{"id":444458,"date":"2026-06-28T23:18:30","date_gmt":"2026-06-28T21:18:30","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/issue-an-electronic-invoice\/"},"modified":"2026-06-28T23:18:30","modified_gmt":"2026-06-28T21:18:30","password":"","slug":"issue-an-electronic-invoice","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/invoicing\/issue-an-electronic-invoice\/","title":{"rendered":"Issue an electronic invoice"},"content":{"rendered":"
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\ud83d\udccd Where can you find this module?<\/strong>
Main menu > Sales > Invoicing<\/em><\/p>\n<\/blockquote>\n

This page explains how to issue<\/strong> a customer invoice (or a customer credit note) via the partner platform, from Kafinea.<\/p>\n

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Note:<\/strong> For the legal framework, the schedule, the “Electronic invoicing” widget, and the consolidated business status, see the reference page Electronic invoicing<\/a><\/strong>.<\/p>\n<\/blockquote>\n

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1. Send an invoice to the platform<\/h2>\n

Sending is triggered from the record of a customer invoice (or a customer credit note):<\/p>\n

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Prerequisite:<\/strong> issuing<\/strong> must be enabled by your administrator (see Electronic invoicing \u00a77<\/a>) and your company must be registered and active<\/strong> on the platform. Until then, the widget displays a discreet message (“issuing not enabled” or “registration in progress”) and the send button remains disabled. <\/p>\n<\/blockquote>\n

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  1. Open the record from Main menu > Sales > Invoicing<\/em>.<\/li>\n
  2. Check that the invoice is validated and that the recipient has a SIREN number entered on their company record.<\/li>\n
  3. In the Electronic invoicing<\/strong> widget, click “Send to the platform”<\/strong>.<\/li>\n
  4. Kafinea generates the Factur-X PDF, sends it to the partner platform, and stores the returned identifier on the record.<\/li>\n<\/ol>\n
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    Important:<\/strong> The issuer SIREN is read from the company field “Company no. (SIREN)”<\/strong>. If this field is empty or invalid (fewer than 9 digits), sending is refused with an explicit message: no fallback value is used without your knowledge. <\/p>\n<\/blockquote>\n

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    Tip:<\/strong> If sending fails, the widget displays the exact error message returned by the platform. Fix the cause (recipient SIREN, missing data, \u2026) and then retry sending \u2014 you can do so as many times as necessary without any risk of duplicates. <\/p>\n<\/blockquote>\n

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    2. Change the status from Kafinea<\/h2>\n

    The widget menu “Change status”<\/strong> lets you push a new business status to the platform. On the Sales side (you are the issuer), the available actions depend on the module and the document\u2019s current state: <\/p>\n

    \n\n\n\n\n\n\n
    Module<\/th>\nAvailable actions<\/th>\n<\/tr>\n<\/thead>\n
    Customer invoice<\/strong><\/td>\nMark as paid<\/em> (payment received); Complete (response to a suspension)<\/em> when the buyer has suspended the invoice while awaiting supporting documents.<\/td>\n<\/tr>\n
    Customer credit note<\/strong><\/td>\nMark as paid<\/em>, Mark payment as sent<\/em> (refund case), Complete (response to a suspension)<\/em>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

    The menu only shows actions that are actually possible at that moment (based on the platform\u2019s latest status), to avoid errors.<\/p>\n

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    Important:<\/strong> The payment declaration (Mark as paid<\/em> \/ Mark payment as sent<\/em>) is entirely calculated by Kafinea<\/strong>. When the window opens, a summary<\/strong> shows, for each currency, the payments to declare (date and amount), the breakdown by VAT rate<\/strong>, and the total. You do not need to enter any amount or currency: simply confirm. If multiple currencies are involved, a separate declaration is prepared for each one. <\/p>\n<\/blockquote>\n

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    Note:<\/strong> Kafinea only declares payments not yet sent<\/strong>; running the action again does not create a duplicate. If everything has already been declared, a message indicates this and confirmation is disabled. <\/p>\n<\/blockquote>\n

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    Tip:<\/strong> The “Synchronize with the platform”<\/strong> button lets you retrieve, at any time, the events posted by the recipient (taken in charge, validation, payment\u2026). See Electronic invoicing \u00a76<\/a> for details. <\/p>\n<\/blockquote>\n

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    3. Frequently asked questions (Sales side)<\/h2>\n

    What happens if I click “Send” twice?<\/strong><\/p>\n

    Nothing problematic. Kafinea identifies each send with a unique identifier: a second send on the same invoice does not create a duplicate; it simply updates the local information with the platform\u2019s data. <\/p>\n

    Why is the SIREN mandatory and not the VAT number?<\/strong><\/p>\n

    The French regulatory format adopted by the DGFiP requires the SIREN as the identifier for the issuer and the recipient. The VAT number is still used for tax calculation but is not the routing identifier. <\/p>\n

    My customer is not in France. Can I still use the platform? <\/strong><\/p>\n

    The current regulatory scope covers B2B exchanges between companies established in France. For a foreign recipient, the invoice is still issued as Factur-X in Kafinea but is not sent to the partner platform \u2014 you send them the PDF through the usual channels. <\/p>\n

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    Related references \ud83d\udd17<\/h2>\n