# Agency runbook — client B2B Factur-X compliance (48 hours)
## Volade · internal template

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## D-3 — Client framing

**Client email (template)**

> Hello [Name],
>
> We're preparing **B2B e-invoicing compliance** for your WooCommerce store before [issuance deadline].
>
> This week: audit of business clients, SIRET/VAT enrichment, then **3 pilot invoices** validated by your accountant on our staging — **no impact** on production invoices until you sign off.
>
> Please send: updated company registration, PDP details if already chosen, accountant contact for pilot validation.

- [ ] Company category (large/ETI/SME/micro): __________
- [ ] Issuance deadline: __________
- [ ] B2B revenue %: __________
- [ ] Accountant contact: __________
- [ ] Issuing PDP (if known): __________

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## D-Day — Audit & staging pilots (3–5 h)

1. Export B2B clients + audit SIRET/VAT fields
2. Client backup + mirror staging
3. Install Factur-X France by Volade
4. Import **B2B standard** JSON preset
5. Fill issuer (SIREN, VAT, address)
6. Generate **3 Factur-X** on representative orders
7. Send to accountant + archive JSON `/factur-x-audit/`

**Immediate rollback if:** invalid XML schema not fixable in 2 h, accountant refusal without clear correction path.

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## D+1 / D+2 — PDP & production go-live

- [ ] Written accountant validation received
- [ ] PDP connector configured and tested
- [ ] Config replicated on prod
- [ ] Client team trained (end B2B PDF-only)
- [ ] 7-day PDP rejection watch

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## Agency billing (package ideas)

| Size | Range | Deliverable |
|------|-------|-------------|
| Light B2B (< 15% revenue) | €800–1,200 | Audit + 3 pilots + preset |
| Medium B2B + PDP | €1,500–2,500 | + PDP integration + runbook |
| ETI / high volume | Quote | + SFTP, training, watch |

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volade.com/en/blog · Factur-X France by Volade