Creating and sending Outbound Transactions for France

To create and send outbound transactions for France:

1. Go to Transactions > Invoices.

2. Create or open an invoice.

3. Fill in all the required fields related to your Invoice based on your use case, including:

   • France E-Invoicing Fields

   • France Structured Notes (EUEI FR E-Document Notes)

   • Third Parties on Invoice/Credit Memo

   • Payment Instructions

   • Document References

   • Delivery Date

   For more information, see France E-Invoicing Fields on Transaction.

4. On the E-document subtab, make sure the France E-invoicing outbound Invoice/Credit Memo template is selected in the E-document Template field.

   Important:

   Your invoice must comply with the EN 16931 or FR Extended profiles, as well as with all applicable legislation, including commercial law and the French General Tax Code (CGI).

5. Click Save.

6. Click Generate E-document. The E-document Status field is set to Ready for Certification.

7. Click Certify E-document to send the E-document.

8. Check the E-document Status and E-document Audit Trail fields to see if it's successfully sent for certification.

Note:

Selected third-party roles for employee records are not processed and not rendered into XML.

France E-Invoicing Fields on Transaction

Main France fields include:

• France Mandate Type: Scope of the Document regarding E-Invoicing and E-Reporting

• France Invoice Type: Type of the Invoice

• France Business Process Type: Type of the Business Process Type, related to the Type of Items sold or if the Invoice has been paid already

• France E-Document Profile: Specifies whether the E-Document is generated according to the EN 16931 standard or the French CTC Extended format. The value is automatically populated from the Subsidiary record. If no profile value is specified, the field defaults to EN16931.

• France VAT Due Date Code: Used if the company has opted in for VAT on Accruals.

Adding Structured Notes on Transactions

Structured notes can be added automatically or manually.

Automatic behavior: Notes configured on subsidiary record are copied to transactions.

Manual behavior:

• Select subject code (for example, AAB - Mention d'escompte)

• Enter text (for example, "Les réglements reçus avant la date d'échéance ne donneront pas lieu à escompte.")

Note:

Please note that some structured notes are unique or required.

Related Topics

• France Electronic Invoicing
• Configuring E-document templates for France
• Data in the E-document supported by Electronic Invoicing and Advanced Localization Features
• Processing Inbound Transactions
• France EI Extension Plug-in
• Sourcing Logic for France E-invoicing Specific Fields
• France E-Reporting

General Notices