KSeFGPT instructions
Choose an app module and then a specific task. Each instruction takes you from a clear starting point to a verified result.
Invoices
Issue, receive, and hand off KSeF invoices without switching tools
How to create an invoice draft in KSeFGPT before sending it to KSeF
Save an invoice in progress as a draft or create one automatically from a PDF file. The document stays in KSeFGPT and is not sent to KSeF until you review and submit it yourself.
How to process multiple PDF invoices into KSeF XML in KSeFGPT?
Add PDF invoices one by one to a shared queue, wait for KSeFGPT to prepare the XML files and check the separate documents in Drafts. You select one file at a time, but you do not need to wait for the previous file to finish processing.
How to issue an invoice with role 8 - local government unit as recipient
Add a subordinate local government unit as a separate Podmiot3 entity and select the official role 8.
How to issue a self-billing invoice in KSeFGPT
As the buyer, issue an invoice on the seller's behalf, mark it as self-billing and submit it to KSeF. Before you start, you need an agreement with the seller and the appropriate KSeF permissions.
How to issue and submit a standard VAT invoice in KSeFGPT
Complete a standard VAT invoice, check the parties, line items and amounts, then submit the document to KSeF. The company needs an active KSeF connection and permission to submit invoices.
How to download an invoice as PDF, XML and UPO in KSeFGPT
Open an accepted outgoing invoice and download its source XML, a PDF visualisation in the selected language and the official UPO. UPO is available for a document submitted from KSeFGPT.
How to issue an invoice line-items correction in KSeFGPT
Select the source invoice, change the required line, enter the reason, review the values before and after the correction, then submit the new document to KSeF.
How to cancel an invoice with a zero-out correction in KSeFGPT
Select the source invoice, prepare a separate document that reduces all its values to zero, review the preview and submit the correction to KSeF.
How to export KSeF invoices to a file in KSeFGPT
Choose the period and invoice direction, start a background job, check its status and download the finished spreadsheet.
How to sync incoming and outgoing invoices with KSeF
Choose a period, refresh Incoming and Outgoing separately, then check the documents retrieved from KSeF.
How to import an FA(3) XML invoice and submit it to KSeF in KSeFGPT
Upload a ready XML file, review its contents and PDF preview, confirm responsibility for the data and wait for the final KSeF status.
How to change an invoice payment status in KSeFGPT
Mark an invoice as new, in payment, paid or past due, then confirm the change and filter the document list.
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.
How to bulk import XML invoices into KSeFGPT
Add several FA(3) files, correct an invalid document, select valid invoices and check each result from one KSeF session.
Contractors
A customer and supplier database that fills in as you work with invoices
How to add a new contractor in KSeFGPT
Create a contractor record, fetch details from GUS or enter them manually, and check the new entry in the list. When a PDF invoice import is completed by sending the invoice to KSeF, a new buyer can be saved automatically.
How to add custom fields to a contractor in KSeFGPT
Open an existing contractor record, add your own name and value pairs, and verify them after reopening the form. The example uses a BDO number and an internal customer number.
How to import contractors from a CSV or Excel file into KSeFGPT
Upload a CSV, XLS, or XLSX file with your contractor list, review the automatic column mapping, and confirm the import. The new records then appear in the Contractors list.
How to edit contractor details in KSeFGPT
Open an existing contractor record, correct its address, contact and bank details, then verify the saved values after reopening the form.
Automation
Connect invoices, integrations, and team responsibilities in one workflow
How to create an automation from a ready-made template
Choose the ready-made invoice fetch workflow, set its schedule and document scope, then save your first automation.
How to run an automation and check execution history
Activate a saved workflow, perform a safe manual run and inspect the status, duration and logs of every block.
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.
Integrations
Connect KSeFGPT to your stack
How to add a Fakturownia.pl integration
Connect a Fakturownia.pl account to the selected company in KSeFGPT, verify the access details, and save an active integration. You will need the account subdomain and a Fakturownia API token.
How to fetch invoices from Fakturownia.pl and submit them directly to KSeF
Fetch sales invoices through a saved integration, select the correct documents, and submit them to KSeF without downloading and manually uploading XML files.
How to add a Slack integration in KSeFGPT
Enter an incoming webhook URL and an optional channel, send a test message and save the active connection for the selected company.
How to add a Telegram integration in KSeFGPT
Enter the bot token and chat ID, send a test message and save the active connection for the selected company.
How to configure email sending in KSeFGPT
Enter the SMTP server, sign-in details and sender address, then save the email integration for the selected company.
How to add a webhook in KSeFGPT
Enter an HTTPS address, configure headers, run a controlled test and save the webhook for the selected company.
How to send KSeF invoices to Fakturownia.pl in KSeFGPT
Select sales or purchase invoices from KSeF, send them through a saved integration and check the result for every document.
How to delete an integration in KSeFGPT
Select the correct connection, verify its name in the warning and safely remove an unused integration from the company.
Analytics
Financial dashboards and tax reports at the click of a button
How to check income and expenses for a selected month
Select a company, authentication method and month, then compare gross totals and inspect the invoices behind the summary.
How to prepare and download a KPiR report
Order the current-month report, review document classifications, and download the finished XLSX file.
Chat
Talk to your KSeFGPT assistant like you would with an accountant
How to start a new chat with the KSeFGPT AI Assistant
Create a conversation for a selected company, connect it to KSeF, and ask about a tax ruling, a correction, or your own invoices. You need a plan that includes Chat and a KSeF token or certificate.
How to create an invoice in AI Chat and submit it to KSeF
Describe an invoice in plain language, review and correct the editable document, then submit it to KSeF. You need an active company conversation and permission to submit invoices.
Organizations
Manage company teams, groups, and permissions
How to add a user to an organization in KSeFGPT
Invite a user by email, assign a permission group, and ask them to accept the invitation. They become an active organization member only after accepting it in their account.
How to set group permissions and assign a group to a user in KSeFGPT
Create or edit a group, select the permitted operations, and assign the group to an active organization member. The access change takes effect immediately.
How to create an organization in KSeFGPT
Select a company you own, create its organization, and add the first group with a limited set of permissions. You will finish by checking the team environment under Groups.
Settings
Configure your account, companies, KSeF connection, and app preferences
How to configure a KSeF connection in KSeFGPT
Connect a company to KSeF using a token or certificate. You can upload an existing certificate or configure one by signing a downloaded request with Trusted Profile.
How to add a company to KSeFGPT
Add a company under Settings, fetch its details from GUS using its NIP, and check the new entry under Your companies. The company name and NIP are enough to create it.
How to set AI permissions for KSeF data and operations
Select a company and decide which read and write tools AI can use. Start with Read only, then enable only the features required by your workflow.
How to replace an expiring KSeF certificate in KSeFGPT
Add the new PEM key and certificate, verify the subject and expiry date of the new record, and only then remove the old credential.