Invoices

• Issuing invoices

  How to issue sales invoices in BakePilot: from an order, manually, numbering, printing and KSeF.

  In this article: Before you issue your first invoice · Invoice from an order · Payer and recipient (e.g. a municipality and a kindergarten) · Manual invoice · Invoice list and filters · Numbering and default settings · Invoice page, printing and KSeF · Marking an invoice as paid

• Fixing an incorrect invoice

  What to do with an invoice that contains a mistake: you fix a draft directly, and an invoice in KSeF with a corrective invoice.

  In this article: An invoice with the Draft status · An invoice sent to KSeF · How to issue a corrective invoice · Why “Issue corrective invoice” is grayed out · Wrong buyer NIP: a correction to zero · What a corrective invoice will not do

• KSeF integration - a certificate in a few clicks

  Connect your company to KSeF without a qualified signature. The Trusted Profile (Profil Zaufany) is enough.

  In this article: What KSeF is · Before you start - what you need · Environment and authorization method · The certificate wizard step by step · Who must sign the file · Sole proprietorship - the shortest path · Company, foundation, association - the ZAW-FA notification first · The certificate renews itself · Sending invoices and statuses · Advanced options: your own certificate, tokens and permissions

• Purchase invoices

  A register of supplier invoices: fetching from KSeF, the photo scanner, payment statuses and cost categories.

  In this article: Where to find purchase invoices · Fetching from KSeF · The invoice price scanner for suppliers outside KSeF · Payments and cost categories

• Automatic purchase invoices from KSeF

  Invoices from wholesalers arrive in the app by themselves and feed the price scanner.

  In this article: No more photographing invoices · How it works day to day · Fetching on demand · Catching up on history · The switch and the last fetch · Where the invoice came from · Suppliers outside KSeF

Invoices module features

What you will find in the app under “Invoices” in the menu. Click a feature to read its description.