How to choose a dematerialization platform partner (PDP) for electronic invoicing?

Summary: To choose your partner dematerialization platform for e-invoicing, first understand the players involved, including partner dematerialization platforms (PDPs). PDPs are private, fee-based service providers that facilitate the exchange of invoices between companies and with the tax authorities. However, choosing a PDP is not obligatory, as you also have the option of working with a dematerialization operator (OD) or the public invoicing portal (PPF). To decide, map your flows and identify the best solution for your needs. As a dematerialization operator, Zeendoc offers a range of services to support your company in this process.

Electronic invoicing is gradually being introduced in French companies. To understand how to choose your partner dematerialization platform, it's important to know the different players involved in the reform.

What is a partner dematerialization platform?

The Partner Dematerialization Platform (PDP) is one of the three players involved in the reform of electronic invoicing. Exchanges of invoices and dematerialized flows between companies and with the tax authorities are carried out according to a standardized process.

The partner dematerialization platform is a private service provider whose services are subject to a charge. It can transmit data (invoices) both to customers and to the public billing portal (PPF). It also carries out invoice conformity checks (formats and mandatory information). Finally, the PDP is entitled to convert incoming files into one of the 3 mandatory electronic invoice formats.

Companies are not obliged to choose a PDP

Each professional can choose the player or players with whom they wish to implement the dematerialization of electronic flows. This applies to both invoicing and e-reporting. In accordance with the regulations, there are three possibilities:

• A dematerialization operator (DO);
• A partner dematerialization platform (PDP) ;
• Public Billing Portal (PPF).

How do you choose your partner dematerialization platform or another authorized player?

When choosing a PDP or other solution, proceed methodically. Implementing mandatory electronic invoicing is a corporate project. A flow map is necessary. This concerns both supplier and customer invoices. It helps identify use cases, transaction volumes and levels of complexity.

For example, a very small company with a low volume of invoices may opt for OD or PPF entry. In all cases, your Zeendoc EDM software, a dematerialization operator, supports companies in this deployment. We work to identify the best solution for each customer. We offer OD services, direct integration into the PPF via a connector, and a PDP partnership.