PlugKit
Fakturownia ProDocumentationConfiguration

Configuration

Fakturownia Pro is organized into clear settings sections. This guide covers each one in detail.

Connection Settings

  • API Token — Your Fakturownia.pl or InvoiceOcean API authorization code
  • Custom Domain — Leave empty to auto-detect. Set manually for custom domains (e.g., yourcompany.fakturownia.pl)
  • Test Connection — Click to verify the API connection is working

Invoice Rules

Define what happens at each Shopify order status change.

Available Actions

| Action | Description | |---|---| | Create VAT Invoice | Creates a full VAT invoice in Fakturownia | | Create Proforma | Creates a proforma (advance) invoice | | Mark as Paid | Marks the existing invoice as paid | | Create Credit Note | Creates a correction/credit note | | Cancel Invoice | Cancels the invoice in Fakturownia | | Send Email | Sends the invoice to the customer via email |

Recommended Setup

| Shopify Status | Action | |---|---| | Payment received | Create VAT Invoice + Send Email | | Order placed | Create Proforma | | Fulfilled | Mark as Paid | | Refunded | Create Credit Note + Send Email | | Cancelled | Cancel Invoice |

EU Tax Compliance

EU OSS (One-Stop Shop)

Enable automatic flagging of cross-border B2C sales for EU OSS reporting.

  • Toggle "Enable EU OSS" in compliance settings
  • Fakturownia Pro detects the customer's country and flags the invoice accordingly

Split Payment (MPP)

For Polish B2B transactions over 15,000 PLN:

  • Toggle "Enable Split Payment (MPP)"
  • Applies automatically when invoice total exceeds the threshold

GTU Codes

Map GTU codes per product for JPK reporting:

  • Go to Settings → Compliance → GTU Codes
  • Assign GTU codes (GTU_01 through GTU_13) to product categories
  • Codes are applied automatically to invoices

Reverse Charge

For intra-EU B2B transactions:

  • Toggle "Enable Reverse Charge"
  • Applies when the buyer has a valid EU VAT number in a different EU country

Document Settings

Invoice Templates

Choose from multiple built-in templates or select a custom template from your Fakturownia account.

Buyer Name Format

| Option | Example | |---|---| | Company name | "ACME Sp. z o.o." | | Full name | "Jan Kowalski" | | Company + name | "ACME Sp. z o.o. — Jan Kowalski" |

Multi-Currency

Invoices are generated in the order currency by default. If a customer pays in GBP, the invoice will be in GBP.

Shipping Line

  • Include shipping — adds shipping cost as a separate line item
  • Exclude free shipping — omits shipping line when cost is zero

Customer Dashboard

Enabling the Portal

  1. Go to Settings → Customer Portal
  2. Toggle "Enable invoice dashboard"
  3. Customers see an "Invoices" section in their Shopify account

PDF Downloads

Customers can download PDF invoices directly from:

  • Their account dashboard (invoice list)
  • The order status page (individual order)
  • Email attachments (sent with order confirmation)

Bulk Operations

Bulk Invoice Generation

Generate invoices for multiple past orders:

  1. Go to Tools → Bulk Generation
  2. Select a date range
  3. Click "Generate Invoices"
  4. Fakturownia Pro creates invoices for all orders in the range

Duplicate prevention ensures no double invoices are created, even if some orders already have invoices.

Documentation

InstallationConfiguration