Electronic invoicing, without having to think about it

01

Why this reform matters, for you and for us

Electronic invoicing is no longer just a convenience: it is a legal requirement that will ultimately apply to all businesses subject to VAT in France. Its goals are to combat VAT fraud and, over time, simplify exchanges between businesses and the tax authorities.

It has also become a decisive criterion when choosing practice-management software or a CRM. A tool that does not anticipate the deadline exposes its users to penalties, interruptions in invoicing, or a last-minute transition. Most of the professionals we support work independently or in small practices without a dedicated accounting department. That is precisely why we have built a system that absorbs the complexity for you.

02

The timetable in France

The reform distinguishes between a requirement to receive electronic invoices, which applies to everyone at the same time, and a requirement to issue them, which depends on the size of your organization.

• September 1, 2026 — all businesses must be able to receive electronic invoices. Large companies and mid-sized businesses must also issue all invoices electronically and transmit their e-reporting data.

• September 1, 2027 — SMEs, micro-businesses, and self-employed professionals must also issue invoices electronically and transmit their e-reporting data.

The French government has created a central business directory linked to the Public Invoicing Portal (PPF), which records each organization and its chosen platform. Invoices are transmitted through private operators accredited by the DGFiP: Accredited Platforms, or PA (formerly PDP). We have made that platform choice for you.

03

Our choice: partnering with an accredited platform instead of building one ourselves

Becoming an Accredited Platform requires DGFiP registration, demanding security certifications, and continuous compliance with a European interoperability network. That is not our core business, and we believe that a software provider trying to do everything alone loses focus on what matters most: supporting your practice.

We therefore chose to integrate the infrastructure of an established, accredited specialist directly into Carl, making compliance an invisible part of your work tool rather than another source of concern.

04

Our partner: Super PDP

Carl relies on Super PDP, an Accredited Platform (PA, formerly PDP) registered by the DGFiP. This registration enables it to carry your electronic invoices over the official network in a way recognized by every other platform in the system, in France and across Europe.

In practice, this integration handles:

• issuing invoices in the required formats (Factur-X, UBL, CII);

• receiving invoices from your own suppliers;

• transmitting your e-reporting data to the tax authorities;

• legally compliant invoice archiving.

05

What Carl does for you

Our goal is simple: this reform should not change how you work in Carl day to day.

• Your invoices are automatically converted to the required electronic format, without any manual work.

• They are transmitted through the accredited network whenever the transaction is between professionals.

• Your organization is listed in the central business directory when you activate the feature.

• The required e-reporting data is transmitted on your behalf, including for invoices sent to individuals.

• Your invoices are archived for the legal retention period, with no additional steps.

• If you do need to take action, we will tell you clearly and well in advance inside Carl.

06

The security of your invoicing data

Your invoices contain information about your business and, in some cases, your patients. They therefore follow the same principles as the rest of your data in Carl: European hosting, encryption, no resale to third parties, and GDPR compliance. Our partner applies the same standards, including EU hosting and ISO/IEC 27001 certification.