📍 Where can I find this module?
Main menu > Sales > Invoicing
This page explains how to issue a customer invoice or credit memo) via the partner platform from Kafinea.
Note: For the legal framework, the timeline, the " Invoicing " widget, and the consolidated business status, see the reference page invoicing .
1. Send an invoice the platform #
The email is triggered when record invoice (or credit memo) record :
- Open the record Main Menu > Sales > Invoicing.
- Verify that the invoice approved and that the recipient has a valid SIREN number listed in their record .
- In the Invoicing widget, click "Send to the platform."
- Kafinea generates the Factur-X PDF, sends it to the partner platform, and stores the returned identifier in the record.
Important: The sender’s SIREN number is read from the “Company Number (SIREN)” field for the company. If this field is empty or invalid (fewer than 9 digits), the submission is rejected with a clear message: no fallback value is used without your knowledge.
Tip: If the submission fails, the widget displays the exact error message returned by the platform. Fix the issue (recipient’s SIREN number, missing data, etc.) and resubmit—you can do this as many times as necessary without the risk of duplicate entries.
2. Change the status in Kafinea #
The "Update Status" button in the widget allows you to push a new business status to the platform. On the Sales side, the available actions depend on the module:
| Module | Available actions |
|---|---|
| Customer Invoice | Marked as paid, Payment received |
| Customer account | Marked as paid, Payment received, Payment issued (refund) |
For the " Payment Received " and " Payment Issued" statuses, a window appears asking for the amount and currency: these fields are pre-filled from the invoice, but you can adjust them.
Important: No status is sent with silent default values. If the amount or currency is invalid, the transaction is blocked with a clear message.
Tip: The "Synchronize with the platform" button allows you to retrieve events posted by the recipient (acceptance, approval, payment, etc.) at any time. See invoicing §6 for details.
3. Frequently Asked Questions (Sales) #
What happens if I double-click "Send"?
No problem. Kafinea identifies each shipment with a unique ID: a second shipment on the same invoice create a duplicate; it simply updates the local information to match the platform's data.
Why is the SIREN number required but not the VAT number?
The French regulatory format adopted by the DGFiP requires the SIREN number as the identifier for both the sender and the recipient. The VAT number is still used for tax calculations but is not the routing identifier.
My client isn't in France. Can I still use the platform?
The current regulatory scope applies to B2B transactions between companies based in France. For a foreign recipient, the invoice issued in Factur-X within Kafinea but is not sent to the partner platform—you send the PDF to them through the usual channels.