Invoice PDF and e-mail

What it does

Every invoice and correction can be downloaded as a PDF and e-mailed to the buyer from its page. POSolid can also send the buyer a copy automatically. The PDF carries the seller, the buyer, the lines and the totals per VAT rate, in the language of the venue's country.

Getting started

1. Open Invoice Manager → Invoices. Search by number, buyer or tax ID, and filter by date or document type.
2. Open an invoice to see the details: the buyer, the lines and the totals per VAT rate.
3. Download PDF saves the invoice.
4. Send by e-mail: enter the address (the buyer's is filled in) and tap Send. The e-mail list on the page shows Sending, Sent or Not delivered; a failed send is retried automatically.

Key things to know

• Automatic copies. When the buyer gave an e-mail, a PDF copy is sent automatically — as soon as the invoice is issued, or in Poland once KSeF accepts it. Change it per invoice with the E-mail a PDF copy switch, or per client in Clients.
• Polish companies don't get an automatic copy by default: they receive their invoices in KSeF.
• In Poland the PDF becomes the invoice only once KSeF accepts it; before that you get a preview marked as not an invoice. See KSeF statuses and Needs attention.
• Language of the PDF: Polish for venues in Poland, German for Germany, Austria, Switzerland and Liechtenstein, English everywhere else.
• E-mail limits: at most 10 e-mails per invoice per day.
• Viewing and downloading need the View invoices permission; sending needs Issue invoices.

FAQ

Q: Why didn't the buyer receive the PDF automatically?
A: Either no e-mail was given, someone switched copies off for that invoice or client, or the buyer is a Polish company, which gets its invoices in KSeF. You can send it any time with Send by e-mail.

Q: Can I send the invoice to my accountant too?
A: Yes — use Send by e-mail with the accountant's address. It doesn't change the buyer's e-mail on the invoice.

Q: An e-mail shows "Not delivered". What now?
A: Check the address and send again. If the mail server was only briefly unavailable, POSolid retries on its own.