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pl:ksef [2026/03/02 08:14] – [4. Sales invoices tags] lidapl:ksef [2026/03/02 08:25] (aktualna) – lida
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-FIXME **Ta strona nie jest jeszcze kompletnie przetłumaczona. Pomoc mile widziana.**\\ //(po skompletowaniu usuń ten komentarz)//+====== KSEF ======
  
-====== KSEF 2026 ======+KSEF consists of two parts: 
 +  * Purchase invoices 
 +  * Sales invoices
  
-[isauth @lt_user,@user,@help] +If you want to use KSEF in the Directo system, please contact our support by email //__info@directo.pl__//
  
-**Internal comment** +Provide the following information: 
- +  * Name of the database and the company where you want KSEF to be enabled 
-  * ✔ PL firma +  * Which part of KSEF you would like to use: 
-  *  Firma zagraniczna +    * Receiving purchase invoices 
-  *  Brak identyfikacji klienta +    * Sending of sales invoices 
-  *  Waluta w nagłówku faktury +  * When you would like to start using it (each part if you need sales and purchase invoices).
-  *  Różne procenty VAT +
-  *  Faktura korygująca (bez danych z faktury koregowanej) +
-  *  Opóźnione wysyłanie +
-  *  Numer faktury w polu danych +
-  *  Blędy +
-  *  Ponowne wysyłanie faktur --> Tylko META i SUPER +
- +
-[/isauth] +
- +
-===== 1. Settings ===== +
- +
-  * **Master Settings** +
-    * **MANDATORY** ''Master Settings→Sale settings→e-invoice sending is selectable on invoice'' - **yes** +
-    * **MANDATORY** ''Master Settings→Common settings→Transport parameter types to printout'' append the transport parameter type **SAFT_JPK** +
-    *  **MANDATORY** ''Master Settings→Common settings'' +
-      * Company legal address +
-      * Company legal name +
-      * Company VAT no (only numbers) +
-    * ''Master Settings→Transport→Polish e-invoice (KSeF) sending delay in hours (0-24)'' - the interval of sending information to KSEF after invoice confirmation is: +
-      * if **0** or empty → ''0-15 minutes'' (**by default**) +
-      * otherwise → ''hour in setting + (0 – 15) minutes'' (the value is specified without minutes) +
-      * if the setting ''Invoice datafield for external invoice number'' is used - the time is calculated from the latest confirmed invoice, where the value of the data field matches. +
-    * **MANDATORY** ''Master Settings→Transport→Polish e-invoice (KSeF) authentication token'' - generated token number from KSEF for integration +
-      * In KSEF **Select the role to which the token is assigned** added rights: +
-        *  access invoices +
-        * issue invoices +
- +
-:?: KSEF page information: +
- +
-First, grant permissions to send and view invoices, and then generate a token. Below you will find instructions on how to assign permissions in the KSeF system. +
- +
-{{:lt:dqu08bvceu.png}} +
- +
-{{:lt:2c6efkh7u4.png}} +
- +
-To check the status of shipping a token, go to the **List of tokens** tab.\\  **Attention!** The token number is displayed only once. Please save it before leaving the page. +
- +
-{{ :lt:token_generation.png }} +
- +
-{{:lt:ksef_2.png}} +
- +
-{{:lt:ksef1.png}} +
- +
-  * ''Master Settings→Receipt settings→Invoice datafield for external invoice number'' - if invoice No. must be taken from sales invoice datafield - choose correct datafield with the invoice No. **By default** it is empty and document No. is from sales invoice header field **Invoice** +
- +
-  * **Common settings** +
-    * Sales invoice dates in tags ''P_1'' and ''P_6''  are according to settings: ''SETTINGS → COMMON SETTINGS → TRANSPORT PARAMETERS:'' +
-      * CODE - ''DataWystawienia'' +
-      * TYPE - ''SAFT_JPK'' +
-        * If ''PARAMETER 2'' has value **2**, information should be: +
-          * **Date** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) +
-          * **Sent** → ''P_1'' (//Description: Data wystawienia//) +
-        * Otherwise, if ''PARAMETER 2'' has value **1** or the value is empty or the transport parameter does not exists, information should be: +
-          * **Date** → ''P_1'' (//Description: Data wystawienia//) +
-          * **Sent** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) +
- +
-  * **Finance settings** +
-    * **MANDATORY** **VAT code** (''Setting→Finance Settings→VAT codes'') +
-      * VAT% (**by default**) +
-      * datafield **KSEF Stawka podatku** (code: ''KSEF_STAW_PODAT'') if needed +
- +
-  * **Customer card:** +
-    * **MANDATORY** Name +
-    * **MANDATORY** Street +
-    * **MANDATORY** Country +
-    * City (can be empty) +
-    * Postal code (can be empty) +
-    * Vat reg no - without country code, otherwise **BRAK** (can be empty) (:!: must be without country code) +
- +
-===== 2. Sending ===== +
- +
-:!: In KSEF there is no checking of duplicates. +
- +
-==== 2.1. Sending of the invoice ==== +
- +
-IF sales invoice should be sent to KSEF before confirming, checkbox in sales invoice document **e-sending** should be marked. :!: It will be marked automatically. +
- +
-{{ :lt:esending.png }} +
- +
-After confirm the invoice there will be mark: **Waiting for electronic dispatching : KSEF-E-INVOICE 24.11.2023 11:25:14** and checkbox **e-sending** will not be marked. +
- +
-When the invoice will be send to KSEF, mark will have KSEF document No: **Electronically dispatched : KSEF-E-INVOICE 1111111111-20231127-0ACC7EDA1280-69 27.11.2023 8:12:01**\\  KSEF No. ''1111111111-20231127-0ACC7EDA1280-69'' +
- +
-{{ :lt:electronically_dispatched.png }} +
- +
-==== 2.2. Errors ==== +
- +
-While confirming of the invoice, Directo checks if the settings are filled correctly. If there is something incorrect - there is no possibility to confirm the invoice with checkbox **e-sending**. You may confirm invoice with out the checkbox **e-sending** - it will not be send to KSEF. +
- +
-For example, in the picture we see error message.\\  The error is in field ''AdresL1''\\ +
- +
-In wiki part **3. Sales invoices tags** you have to find ''AdresL1'' field and check the setting according to the description: +
- +
-^ Name ^ Description ^ +
-| **Podmiot1** | Information about the seller | +
-| Adres/AdresL1 | ''Setting→Master Settings→Company legal address'' | +
-| **Podmiot2** | Information about the buyer | +
-| Adres/AdresL1 | Customer fields: **Street, City, Postal code** | +
- +
-{{ :lt:ksef_errors2.png }} +
- +
-If you are using datafield for invoice No. - some errors may be seen in document after confirmation: +
- +
-{{ :lt:ksef_errors3.png }} +
- +
-===== 3. KSeF report ===== +
- +
-KSef report is in ''Main meniu→Finance→REPORTS→KSeF report'' +
- +
-**In report are only sales invoices documents that:** +
- +
-  * Are confirmed +
-  * Are marked **e-sending** +
- +
-**Filters:** +
- +
-  * **From** and **Until** - invoice date according invoice field **Date** +
-  * **Number** - invoice No. (if datafield is used - datafield invoice No.) +
-  * **Customer** - customer code +
-  * **Has external ID?:**: +
-    * **Yes** - invoices that has KSeF No. +
-    * **No** - invoices that has not KSeF No. Invoices may have some errors or are in sending progress +
- +
-**Report information:** +
- +
-^ Invoice number ^ Customer ^ KSeF number ^ Verification link ^ acquisitionTimestamp ^ +
-| Directo invoice No | Customer code | KSef number | Is the same as QR code informatio - opens GOV page **Access to invoices**→**Invoice information**\\ Example: [[https://ksef-test.mf.gov.pl/web/verify/1111111111-20231220-CFD9D7DC1724-5F/mlwHL9kQOqrT82nK7lVw5Xvuhxtn7KAhz7vxYiSOXY4%3D]] | Date and time when the KSEF No. was receive | +
- +
-[isauth @lt_user,@user]  +
- +
-**Internal comment** +
- +
-Column **XML** has XML information according last confirmed invoice information. :!: It may not be the same XML as was send to GOV if there was added some changes in sales invoice after the sending to GOV. +
- +
-[/isauth]+
  
  
pl/ksef.1772432047.txt.gz · ostatnio zmienione: 2026/03/02 08:14 przez lida
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