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.
- Module
- Contractors
- Reading time
- 4 min
- Difficulty
- You could do this with your eyes closed :)
- Published
- August 29, 2026
- Author
- Rafał Zeidler
- Format
- Written guide and video
Written procedure
What you will do
You will update an existing contractor without creating another record. In this example, you will change the address, email, phone, bank account and bank name, then reopen the form and compare the saved values.
Requirements
Before you start
Prepare verified contractor details and make sure the correct company is active. The changes apply only to the selected record under that company.
| Item | Requirement |
|---|---|
| Access | The company owner or an organization member with the contractors:manage scope. The Contractors module must be available in the plan. |
| Contractor | An existing person or company record that you need to correct. |
| Required details | The current address, email, phone, bank account and bank name. Use information confirmed by the contractor. |
| Starting point | After signing in, select the correct company and open Contractors. |
| Time required | About 2 minutes. |
| Important effect | Saving replaces the previous values in the record. The form does not display a separate change summary before saving. |
Process recording
The recording shows how to change address, contact and bank details and verify the saved values after reopening the record.
Open the contractor record
In Contractors, find the correct person or company by name, TIN, city or email. Select its row.
The Edit Contractor dialog opens. Before changing anything, check Contractor Name and Tax Identification Number so you do not edit a similar record.
Correct the address
Under Adres, change Street and Number, Postal Code, City and Country. The example uses Nowa Street 12, 00-002, Warsaw and Poland.
Enter the postal code in the 00-000 format. You remain in the same Edit Contractor dialog after changing these fields.
Correct the contact details
Under Kontakt, enter the current values in Email and Phone. The example uses invoices@customer.example and +48 600 000 321.
The form cannot be saved if the email format is invalid. You can enter the phone number with a country prefix and spaces.
Correct the bank details and save
Under Dane bankowe, change Bank Account and Bank Name. Confirm that the account number comes from a trusted source because the form does not verify the account owner.
Select Save in the lower-right corner. After the update is accepted, the dialog closes and the contractor list returns.
Reopen the record and verify the update
Select the same row again. In Edit Contractor, check the address, Email, Phone, Bank Account and Bank Name in turn.
If every value matches the information you entered, the correct record was updated successfully.
Final state
Check the result
The reopened Edit Contractor dialog shows the new address, invoices@customer.example, +48 600 000 321 and the corrected bank details. Reading the record again confirms the save.
You can also compare City, Email and Phone in the list. The bank account and bank name are available only in the edit form.
Diagnostics
If something does not work
Compare the visible symptom with the table below.
| Symptom | Likely cause | What to do |
|---|---|---|
| The contractor list is unavailable or the record cannot be edited | No company is selected, the plan does not include the module, or the contractors:manage scope is missing. | Select the correct company. If the page is still locked, check the plan or ask the organization owner for the required scope. |
| The form does not save and shows an error under Email | The email address has an invalid format. | Enter a complete address with a user name, @ sign and domain, then select Save again. |
| An error appears after selecting Save and the dialog remains open | The update request was not accepted. | Do not treat closing the form manually as confirmation. Check the connection and access, then save again. |
| Old values appear after reopening | The save did not finish or a different record or company was opened. | Check the active company, contractor name and TIN. Enter the changes again and wait for the dialog to close after saving. |
| The account number looks valid but belongs to another recipient | The form does not verify the account owner. | Do not make a payment based only on this record. Confirm the account with the contractor through a separate trusted channel. |
What next
If you need to store internal identifiers, follow How to add custom fields to a contractor in KSeFGPT.
Before issuing the next invoice, select this contractor and confirm that the document form uses the current details.
Update the contractor record
Sign in, open Contractors and save the current details in the correct record.
Related instructions
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 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 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.