SAP DRC & Tax Compliance

France's e-Invoicing Mandate: Approved Platforms, Peppol and What It Means for SAP

The reform went live on 1 September 2026. How invoices and reports now flow between companies, approved platforms, Peppol and the DGFiP — and what your SAP landscape has to do about it.

Client briefing  ·  September 2026  ·  CFOs, Finance, PMs

Download Full Briefing (PDF, EN)

1 sep 2026

Receiving for all; issuing and e-reporting for large and mid-sized companies

1 sep 2027

SMEs and micro-enterprises must issue and e-report

3 formats

Factur-X, UBL and CII — all aligned to the European standard EN 16931

4 statuses

Mandatory invoice lifecycle statuses reported through your platform


Context

Why France Did This

Three stated goals: fight VAT fraud, simplify VAT compliance (pre-filled returns are the long-term prize) and give the State near real-time visibility of economic activity. Digitalising invoices is the means; the tax data is the purpose.

From one portal to many platforms: the original design had a free public portal exchanging invoices for everyone. That role was dropped: the Portail Public de Facturation (PPF) no longer exchanges invoices. It keeps the two functions that hold the system together — the national directory that says which platform serves which company, and the data hub that feeds the DGFiP. Exchange itself is handled by private approved platforms (plateformes agréées, previously called PDP), registered by the State after audit.

2023–2024

Legal framework set; the reform is postponed and redesigned

Oct 2024

The public portal drops its free exchange role — every company needs a platform

Jul 2025

The DGFiP becomes a Peppol Authority for France

H1 2026

Platform registration and interoperability testing; pilot phase

1 sep 2026

Mandate live: receiving for all, issuing and e-reporting for large and mid-sized companies

1 sep 2027

Issuing and e-reporting for SMEs and micro-enterprises

What Is in Scope

E-invoicing: invoices between businesses established in France and subject to French VAT — including credit notes and self-billing. E-reporting: transactions outside that scope — B2C sales, cross-border B2B (EU and export), and payment data for services.

What Is Neither

Public-sector invoicing stays on Chorus Pro; certain VAT-exempt operations (health, education, finance, insurance, property) are out of scope.

Large & Mid-sized Companies (ETI)
ReceiveSince 1 Sep 2026
IssueSince 1 Sep 2026
E-reportingSince 1 Sep 2026
SMEs & Micro-enterprises
ReceiveSince 1 Sep 2026
IssueFrom 1 Sep 2027
E-reportingFrom 1 Sep 2027
Foreign Companies with French VAT ID

No establishment in France: outside the domestic e-invoicing obligation; e-reporting may still apply.

Penalties and the Start-up Tolerance

Invoice Not Issued Electronically

€50 per invoice, capped at €15,000 per year (raised from €15 by the 2026 Finance Act).

Missing E-reporting Transmission

€500 per transmission, capped at €15,000 per year (raised from €250).

Not Using an Approved Platform

€500, then €1,000 per further 3-month period, applying after a formal notice to comply.

Tolerance, not exemption. The administration has said it will not apply automatic penalties during the 2026 start-up phase to companies that are genuinely engaged and can show documented difficulties — a policy statement, not a change in the law. Keep evidence of your plan and progress.


How It Works

How a French Invoice Travels

Both parties choose their own platform. The sender's platform finds the customer's platform in the national directory, delivers the invoice, and reports the required data to the DGFiP. Statuses travel back the same way.

The Sender's Platform

Converts the invoice into Factur-X, UBL or CII and checks it. Looks up the customer's platform in the national directory. Delivers the invoice and extracts the data the DGFiP requires. Collects statuses and returns them to the supplier.

The Customer's Platform

Receives the invoice and makes it available to the customer's ERP. Publishes the mandatory statuses on behalf of the customer. Handles technical rejections and commercial refusals.

When Things Go Wrong

The Platform Rejects It

A check failed — wrong identifier, missing mandatory information, broken format. The invoice does not legally exist: correct it and resend it under the same number.

The Customer Refuses It

A commercial decision, with a reason. The invoice is not payable: issue a credit note and a new invoice, or resolve the dispute and reissue.

Nobody Looks at It

Delivery to your platform counts as delivery to you. Payment terms and late-payment interest run regardless of whether your team has opened the file.

Addressing matters. Your company is found in the directory by its SIREN or SIRET (plus a routing code for large groups with several entities or divisions). If your billing data carries the wrong identifier, the invoice reaches the wrong entity — or nobody at all.


The Platform

The Approved Platform and the Public Portal

Choosing a platform is the central decision of the project: it sits between your ERP and every customer, supplier and the tax administration.

Approved Platform — What It Must Do for You

Issue and transmit invoices in a compliant format to your customer's platform. Receive your suppliers' invoices and make them available to you. Convert from and to other formats (including EDI) where needed. Manage lifecycle statuses in both directions. Extract and send invoice, transaction and payment data to the tax administration. Register and maintain your entries in the national directory.

Public Portal (PPF) — What Remains

National directory: which platform serves which company, and how each entity is addressed. Data hub: receives invoice, status and e-reporting data from platforms and feeds the DGFiP. No exchange service: the portal does not send or receive your invoices. Chorus Pro continues to handle invoices to public bodies.

Factur-X

A PDF a person can read with structured data embedded inside it. Companies with mixed customer bases; readable by humans and machines.

UBL

Pure structured data, the most common European syntax. Used for ERP-to-ERP and Peppol exchanges.

CII

Pure structured data, UN/CEFACT syntax. Industry and large-volume EDI environments.

All three implement the European standard EN 16931. Your platform must accept all three; what your SAP system produces is a design decision, not a legal one.

Group Decision, Not a Country Decision

Many groups already run a global provider for e-invoicing elsewhere. France is a good moment to decide whether that provider becomes the group standard, whether SAP itself acts as your platform (see the SAP impact section), or whether France stays local and separate — a choice with real consequences for cost, support and future mandates.


The Channel

Peppol and the Approved Platform

These are not competing options. Peppol is the road; the approved platform is the vehicle that is licensed to drive on it in France. The DGFiP became a Peppol Authority in July 2025, and Peppol is used as the interoperability layer between platforms and towards the rest of Europe.

Peppol
Mandatory?No — France does not impose its own format
Best useCross-border invoicing, one channel for many countries

What it gives you: reach — one connection, many partners and countries; standard formats and addressing.

Approved Platform (plateforme agréée)
Mandatory?Yes — domestic B2B invoices must pass through one
Best useYour compliant gateway in France

What it gives you: legal compliance in France — statuses, tax data transmission, directory entries.

A Common Trap

'We are already on Peppol, so France is covered.' Peppol connectivity does not make you compliant: without an approved platform, the invoice data and lifecycle statuses never reach the DGFiP, and your entity may not even be addressable in the national directory.

Most groups end up with a single provider that is both an approved platform in France and a Peppol access point — one connection from SAP, two roles behind it.


Getting Practical

Requirements: Statuses, e-Reporting and Invoice Content

The invoice lifecycle: four mandatory statuses.

Submitted

The invoice has been filed on the platform and passed its checks.

Rejected

A technical or functional check failed. The invoice must be corrected and resent.

Refused

The customer refuses the invoice. It is not payable and must be reissued or credited.

Paid

The supplier confirms the money has been received — the status the late-payment data rests on.

Around ten further statuses are optional (received, made available, approved, in dispute, payment sent…). They are not legal obligations, but partners increasingly expect them. Statuses must be published promptly — the specifications work to a 24-hour rhythm — so this is an automation requirement, not a clerical one.

E-reporting: the Second Obligation

Transaction Data

B2C sales, and B2B sales and purchases with parties outside France (EU and non-EU). Aggregated or per transaction depending on the case; sent through your platform.

Payment Data

Payments received on services (where VAT is due on payment). Links the invoice to the cash — the same logic as the 'paid' status.

A transaction out of scope for e-invoicing is not necessarily out of scope for e-reporting — where most scoping mistakes happen.

New Information Your Invoices Must Carry

Customer's SIREN: identifies the buyer and drives directory routing. Delivery address: where goods or services are delivered, when different from the billing address. Nature of the operation: goods, services or both — it determines VAT timing and e-reporting. VAT on debits option: whether the supplier accounts for VAT on invoice rather than on payment.

Archiving

Invoices and their data kept for 10 years, with a reliable audit trail.

Directory Upkeep

New entities, new addresses and closures reflected promptly.

Refusal Handling

A documented process, with a reason and a route back into billing.


The SAP Side

Impact on SAP

SAP Document and Reporting Compliance (DRC) is the standard solution: it creates the electronic invoice from the billing document, connects to the platform through SAP Business Technology Platform, and shows every document and status in one monitor. SAP has confirmed that its cloud offering passed the French interoperability testing and can act as your approved platform.

Statuses in SAP: the Part Teams Underestimate

Submitted / Rejected

Returned by the platform after sending; shown on the eDocument. To design: who monitors the cockpit daily, and how rejections get back to billing.

Refused (as Customer)

Triggered from your AP process when an invoice is disputed. To design: link to the existing approval or dispute workflow; reason codes; deadline to answer.

Paid

From clearing in FI — the payment run, bank statement or incoming payment. To design: which clearing events publish the status, and how partial payments are treated.

Master Data

SIREN/SIRET on every French business partner, delivery addresses, VAT numbers, and routing codes for entities inside a group.

Tax & Classification

Tax codes and document types that separate domestic B2B, B2C, EU and export flows — this drives e-invoicing versus e-reporting.

Billing Content

The new mandatory information: nature of the operation, delivery address, VAT on debits option.

Inbound Handling

Invoices arrive as data: automatic posting where possible, exception handling where not — and an end to PDF mailboxes for domestic suppliers.

Three Set-ups, One Decision

SAP as Your Platform

SAP DRC creates and transmits; SAP's cloud service acts as the approved platform. Fits SAP-centric landscapes, France-heavy volumes.

Third-party Platform

SAP DRC creates and hands over to your provider, which is the approved platform. Fits groups with an established global e-invoicing provider.

Hybrid

SAP for France, an existing provider for other countries (or the reverse). Fits large groups mid-way through consolidation.

What Changes, by Role

CFO

Compliance risk sits in daily finance operations; payment behaviour becomes visible to the administration.

Accounting & Tax

Invoice content and classification drive both obligations; daily monitoring of the eDocument cockpit.

Accounts Payable

Invoices arrive as structured data; refusals must be formal, reasoned and timely.

Accounts Receivable & Credit

Customer refusals become visible and traceable; 'paid' status depends on clearing discipline.

PM & IT

Platform onboarding, BTP connectivity, roles, testing, archiving, monitoring.

Lessons from e-Invoicing Projects

Start with receiving. It is mandatory for every entity today and usually the least prepared process. Master data first. Most rejections trace back to an identifier or an address. Stay on standard. Custom middleware to a platform is expensive to maintain through every legal change. Plan the roles and connections early — security and connectivity cause more delay than mapping. Automate statuses, or they become a daily manual task with a 24-hour clock. One design, several mandates. France, Spain and ViDA share the same building blocks.

If you also operate in Spain: Spain's own B2B mandate starts in October 2027 with a different architecture (a public repository run by the tax agency). The invoice data, numbering discipline, archiving and payment-status logic are largely the same work — designing them once, per country profile, is what keeps the second mandate from becoming a second project. See our Crea y Crece briefing.


How We Help

How 30 Advisory Can Help

A founder-led boutique specialised in SAP DRC & e-invoicing compliance, S/4HANA Finance optimisation and CFO/CIO strategic advisory, with multi-country delivery experience across Europe.

1 · Prepare

Readiness assessment and platform strategy

Readiness assessment: entities in scope, current status against the 2026 and 2027 deadlines, gap list. Platform strategy: SAP as approved platform, third-party provider or hybrid.

2 · Explore

Fit-gap and flow classification

Fit-gap against e-invoicing and e-reporting; flow classification (domestic B2B, B2C, EU, export, services). Finance design: invoice content, master data, document types, status triggers.

3 · Realize

SAP DRC implementation and platform connectivity

SAP DRC implementation and configuration, platform and BTP connectivity, inbound automation, status automation. E-reporting set-up and reconciliation between SAP, the platform and the DGFiP data.

4 · Deploy

End-to-end testing with your platform

End-to-end testing with your platform: rejections, refusals, partial payments, directory changes. Cut-over, training for AR/AP teams, and an evidence pack for auditors.

5 · Run

Ongoing monitoring and roadmap to 2027

Ongoing compliance monitoring: SAP notes, DGFiP updates, KPI reporting, hypercare. Roadmap to the 2027 wave, other country mandates and ViDA (2030).

Already Live and Struggling?

If receiving is working but rejections, refusals or e-reporting are not, we run a short diagnostic and a remediation plan before the 2027 wave doubles the volume.

Founder-led

Finance + SAP DRC depth

Multi-country: Italy, Turkey, Spain

Boutique agility


Governance

Legal & Auditor Roles

The State registers platforms, not your processes. Proving that your own invoicing, reporting and archiving are compliant remains your responsibility.

Legal & Tax Advisors

Scope and VAT treatment, e-reporting classification, exemptions. Platform contracts, liability, data protection and sub-processing.

Auditors & Internal Control

Reliable audit trail, archiving and evidence for the 10-year period. Controls over statuses, rejections and reconciliation with the VAT return.

SAP Advisor · 30 Advisory

Design, build and run the SAP and platform solution. Produce the evidence auditors ask for: logs, statuses, receipts, test results.

Key Dates

1 sep 2026

Live now. All companies must receive; large and mid-sized companies must issue and e-report

During 2026

Start-up tolerance on automatic penalties for companies genuinely engaged

1 sep 2027

SMEs and micro-enterprises must issue and e-report

1 oct 2027

Spain's B2B mandate starts for companies over €8M turnover

1 jul 2030

EU ViDA: cross-border digital reporting

Next Steps

1. Check receiving works today — for every French entity, including the small ones. 2. Confirm your platform strategy and whether it also gives you Peppol reach. 3. Close the e-reporting gap — usually the least advanced obligation. 4. Automate statuses and monitoring before volumes grow. 5. Prepare the 2027 wave across the group, with one design per country profile. 6. Keep the evidence: plan, decisions and progress, in case the start-up tolerance is ever questioned.

Three Questions that Come Up Immediately

Can we still e-mail a PDF invoice?

Not for domestic B2B. A PDF sent by e-mail is no longer a valid invoice for these transactions, whatever the customer accepts in practice.

What about intra-group invoices?

They follow the same rules if both entities are French and subject to VAT — including entities that share a shared service centre.

What if our customer has no platform?

Every French business must have one. If the directory has no entry for them, the invoice cannot be delivered: it is a customer master-data issue to resolve before invoicing.

Not Sure What This Means for Your SAP Landscape?

We'll map your platform strategy, e-reporting and S/4HANA roadmap against the French mandate in a 1-hour diagnostic session.

Schedule Assessment (1 hour)