Rachunek or invoice — which document to issue

Atestio lets you issue two kinds of sales documents: a VAT invoice, which must be registered in KSeF, and a rachunek (bill) — for sellers exempt from VAT.

Differences

	VAT invoice	Rachunek
Who it’s for	VAT-registered taxpayers	VAT-exempt sellers
Sent to KSeF	Yes	No
VAT rates and GTU codes	Required	Not available — the document carries no VAT
Numbering	Its own scheme (e.g. FV/...)	Its own scheme (e.g. R/...)
Saving the document	Creates a draft to be sent	Saving is issuing it — no separate sending step

How to issue a rachunek

1. In Issue invoice, choose the document type Rachunek — available as a separate option when selecting the document type.
2. Fill in the counterparty’s details and line items — with no VAT rate or GTU code, since a rachunek doesn’t carry them.
3. Save the document. Unlike a VAT invoice, saving a rachunek is its final issuance.

What’s next

• Issuing your first invoice
• Pro Forma invoice