Invoicing support Portal
Simple tool for
managing invoices.
Convenient and safe.
Fair and convenient
0 PLN
for the possibility of issuing invoices with your own logo, for free without limit
0 PLN
for independent accounting for 2 months than 9 PLN thereafter
0 PLN
for full invoicing functionality for entrepreneurs for 2 months, then 45 PLN thereafter
Keep all your incoming and outgoing invoices in one place
No more wasting time commuting to the accountant
You don’t need a scanner –upload outgoing invoices from your smartphone, e-mail or disk
What is the Invoicing support Portal?
Invoicing support is a tool that makes it easier for you to manage invoices in your company. All you need is a computer and a smartphone with Internet access, and all cost and sales invoices are organised for you in one place. In addition, you can decide whether you want to book them yourself or share them with your accountant.
Delivering invoices to accountants online
You can share incoming and outgoing invoices with your accountant by taking a photo with your smartphone in the Invoicing support mobile application, sending emails from PDF to the portal or uploading invoice scans from your computer disk. After downloading them, you can see the changed status next to the document in the Invoicing and Uploaded Invoices tabs. So you can be sure which documents have been downloaded for posting.
Features
Invoicing
You can easily issue sales invoices with your own logo, for free and without limits. Various invoice templates are available (proforma, correcting and duplicate invoices).
Payment controller
You send reminders about overdue payments to your business counterparties by e-mail or SMS. You can mark who has paid the invoice and who is in arrears. This allows you to view a summary of unpaid invoices.
Uploaded invoices
You have all outgoing invoices in one place, regardless of whether you run the bookkeeping yourself or you have your accountant. This way, you keep your documents safe and you always have them at hand.
Desktop
After logging in to the portal, right from the first screen, you can issue an accounts receivable invoice, upload an outgoing invoice, and you will view a summary of your revenues and costs.
Independent accounting capability
You don't have to be an accountant to do the bookkeeping for your own business independently. Enter outgoing invoices in the "My costs" tab, and then in the "Revenue and Expense Ledger and declarations" tab; you can automatically generate tax and social insurance Institution declarations, JPK_VAT files, as well as receive reminders about the need to settle liabilities.
Dedicated accountant
If you don't use the services of an accounting office, but are afraid of doing your own accounts, you can take advantage of the support of an experienced accountant from the accounting office of the portal provider: CashDirector SA.
Financial assistant
You can check the financial condition of your company, i.e., what and when is payable, the cash forecast for the next 4 weeks, and you receive alerts in the event of an anticipated lack of funds to settle liabilities.
White list of taxpayers
You can easily check whether your business counterparty is registered as an active VAT taxpayer by entering the outgoing invoice in the My Costs tab and clicking on the "Check" button.
How to start using it?
Click "Try it" and enter your email address and phone number
Open the email you received to the email address you provided and activate access to the portal
From now on, you can use the portal and issue invoices for free, without limit
Fees and commissions - summary table
Functionality
Fee (monthly)
Invoicing
0 PLN
Independent accounting (includes functionalities: Invoicing, Uploaded invoices, Revenue and Expense Ledger and declarations, access for the accountant)
0 PLN in promotions for 2 months, 9 PLN thereafter
Invoicing support for entrepreneurs (includes functionalities: Invoicing, Uploaded invoices, Revenue and Expense Ledger and declarations, Payment Controller, My costs, Financial assistant, access to the accountant)
0 PLN in promotion for 2 months, then 45 PLN
Invoicing support for companies (includes functionalities: Invoicing, Uploaded invoices, Payment Controller, My costs, Financial Assistant, Document circulation, Budgeting)
0 PLN in promotion for 2 months, then 200 PLN
Dedicated accountant (registered income without deductible costs)
from 159 PLN
Dedicated accountant (Revenue and Expense Ledger)
from 219 PLN
Dedicated accountant (full accounting)
from 485 PLN
The full price list of services can be found in the Table of Fees for Users of the Invoice Handling function. All prices quoted are net prices and 23% VAT will be added to them.
The provider of the invoice handling portal is CashDirector SA
CashDirector SA is a company providing IT and accounting services. Founded in 2012, today it employs 150 employees in 3 locations: Warsaw, Lublin and Toruń.
It owns, among other things, the superksiegowa.pl brand and, as a partner of Nest Bank, has introduced a free invoice handling platform for Nest Bank's SME customers.
CashDirector has a share capital of over 17 MM PLN, an ISO 27001 certificate and an insurance policy of 1 MM PLN.
The provider of the portal, CashDirector SA, has implemented an information security management system in compliance with international corporate standards and is ISO27001 certified.
Over 100,000 Customers have already benefitted from this provider's solutions.
Do you wish to know more?
Contact the Invoice Handling portal from Monday to Friday 9:00 - 17:00.
Write to: pomoc@obslugafaktur.pl or call 22 300 52 52
22 103 18 18
Call cost based on operator tariff
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