1. Overview

This integration allows you to:

• Send invoices from Bitrix24 to KSeF
• Receive invoice processing statuses
• Store KSeF reference numbers, invoice statuses, and error messages in Bitrix24 CRM

Important Notice

Before starting configuration, please make sure that:

• your Bitrix24 CRM is properly configured
• invoice and company fields are already created
• tax rates are configured
• your KSeF account and token are active

Bitrix24 Plan Requirements

The functionality for automatically populating and processing payment-related data (e.g., payment date fields in CRM) depends on the Bitrix24 subscription plan.

Basic and Standard plans

• payment-related data (e.g., payment date) must be entered manually in CRM fields
• automatic field updates via Business Processes are not available
• users are responsible for manually recording payment information

Professional plan and above

• both manual and automated processing of payment-related fields is available
• automation can be implemented using Bitrix24 Business Processes
• the system can automatically set the payment date and other related fields based on configured business logic

Important:

Automated population of payment-related fields requires proper configuration of Business Processes in Bitrix24 CRM. 

2. Obtaining a KSeF Token

2.1 Obtaining a Test Token

If you want to obtain a test token, open the official KSeF test portal: https://ap-test.ksef.mf.gov.pl/web/

Next, select one of the following authorization methods:

• Uwierzytelnienie testowe – Use any non-existing NIP number, for example:1111111111
• Certyfikat kwalifikowany – Use a real NIP number belonging to any Polish company.

2.2 Obtaining a Token from an Active KSeF Account

If you want to obtain a token from your active KSeF account, log in to your KSeF profile.

After logging in:

1. Open the “Tokeny” section
2. Click “Generuj token”
3. Select the required access permissions. Important: make sure the following permissions are enabled:

• issuing invoices
• viewing invoices

1. Enter a token name
2. Generate the token and copy it for use in the Bitrix24 application

Important: save the generated token in a secure location. For security reasons, KSeF may not allow viewing the full token again later.

3. Configure Company Details 

Important

This is the most important configuration step. Without properly configured company information, invoices may be rejected by KSeF.

Tax rates must also be configured in Bitrix24.

To configure tax rates, navigate to:

CRM → Settings → CRM Settings → Taxes

Required company information:

• Company name

• Company details

• Address

• Banking details

4. Invoice Field Mapping (CRM Fields)
   
   

All fields must be assigned correctly for the application to function properly.

Important

All fields required for the KSeF integration must be created in the Invoices section of Bitrix24.

Field type requirements:

These values are automatically written back to Bitrix24 after invoice submission.

5. Configure Invoice Line Items 

All fields must be assigned correctly for the application to function properly.

All tax rates displayed in the application are automatically loaded from the tax rates configured in Bitrix24:

CRM → Settings → CRM Settings → Taxes

When creating an invoice for a product with a 0% tax rate, the application will prompt the user to select the appropriate tax rate to ensure correct data transmission and processing.

The availability of tax rate selection also depends on the customer’s country and tax configuration.

For additional guidance and supporting information, please refer to the expandable help section.

The customer’s country is determined using the “Buyer Country Code” field configured in the Company Details section. 

6. Invoice type
   

   

In this section you can select the invoice types you want to use.

After enabling any additional invoice type besides Standard, it is important to fill in the additional fields in the “Invoice CRM Fields” section for the system to work correctly.

Before sending an invoice, a required field for selecting the invoice type will appear, as shown in the screenshot below.

7. Consumer invoices
   

   

Issue Invoices Without a Tax Identification Number

The application allows you to issue invoices without a tax identification number (e.g., VAT ID or NIP). This makes it possible to create invoices for individual customers instead of companies.

To use this feature, make sure that the invoice is linked only to a Contact and not to a Company. The application will automatically retrieve the required customer information from the Contact, including:

• First Name
• Last Name
• Address

8. Company Details
   
   

   

In this section, you can verify the information that the application retrieves for any company stored in your database using the “Verify Any Company” tool.

We strongly recommend using this feature before issuing invoices to ensure that all transmitted company information is correct.

The application also supports:

• including your company’s banking details in issued invoices
• disabling banking details in invoices when needed

Your company’s bank account information can be configured in Section 1.

9. Configure KSeF Access 

9.1 Select Operating Mode

Available modes:

• TEST — test environment (recommended for initial setup)
• PROD — production environment

We strongly recommend testing the integration in TEST mode before switching to PROD mode.

9.2 Enter the Token

1. Obtain the token from the KSeF portal
2. Paste the token into:

• TEST token field
  or
• PROD token field

To improve security and prevent unauthorized reuse of the token after it has been saved, copying the token from the application interface is disabled.

10. Configure Access Permissions 

Available options:

• Everyone — all users

• Admins only — administrators only (recommended)

• Selected users — selected users only

Recommended during setup and testing: Admins only 

10. KSeF Panel  

In this section, you can view and monitor invoices issued within a selected period. 

The panel allows you to:

• review invoice statuses
• monitor processing results
• identify submission errors
• verify KSeF reference numbers

Additional Recommendations

TEST vs PROD

Important:

Invoices sent in TEST mode are transmitted only to the KSeF test environment and do not create legally valid accounting documents.

Common Reasons for Invoice Rejection

Invoices may be rejected due to:

• incorrect NIP number
• missing company address
• missing tax rate configuration
• missing buyer country code
• incomplete company details
• invalid invoice field mapping

We recommend verifying all configuration settings before issuing invoices in the production environment.