Send or download a Factur-X invoice
Factur-X combines a readable layout with structured data (embedded XML, EN 16931 standard). Use it when your customer, their accounting software, or your PDP can read this format — unlike a simple “document to pay” PDF.
Prerequisites: SIRET set in Settings → Preferences; finalized invoice (customer, address, lines, VAT, bank details if needed). Factur-X applies to invoices and credit notes, not quotes.
Email an invoice (PDF or Factur-X)
- Open the invoice list, the actions menu on a linked entry, or the invoice editor.
- Choose Send (or Save & send from the editor).
- Enter the recipient email address (pre-filled if on the invoice) and an optional message.
- Choose the attachment format:
- PDF — classic visual document;
- Factur-X (electronic invoice) — hybrid PDF with structured XML.
- Confirm Send. The customer receives an email with the attachment (
Facture_xxx.pdforAvoir_xxx.pdf).
Note — Email Factur-X is not the same as PDP submission: it sends a structured file to the recipient. For the regulatory chain (statuses, e-reporting), deposit the file with your provider.
Download a Factur-X invoice
Useful to upload to your PDP, transfer to a third-party tool, or archive a structured copy:
- Open the invoice list or the actions menu on a linked entry.
- Next to Print, choose Download in Factur-X format.
- The browser downloads a PDF such as
Facture_xxx.pdforAvoir_xxx.pdf(hybrid document: Activiteez layout + Factur-X XML).
Use the file with your PDP
- Generate the Factur-X PDF (download or copy from email).
- Import or upload the file in your PDP workspace (“Import Factur-X / ZUGFeRD”, dedicated address, etc.).
- The provider reads the XML, checks compliance, then transmits to the recipient via its network.
- Keep the file and acknowledgements / statuses from the provider.
| Goal | Recommended approach |
|---|---|
| Email the invoice to the customer | Send → PDF or Factur-X depending on their needs |
| Customer with Factur-X-compatible software | Send → Factur-X or Download Factur-X |
| Legal B2B obligation (PPF / PDP network) | Download Factur-X then deposit with your PDP |
| Public sector (Chorus Pro, etc.) | Factur-X via your PDP — not Activiteez email alone |
Common issues
- Generation blocked: check SIRET, addresses, amounts, and zero-amount lines.
- Missing email: complete the recipient field via Edit invoice before sending.
- Provisional document: a draft invoice can be sent after confirmation; it will show PROVISIONAL DOCUMENT.
- File rejected by PDP: compare the error message with your Activiteez data or contact your PDP support.
For received supplier invoices: Import a supplier Factur-X invoice. Overview: Will Activiteez be compatible with e-invoicing?.
