
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.
Practical knowledge on KSeF - from integration basics to AI-driven invoice automation. Written from real deployments, not theory.

Open the profile through CRM > Counterparties, update the address and contact under Identification details, then verify the save after reloading.

Mark an invoice as new, in payment, paid or past due, then confirm the change and filter the document list.

Select the correct connection, verify its name in the warning and safely remove an unused integration from the company.

Select sales or purchase invoices from KSeF, send them through a saved integration and check the result for every document.

Enter an HTTPS address, configure headers, run a controlled test and save the webhook for the selected company.

Enter the SMTP server, sign-in details and sender address, then save the email integration for the selected company.

Upload a ready XML file, review its contents and PDF preview, confirm responsibility for the data and wait for the final KSeF status.

Choose a period, refresh Incoming and Outgoing separately, then check the documents retrieved from KSeF.

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.

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.

Enter the bot token and chat ID, send a test message and save the active connection for the selected company.

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.
Short answers about the KSeFGPT app and about the National e-Invoice System itself, with links to the full articles.
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