How to connect iFirma with easySales: a complete setup guide

What connecting iFirma gives you

iFirma (ifirma.pl) is Polish online accounting and invoicing software. Connected to easySales, it issues your orders' invoices: easySales sends the buyer and every line of the order, iFirma creates and numbers a domestic VAT invoice (faktura krajowa), and the invoice PDF stays on the order. On marketplaces that accept invoices, such as Allegro, the invoice is sent to the marketplace too.

Three things to know before you begin:

• easySales needs the "faktura" API key, together with your iFirma login. iFirma has four API keys; only the one called faktura is used. You generate it in iFirma and paste it into easySales with the e-mail address you log in to iFirma with.
• Save does not test the key. A wrong login or key shows up only when the first invoice is issued, so issue one test invoice right after connecting.
• Corrections are made in iFirma. Cancelling or deleting an invoice in easySales removes it from the order only; the invoice stays in iFirma, where you correct or cancel it.

Before you start

Step 1 — Generate the "faktura" API key in iFirma

1. Log in to ifirma.pl and go to Konfiguracja → Rozszerzenia i integracje → API.
2. Press Aktywuj dostęp podstawowy.
3. Press wygeneruj next to the key named faktura and copy the key.

Step 2 — Connect iFirma in easySales

Go to Integrations → Billing Software, search for ifirma and press Connect on the iFirma card — or Edit, if you have connected it before.

Step 3 — The invoice notes

Template is the text written in the notes (Uwagi) of every invoice. Press the buttons to add order details — the order ID, the platform, the AWB number, the payment method — or type your own text.

Show advanced options opens a few more choices: gift products as a separate discount, removing special characters from the buyer's details, a warranty issued with each invoice, and leaving discounts off the invoice.

Press Save, then issue a test invoice from an order.

Issuing invoices

• From the order: in its Invoices section, press Create Invoice and choose iFirma.
• In bulk: select orders in the orders list, open Actions, choose Generate invoice and then iFirma. Every order gets its own invoice.
• Automatically: in Flows, add the action Create invoice with your iFirma connection.

What iFirma receives:

• Buyer: the company or customer name, the billing address, e-mail and phone.
• Lines: every product with its quantity, gross price and VAT rate from the order, and the shipping as a line of its own.
• Dates: the issue date is the day you issue the invoice, the sale date is the order date.
• Number: iFirma numbers the invoice.

KSeF

easySales sends nothing to KSeF for iFirma invoices: iFirma does it, following its own KSeF settings. In iFirma, under KSeF → Konfiguracja KSeF, choose whether invoices issued through the API are sent to KSeF automatically or on demand.

When iFirma refuses an invoice

The reason is shown on the order: