🤖 This article was translated by AI.
Who is this article for?
This article explains how to download your invoices in Factur-X or CII formats from Boond. It is relevant if:
you do not use Boond's electronic billing connection (B2BRouter or Pennylane) and you send your invoices by your own means (for example via your own Certified Platform);
you use the connection, but you also want to retrieve your invoices in these formats, for example for your accountant or for archiving.
Exporting is not sending
Downloading an invoice in Factur-X or CII does not send it to your client and does not declare it to the administration. To send, receive, and declare your invoices from Boond, see:
Electronic invoicing in France (B2BRouter connection)
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Factur-X/CII: what are they?
The difference between Factur-X and CII formats?
CII (Cross-Industry Invoice): a format based on XML with a very structured international standard easily readable by IT systems
Factur-X: a hybrid format including the CII format as well as a PDF format to facilitate daily reading
Good to know
If you send your invoices via Boond's electronic billing connection (B2BRouter or Pennylane), you do not need to export them: transmission is done directly from Boond.
The regulatory context (schedule, Certified Platforms, directory) is detailed in the article Electronic invoicing in France.
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Prerequisites
Before exporting your invoices in these formats, a few elements are required.
Administrator side
Enable export of CII & Factur-X formats
By going to Administration > Global Settings > Billing tab > Miscellaneous Settings section, you can enable the ability to download your invoices in CII and Factur-X formats on your interface.
Manager side
As mentioned earlier, Factur-X and CII formats are structured standards and therefore require specific information for reading in IT systems.
As the Billing Officer, you will need to check certain points in your client's billing details before exporting your invoices:
IC VAT
SIRET
Sending mode
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Good to know:
With the December 2023 update, your existing information in the Information tab of your CRM clients will be automatically transferred to the billing details of those same clients.
DocTemplates
If you use DocTemplates for your invoice templates, make sure these elements (IC VAT, SIRET) are included in your templates before generating them. You will find the corresponding variables in the article DocTemplates as well as in the FAQ section at the end of this article.
IMPORTANT
In the SIRET and VAT fields of the billing details, enter only the number, without label or space: a structured format will not be able to read this information and the invoice may be rejected by the receiving platform.
Example: You wrote "SIRET: 123456789" in your "SIRET" fields on Boond. Please remove the "SIRET:" part and leave only the corresponding number before downloading your invoice.
Download your electronic invoices
Export an invoice individually
Billing module > Order view > Order card
To download one of your invoices, you can go to the Billing module or the Billing tab of your project to open the relevant order form.
You will find the invoices linked to your order form.
Click on the invoice you want to download then export the invoice by choosing one of the available formats:
PDF
Factur-X
CII
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IMPORTANT
If you want to send your invoices from Boond using Emailing, the only format available for sending is PDF. The electronic formats CII and Factur-X are currently only intended for export.
For more information on sending invoices, please see our invoicing webinar.
Export invoices in bulk
Billing module > Invoices view
To download several invoices at once, the Invoices view in the Billing module is perfect for selecting invoices to export.
Once filtered, click on the selection tool then on the Export button. You will be able to download your invoices with or without their attachments in the available formats:
PDF
Factur-X
CII
You will find your exported invoices in the download center.
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IMPORTANT
If you want to send your invoices from Boond using Emailing, the only format available for sending is PDF. The electronic formats CII and Factur-X are currently only intended for export.
For more information on sending invoices, please see our invoicing webinar.
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F.A.Q.
I use the electronic billing connection (B2BRouter or Pennylane): do I need to export my invoices in Factur-X or CII?
No, not to send them: the connection sends your invoices directly from Boond. Exporting is still useful if you need a copy of your invoices in these formats, for example for your accountant or for archiving.
Does exporting in Factur-X or CII send my invoice to my client?
No. Exporting downloads a file: it does not send anything to your client and does not declare anything to the administration. To send and declare your invoices from Boond, see the article Electronic invoicing in France.
My accountant asks me for my invoices in Factur-X: how do I do it?
Use bulk export: Billing module > Invoices view, filter and select your invoices, then click Export and choose the Factur-X format. Your files are available in the download center.
I can't find the download for electronic formats.
If you only have the option to download your invoices in PDF, it's because the export option for CII and Factur-X invoices has not been enabled. Enable it in Administration > Global Settings > Billing > Miscellaneous Settings section, or contact your Administrator.
I feel like the SIRET number is filled in, but the invoice doesn't display it?
The SIRET number may have been entered in the Information tab of the Company card, but not in the billing details of the Billing tab. Make sure to enter the information in your client's billing details.
Why is my Factur-X or CII invoice rejected by the platform that receives it?
First check your client's billing details: the SIRET and VAT fields must contain only the number, without label or space. A structured format cannot read these extra elements.
Example: You wrote "SIRET: 123456789" in your "SIRET" fields on Boond. Please remove the "SIRET:" part and leave only the corresponding number before downloading your invoice.
Are there new DocTemplates variables with the new features planned for electronic invoicing?
Indeed, following the implementation of Factur-X and CII formats on Boond (December 2023), we also have new DocTemplates variables:
Invoice side:
$billingDetailVatNumber$ (VAT No.)
$billingDetailSiren$ (SIREN)
$billingDetailNic$ (NIC)
$billingDetailRegistrationNumber$ (SIRET)
$billingDetailNumber$ (Provider number)
$billingDetailSendingMode$ (Sending mode)
Order side:
$billingDetail.vatNumber$ (VAT No.)
$billingDetail.siren$ (SIREN)
$billingDetail.nic$ (NIC)
$billingDetail.registrationNumber$ (SIRET)
$billingDetail.number$ (Provider number)
$billingDetail.sendingMode$ (Sending mode)