For businesses

Sales and invoicing: from invoice to payment

You issue an invoice, and the system posts it and tracks payment. Marek proposes recurring invoices and reminders, and you approve.

Invoices

Issuing, credit notes and sending

Invoices with gap-free numbering
Draft, issuing with posting and an edit lock; an issued invoice is fixed with a credit note.
PDF and email
Invoice with Polish characters and the amount in words, sent by email with an attachment.
Credit notes
Upward and downward corrections, before and after pairs, a posting for the difference, and a KOR compliant with the XSD.
MF test environment
Sending to KSeF
Issuing invoices and credit notes, and UPO.
Foreign currency invoices and VAT scenarios
Foreign currency invoice with the NBP average rate, and scenarios for WDT, exports, foreign services and reverse charge, with EU VAT number checking in VIES.
Invoices with the zw (exempt) rate
The legal basis for the VAT exemption is required and appears on the printout and in the FA(3) file sent to KSeF (test environment).
Counterparties
Look up a counterparty by NIP in the VAT taxpayer register, with a warning for any status other than active, and import counterparties and products from a CSV file.
Recurring invoices
Templates with a schedule; Marek proposes issuing on the cycle date.

Receivables

Receivables and ageing analysis
Open invoices split into overdue brackets; payment status is set from the bank statement and the cash register.
Payment reminders
Marek's proposal after the due date, sent only after approval.
Payment demands
Only through expert review; Zaksio does not calculate interest or compensation.
Goods issue for an invoice
After you issue an invoice with goods from the catalogue, Piotr proposes a WZ document with the cost of goods sold.

You can start with one company and a few invoices.