Invoice Processes with KSeF and EspoCRM

In the fast-evolving landscape of business invoicing in Poland, the introduction of the KSeF standard marks a significant step towards digital transformation. KSeF, the Polish electronic invoicing system, mandates almost all companies to send and receive invoices through a centralized platform. Recognizing this shift, we have developed a robust integration solution for EspoCRM, designed to simplify invoice management for your business.

Key Features of Our KSeF Integration for EspoCRM

• Automatic Invoice Downloading: Configure your KSeF token within EspoCRM to fetch invoices automatically every day. Receive real-time updates without manual intervention.
• Multiple Invoice Formats: Download invoices in XML format for electronic processing. You can also visualize them as PDFs for easy review and record-keeping.
• Expenses Module Integration: Seamlessly integrate received invoices into new Expenses module, streamlining financial tracking and audit readiness.

How Does It Work?

The setup process is straightforward. Clients can simply input their KSeF token into EspoCRM, select preferred invoice formats, and enable automatic fetching. Our integration will handle the rest, ensuring your invoice data is always current and organized.

This integration brings significant time savings and reduces manual errors, providing your finance team with a reliable tool to stay compliant with Polish regulations.

Next Steps: Automated Invoice Issuance via KSeF

Looking ahead, we are excited to introduce a feature that will allow users to issue invoices directly from EspoCRM via KSeF. Utilizing EspoCRM’s SalesPack extension, our integration will automate invoice creation and submission to Polish system, completing the digital invoice lifecycle.

If you’re interested in leveraging this innovative solution to streamline your invoicing process, our extension will be available for individual purchase. Feel free to contact us today through the form below or schedule a short meeting to learn more.

Conclusion

Our upcoming integration for EspoCRM is designed to elevate your invoicing capabilities, ensuring compliance, efficiency, and ease of use. Stay ahead in the Polish business ecosystem – embrace automation with our latest solution for KSeF invoice management.