This article describes the Comarch ERP Enterprise settings, the definition of which is a prerequisite for the correct processing of invoices in the National e-Invoice System (KSeF).

A description of the settings that must be entered in the Comarch e-Invoice converter can be found in the article Manual: Comarch e-Invoice Converter.

Settings in the Customizing application

KSeF function

Support for the National e-Invoice System requires the activation of the KSeF function in the Customizing application.

The following settings are relevant for this function:

• Date of the obligatory KSeF — in this field, enter the start date for invoice processing in KSeF by the financial organization
• KSeF test system — this parameter should be activated when the KSeF test system is being used

In the Link signature certificate section, enter the type II certificate data for the organization, the private key, and the password. The certificate specified here is the default certificate for generating QR codes on invoices.

Information about the KSeF function available in the Customizing application can be found in the article Customizing: KSeF.

Comarch e-Invoice function

Sending invoices via Comarch ERP Enterprise requires the activation and definition of the Comarch e-Invoice function settings.

• Invoice format with release check — in this field, enter the KSeF invoice formats that will not be automatically sent to KSeF.
  • (no value) — no value in this field is equivalent to automatically sending the sales invoice to KSeF during its generation using the action [Generate and output invoice (PL)]
  • (value) — if formats are entered in the field, invoices possessing them will not be automatically sent to KSeF. In such cases, it will be necessary to manually send such invoices from the Customer invoices query or Cockpit: Customer invoices application using the action [Release invoice for processing as e-invoice].

Settings in the Voucher document templates application

In order to send an invoice to KSeF, it is necessary to define a voucher document template in the Voucher document templates application.

The following template settings are relevant for sending invoices to KSeF:

• Output medium — the value Printer must be defined as the output medium for the voucher document template
• Export filter — in this field, enter the export filter for the business entity cisag.app.sales.obj.CustomerInvoice, used for sending sales invoices to KSeF

Settings in the Partners application

Base view

• Certificate I setting — in this field, define which certificate will be used by the user for authorization. The following values are available:
  • Default — the value is retrieved from the Comarch e-Invoice converter
  • User-defined — the value must be entered manually in the Certificate I field
• Certificate — in this field, indicate the certificate to be used as a type I certificate. The field is available for editing if the User-defined value is selected in the Certificate I setting
• Certificate II setting — in this field, define which certificate will be used by the user for generating QR codes. The following values are available:
  • Default — the value is retrieved from the Customizing application, KSeF function

Customer view

Sending sales invoices to KSeF requires defining settings in the Partners application for the Customer role in the Comarch e-Invoice view.

The following settings are relevant for KSeF:

• Invoice format — in the Invoice format field in the Comarch e-Invoice section, assign the KSeF invoice format that will be used for transferring sales invoices. If an invoice format is not assigned to the partner, sending invoices for this contractor is not possible.
• Voucher document templates — on the Voucher document templates tab, assign the document template for sending invoices to KSeF. In the Document category field, indicate the value Customer invoice, and in the Voucher document template field, select the appropriate template.

Settings in the Customer invoice types application

The following settings in the Customer invoice types application are relevant for transferring invoices to KSeF:

• Suppress e-Invoice — activating this parameter allows for blocking the transfer of sales invoices of a given type to the converter. The parameter is available in the Comarch e-Invoice view.