💳 "Paid" Payment Method in KSeF

The "Paid" Payment Method module allows automatic marking of KSeF invoices as paid based on a selected payment method. When a payment method is marked as "paid", the system automatically adds the Paid and PaymentDate elements to the KSeF invoice.

Key Features

  • Mark selected payment methods as "paid" for KSeF purposes.
  • Automatic addition of the Paid element with value "1" (yes) to the KSeF invoice.
  • Automatic addition of the PaymentDate element with the invoice payment due date value.
  • Automatic removal of elements when the payment method is changed to a non-paid one.
  • User notification about removal of the "Paid" element when changing the payment method or due date.

Supported Documents

Document Supported
Sales Order ✅
Sales Invoice ✅
Sales Credit Memo ✅

How It Works

  1. On the Payment Methods page, check the Paid | KSeF field for selected payment methods (e.g., cash, instant transfer).
  2. When creating a sales document and the user selects a marked payment method, the system automatically:
    • Sets the Paid element to "1".
    • Sets the PaymentDate element to the invoice's payment due date.
  3. If the user changes the payment method to one that is not marked as "paid", or removes the payment due date:
    • The values of the Paid and PaymentDate elements will be cleared.
    • The user will receive a notification informing them of the removal of the "Paid" element.

Configuration

  1. Search for the Payment Methods page.
  2. For selected payment methods, check the Paid | KSeF field.
  3. From this point on, every sales document with this payment method and a filled payment due date will automatically receive the KSeF "Paid" and "PaymentDate" elements.

Tips

  • The Paid element is added only when the payment method is marked as "paid" and the document has a payment due date filled in.
  • Changing the payment due date on a document with a marked payment method automatically updates the PaymentDate element.
  • Changing the payment method from "paid" to regular (or vice versa) automatically updates the KSeF elements on the document.