French Legal Notes
The Notes tab manages the document-level legal notes (BT-22) that NomaUBL adds to every generated UBL document. Each note is composed of a type prefix (UNTDID 4451 / a NomaUBL extension code) followed by free-form text. The Plateforme Agréée and downstream consumers use the prefix to dispatch the note to the right field of their own systems.
The override mechanism is described in the Overview. The complete list of notes is governed by a single override toggle.
Notes editor
Each note is a card with two fields:
| Field | Description |
|---|---|
| Type | Note type code picked from the note-types reference list — populates the BT-22 prefix (e.g. #PMD# for payment delay, #PMT# for payment terms, #REG# for the general regulatory note, #ABL# for billing reference, #AAI# for additional invoice information). |
| Text | Free-form note body. May span several lines. The full UBL note is rendered as #TYPE#<text>. |
The trash icon removes the note; the Add button at the bottom appends an empty note.
Standard note types (note-types reference list)
| Prefix | Common use |
|---|---|
REG | Generic regulatory mention (e.g. « TVA non applicable, art. 293 B du CGI » for the franchise exemption). |
ABL | Billing reference / period reference. |
AAI | Additional invoice information. |
PMD | Payment delay / penalty mention. |
PMT | Payment terms description. |
AAB | Additional billing reference. |
TXD | Tax notice (additional VAT-related disclosures). |
The full prefix list lives in the note-types reference list (Configuration → Reference Lists). Add a new entry there to expose new prefixes in the dropdown.
Notes per company
A selector above the notes picks whose notes are shown:
- All companies — the general notes, used by every company without its own set.
- One entry per supplier company; a company that has its own set is shown as code (own notes).
With a company selected, the tab says whether it uses these notes instead of the general ones or uses the general notes shown below (then greyed out and read-only).
| Button | Effect |
|---|---|
| Set notes for this company | Copies the general notes into a set of the company's own, to edit. |
| Back to the general notes | Deletes the company's set; the company uses the general notes again. |
A company's set replaces the general notes as a whole for its invoices; every other company keeps the general notes. The same selector works in a document's override (Override for this file first): a document can then hold its own general notes and its own sets per company.
Other environments get the notes per company after nomaubl.sh upgrade <env>; a document stylesheet that has not been upgraded keeps the general notes.
Mandatory French notes (typical setup)
| Type | Required text | When |
|---|---|---|
PMD | Tout retard de paiement entraînera des pénalités calculées au taux légal en vigueur, conformément à l'article L. 441-10 du Code de commerce. | Every B2B French invoice. |
PMD | Indemnité forfaitaire pour frais de recouvrement de 40 € (article D. 441-5 du Code de commerce). | Every B2B French invoice. |
REG | TVA non applicable, art. 293 B du CGI | Micro-entrepreneur invoices below the franchise threshold (paired with VAT category E and VATEX-FR-FRANCHISE). |
PMT | Cash-discount (escompte) wording when applicable. | Invoices offering an early-payment discount. |
These notes are statutory under the French Commercial and Tax codes — they must appear on the printed and electronic invoice. NomaUBL emits them verbatim into the BT-22 field.
Tips & best practices
- Treat the defaults as the regulatory baseline. The two
PMDnotes (payment penalty + recovery fee) are statutory for every B2B French invoice. Configure them once in the defaults file; document overrides should only deviate when the wording differs (e.g. a customer contractual clause). - Keep the wording verbatim. The Code de commerce wording is referenced in audit and litigation. Paraphrasing it weakens the legal value of the invoice. Copy from the official text.
REGis the right type for the franchise exemption mention. Pair it with a VAT setup (categoryE, VATEXVATEX-FR-FRANCHISE) on the VAT Categories tab. Without the textual mention, BR-FR rules reject the invoice.- Override per template only when the wording legitimately differs. A template that emits invoices to a foreign-buyer subsidiary may need an English translation; a template that emits domestic invoices should use the defaults.
- Reference list governs the dropdown. Custom prefixes must be added to note-types in Configuration → Reference Lists; the dropdown picks them up on next reload.