📎NOTE: The feature to add contacts in France is slightly different from other regions as it gives the option to add contacts directly from the french government register. This is to make sure a valid e-invoicing address is attached to the contact. This is necessary for users wanting to send Sales e-invoices to their customers.
ACCESS
You can access the Add contact page in two different ways:
From Manage contacts
Go to the company's homepage.
Go to Manage contact from the secondary menu.
Click the Supplier (showing by default) or Customer tab.
Click Add Supplier / Add Customer.
📎NOTE: The option to add the contact from this settings won't be available if you've integrated the account with Generation Expert (GE). You can either synchronise the contact from GE or add the contact from the invoice instead.
From the invoice
Go to the Sales or Purchases Inbox.
Click the invoice number link to access its details.
Click the Supplier or Customer Account field.
Click Add contact.
METHODS
Once you're on the Add contact page, there are two tabs for two different methods:
📎NOTE: You need to use the Search contact option to include the valid e-invoicing address and be able to send and manage electronic invoices.
Search contact
The Search contact tab allows you to retrieve the contact details from the online business register database in France.
Enter the SIREN or SIRET number directly if you know it.
Alternatively, enter the business name. If needed, add the post code to narrow down the results.
Click Search. A list will show with possible matches.
📎NOTE: Only entities that are eligible to manage e-invoices will show. You can check the register facturation.chorus-pro.gouv.fr.
Click view details to select the contact.
Add a personal Code.
Click Add customer / Add Supplier to confirm.
CAUTION : There are current limitations and known issues if you're integrated with GE, check Synchronising contacts from Génération Expert.
Add manually
The Add New Contact tab allows you to add a contact manually without a SIRET number. You won't be able to manage e-invoices with this type of contact.
Add a Name.
Add a code.
Confirm.