Issuing Invoices from Intum in Fakturownia
With the Fakturownia integration enabled, you can issue a new invoice from Intum with a single click - it will open in Fakturownia with the client’s data already filled in. No need to enter the Tax ID, address, and contact details a second time.
Prerequisites
You need to have the Fakturownia.pl Integration configured - that is, the app installed from Account > Integrations & Add-ons with at least one Fakturownia account added.
If you haven’t done this yet - start with that guide and come back here after enabling the integration.
Enabling
- Go to Sales > Settings (or Account Settings > Sales)
- In the “Invoicing” section, check Create invoices via Fakturownia
From this point on, the New Invoice button in the Sales module shows a list of connected Fakturownia accounts. You select an account and the new invoice form opens in Fakturownia.
Issuing from the Client Card
If you click Add Invoice from the + menu on a client card, the buyer’s data (name, Tax ID, address, email, phone) will be automatically filled in. You only need to add line items and issue the invoice.
Multiple Fakturownia Accounts
When you have more than one account connected in the integration (e.g., separate accounts for domestic and international invoices, or for different companies), you’ll see a list when issuing an invoice and can select the appropriate one.