How to remove a user or revoke an organization invitation?
Check the company and email address, then remove a member or revoke a pending invitation.
InstructionsSeptember 11, 2026
News
Practical knowledge on KSeF - from integration basics to AI-driven invoice automation. Written from real deployments, not theory.
Articles and instructions
Page 1 / 11
How to issue an invoice from CRM?
Open a counterparty record, transfer the buyer details to an invoice and complete the sale details. After submission, check acceptance and the KSeF number.
InstructionsSeptember 11, 2026
How to create a CRM opportunity from a template
Choose a template and counterparty, then create an opportunity with a predefined task.
InstructionsSeptember 7, 2026
How to change an opportunity stage in CRM
Choose a stage on the opportunity profile and check its board column.
InstructionsSeptember 7, 2026
How to change a task status in CRM
Mark an existing task as done and check its saved status.
InstructionsSeptember 7, 2026
How to add a task with a due date in CRM
Plan a task, choose its due date and assignee.
InstructionsSeptember 7, 2026
How to create a sales opportunity in CRM
Link an opportunity to a counterparty and save its name, stage and value.
InstructionsSeptember 7, 2026
How to add a note to a counterparty in CRM
Save call arrangements in the selected company’s history.
InstructionsSeptember 7, 2026
How to add a contact person to a counterparty in CRM
Save the name and contact details of a person at the counterparty.
InstructionsSeptember 7, 2026
AMIC petrol station and KSeF. Why can a cash-register invoice stay outside the system while a payment-terminal invoice is in KSeF?
Find out which document you receive after refuelling, when to look in KSeF and how to collect an invoice issued later against a receipt.
PracticeSeptember 7, 2026
How to bulk import invoices from Excel or CSV into KSeFGPT
Upload a spreadsheet, review column mapping and invoice data, validate XML, then submit valid documents to KSeF.
InstructionsSeptember 3, 2026
How to send a notification after a new KSeF event
Create a workflow for new incoming invoices, set the recipients of single and batch e-mails, activate it and check the result in history.
InstructionsSeptember 1, 2026
Frequently asked questions (FAQ)
Short answers about the KSeFGPT app and about the National e-Invoice System itself, with links to the full articles.
New posts every week
Leave us a message if you'd like to discuss a specific topic or receive a newsletter about KSeF automation.
Ask about a topic4 language versions
We've prepared texts in languages: English, Polski, Deutsch, Українська. Your chosen language is saved in the blog tab.