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Tabs: Sales / Purchases / Third Party

The invoice list is divided into three tabs corresponding to your company's roles in a transaction: Sales, Purchases, and Third Party.

Sales​

Invoices where your company is the seller (issuer). This includes:

  • Invoices issued by you within the application.
  • Invoices issued in other systems but visible in KSeF for your Tax ID (NIP).

Purchases​

Invoices where your company is the buyer (purchaser). This includes:

  • Invoices received from contractors.
  • Expense invoices.

Third Party​

Invoices where your company acts as a third party β€” for example, when acting as an intermediary or when the invoice concerns you in another capacity.

Common Features​

All tabs offer the same set of features:

  • πŸ” Search by date range.
  • πŸ“Š Filtering by invoice number, KSeF number, contractor Tax ID (NIP), and invoice type (VAT, Correction, Advance).
  • πŸ“„ Preview of the invoice as a PDF or XML file β€” via the "eye" icon or the "Preview" option in the multi-action menu.
  • πŸ”— Correction Links β€” automatic linking of invoices with their corresponding corrections.
  • βœ‰οΈ Read Status β€” new purchase invoices are automatically marked as unread when they are first loaded into the application.

Filtering​

Click the filter icon β›› in the table header to display additional filtering options:

  • Invoice No.
  • KSeF No.
  • Contractor Tax ID (NIP)
  • Invoice Type (VAT, Correction, Advance)