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Invoices and KSeF

Quotes, delivery notes and recurring invoices

How to prepare a quote and turn it into an invoice, issue a delivery note (dokument WZ) and set up a recurring invoice that Norman issues and sends to KSeF each period.

Updated

Besides invoices, Norman lets you prepare quotes and delivery notes, and set up repeated sales as a recurring invoice.

Quotes

  1. Open Invoices, click Create and choose Quote.
  2. Fill in the client and the lines as on an invoice. Quotes have their own numbering, OF-2026-0001 by default.
  3. Save the quote or email it to your client.
  4. When the client accepts it, click Mark as approved in the quote's menu.
  5. Click Convert to invoice. Norman creates an invoice with the quote's lines, and the quote becomes Invoiced.

A quote is not an invoice: it goes neither to KSeF nor into the JPK_V7. Only the invoice issued from it goes to KSeF.

Delivery notes

A delivery note (dokument WZ) confirms that goods were handed over. Open Invoices, click Create and choose Delivery note. Delivery notes have their own numbering, WZ-2026-0001 by default. A delivery note goes neither to KSeF nor into the JPK_V7.

Recurring invoices

A recurring invoice suits regular sales, such as a monthly service for the same client.

  1. Prepare the invoice as usual: client, lines, VAT rates.
  2. In the last step, tick Repeat automatically.
  3. Set Repeats and the Interval, for example every month.
  4. In Each invoice bills, choose The past period or The coming period.
  5. In Ends, choose Never, On a date or After a number.
  6. Save.

Norman shows the dates of the next invoices. In the invoice texts you can use fields that each invoice fills in with its own period. Each invoice gets the next number when it is made, and its due date counts from its own date.

Each invoice made from a recurring invoice is an ordinary invoice: it goes to KSeF and into the JPK_V7 for its period. If Norman also emails it, the email goes out after KSeF accepts the invoice, with the KSeF number in the PDF.

Recurring invoices are part of the paid plans.

What Norman does not do yet

  • It does not issue proforma or advance invoices: a quote does not replace them in KSeF.
  • It does not send quotes or delivery notes to KSeF, because they are not invoices.

See also Issuing invoices in Norman and Payment reminders.