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). If you are already using Storecove, ignore steps 1 and 2.

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

Ensure that a minimum of two distinct legal entities are configured in 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

For each Account that will receive or send e-invoices, create an Account Extension record. The record must include the Account's identifier data and E-Invoicing Address Scheme. For Poland, use the PL:VAT scheme with your identifier. For more information, see Creating an Account Extension.

On each Account Extension record, also configure the E-Invoicing Document Entity Type field to specify the default document entity type for e-invoices sent from or received by that account. Add this field to the Account Extension page layout before you populate it.

  • Invoice/B2B — Standard business-to-business invoicing. This is the default.
  • Invoice/B2G — Business-to-government invoicing. Use this for accounts that are government entities.
  • Simplified invoice/ticket/B2C — Simplified invoicing for consumers.

You can also override the document entity type on individual sales invoices and sales credit notes using the Document Entity Type field. For more information, see Custom Account Fields, Sales Invoice Fields, and Sales Credit Note Fields.

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.

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.

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.

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, or 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. After the Reference Lines section is created, manually enter the required values in the fields, or implement custom logic to populate them automatically.

For more information, see:

Step 10: [Optional] Map the Tax Category at the Line Level

The default Storecove e-invoicing mappings use the tax category from the Accounting Company. To apply a different tax category per invoice line, update the TaxBreakdown[0].TaxCode, TaxBreakdown[1].TaxCode, and TaxBreakdown[2].TaxCode mappings to use the E-Invoicing Tax Category field on the Tax Code (c2g__TaxCategory__c) instead. For more information, see Field Mappings for Sales Invoice to Electronic Invoice and Field Mappings for Sales Credit Note to Electronic Invoice.