{"id":362,"date":"2023-12-09T23:00:13","date_gmt":"2023-12-09T22:00:13","guid":{"rendered":"https:\/\/ksefapi.pl\/?p=362"},"modified":"2024-03-09T11:58:06","modified_gmt":"2024-03-09T10:58:06","slug":"ksef-jak-wystawic-fakture","status":"publish","type":"post","link":"https:\/\/ksefapi.pl\/en\/ksef-jak-wystawic-fakture\/","title":{"rendered":"How to issue your first KSeF invoice"},"content":{"rendered":"

How to issue an invoice in\u00a0KSeF<\/a>?<\/h1>\n
    \n
  1. After logging in to your company account, select from the side menu Issue an invoice<\/code>, and then Enter the invoice<\/code>. In the field Invoice type<\/code> we choose Basic<\/code>, and in the field Form type<\/code> \u2013 Shortened<\/code>.<\/li>\n<\/ol>\n

    \"Dane<\/a><\/p>\n

    2. Next, we need to provide details describing the invoice. We fill in all mandatory fields in turn:<\/p>\n

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    1. \n
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      1. Next invoice number<\/code> \u2013 1\/12\/2023<\/li>\n
      2. date of issue<\/code> \u2013 15\/12\/2023<\/li>\n
      3. The period covered by the invoice<\/code> \u2013 Common for the entire invoice\u2026<\/li>\n
      4. Date of delivery or service<\/code> \u2013 15\/12\/2023<\/li>\n
      5. The invoice is issued with prices<\/code> \u2013 Net<\/li>\n
      6. Currency code<\/code> \u2013 PLN<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

        <\/p>\n

        3. By sliding the screen down, we must add the items for which the invoice is issued. The application requires adding at least one invoice item, so we complete the following fields:<\/p>\n

          \n
        1. \n
            \n
          1. Name of product or service<\/code> \u2013 Services of the ksefapi.pl website<\/li>\n
          2. Quantity<\/code> \u2013 1<\/li>\n
          3. Standard<\/code> \u2013 art<\/li>\n
          4. Price per unit. Net<\/code> \u2013 100<\/li>\n
          5. Net sales value<\/code> \u2013 completed automatically<\/li>\n
          6. Gross sales value<\/code> \u2013 completed automatically<\/li>\n
          7. Tax rate<\/code> \u2013 23% (for most cases)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

            Pola w Summary of tax rates<\/code> are completed automatically.<\/p>\n

            <\/p>\n

            4. If we want our invoice to be paid by transfer, it is worth adding information about it Payments<\/code>. For this purpose we choose:<\/p>\n

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            1. \n
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              1. Do you want to add a section?<\/code> - Yes<\/li>\n
              2. Payment information<\/code> \u2013 No payment<\/li>\n
              3. Do you want to add a payment date and description?<\/code> - Yes<\/li>\n
              4. Date of payment<\/code> \u2013 we choose from the calendar, unfortunately it is not possible to select 7 or 14 days from the date of issue.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                <\/p>\n

                5. When asked whether to add a section about Bank account number<\/code>, of course we answer Yes and complete the following fields:<\/p>\n

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                1. \n
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                  1. Full account number<\/code> \u2013 enter our bank account number<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                    We can leave the remaining optional fields blank.<\/p>\n

                    <\/p>\n

                    6. Leave the remaining optional sections blank in this step and press the button Next<\/code>to go to the next step<\/p>\n

                    <\/p>\n

                    7. In the next step, we need to provide data Seller<\/strong><\/code>, i.e. the details of our company that issues the invoice. Fortunately, the application developers allow you to download all the necessary data after entering the number Tax Identification Number<\/code> and pressing the button Download data<\/strong><\/code>.<\/p>\n

                    <\/p>\n

                    8. We don't want to provide contact details, so we press the button once Next<\/code> to proceed to the next step of the KSeF invoice creator.<\/p>\n

                    <\/p>\n

                    9. In step 3 of 4 we need to enter identification data Buyers<\/code>. Here, application authors also enable downloading data and automatically filling out the form based on the entered number Tax Identification Number<\/code>. Therefore, let's use this option to quickly fill in the fields describing the Buyer, i.e. the entity for which we issue an invoice in KSeF.<\/p>\n

                    <\/p>\n

                    10. Traditionally, a section Contact details<\/code> leave it blank and click Next<\/code>to go to the last step of the wizard.<\/p>\n

                    <\/p>\n

                    11. The last step (4\/4) allows you to add an entity other than the Seller or the Buyer. Of course, in 95% cases this is not necessary, so before issuing the invoice we can preview it and if everything is correct, we press the button Issue an invoice<\/code>.<\/p>\n

                    <\/p>\n

                    12. After clicking the button Issue an invoice<\/code>, the application sends the invoice to KSeF. Correct completion of the operation always returns the KSeF invoice number assigned by the system:<\/p>\n

                    <\/p>\n

                    Way to go! You have just issued your first KSeF invoice.<\/p>\n

                    other parts A guide to KSeF<\/strong>, which may also be interesting reading:<\/p>\n