An invoice is only picked up by e-reporting if it is explicitly classified. Without this, it is silently ignored — this is not an error: a standard domestic invoice simply has nothing to do in e-reporting.
Field on the invoice | Role | Values |
|---|---|---|
E-reporting Customer Type | Routes the invoice to flow 10.1 (BtoBi transactions) or 10.3 (BtoC transactions). Mandatory for the invoice to be picked up. |
|
E-reporting Category Code | Only for BtoC invoices (sales to individuals) — categorizes the nature of the transaction for flow 10.3. Ignored for BtoBi invoices (international B2B, billing country outside France). |
|
To configure an invoice covered by e-reporting:
Open the invoice in Salesforce.
Fill in the E-reporting Customer Type field according to the nature of the customer (BtoBi or BtoC).
If the invoice is BtoC, also fill in E-reporting Category Code according to the nature of the transaction.
No automated classification
These two fields are entered manually, invoice by invoice. There is no rule that derives them automatically (for example from the buyer's country) — forgetting them simply means the invoice will not appear in any e-reporting flow. This is not automated by default, but nothing prevents your Salesforce administrator from setting up this automation on their end, for example via a Flow that derives and fills in these fields according to your own business rules.