The electronic invoicing reform, effective September 2026, mandates the use of a PDP for issuing and receiving electronic invoices for large enterprises and for receiving electronic invoices for small and medium-sized enterprises and very small enterprises.
As an accounting firm using fulll, it's in your best interest for as many of your clients as possible to adopt fulll PDP (see our article "Why encourage your clients to use fulll PDP?").
To help you with this, we provide a range of tools:
A. Suggesting fulll PDP: The preferred approach for maximum impact
A. Suggesting fulll PDP: The preferred approach for maximum impact
Suggesting fulll PDP is the preferred action to reach the largest number of clients with minimal effort. Once the suggestion is activated, for all eligible accounting firm clients, a pop-up window will appear on their next connection to fulll, suggesting they pre-register for fulll PDP.
Activating the Suggestion:
Go to the Admin module, on the PDP Dashboard page.
Activate the 'Suggest fulll PDP' feature located at the top of the screen.
Please note: This feature can only be activated by a collaborator with the 'accounting admin' role.
This activation triggers the display of the 'fulll PDP suggestion' window to all your eligible clients.
After activating the suggestion, the PDP suggestion status of eligible clients' users changes from 'not suggested' to 'suggested - no response'. The value of this status will change again when the user provides their response in the fulll PDP suggestion window.
What Makes a Client 'Eligible'?
For a client to be considered 'eligible' for the fulll PDP suggestion or invitations, they must meet the following conditions:
Be located in France.
Have a correctly entered establishment ID number, meaning:
An establishment ID that we have been able to verify on a public database (via integration).
A establishment ID that appears on only one file/client.
Have at least one business user associated with their file.
Not be already pre-registered with fulll PDP.
Important: The suggestion also applies to new clients!
If mass suggestion is activated and a client subsequently becomes eligible... If mass suggestion is activated and a new client is subsequently created in the accounting firm and is eligible... ...then the users of this client will be included in the suggestion, meaning the pre-registration suggestion window will be displayed for these users.
Maximizing the Number of Clients Affected by the Suggestion:
Verification and Correction of the establishment ID: Ensure that as many of your clients as possible have their establishment ID correctly entered. You can check and correct this information in the 'Add or Correct establishment ID' tab on the PDP Dashboard page.
Client User Management: Verify that your clients have at least one active client user, and add more if necessary. This is done under the 'Add Users' tab on the PDP Dashboard page.
B. Sending personalized invitations: A targeted or complementary approach
B. Sending personalized invitations: A targeted or complementary approach
Beyond automatic suggestion, sending invitations offers you additional flexibility. This feature can be used in several ways:
As a complement to suggestion: Follow up with clients who haven't yet responded to the suggestion or who have declined it.
For precise targeting: Send invitations to specific clients; it's possible to send invitations to specific users.
If you prefer a personalized approach: Use invitations only if you want full control over the message sent; it's possible to customize the email template used.
Sending an invitation to a business user:
Triggers the sending of an invitation email to the user in question. The email includes a Call to Action (CTA) that redirects the user to fulll, with the fulll PDP suggestion window open.
Triggers, for that user, the display of the fulll PDP suggestion window upon their next connection (same behavior as the suggestion, but individually).
Key Information: The PDP Suggestion Status
PDP Suggestion Status | Interpretation |
Not Suggested | fulll PDP is not suggested to this user, meaning:
|
Suggested - No Response | fulll PDP has been suggested to this user:
And the user has not yet selected a response. |
Rejected | fulll PDP has been suggested to this user:
And the user has selected 'reject' as their response. |
Postponed | fulll PDP has been suggested to this user:
And the user has selected 'remind me later' as their response. |
Invitation Sending Process:
Access the tab titled 'Send Invitations' on the PDP Dashboard page.
Use the 'Prepare Send' action at the end of the row to send an invitation individually. Alternatively, select multiple users using the checkboxes at the beginning of the row, and use the 'Prepare Send' button at the bottom of the page.
The invitation sending window will then be displayed. Click 'Send Invitations' to trigger the sending.
Customizing Invitation Emails: To control the content of invitation emails and adapt them to your communication style, you can customize their content. Do this by clicking the button at the top right of the PDP Dashboard page, or by following the link displayed in the send preparation modal.
By utilizing these different tools, your firm will be able to effectively support all your clients in the transition to electronic invoicing, ensuring their compliance while optimizing your own accounting operations through the native integration of fulll PDP.