E-Reporting
E-reporting is the process of sending required sales data to the French tax authority, DGFiP, for transactions that do not go through e-invoicing.
Unlike e-invoicing, e-reporting does not send the invoice to your customer through the e-invoicing portal. In Zoho Inventory, you use it mainly for B2C and international sales, while sharing the invoice with your customer separately, for example as a PDF.
Zoho Inventory currently supports e-reporting for invoices, credit notes, and payments received, so you can report both the transaction and the payment information from the relevant sales records.
Scenario: Patricia, an accounts receivable specialist at Zylker, a French consultancy, sells to an individual customer in France who cannot receive invoices through the e-invoicing portal. Patricia sends the invoice as a PDF and reports the sale using e-reporting in Zoho Inventory. B2Brouter batches the sales data for DGFiP, and Patricia can track the report’s status in Zoho Inventory.
Zoho Inventory uses e-reporting for sales transactions that do not go through e-invoicing. This includes:
- B2C sales in France
- Sales to customers outside France
Note: E-reporting currently supports only sales transactions. Support for purchase transactions will be added soon.
Report Invoices and Credit Notes
To report an invoice or credit note:
Go to Sales on the left sidebar and select Invoices or Credit Notes.
Select the transaction.
If the transaction is in Draft status, click Mark as Open.
If the E-Invoice Status is Excluded from E-Invoicing and the E-Report Status is Yet To Be Pushed, click E-Report Invoice.
In the confirmation pop-up, click Push.
Zoho Inventory uses e-reporting only when the transaction does not qualify for e-invoicing. You can track the progress from the details page.
Report Payments Received
You can also report payments received in Zoho Inventory.
To report a payment:
- Go to Sales on the left sidebar and select Payments Received.
- Select the payment.
- Click Report Payment.
- In the confirmation pop-up, click Report Payment again.
Note: Push or report the associated invoice before you report the payment.
E-Reporting Statuses
On the transaction details page, Zoho Inventory displays the E-Report Status below the E-Invoice Status.
B2Brouter, the approved platform, collects e-reporting data and submits it to DGFiP once every 10 days. As a result, the final e-reporting outcome is available only after that batch is processed.
You may see the following statuses for a transaction or payment:
| Status | Description |
|---|---|
| Yet To Be Pushed | The transaction or payment is eligible for e-reporting but has not been submitted yet. |
| Push Initiated | The transaction or payment has been pushed from Zoho Inventory to B2Brouter. |
| Submitted | B2Brouter has collected the data and submitted it successfully to DGFiP. |
| Failed | DGFiP did not accept the e-reporting submission. Expand the dropdown to view the reason, create a correction invoice, make the required changes, and push it again. |