Skip to content

Dubas KSeF Integration

Dubas KSeF Integration

General Information

The Dubas KSeF Integration is a custom extension that enables seamless communication between EspoCRM and the Polish National e-Invoicing System (KSeF). With this extension, you can automatically download contractor invoices from KSeF directly into EspoCRM, as well as issue your own invoices and credit notes to KSeF using the Sales Pack functionality. This solution streamlines your financial document management and ensures secure, efficient handling within your CRM.

Purchase

Please contact us via our form if you would like to order this extension.

What's new in 3.0.0

  • Incoming invoices are stored as Sales Pack Supplier Bills and Bill Credits instead of Expenses.
  • Credit notes can be issued to KSeF.
  • Incremental fetching that does not miss late or offline invoices.
  • Duplicate protection for purchase documents.
  • Automatic Paid / Resolved status after full settlement.
  • Expense categories for taxes, social security and other non-invoice documents.
  • Migration command for existing Expenses.

Key Features

This product is new!

Please note that both this extension and the KSeF system are relatively new, and ongoing updates or changes to national standards may occur. We are committed to adapting the integration as needed and supporting individual use cases to ensure continued compatibility and reliability.

  • Total Data Security: All your data remains secure within your EspoCRM instance. Communication occurs directly between your CRM and the KSeF system. Our integration does not transmit any financial or client information to third parties.
  • Automated Invoice Retrieval: The integration automatically fetches invoices issued by your contractors from KSeF based on your schedule and preferences.
  • Full Sales Pack Integration: Received invoices are stored as Supplier Bills and Bill Credits, with payments, allocations and supplier balances.
  • Manual Synchronization: You can manually initiate the retrieval of invoices from KSeF at any time.
  • Direct Invoice Issuance: Send invoices and credit notes issued in the EspoCRM Sales Pack directly to the KSeF system.

Roadmap

  • Authorization via certificates (required before 2027).
  • Support for Bank Accounts.
  • Support for multiple KSeF schemes.
  • Support for Credit Notes.
  • Incoming invoices as Sales Pack Supplier Bills.
  • Support for Debit Notes (corrections increasing the amount).
  • Summary corrections for a period.
  • Support for offline modes (requires certificate authorization).
  • Batch processing support for invoice issuance.

Requirements

  • EspoCRM version 9.3.0 or higher.
  • Sales Pack version 4.x or higher.
  • PHP (for web and cli) in version 8.4 or higher.

How to start?

  1. Purchase and install Sales Pack extension
  2. Install KSeF extension
  3. Configure KSeF Profile
  4. Configure automatic fetching of incoming invoices
  5. Add optional fields to Invoices

Now you can issue your first invoice!

Upgrading from 2.x

If you used Expenses before, follow the migration guide after upgrading.

How to Configure the KSeF Cron Job

  1. Navigate to the Administration section.
  2. Click on Scheduled Jobs.
  3. Create a new Scheduled Job.
  4. Choose the task Get Invoices From Ksef.
  5. Click Save.

By default, this job will automatically download incoming invoices from KSeF every 5 minutes for all active profiles. Since 3.0.0 each run continues from where the previous one finished, so a missed run does not create gaps.

Daily checking

We recommend to configure another Scheduled Job which is called Daily Fetch Of Expenses From KSeF. Proper schedule is 0 0 * * *, so at 00:00.

KSeF Environments