are scoped to the organisation you are in, and nothing crosses between them.

Invoices, credit notes, customers and products export to spreadsheet, and the underlying PINT AE documents download as XML. Ask support if you need a full account export.