Archiving Belgian Peppol invoices: XML, PDF, and evidence

Operational archive playbook for structured Peppol invoices in Belgium: what to retain, integrity basics, duration orientation, and a VAT-evidence checklist.

Updated

  • Belgium

What this playbook covers

Structured Peppol invoices change what "keep the invoice" means. For Belgian VAT evidence you need a durable archive of the electronic original, not only a pretty PDF in a shared drive. Format context: PDF vs structured invoice.

What to retain

ArtefactRole in the archiveKeep?
Structured original (UBL/XML or equivalent)Authoritative e-invoice contentYes as primary electronic original
Human-readable PDF (if generated from the same data)Approvals, human review, case attachmentsUseful companion; not a substitute for the XML
Delivery / status evidenceProof the document was exchangedKeep with the invoice record where available
Linked credit notes / correctionsFull story of the amountKeep with the original invoice chain
Attachments required by the dealContracts, timesheets, supporting docsKeep if they support the VAT facts

Generate PDF from the structured data when you need a reading copy. Never archive a rebuilt PDF that disagrees with the XML.

Integrity and readability (orientation)

Belgian and EU e-invoice practice expects that, for the retention period, you can show:

  1. Authenticity of origin: you know who issued/received the invoice
  2. Integrity of content: the archived file was not silently altered
  3. Readability: a human (and your tools) can still open and understand it

In practice for Peppol SMEs:

ControlPractical habit
Immutable originalStore the received/sent structured file as-is
TraceabilityKeep document ID, Peppol IDs, timestamps, and status
Access controlLimit who can overwrite archive objects
ExportabilityYou can retrieve XML (+ PDF) without the original SaaS UI
PairingLink inbound/outbound invoice to booking and payment

Your Access Point or invoicing product may hold the files; you still own the retention outcome. Confirm export and long-term retrieval with your provider (Peppol Access Point).

Duration orientation

Exact clocks belong in Belgian tax and accounting law. As an operations orientation, teams usually plan multi-year retention (commonly discussed around seven years for many accounting records). Do not invent a shorter "Peppol-only" period. Confirm duration with your accountant and FPS Finance guidance.

Operational archive checklist

  1. Capture: on send/receive success, persist the structured original immediately
  2. Label: invoice number, issue date, counterparty VAT/Peppol ID, direction (in/out)
  3. Companion PDF: optional, generated from the same data set
  4. Chain: attach credit notes and rejection/resend history (credit notes on Peppol)
  5. Booking link: store the accounting document reference next to the archive ID
  6. Restore test: quarterly, export one old invoice and reopen XML + PDF
  7. Exit plan: know how to bulk-export if you change software
Failure modeWhy it hurts
PDF-only archiveCannot prove the structured content that was exchanged
SaaS-only copy, no exportProvider change or lock-out blocks audits
Edited "clean" XML after the factBreaks integrity story
Missing credit-note linkAudit trail of the final amount is incomplete
Archiving Belgian Peppol invoices: XML, PDF, and evidence · OrdoGrid