When a customer invoice is validated, the module produces the Factur-X file: a PDF/A-3 with the EN 16931 XML embedded. Before that, a pre-flight check on the invoice card lists every issue with its rule identifier and the field to fix.
The invoice is checked in Dolibarr against the EN 16931 rules and the official XSD of the chosen profile before any file is produced. Each issue carries its rule identifier (BR-CO-15, BR-CL-23…) and a link to the native field to correct.
If the check fails, the standard Dolibarr PDF is kept and no XML is saved or embedded. Foreign-currency invoices, local taxes and unsupported types are declined with a clear message instead of producing a doubtful file.
The dashboard groups common issues by customer, company, bank account, VAT mapping or units. Fix the customer once, then re-check the affected invoices in small batches with a progress bar and a summary.
The Factur-X panel shows the profile (EN 16931), the generated factur-x.xml file, the PDF/A-3 with the XML embedded and the four-step chain data → EN 16931 rules → XSD → PDF/A-3, all green: 74 checks, “Conforming”. Two buttons: check again, download the XML.
Browse all screens →| Workflow | Trigger | Result in Dolibarr |
|---|---|---|
| Pre-flight check | Button on the invoice card, or “Factur-X check” column in the invoice list | Verdict, profile, 74 checks: data → EN 16931 rules → XSD → PDF/A-3, with the failing step in red and a fix link per issue. |
| Factur-X generation | Validation of a customer invoice (BILL_VALIDATE trigger) | The XML is produced, validated, saved and embedded in the PDF as PDF/A-3 (factur-x.xml). Standard PDF kept if the check fails. |
| Document types | Standard invoice, credit note, down payment, corrective, situation invoice | Type codes 380, 381, 386, 384; the source invoice is referenced (BG-3) where the standard requires it. |
| Compliance dashboard | Period chosen by the user, up to 200 invoices | Compliance score, conforming and non-conforming counts, common issues grouped with a re-check button, ZIP export of the conforming XML files. |
| SEPA payment QR code | Option, off by default; EUR invoices only, never on credit notes | An EPC069-12 QR code printed on the PDF so the customer’s banking app pre-fills the transfer. |
Only if you want to send the invoice to an approved platform from Dolibarr. Factur-X France produces and checks the file; PA Transmission reads that file, submits it to Chorus Pro, Pennylane or a REST platform, and tracks its status. You can also download the XML and PDF/A-3 and upload them yourself.
The invoice is validated as usual in Dolibarr with its standard PDF; no XML is saved or embedded. The panel explains each issue in plain words and opens the right field (customer, company, bank account, customer reference, date or setup) in a new tab. Click “Check Factur-X compliance” again once fixed.
Six profiles are available: MINIMUM, BASIC WL, BASIC, EN 16931, EXTENDED and EXTENDED-CTC-FR. EN 16931 suits the whole of Europe; EXTENDED-CTC-FR adds the business process (BT-23) and requires the seller and buyer electronic addresses (BT-34, BT-49). Settings saved by the 1.x versions are read as EN 16931, so an existing installation keeps the same document after the update.
A third party of type Administration triggers the Chorus Pro checks: recipient SIRET required, service code or commitment number entered in the invoice “Customer ref.” field (BT-10), linked sales order referenced (BT-13). The error messages name the exact Dolibarr field to fill.
Credit notes (381), down payments (386) and corrective invoices (384) are supported, with the reference to the source invoice. Situation invoices are sent as 380: previous situations are deducted per VAT rate and referenced, including the “situation amount” mode of Dolibarr 20 and later. Retention money appears in the payment terms without changing the amount due.
Yes. The “Check Factur-X compliance” button works on drafts, and the onboarding assistant lets you pick any of the 50 most recent invoices to run a first check. Checking never validates the invoice, never creates a file and never sends anything.
€149 excl. VAT · one-time purchase · version 2.0.0
Dolistore is the official Dolibarr marketplace: purchase, download and invoicing happen there. You receive the module archive, French and English translations, e-mail support at support@arcchester.com and the updates published on Dolistore.
