Issue your first invoice

Your first real invoice in Fiskora is free. This article describes the whole process, from a blank form to an email to your client. The menu names can be a little different from the names you see, because we update the app regularly.

Before you start

Your account is created and your email address is verified.
Two-factor authentication is on.
A KSeF certificate is connected. See “Connect your KSeF certificate”.
You know the details of your client, such as the name, the address and the tax number.

Steps

Start a new invoice from the main screen.
Choose the client or add a new client.
For an EU client, check the VAT number with the VIES lookup. For a Polish client, check the MF VAT whitelist.
Set the dates. The sale date is important when you invoice in a foreign currency, because the exchange rate depends on it.
Choose the currency. For all currencies other than PLN, Fiskora uses the NBP table A rate from the last business day before the sale date.
Add the line items, with a description, a quantity and a price.
Select the VAT treatment. For services to foreign clients, including reverse charge, the correct choice depends on the case. If you are not sure, ask your accountant before you send the invoice.
Preview the invoice. Previews are free and unlimited, so check each field. The PDF can be in two languages, Polish and English.
Send the invoice to KSeF.
Wait for the confirmation from KSeF. When KSeF accepts the invoice, it returns a KSeF number and the UPO, the official confirmation of receipt. Fiskora keeps both with the invoice.
Email the PDF to your client.

After you send

You cannot edit an invoice that is in KSeF. If an invoice has an error, issue a correction. See “Corrections”.

Tips

Keep drafts for invoices that are not ready to send.
Make sure that the email address of the client is correct before you send the PDF.

If sending fails

KSeF can reject an invoice that has a data error. The connection can also fail. Read the message that Fiskora shows, correct the data and send the invoice again. If the problem continues, write to support@fiskora.com with the invoice details. Do not send your password or your certificate. We reply within 2 working days.