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Feature
Complete the SIREN of all your clients in one go
When clients have no SIREN or VAT number, the software tells you and offers to complete them all at once, client by client, using the official company register.
The SIREN and VAT number of a business client based in France are required before their first invoice. Rather than discovering them one by one, you can now complete them all at once.
Where to find it
- Finance › Clients: a banner “clients with no SIREN or no VAT number” stays visible as long as some remain, with the “Complete them all at once” button.
- Reports and invoices › Settings: the same banner appears when you choose to do your invoices with your accounting software. “Later” blocks nothing.
How it works
- The list of clients is on the left, one client at a time on the right.
- Official company register: the software looks up each client. When a single open company has the same name in the same postcode, it is ticked automatically; otherwise you choose.
- Accounting software: if Pennylane is connected, the record with the same name is suggested with its SIREN, and the client is linked to it.
- Enter by hand: the VAT number is calculated from the SIREN, and a wrong SIREN is flagged straight away.
- “Skip this client” leaves it as it is: you will be asked for it at their first invoice.
Nothing is written without you
- A preview, grouped by source, shows what will be written to each record; a value already saved that would be replaced is flagged.
- Saving asks for confirmation, then a summary says how many records were completed.
- Foreign clients and individuals are never suggested: outside France, there is no SIREN.