• 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.

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.

• 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 Mandatory if VAT% is 0

• Customer card:
  • MANDATORY: Name
  • MANDATORY: Street
  • MANDATORY: Country
  • City (can be empty)
  • Postal code (can be empty)
  • Email (can be empty)
  • Phone (can be empty)
  • Vat reg no - without country code, otherwise BRAK (can be empty) ( must be without country code)
  • Only if customer country is not PL (example: GR (Greece)), but VAT code is PL, correct country should be filled this way:
    • Country - GR (Greece) - customer country
    • VAT country - PL (Poland) - as the VAT code is PL
  • KSeF role - choose only in those customer cards that customer is 2 (Recipient) and the customer card will be added in sales invoices field Orderer

In KSEF there is no checking of duplicates.

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.

After confirm the invoice there will be mark: Waiting for electronic dispatching (ksef-e-invoice 08.04.2025 08:59:56 and checkbox e-sending will not be marked.

When the invoice will be send to KSEF, invoice will have KSEF document No in field KSeF number

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:

After confirmation, if there will be some issues while sending invoice to KSEF you can read error messages, fix the errors and resend the invoice by using the button in sales invoice document Resend KSeF invoice