Email an invoice to your client

Fiskora can email the invoice PDF to your client. Many clients still expect a PDF, even when the official invoice is in the National e-Invoicing System (KSeF).

Before you send

• You issued the invoice. If the invoice must go to KSeF, send it there first. Then the invoice has its KSeF number and UPO.
• The email address of the client is correct.
• You checked the preview.

Steps

1. Open the invoice from your list of issued invoices.
2. Choose to email it.
3. Check the recipient address. Use the saved address of the client or type a different address.
4. Read the message and the attachment.
5. Send the email.

Fiskora sends the email from the Fiskora address, with your name. Replies come to you. The exact layout can be different from this description.

The PDF

The PDF can be bilingual, in Polish and English. If the client is in another country, the client can read the invoice. A Polish accountant can also read it.

Send it again

If the client says the email did not arrive, open the invoice and send it again. Ask the client to look in the spam folder and to allow the sender.

Good habits

• Add a short note to the email when it is relevant, for example the payment term.
• Keep the record of the sent invoice. Fiskora keeps the invoice and its PDF on your account.
• A foreign client usually cannot get the invoice from KSeF. The email is how the client receives the invoice.

What the email is not

The email is a copy for convenience. For Polish buyers who must use KSeF, the invoice in KSeF is the official invoice. If you are not sure how your case works, ask your accountant.

Troubleshooting

• The client did not get the email. Check the address and the spam folder. Then send the email again.
• You used a wrong address. Correct it in the client record and send the email again.
• The problem continues. Write to support@fiskora.com. We reply within 2 working days.