Usage

Daily use

1. When an order reaches the chosen status, the add-on creates the document: a VAT invoice when the buyer entered a valid NIP (or an EU VAT number), a receipt otherwise. Products, shipping, the order discount and fees become positions with their gross amounts and tax values.
2. When the order reaches the payment status, the document is marked as paid.
3. Open an order: the Fakturownia tab shows the document number, type, paid status and corrections, with Download PDF, Send by e-mail through Fakturownia and, when KSeF sending is on, Check KSeF status.
4. Customers see Download invoice (PDF) on their order page in the account.
5. When an order is canceled or refunded (your correction status), a correction is issued; when an RMA return is completed as a refund, a correction for the returned items.

E-mail

The add-on never sends the document itself. Send by e-mail through Fakturownia asks Fakturownia to e-mail the PDF to the order’s e-mail address, and only when you press it (after a confirmation).

If an order has no document

The tab says so and shows the last error. Issue document now queues the order and runs the queue once. An order that already has a document is never issued again; to correct it, use the correction status or issue the correction in Fakturownia.

Jobs, log and connection

• Fakturownia documents: every synchronized item with its Fakturownia ID and any error.
• Jobs: counts per state, the list with the last error, Retry, Remove and Run the queue now; Queue past orders adds the orders since the “do not sync before” date that have no document.
• Log: filter and export what happened and when.
• Connection and Mapping: account, test, department, payment types and taxes.