This guide will help you quickly and correctly generate an invoice for a EU customer.

Before starting, make sure you have completed the preliminary settings:
  1. Added your bank account — so that the details are pulled automatically.
  2. Created a counterparty card — so you don't have to enter the client's data manually.

If everything is ready, proceed to the step-by-step filling.

Issuing an invoice for a EU customer

1
To issue an invoice, you must select VAT Invoice from the drop-down list that appears when you click the Issue button in the Invoices section of the Saldeo main menu.
2
In this block, the document details and buyer information are specified:

  1. Invoice number is assigned automatically based on the numbering settings.
  2. Date of issuance: must correspond to the actual day the invoice is issued.
  3. Date of sales: this date determines the month in which the work or services were actually performed and the tax period.
  • Месяц, в котором фактически выполнялись работы или услуги.
  • Налоговый период.
  • Basis for calculating exchange rate differences.

In the Buyer section, start typing the name of the counterparty to whom you are issuing the invoice to select the company from the directory. If the counterparty is not in the database yet, you can add them immediately by clicking the blue "plus" (+) icon to the right of the input field. How to correctly create a counterparty — see see here.
3
In the Items block, details of the performed work or sold goods are specified.

Choosing the VAT Rate:
  • Name of the goods/service: Description of the service or name of the product.
  • PKWiU: Filled in if a statistical classification is required for this service/product (usually for special rates or exemptions).
  • Quantity: Quantity of services provided or goods sold.
  • Single: Unit of measure (e.g., pcs — pieces, service, hours).
  • Gross unit price: Price per unit, already including tax.
In the upper corner of the block, you can choose how to enter the price — Netto or Brutto. The screenshot shows the Brutto input selected, where the net price is calculated automatically based on the chosen VAT rate.

Choosing the VAT Rate:
  • 0% WDT — Applied for goods within the EU.
  • n/a UE — Applied for services within the EU.
4
In the Payments block, the financial terms of the deal are recorded.

  • Currency and Payment method: Select the currency and payment method (e.g., Transfer, Cash).
  • Payment period: Specify the payment deadline by selecting the number of days or a date in the calendar.
  • Bank account No.: Select your bank account (bank details will be pulled automatically). How to correctly add a bank account — see here.
  • Paid: If there was a prepayment, indicate the amount — the system will calculate the remaining balance.

Use the button Issue and send to KSeF to save and send the invoice.

5
The invoice processing status can be tracked in the KSeF status column. Approved invoices will be highlighted in bright green.

Done!


Be sure to check if all necessary invoices have been uploaded and approved in Saldeo before confirming the document set.