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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:

FieldDescription
TypeNote 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).
TextFree-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)

PrefixCommon use
REGGeneric regulatory mention (e.g. « TVA non applicable, art. 293 B du CGI » for the franchise exemption).
ABLBilling reference / period reference.
AAIAdditional invoice information.
PMDPayment delay / penalty mention.
PMTPayment terms description.
AABAdditional billing reference.
TXDTax 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.


Mandatory French notes (typical setup)

TypeRequired textWhen
PMDTout 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.
PMDIndemnité forfaitaire pour frais de recouvrement de 40 € (article D. 441-5 du Code de commerce).Every B2B French invoice.
REGTVA non applicable, art. 293 B du CGIMicro-entrepreneur invoices below the franchise threshold (paired with VAT category E and VATEX-FR-FRANCHISE).
PMTCash-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 PMD notes (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.
  • REG is the right type for the franchise exemption mention. Pair it with a VAT setup (category E, VATEX VATEX-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.