FacturX Documentation

Get started with FacturX in just a few minutes:

1. 1Create your account - Sign up with your email address. You get a free trial to explore all features.
2. 2Set up your company - Enter your company name, SIRET number, VAT number, address, and add your logo. This information will appear on all your documents.
3. 3Add your bank details - In the Billing & Bank settings, enter your IBAN and BIC so they appear on your invoices.
4. 4Create your first client - Add your client's details (name, email, address, VAT).
5. 5Issue your first invoice - Select your client, add line items, then send by email - or transmit through your certified platform (Advanced plan).

On your first login, you'll be guided to create your company profile. You can edit it anytime from Settings → Company.

Required information

• Company name and legal form (LLC, SAS, sole proprietor, etc.)
• SIRET number and intra-community VAT number
• Full address (street, zip code, city, country)
• Contact email and phone
• VAT regime (standard, simplified, exempt, etc.)
• Company logo (displayed on invoice and quote PDFs)
• Primary color for document customization

Factur-X is the Franco-German electronic invoicing standard compliant with the European EN 16931 norm. Each invoice generated by FacturX is a hybrid PDF file containing:

• A readable PDF - The visual document that you and your client can read naturally.
• An embedded XML file - The structured invoice data in CII (Cross-Industry Invoice) format, enabling automatic processing by accounting software.

Once a quote is accepted, convert it to an invoice with one click from the quote page. All information (client, lines, amounts, VAT) is automatically carried over to the new invoice. The quote retains a link to the generated invoice for traceability.

Manage your client directory from the Clients menu.

Client profile

• Type: individual or business
• Name / company name, contact person
• Email, phone, full address
• SIRET number and intra-community VAT
• Country (affects VAT calculation)

Detailed view

A client's profile displays the history of their invoices and quotes, total revenue generated, and outstanding balance. You can create a new quote or invoice directly from the client profile.

Create a catalog of your products and services to speed up invoice and quote creation.

• Name, description, reference (SKU), and unit (piece, hour, kg, etc.)
• Pre-tax price and applicable VAT rate
• Category to organize your catalog
• VAT exemption management with legal reason (if your company is exempt)

When you add a product to an invoice or quote, the price and VAT are automatically pre-filled.

Bulk import your clients and products from a CSV or Excel (.xlsx) file. Ideal for onboarding or migrating from another tool.

The dashboard and Statistics page give you an overview of your activity:

• Revenue collected - Total of paid invoices
• Pending - Amount of sent invoices not yet paid
• Overdue - Amount of invoices past their due date
• Quote conversion rate - Percentage of quotes converted to invoices
• Revenue evolution - Monthly chart over the last 12 months
• Top clients - Clients ranked by revenue

The Reminders page centralizes all your unpaid invoices: sent, viewed, partially paid, overdue, disputed, or in collection.

• View the number of days overdue for each invoice
• Send a reminder email in one click
• Change status: Overdue, Disputed (with reason), or In Collection (with note)
• Record a partial or full payment

Share your accounting data with your accountant from Settings → Accountant. Invite them by email to give them read-only access to your invoices, quotes, and VAT summaries.

On the Advanced plan, FacturX exchanges your invoices through a partner certified platform (PA) - France and the European Peppol network are covered, more countries to follow. No complex setup: everything in one click.

• One-click connection: Settings → PDP Platform → Connect, then authorize FacturX on the platform's screen. Nothing to type, revocable at any time.
• Fair use of 1,500 flows/month (sent + received): beyond that, emission pauses until the next month. Reception is never blocked.
• Public sector: Chorus Pro remains the channel for billing administrations and local authorities, through a dedicated technical account.
• Network enrolment after subscribing: your company's identity check is billed by the platform, so it is only offered on paid subscriptions.

FacturX offers two plans:

Manage your subscription in Settings → Subscription: change plans, switch between monthly and annual billing, or update your payment method.

• ✓European hosting - Your data is stored on secure servers in Europe.
• ✓HTTPS encryption - All communications are encrypted end-to-end.
• ✓GDPR compliance - Personal data processing compliant with the General Data Protection Regulation.
• ✓Secure authentication - Protected sessions with fine-grained access control.
• ✓PCI-DSS payments - Online payments go through Stripe, certified PCI-DSS Level 1.