France E-invoicing 2026–2027 Kit in English – action plan workbook, guide and Word templates

Since 1 September 2026, every VAT-registered business established in France must receive its invoices through an approved platform. By 1 September 2027, small businesses must also issue them electronically and send their e-reporting. This kit gives you, in five steps and thirteen milestones, a scored diagnostic, a timeline aligned with the law, a grid to choose your platform without getting it wrong, a 40-point checklist, a budget compared with the fines, and Word templates to scope, communicate and run the process.

The France E-invoicing 2026–2027 Kit for small businesses – English edition is a professional pack, in English, with no macros, built by a project manager for English-speaking owners of businesses established in France (1 to 50 people: tradespeople, shops, services, construction, professional firms, micro-entrepreneurs who invoice businesses) and for their accountants. French rules are kept exactly as they are (dates, fines, e-reporting, approved platforms (plateformes agréées, PA), the public invoicing portal (PPF)), with the French terms in brackets so you can talk to your accountant, your platform and your customers; amounts are in euros. Customers and suppliers in France usually expect French: the two courtesy letters are supplied in French, ready to send, with their English translation.

What you get

• France-E-invoicing-Workbook.xlsx – the tracking workbook, 8 sheets, native Excel formulas, compatible with Excel 2016+ and Google Sheets:
  • Read me: 30-minute start, conventions, dated legal status.
  • Diagnostic: your business and 20 questions (size, volume, business customers, private customers, abroad, VAT regime, payments received, software, platforms, directory, customers' SIREN, invoice details, format, archiving, procedure, training); calculated readiness level (Ready, On track, Behind, Not started), gaps ranked P1/P2/P3 with the recommended action, and what your profile implies: issuing deadline, e-reporting and its frequency, exposure to fines.
  • Timeline: checked legal dates, 13 milestones calculated from your start date (platform choice, receiving agreement, procedure, customer file, informing customers, tests, training, switchover, first e-reporting, review), margin against the law, 14-month chart, alerts (Overdue, Within 30 days, Obligation already in force, After the deadline).
  • Platform choice: 8 weighted criteria (cost, compatibility with your software, formats, support, archiving, e-reporting, receiving and statuses, reversibility), 3 offers compared with the cost calculated for your volume, score, rank, recommendation; any offer not registered by the DGFiP is excluded; 8 pitfalls and the questions to ask.
  • Compliance checklist: 40 points in 9 domains (mandatory invoice details, numbering and customer data, formats, directory and platform, archiving, receiving process, rejections and refusals, e-reporting, training and organisation), status from a drop-down list, owner, due date, overdue alerts, completion rate.
  • Budget: year-1 and recurring costs (platform, software, training, internal time, accountant, archiving), estimated savings, exposure to fines (€50 per invoice capped at €15,000, formal notice then €500 and €1,000 for receiving, €500 per e-reporting transmission), summary and chart.
  • Dashboard: one A4 page for the business owner and the accountant, 8 indicators, progress by domain with RAG status, 2 charts, 6 priority gaps, 6 next milestones.
  • Lists: 14 drop-down lists, e-reporting frequency by VAT regime, legal dates, fine amounts and calculation thresholds with their source (19 named parameters), editable in one place if the texts change. Delivered filled with a complete fictitious data set (Menuiserie Lauragais SARL, a joinery firm: 6 employees, €540,000 turnover, 1,200 invoices a year, 80 customers of which 30 are businesses): every calculation is visible as soon as you open it; just replace it with your own data.
• France-E-invoicing-Guide-2027.pdf – 23 A4 pages: e-invoicing on one page; who is concerned, flow by flow; the checked timeline and what may still change; the players and the journey of an invoice; the five preparation steps; choosing your platform (criteria, pitfalls, cost, grid, questions to ask); invoice details and formats; lifecycle, statuses, rejections and refusals; e-reporting (what, who, when, frequency by regime); special cases (micro-enterprise, VAT franchise, subcontracting, export, public sector, overseas territories); penalties, start-up tolerance and the right to make a mistake; ten mistakes to avoid; workbook user guide; checklists from D-120 to D+30; glossary of key French terms; 12 official sources with URL and date.
• France-E-invoicing-Templates.docx – 5 Word templates to complete (10 pages), with the fields in [brackets] highlighted: project scoping note (1 page), communication plan with two courtesy letters (business customers, suppliers) each in French (the version to send) and in English (translation for reference), internal invoicing procedure (receiving, issuing, rejections and refusals, e-reporting, archiving), "mandatory invoice details" sheet giving the French wording of each detail and statement, with an annotated invoice, agenda for the meeting with the accountant.

The method

Five steps, thirteen milestones, about 40 hours of internal work over four to six months: diagnose, decide with the accountant, sign up with a checked platform, set up and test (customer file, invoice details, ten test invoices, training), switch over and follow up (e-reporting, three-month review). Then a fifteen-minute quarterly review in front of the dashboard.

Exact on the french texts, dated

Every rule is cited with its official source and date (impots.gouv.fr, DGFiP FAQ and practical guide, October 2026 fact sheet for very small businesses, August 2026 table of e-reporting frequencies, Légifrance: article 1737 of the CGI and the 2026 Finance Act, decree of 7 October 2022, BOFiP, AFNOR standards). Official documents keep their French titles, with an English gloss. Texts checked on 17 October 2026; what may still change (fines, frequencies, list of platforms, standards) is flagged in dated boxes. This English edition is a working aid: in case of doubt, the French texts prevail.

Quality

No macros, no add-ins. Formulas only in calculated cells, drop-down lists, frozen panes, filters, conditional formatting, named ranges, A4 print areas. Formulas recalculated in Excel (0 error cells) and checked by an independent recalculation, carried out by the publisher, on the fictitious data (172 checks: diagnostic scores and gaps, timeline milestones and alerts, grid scores, checklist, budget, dashboard). Written with the help of AI and reviewed by a project manager.

Same files, three levels of rights, chosen at checkout. The Company or personal use level is open to everyone, businesses and consumers. The Team and Accounting firm / White label levels are for businesses only: they cover several entities or deliverables handed to your clients.

• Company or personal use – $79 excluding taxes ($94.80 including 20% VAT for a consumer in France): one business, its staff and its accountant; copy, adapt and share the workbook, the guide and the templates; resale, redistribution outside the business and publication prohibited; 12 months of updates; also open to consumers, for personal use.
• Team – $159, businesses only: up to 5 entities of the same group, a public body with its affiliated bodies, or the same consortium, each with the Company rights; reply within 2 working days, no video call.
• Accounting firm / White label – $390, businesses only: you adapt the workbook, the guide and the Word templates to produce deliverables for your own clients (unlimited) under your own brand and hand them the adapted files; reselling, redistributing or publishing the template itself is prohibited; 45-minute video call, reply within 2 working days.

Which one is for you? Company or personal use for your own business, with your staff and your accountant. Team for a group of companies, holding and subsidiaries (5 entities at most). Accounting firm / White label if you are an accountant or adviser handing your clients an adapted scoping file, plan and letters under your firm's brand, for as many clients as you need. Consumers: Company or personal use, for personal use; the other levels are not open to them.

More than five entities, firm networks, software or training use: message the MOE CAPITAL Digital LinkedIn page. Team or White label license: at checkout, enter the legal name and the registration or VAT number of the licensed entity (required for these levels; if it is missing, we ask for it by e-mail; optional for the Company or personal use level). Full license terms available before purchase at lesbonsmots.gumroad.com/license-terms; the PDF is attached to every purchase. Prices exclude taxes: Gumroad, the reseller, adds VAT or sales tax at checkout according to the buyer's country.

Consumers: 14-day right of withdrawal from purchase, even after download and whatever the level ordered, with a refund within 14 days : Withdraw from contract here; two-year statutory guarantee of conformity; consumer mediator: Société de la Médiation Professionnelle (SMP), Alteritae, 5 rue Salvaing, 12000 Rodez, France – www.mediateur-consommation-smp.fr. Terms of Service: lesbonsmots.gumroad.com/terms.

Publisher: SASU MOE CAPITAL (MOE CAPITAL Digital brand), which operates the "Les bons mots" shop: 95 impasse des Garennes, 81710 Saïx, France, Castres Trade and Companies Register 979 936 085, [email protected]. Gumroad, the reseller, takes the payment.

Company or personal use level details below.