How to add a task with a due date in CRM
Plan a task, choose its due date and assignee.
InstructionsSeptember 7, 2026
News
Practical knowledge on KSeF - from integration basics to AI-driven invoice automation. Written from real deployments, not theory.
Articles and instructions
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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
At which petrol station will you not receive a KSeF invoice?
Find out when your fuel invoice goes to KSeF and when you need to keep the document received at the station.
PracticeSeptember 6, 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
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.
InstructionsSeptember 1, 2026
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.
InstructionsAugust 29, 2026
How to edit contractor details in KSeFGPT CRM
Open the profile through CRM > Counterparties, update the address and contact under Identification details, then verify the save after reloading.
InstructionsAugust 29, 2026
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.
InstructionsAugust 29, 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.
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