Setting up Electronic Invoicing for Poland

Before you send or receive Accounting documents for Poland, you must carry out the following configuration tasks. These tasks help you meet the Poland VAT Reporting mandate, which requires every accounting document to carry the unique identifier issued by Poland's National e-Invoicing System (Krajowy System e-Faktur, or KSeF).

Step 1: Set up Storecove Electronic Invoicing Connector

Ensure that the Storecove Connector is configured. For more information, see Electronic Invoicing Settings.

Step 2: Enable Electronic Invoicing with Storecove Feature

Make sure that the Electronic Invoicing with Storecove feature is enabled in Feature Console. For more information, see Setting up Electronic Invoicing with Storecove.

This Feature Console page allows you to enable the feature for connecting Certinia applications with Storecove for electronic invoicing purposes.

Step 3: Configure Legal Entities in Storecove

Configure a minimum of two distinct legal entities within Storecove: one designated as the sender and the other as the receiver. For more information, see Storecove Help.

Step 4: Set up an Account Extension

Establish an account extension within the Account Extension object. This extension must incorporate the sender's identifier data, ensuring you define the E-Invoicing Address Scheme with the identifier for Poland: PL:VAT Scheme and your identifier. For more information, see Creating an Account Extension.

Step 5: Add Tax Data on the Account Object

Make sure that the Tax Country Code field is explicitly populated with the value "PL" and that the Tax Registration Number field contains the required data within the Account object. The value of the Tax Registration Number field must correspond with one of the registered identifiers associated with your Legal Entity created in Storecove in Step 3 above.

Step 6: Enter E-Invoicing Values for the Accounting Company

Enter the values in the following fields on the Accounting Company object:

  • E-Invoicing Legal Entity Identifier derived from the ID Legal Entity created in Storecove.
  • E-Invoicing Tax Category.

Step 7: Add the Poland Values to the Electronic Invoicing Localization Feature

The Unique Document Code and Unique Document Code Type fields are delivered as managed fields on the Sales Invoice, Sales Credit Note, Payable Invoice, and Payable Credit Note objects, so you do not need to create them. To make the Poland-specific values available on the Unique Document Code Type field, perform the Poland step of the Electronic Invoicing Localization feature on the Feature Console. For more information, see Enabling Electronic Invoicing Localization.

This step adds the following values to the Unique Document Code Type picklist: KSeF, DI, and BFK. The OFF value is delivered by default and is used for every country.

Step 8: [Optional] Review the Avalara VAT Reporting Integration Feature

If you use Avalara VAT Reporting, perform the Poland step of the Avalara VAT Reporting Integration feature on the Feature Console to review the mappings for the Unique Document Code and Unique Document Code Type fields. For more information, see Setting Up the Avalara VAT Reporting Integration.

Step 9: [Optional] Add and Map the Reference Fields at the Line Level

In the Sales Invoices, Sales Credit Notes, Payable Invoices, and Payable Credit Notes documents you might need to create the reference fields at the line level to be sent to Storecove or received from Storecove.

To add the Reference fields at the line level:

  1. Create an object called "Reference Line".

  2. Add the Reference fields to the new Reference Line object.

  3. Add a lookup field to the accounting document object you are working on: Sales Invoice Line Item, Sales Credit Note Line Item, Payable Invoice Line Item, and Payable Credit Note Line objects.

  4. To display the Reference Lines section in the accounting document you are working on, you can manually create a new Lightning Record Page to configure the layout and include the section, or implement custom logic to automate the configuration.

  5. Add Child Mapping to the Invoice Line Item:

    1. Go to E-Invoice Mapping
    2. Add Child Mapping under the c2g__InvoiceLineItems__r

  6. Add Child Mapping to the Reference Line object created:

    1. On the E-Invoice Mapping, add Child Mapping under the Reference Lines.
    2. Specify Field in Source Type and Target Type fields for the previous reference line items. For more information, see Mappings Overview
  7. Once the Reference Lines section is created, manually enter the required values in the fields or you can implement custom logic to automatically populate these fields.

For more information, see:

Note:

Once a sales invoice or sales credit note is delivered to KSeF, or a payable invoice or payable credit note is received from KSeF, Storecove returns the KSeF identifier and Certinia automatically populates the Unique Document Code and Unique Document Code Type fields on the corresponding document. The KSeF identifier is only returned by Storecove's production environment; it is not populated in a sandbox environment.