Dear Clients,
We are pleased to inform you that we have completed the implementation of integration with the Krajowy System e-Faktur (KSeF) (polish national e-invoicing system) in SmartCP.
We see that some of you are already using this feature and sending invoices to KSeF. Therefore, we have prepared this article to show how the integration works and how to use it step by step.
1. KSeF Integration Configuration
We haven’t reinvented anything here — everything remains just as simple and works analogously to other integrations available in the system:
- Go to the Admin Panel → Integrations
- In the catalog, find KSeF and add the integration to the list
- Click the Configure button — the configuration window contains detailed instructions on how to connect to KSeF
For clients who manage multiple companies within one SmartCP account, we have introduced an additional improvement in the form of a “Branch” column visible in the integrations list. This makes it easy to distinguish which integration is assigned to which company. The system uses this data automatically and, when sending an invoice, selects the appropriate KSeF integration based on the seller’s details specified in the document.
2. Downloading invoices from KSeF
In the Finance module, above the invoice list, there is a new “KSeF” button. After clicking it, the integration window opens, where you should go to the “Purchase” tab.
In this section, there is an option to automatically download invoices from KSeF. Once enabled, the system periodically checks KSeF and retrieves new documents without the need for manual entry.
After downloading new purchase invoices from KSeF, the user can save them directly in the SmartCP system or remove them from the list by clicking the “Ignore” button.
Please note that invoices that are not saved are automatically deleted after 30 days.
3. Sending invoices to KSeF
Under the same “KSeF” button, in the “Sales” tab, there is a list of sales invoices prepared for sending to KSeF.
In this section, you can see all invoices issued in SmartCP that are awaiting submission to KSeF.
Users can manage them individually by sending selected invoices one by one, or in bulk by sending all documents at once.
There is also an option to remove documents from the sending queue if they should not be transmitted to KSeF.
The sending process is fully automated. The system analyzes the invoice data, selects the appropriate KSeF integration assigned to the seller, and then submits the document to the system. After the operation is completed, the invoice status is saved and visible in the system.
Please note that invoices that are not sent are automatically removed from the queue after 7 days.
4. Statuses and control
Each invoice in the system has an assigned status that allows you to monitor its processing stage in real time. This ensures full transparency and makes it easy to check which documents have already been sent or saved and which are still awaiting action.
If you have any questions or require further clarification, please feel free to reach out to us at support@smartcp.org.
Best regards,
SmartCP Team