E-Invoicing and E-Reporting

Note: E-reporting is available only in early access. To enable it, contact our support team at support.fr@eu.zohobooks.com.

Starting 1 September 2026, France’s e-invoicing mandate requires all VAT-registered businesses to exchange invoices electronically and report transaction details to the French tax authorities (DGFiP). Zoho Books supports both e-invoicing and e-reporting, helping you comply with these requirements based on the type of customer, transaction, and applicable VAT treatment.

Zoho Books also determines whether a transaction requires e-invoicing or e-reporting based on the customer’s details and the transaction type.

E-invoicing and e-reporting apply to different types of transactions.

E-Invoicing

E-invoicing applies when you issue an invoice to a business customer that is listed on the PPF Annuaire and connected through an approved platform (Plateforme de Dématérialisation Partenaire, or PA) in France. The invoice is submitted electronically through the e-invoicing network and made available to the recipient through their selected approved platform.

Scenario: Patricia Boyle, an accountant at XYZ Company, issues an invoice to a customer who is registered with an approved platform listed in the PPF Annuaire. Zoho Books submits the invoice via B2BRouter, which routes it through the e-invoicing network to the customer’s approved platform.

How E-Invoicing Works in Zoho Books

Once you enable e-invoicing in Zoho Books, you can send and receive electronic invoices through the e-invoicing network.

Convert to Structured Format: Zoho Books converts your transactions into the required structured format and validates all mandatory fields.
Push Invoices: Once the invoice is sent, push the invoice through the e-invoicing network via B2BRouter.
Track Invoice Status: Zoho Books tracks the status of pushed invoices. If an invoice is rejected, you can view and create a correction invoice or credit note.
Receive Vendor Invoices: Invoices sent by your vendors through the e-invoicing network are automatically added under Purchases > Bills.

Role of B2BRouter in E-Invoicing

Zoho Books has partnered with B2BRouter, an Approved Platform, to provide native e-invoicing connectivity for France. B2BRouter handles the submission and routing of transactions through the e-invoicing network on your behalf.

Zoho Books connects to B2BRouter using your organisation details, such as your VAT Registration Number and SIRET, which you provide during the e-invoicing setup. You do not need to create a separate B2BRouter account.

Zoho Books also supports exporting invoices in Factur-X format, which you can use for B2G invoicing through Chorus Pro. For B2B e-invoicing and e-reporting, use the B2BRouter connection configured in Zoho Books.

Using Another Approved Platform

B2Brouter is not mandatory. If you use another approved platform, you can continue creating invoices in Zoho Books and export them for e-invoicing through that platform. You are responsible for managing the submission and compliance workflow outside Zoho Books.

After enabling e-invoicing, you can configure push and fetch settings independently. If you use a separate approved platform for outgoing invoices, disable push transactions in Zoho Books. This does not affect your fetch configuration.

Reporting Method Determination in Zoho Books

Zoho Books determines whether a transaction requires e-invoicing or e-reporting based on the customer’s electronic address details.

Customer Details	Reporting Method
Has a SIREN or SIRET and has selected an approved platform	E-invoicing
Has a SIREN or SIRET but hasn’t selected an approved platform	E-reporting
Doesn’t have a SIREN or SIRET	E-reporting

Add Electronic Address Details for Customers

To determine whether a customer is eligible for e-invoicing or e-reporting, you must add their electronic address details to the customer details.

To add the details:

Log in to your Zoho Books organisation
Go to Sales from the left sidebar and select Customers.
Select the customer for whom you want to add an electronic address.
Under Other Details, enter the following details:

Field	Description
Electronic Address Scheme	Select the identifier provided by the customer: SIREN, SIRET, or Suffix.
Electronic Address Value	Enter the corresponding identifier value.

Click Save.

Zoho Books uses these details to determine the customer’s eligibility and route their transactions through the appropriate e-invoicing or e-reporting flow.

Note: For existing customers, the SIREN/SIRET field will continue to work if electronic address details haven’t been provided. For new customers, you can enter the electronic address details directly.

SIREN, SIRET, and Suffix

France’s e-invoicing framework supports SIREN, SIRET, and Suffix as electronic address identifiers.

SIREN

A SIREN is your organisation’s unique nine-digit identifier. It remains the same across your organisation’s locations.

SIRET

A SIRET identifies a specific business location. If your business moves to another location, the SIRET associated with that location may change.

Suffix

A Suffix is an additional identifier that you can use with your SIREN to route invoices to a specific department, team, or location.

For example, you can use:

SIREN_MARKETING for the Marketing department.
SIREN_PROCUREMENT for the Procurement department.
SIREN_PARIS for a specific location.

Note: You only need to enter the suffix value in Zoho Books. The final electronic address will use the format SIREN_Suffix.

When should you use a Suffix?

Use a suffix if your SIREN or SIRET is already registered with another e-invoicing provider and you want to use Zoho Books as an additional provider.

For example, your organisation is already registered with another provider using its SIREN. You can register a suffix for Zoho Books instead of registering the same SIREN again. This allows invoices to be routed to the appropriate system.

Note: Don’t register a SIREN or SIRET in Zoho Books if the same identifier is already registered with another provider. Use a suffix instead.

Configure E-invoicing in Zoho Books

Prerequisite: You can set up E-Invoicing only if you’ve enabled taxes in your Zoho Books organisation. Make sure to enter your VAT registration number in the tax settings.

To configure e-invoicing:

Log in to your Zoho Books organisation.
Go to Settings in the top right corner.
Under Organisation Settings, navigate to Taxes & Compliance and select E-Invoicing.
In the Prerequisites step, enter the following details:

Organisation Details

Field	Description
Registered Name	Enter the legal name of your organisation as registered with the French authorities.
SIREN	Enter your 9-digit business identification number.
Is SIREN registered with another provider?	Select Yes if your SIREN is already registered with another e-invoicing provider. If yes, you will need to use a Suffix instead. Select No if your SIREN is not registered with another provider.
SIRET	Enter your 14-digit establishment identification number.
VAT Registration Number	Enter your French VAT registration number.
SUFFIX	Enter an additional identifier used with your SIREN to route invoices.
Reporting Period	Select the VAT reporting period applicable to your organisation.
Enterprise Size	Select the size of your enterprise. This determines your e-invoicing mandate deadline.
NAF Code	Enter your NAF (Nomenclature des Activités Françaises) activity code.

Organisation Address

Field	Description
Address Line 1	Enter the primary address of your organisation.
City	Enter the city where your organisation is located.
State	Select the state.
Postal Code	Enter the postal code.
Mobile Number	Enter a contact number for your organisation.
Update Organisation Address	Choose whether to update the address only in new transactions or in both existing and new transactions.

E-invoicing

Field	Description
Field	Description
Tax Reporting Start Date	Set the date from which your invoices will be included in tax reports and transmitted to the PPF.
Tax Reporting Scheme	Select the scheme that will be used to identify your business for e-invoicing and to generate and transmit tax reports to the PPF. If you select SIRET or SUFFIX, registration may take up to 24 hours, after which you can start e-invoicing.

Review the Terms and Conditions, select Accept & Continue, and click Save & Continue.

On the E-Invoicing page, configure the following options:

Enable Push sales transactions if you want to send invoices and credit notes to customers registered in the e-invoicing network.
Enable Fetch purchase transactions if you want to retrieve bills from vendors registered in the e-invoicing network. This option is enabled by default and cannot be disabled once enabled.
Click Complete Setup.

Note: If you configure e-invoicing using a SIRET or Suffix, you must wait 24 hours before you can start e-invoicing.

Once the setup is complete, Zoho Books will be connected to the e-invoicing network, enabling you to securely send e-invoices to your customers in compliance with France’s e-invoicing regulations.

Note: If you have the Factur-X feature enabled, it will be disabled automatically when you enable e-invoicing.

Configure Field Mapping for E-Invoice

After completing the e-invoicing setup, you can map your Zoho Books fields to the corresponding PEPPOL fields to ensure your data is correctly submitted during e-invoice generation.

To configure field mapping:

On the E-Invoicing page, click Configure Field Mapping.
In the Configure E-Invoicing Fields pop-up, map each e-invoice field to the corresponding Zoho Books field.
Click Map Fields.

Once the field mapping is complete, Zoho Books is ready to send and receive e-invoices in compliance with France’s e-invoicing regulations.

Push Transactions to the PPF Annuaire

Once you create an eligible transaction, you can push it to the PPF Annuaire from Zoho Books.

The transactions supported include:

Invoices
Credit notes
Payments
Vendor Credits
Bills

To push a transaction:

Go to the module from which you want to push a transaction from the left sidebar.
Select the transaction you want to push.
On the transaction details page, click Push Invoice at the top.

Zoho Books will submit the transaction through the appropriate e-invoicing or e-reporting flow.

Transaction Statuses

After you push a transaction, its status changes as it progresses through the reporting process.

Status	Description
Initiated	The transaction has been submitted for processing.
Pushed	The transaction has been successfully submitted to the network.
Accepted	The recipient has accepted the transaction.
Rejected	The recipient has rejected the transaction.

Note: Status updates from the PPF Annuaire are processed once a day at 2 PM CET. Any transactions pushed during this period are grouped together and reported as a single batch.

Create a Correction Invoice

If an open invoice needs to be updated (for example, due to an error in the item details, quantity, or rate), you can create a correction invoice for it.

To create a correction invoice:

Go to Invoices under Sales.
Select the invoice that needs to be updated.
Click the More icon at the top of the invoice’s details page.
Select Create Correction Invoice from the dropdown. A new invoice form will open, pre-filled with the items, taxes, and details from the original invoice.

Note: The transactions associated with the original invoice will not be reflected in the correction invoice automatically. You can associate them manually if required.

Review and update the invoice details as needed.
Click Save as Draft.
Click Mark as Open.
Click Push Invoice to send the correction invoice through the e-invoicing network.

Receive Transactions Via the E-Invoicing Network

When a vendor sends you an invoice or credit note through the e-invoicing network, it is automatically added to your organisation under Purchases > Bills or Purchases > Vendor Credits respectively in Draft status. Zoho Books supports CII, UBL, and Factur-X formats and will notify you when a new transaction is received.

Note: If the vendor doesn’t exist in Zoho Books, a new vendor record will be created automatically. If the vendor already exists, the incoming transaction will be associated with the existing vendor record.

To accept an incoming transaction:

Go to Bills or Vendor Credits under Purchases module.
Select the transaction.
Review the details and click Show PDF View to view the document if needed.
Click Accept.

Once accepted, the transaction is confirmed in Zoho Books.

To reject an incoming transaction:

Go to Bills or Vendor Credits under Purchases.
Select the transaction.
Click Reject.
Select the reason for rejection.
Click Reject to confirm.

Once rejected, the rejection is communicated back to the vendor.

Allow Users To Push and Cancel Invoices

You can allow users in your organisation to push transactions through the e-invoicing network by assigning the appropriate roles. This ensures that only authorized users can push transactions. To do this:

Go to Settings.
Select Roles under Users & Roles in the Organisation Settings pane.
Create a new role or edit an existing one.
Select Push and Cancel Transactions under e-Invoicing to allow users with this role to push and cancel transactions.

After enabling the permission for a role, users assigned to that role will be able to push transactions through the e-invoicing network. You can uncheck this option at any time to restrict users from performing these actions.

Download or Print the Pushed Invoice

After an invoice is successfully pushed to the PPF Annuaire, you can download it in multiple formats or print it directly from the invoice details page in Zoho Books.

To download or print a pushed invoice:

Go to Sales from the left sidebar and select Invoices.
Select the pushed invoice you want to download or print.
On the invoice details page, click PDF/Print at the top.
Select one of the following options from the dropdown.

Download Options

Option	Description
PDF	Download the invoice as a PDF file.
XML	Download the invoice as an XML file. This file is generated by B2BRouter and contains the structured invoice data submitted to the e-invoicing network.
Factur-X	Download the invoice in Factur-X format, which combines a PDF with embedded XML data.

Print Options

Option	Description
Print	Print the invoice.
Print Delivery Note	Print the delivery note associated with the invoice.
Print Packing Slip	Print the packing slip associated with the invoice.

Disable E-Invoicing

You can disable e-invoicing in Zoho Books at any time if you no longer need to send or receive transactions through the e-invoicing network.

To disable e-invoicing:

Go to Settings in the top right corner.
Under Organisation Settings, navigate to Taxes & Compliance and select E-Invoicing.
On the E-Invoicing page, click Disable.

E-Reporting

E-reporting applies when a transaction doesn’t qualify for e-invoicing but still needs to be reported to the PPF Annuaire. This includes:

Sales to individual customers who don’t have a SIREN or SIRET.
Sales to business customers that haven’t selected an approved platform.
Payments for eligible service transactions where VAT is payable on a cash basis.
Bills and vendor credits involving reverse charge transactions, such as domestic reverse charge and imports from outside France.

Scenario: Patricia Boyle issues an invoice to Bailey Miles, an individual customer who doesn’t have a SIREN or SIRET. Since Bailey Miles isn’t eligible for e-invoicing, Zoho Books reports the transaction through e-reporting.

E-Report VAT Treatment and Payment E-Reporting

When you push a transaction, Zoho Books determines whether the payment also needs to be reported based on the VAT treatment of the transaction. This depends on whether the transaction involves goods or services.

Goods

For goods, VAT is recorded when the invoice is issued. Payments received against goods invoices do not need to be reported separately.

For example, you sell office furniture to a customer and issue an invoice. Since the transaction involves goods, the VAT is recorded for when the invoice is issued. The payment does not need to be reported separately.

Services

For services, VAT is recorded when the payment is received. Payments received against service invoices must be reported separately.

For example, you provide consulting services and issue an invoice in January. The customer pays you in February. Since the service is subject to cash-basis VAT treatment, the February payment must be reported.

Note: By default, Zoho Books tracks goods on an accrual basis and services on a cash basis, in accordance with the standard VAT treatment in France. If you configure services to use the accrual basis in your organisation settings, payments received for those services do not need to be reported separately.

Ancillary Supplies

When an invoice includes a primary supply along with ancillary supplies, the VAT treatment of the primary supply applies to the entire invoice.

For example, you sell a refrigerator along with delivery and installation services. Since the refrigerator is the primary supply, the entire invoice is treated as a goods transaction and follows the accrual basis.

Note: You can include multiple goods or multiple services as primary supplies in an invoice. However, if your invoice includes a mix of goods and services as primary supplies, create separate invoices for each.

E-Report Bills and Vendor Credits

Bills and vendor credits need to be e-reported only in specific reverse charge scenarios.

You must e-report them when they involve:

Domestic reverse charge: The supplier applies reverse charge to a domestic transaction.
Imports: You purchase goods from outside France and are responsible for paying the applicable tax.

For example, you purchase goods from a supplier outside France and are responsible for the tax. In this case, you must e-report the bill in Zoho Books.

Bills and vendor credits that don’t fall under these scenarios don’t need to be e-reported.

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