Poland

Modules

The following modules are installed automatically with the Polish localization:

Name	Technical name	Description
Poland - Accounting	l10n_pl	Polish fiscal localization package, complete with the local chart of accounts, taxes, tax report, and fiscal positions
Poland - Accounting Reports	l10n_pl_reports	Accounting reports for Poland
Polish - E-Invoicing FA (3)	l10n_pl_edi	Integration module for KSeF to support Polish e-Invoicing requirements
Poland - Taxable Supply Date	l10n_pl_taxable_supply_date	Support for taxable supply dates
Poland - Accounting - Bank Account Verification	l10n_pl_bank_verification	Verification of the VAT/Bank account number combination for PL-to-PL payments exceeding 15,000 PLN
Poland - JPK FA Reports	l10n_pl_reports_jpk_fa	Module to generate JPK_FA XML reports for Poland
Poland - JPK_VAT PoS Enterprise	l10n_pl_reports_pos_jpk	Integration module for PoS information in the Polish JPK report
Poland - SAFT Income Tax Report (JPK KR PD)	l10n_pl_reports_account_saft	Module to generate the JPK_KR_PD XML report for Poland

Note

In some cases, such as when upgrading to a version with additional modules, it is possible that modules may not be installed automatically. Any missing modules can be manually installed.

E-invoicing with KSeF

KSeF is Poland’s mandatory, centralized electronic invoicing system used to issue, transmit, and store electronic invoices according to national regulations.

See also

KSeF platform video tutorials of the Polish Ministry of Finance

Configuration

To use KSeF e-Invoicing with Odoo, first create a KSeF account or log in using your company’s NIP if you already have credentials. Next, request a certificate and ensure you save the password created during this process, as it will be required later.

Once the certificate request is complete, download the .pem certificate file and save the private key issued by KSeF. You will need both to complete the Odoo integration.

Link Odoo to KSeF

See also

KSeF test and pre-production environments

1. Open the Accounting app and navigate to Configuration ‣ Settings.

2. Scroll down to the Polish Localization section and enable Allow KSeF integration.

3. Enter a name for your KSeF certificate in the newly enabled field, then select Create and edit… from the drop-down menu.

4. In the pop-up window, click Upload your file and select your certificate (.pem). In the Certificate Password field, enter the password created during the certificate application on the KSeF platform.

5. Once the certificate is uploaded, the Private Key field appears. Click the empty field, select Create from the drop-down menu, and enter your private key. The public key is embedded within the .pem file and is automatically filled in.

6. Finally, click Save.

Company and customers

The KSeF invoicing workflow requires address information related to the company that sends the invoices and the customers who receive them:

1. Go to Settings ‣ Users & Companies ‣ Companies and select the company that will use KSeF.

2. Fill in the Company Name, VAT (Tax ID), and Country. If desired, fill in additional optional fields such as Street, City, State, and ZIP.

   Important

   • The Country must be set to Poland.

   • The company must have a valid Polish VAT (NIP) number.

3. Open the Accounting app, and go to Customers ‣ Customers.

4. For each customer whose invoices will be sent to KSeF, click on the customer to open the form view, and complete the Country and VAT. If desired, fill in additional optional fields such as Street, City, State, and ZIP.

Sending invoices to KSeF via Odoo

Once you have linked your company with KSeF and configured your company and contacts, you can send invoices to KSeF directly through Odoo:

1. Open the Accounting app, go to Customers ‣ Invoices, and select a posted invoice.

2. Click Send.

3. In the pop-up window, check Send via KSeF (e-Faktura) and click Send.

When an invoice is sent, Odoo automatically:

• Generates the invoice in the required FA(3) XML format.

• Submits the file to KSeF for validation.

• Saves a copy of the XML file in the invoice’s chatter.

You can also manually export the FA(3) XML and check the invoice’s processing status:

1. Open a posted invoice.

2. Click Export FA(3) XML to download the invoice as an XML file to your browser’s download folder.

3. To check its processing status, click Check invoice status next to the export option.

4. The live status is displayed on the invoice under the eInvoice status field.

Once the Polish government officially registers the invoice on the KSeF platform, it assigns an Official Receipt Certificate (UPO). To view it, open the invoice and click Check invoice UPO.

Automatic bill import

By default, the Polish localization automatically fetches vendor bills from KSeF every three hours. To adjust this frequency or toggle the feature:

1. With developer mode activated, open the Settings app and go to Technical ‣ Scheduled Actions.

2. Search for and open Polish eInvoice: Download vendor bills from KSeF.

3. Use the Execute Every field to change the frequency.