Sales invoices issued in SaldeoSMART
An invoice issued in SaldeoSMART goes to KSeF and to the client with one button, and the accounting firm sees it at once. Nobody retypes it on the way.
Issuing, sending and recurring invoices
SaldeoSMART lets you issue a sales invoice, send it to the client and to KSeF, Poland's National e-Invoicing System, and make it available to the accounts straight away, with no retyping and no files sent back and forth. It handles recurring documents, corrections and invoices issued by the accounting firm on the client's behalf.
For an accounting firm the bigger point is often that an invoice issued by the client is visible in the firm at once. The firm no longer has to collect sales invoices from the client at the end of the month.
This is an invoicing module, not a sales system with a warehouse. At hundreds of invoices a day from an extensive price list, it is better to keep the sales software and connect it to SaldeoSMART.
What is in which plan
In the plans for accounting firms
| Feature | Asystent księgowego (Accountant's Assistant) | Specjalista biura (Office Specialist) | Ekspert biura (Office Expert) |
|---|---|---|---|
| Sales invoices · features for the accounting firm | |||
| issuing invoices for the firm's clients (VAT, advance, correction, proforma, foreign currency) | for 3 clients | ✓ | ✓ |
| generating JPK_FA | for 3 clients | ✓ | ✓ |
| invoice categories (enova365, Optima, Insert) | for 3 clients | ✓ | ✓ |
| export of coded invoices to the accounting software | for 3 clients | ✓ | ✓ |
| invoice drafts (a working version of an invoice) | for 3 clients | ✓ | ✓ |
| history of invoices issued and sent to KSeF | for 3 clients | ✓ | ✓ |
| Sales invoices · features for the client | |||
| issuing invoices for the firm's clients (VAT, advance, correction, proforma, foreign currency) | for 3 clients | ✓ | ✓ |
| tracking payment of sales invoices | for 3 clients | ✓ | ✓ |
| factoring | for 3 clients | ✓ | ✓ |
| invoice drafts (a working version of an invoice) | for 3 clients | ✓ | ✓ |
| history of invoices issued and sent to KSeF | for 3 clients | ✓ | ✓ |
In the plans for companies
| Feature | Asystent e-faktur (e-Invoice Assistant) | Asystent firmy (Company Assistant) | Specjalista firmy (Company Specialist) | Ekspert firmy (Company Expert) |
|---|---|---|---|---|
| issuing invoices (VAT, advance, correction, proforma, foreign currency) | up to 5 invoices / month | ✓ | ✓ | ✓ |
| factoring | ✓ | ✓ | ✓ | ✓ |
| generating JPK_FA | ✓ | ✓ | ✓ | ✓ |
| invoice categories (enova365, Optima, Insert) | × | × | ✓ | ✓ |
| export of coded invoices to the accounting software | × | × | ✓ | ✓ |
| invoice drafts (a working version of an invoice) | up to 5 invoices / month | ✓ | ✓ | ✓ |
| history of invoices issued and sent to KSeF | up to 5 invoices / month | ✓ | ✓ | ✓ |
Source: SaldeoSMART price list, October 2026 (the same one our calculator uses).
Numbering, templates and the link to the accounts
During the implementation we set up document templates, numbering, company details, how invoices are sent to the client and to KSeF, and the connection to the accounting software, so that sales never have to be entered a second time.
See invoicing live
Issuing invoices in another program today? In the demo we will show you what changes after the move, using your own document types.
The demo is run by the person who will later implement the system. Prefer to call? 513 805 506