Różnice

Różnice między wybraną wersją a wersją aktualną.

--- pl:ksef_sales [2026/05/04 16:09] – [4.1.3. Company name - credit sales invoice] lida
+++ pl:ksef_sales [2026/05/11 09:13] (aktualna) – [4.3. Customer and Recipient (Podmiot3→Odbiorca)] lida
@@ Linia 113: / Linia 113: @@
 ==== 4.1. Credit sales invoice ====
-=== 4.1.1. FIXME Item / services - credit sales invoice ===
+=== 4.1.1. FIXME - Item / services - credit sales invoice ===
 FIXME
@@ Linia 138: / Linia 138: @@
 FIXME
-=== 4.1.4. Customer address - credit sales invoice ===
+=== 4.1.4. FIXME - Customer address - credit sales invoice ===
 FIXME
-=== 4.1.5. Customer VAT code - credit sales invoice ===
+=== 4.1.5. FIXME - Customer VAT code - credit sales invoice ===
 FIXME
@@ Linia 157: / Linia 157: @@
 ==== 4.3. Customer and Recipient (Podmiot3→Odbiorca) ====
-FIXME
+In sales invoice header there are two field:
+  * **Payer** - customer to whom the invoice will be issued and the debt will be accounted for
+  * **Orderer** - customer card from which the order was receive (Podmiot3→Odbiorca)
+**Payer** no additional changes are required on the customer card.
+**Orderer** - needed additional configurations:
+  * **KSeF role** - choose ''2 (Recipient)''
+  * **External code** - insert customer code generated in KSEF for **Podmiot3 **part
+  * **Factoring **- choose customer card which customer will be **Payer** (optional, you will be able to choose it manually in sales invoices document field **Payer**)
+{{:pl:vxs9dlaqri.png}}
+In the Example there is no External code generated in KSEF but there are different company VAT cods. If the **Payer** and **Orderer** has the same VAT code, you have to have **External code **from KSEF.
+In sales invoice choose **Orderer** and if in customer card **Factoring **was filled **Payer** will be added automatically, if not check/choose correct customer card in **Payer** field.
+{{:pl:j38de3tctr.png}}
+**Result in KSEF:**
+{{:pl:uzbxtbaw1r.png}}
 ==== 4.4. Customer and Factoring (Podmiot3→Faktor) ====
@@ Linia 193: / Linia 217: @@
 {{ :pl:inmtxi8ska.png |}}
 ==== 4.5. Sales invoice with RR ====
+If in Directo sales invoices you are using **RR** in rows, to the KSEF information will be send according to these rules:
+  * **Quantity** - from the firs row with the same **RR** number
+  * **Sum** - from all rows with the same **RR** number (field ''RR suma'') calculated by formula: ''Qty * Net price''
+  * **VAT code configuration** - from the firs row with the same **RR** number
+  * **Item information: name and code** - from the firs row with the same **RR** number
+{{ :pl:esgwokeiod.png }}
+===== 5. FIXME - Additional information in part "Dodatkowy opis"=====
 FIXME
+===== 6. Additional information in part "Stopka" =====
+If you need to send the same additional information in all invoices, for example call center working time, discount codes...
+Go to the setting and create **AutoText**. You can create more then one **AutoText**: ''Settings → Common Settings → AutoText'', where:
+  * **USER** - ''KSEF''
+  * **TYPE** - ''Informacje/StopkaFaktury''
+  * **TEXT** - insert additional text
+{{ :pl:fgj1ezpp6o.png }}
+**Result in KSEF:**
+{{:pl:b5ofshsjgi.png}}