What should be checked on the client record before a PA deposit?

The client record must contain the information needed to identify the buyer. Check it in Clients and Matters > Clients.

For a French professional client, the SIREN or SIRET must be correctly filled in. The company name, address, country and, if available, intra-community VAT number must also be entered.

Screenshot of SIRET, company name, address and country fields on the client record — Buyer identification fields are used to qualify the client and avoid a PA deposit that cannot be matched.

For PA exchanges, the "PA addressing ID", directory routing identifier, may be required. This identifier indicates to which platform or receiving service the invoice must be addressed. This information can be filled in on client records at the top of the Billing tab. Tempolia can also search for or cache PA directory information depending on available connectors.

Screenshot of intra-community VAT and PA addressing ID fields in the client record — The billing tab lets you check intra-community VAT, billing email and PA addressing identifier.

Depending on the approved platform used, a B2B France invoice without a routing identifier may be blocked before deposit. This check depends on the PA connector configured in Tempolia and avoids sending an invoice that cannot be routed correctly.

Tempolia screenshot: Issuer company identity before PA deposit. — Issuer company identity before PA deposit.

For an individual client, do not invent a SIRET: the invoice falls under B2C and will be handled through e-reporting. For a foreign professional client, the country and VAT number or professional identifier qualify the international flow.

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