Różnice

Różnice między wybraną wersją a wersją aktualną.

--- pl:ksef_sales [2026/10/08 09:44] – [4.6.4. Fully in pards paid invoice] lida
+++ pl:ksef_sales [2026/10/09 11:13] (aktualna) – [4.6. Payment information on regular VAT invoice] lida
@@ Linia 232: / Linia 232: @@
 {{ :pl:esgwokeiod.png }}
-==== 4.6. Payment information ====
+==== 4.6. Payment information on regular VAT invoice ====
+  * Payments should be confirmed in document Receipts (''Main meniu→Sales→Documents→Receipts'')\\ :!: Payment time should be earlier than the invoice time
+  * :!: Payments should be select on the invoice before confirming the invoice.
+  * If the invoice is credit invoice - information about the payment will not be send to KSEF.
 === 4.6.1. Not paid invoice ===
@@ Linia 243: / Linia 246: @@
 === 4.6.2. Partially paid invoice ===
-→
-FIXME
+If the invoice before issuing was paid in parts the payments should be added to the invoice before confirming.
+Steps in Directo:
+  * Payments should be confirmed in document **Receipts **(''Main meniu→Sales→Documents→Receipts'') :!: Payment time should be earlier than the invoice time
+  * In sales invoice field **Prepayment** you have to add the sum of each payment that you want to use for the invoice
+{{ :pl:ksef_payment8.png |}}
+{{ :pl:ksef_payment9.png |}}
+After confirming the invoice information about the payments will be send to the KSEF:
+{{:pl:ksef_payment10.png|}}
+\\ :?: If the invoice is confirmed and you want to check what prepayments were used, you can press on the button **Open prepayments**
 === 4.6.3. Fully paid invoice ===
-FIXME
+If the invoice before issuing was fully paid in one payment, the payment should be added to the invoice before confirming.
+Steps in Directo:
+  * Payments should be confirmed in document **Receipts **(''Main meniu→Sales→Documents→Receipts'') :!: Payment time should be earlier than the invoice time
+  * In sales invoice field **Prepayment** you have to add the sum of the payment that you want to use for the invoice
+{{ :pl:ksef_payment5.png }}{{ :pl:ksef_payment6.png }}
+After confirming the invoice information about the payments will be send to the KSEF:
+{{ :pl:ksef_payment7.png |}}
+:?: If the invoice is confirmed and you want to check what prepayments were used, you can press on the button **Open prepayments**
 === 4.6.4. Fully in pards paid invoice ===
@@ Linia 258: / Linia 290: @@
 Steps in Directo:
-  * Payments should be confirmed in document **Receipts **(''Main meniu→Sales→Documents→Receipts'')
+  * Payments should be confirmed in document **Receipts **(''Main meniu→Sales→Documents→Receipts'') :!: Payment time should be earlier than the invoice time
   * In sales invoice field **Prepayment** you have to add the sum of each payment that you want to use for the invoice
@@ Linia 266: / Linia 298: @@
 {{:pl:ksef_payment4.png}}
+:?: If the invoice is confirmed and you want to check what prepayments were used, you can press on the button **Open prepayments**