VulCode

Symfonia Handel and FK integration with sales and KSeF

A store order becomes a document in Symfonia Handel, a bank payment settles it in FK and the invoice goes to KSeF. We link these steps so nobody moves data between programs by hand.

Invoicing and ERP
Payments and settlements with Symfonia FK in the admin panel: payment sources, matching by the number in the title, the list of bank and gateway payments and a transfer with no match to review

The Symfonia pieces we work with

Symfonia is several programs and add-ons. The integration touches only those involved in sales.

Before we start

  • We establish which Symfonia Handel line you run, as it decides which ready tools apply.
  • We check whether your bank works with Web API Bank before promising automatic payment settlement.
  • We agree program configuration changes with your Symfonia partner.

  2. e-Commerce Integrator

    • two-way data exchange
    • universal and professional lines

    This is where we choose: the Integrator or our own connector

  3. Symfonia Handel

    • contractors
    • goods and stock
    • sales documents

  4. KSeF

  5. Symfonia FK and the bank

    • posting
    • Web API Bank
    • settlements

From an order to a posted payment

The full sales path through Symfonia programs. The integration joins the places where someone retypes data today.

An order in the panel on a phone: the document's path in five steps, from the store order through the Symfonia Handel invoice, the KSeF number and the transfer from the statement to the settlement closed in Symfonia FK

  1. Order

    A store, platform or B2B portal.

    through the integration

  2. Document Symfonia Handel

    A sales document and goods out.

    from the program

  3. In KSeF

    An invoice with a KSeF number.

    the customer's payment

  4. Paid Bank

    The customer's payment.

    through Web API Bank

  5. Posted Symfonia FK

    Settlement and posting.

Invoice paid and posted with no manual matching

Symfonia's Integrator or your own integration

The e-Commerce Integrator is the first choice if it supports your platform.

The e-Commerce Integrator is enough

  • The store runs on a platform the integrator supports.
  • You need a standard exchange of products, stock and orders.
  • A Symfonia partner deploys it, and we adapt the store on its side.

You need your own integration

  • The store, B2B portal or app is custom-built.
  • Data should reach a client panel: invoices, settlements, statuses.
  • The process has rules the ready tool does not know.

The store runs on a platform the Integrator supports

The e-Commerce Integrator is enoughYou need your own integration

Outweighs: The e-Commerce Integrator is enough. The Integrator, deployed by a Symfonia partner. We can help adapt the store on its side.

A custom B2B portal, with invoices and settlements due in the client panel

The e-Commerce Integrator is enoughYou need your own integration

Outweighs: You need your own integration. A connector between your system and Symfonia Handel, with a queue, an event log and tests on a data copy.

Allegro usually comes in through an intermediary such as BaseLinker, which collects channel orders and passes them on.

The life of a sales document

From order to posting. Every status says what comes next and who does it.

Order

Arrived from the store or portal and awaits fulfilment.

Document

Symfonia Handel issued the sales document and goods out.

data error

Rejected

KSeF rejected the invoice. The fix goes through the program, with the reason in the log.

In KSeF

Invoice accepted, it has a KSeF number.

title does not match

Unmatched payment

A payment with no match, e.g. a different title. It goes to manual review.

Paid

A bank payment matched to the invoice.

Posted

The settlement closed in Symfonia FK.

What we look at with Symfonia

Questions that save weeks of work later.

Payments and settlements with Symfonia FK in the admin panel: payment sources, matching by the number in the title, the list of bank and gateway payments and a transfer with no match to review
An order in the panel on a phone: the document's path in five steps, from the store order through the Symfonia Handel invoice, the KSeF number and the transfer from the statement to the settlement closed in Symfonia FK

  1. Symfonia Handel line and version

    The e-Commerce Integrator supports the universal and professional lines. Other setups need a different route.

    1. The e-Commerce Integrator: the universal and professional lines.
    2. Your channel within the Integrator's reach: a Symfonia partner deploys it.
    3. A line or channel outside it: our own connector to Symfonia Handel.

  2. KSeF handling in the program

    Symfonia sends invoices to KSeF, including with the Symfonia KSeF Plus add-on. We check how yours is configured.

    1. Symfonia sends invoices to KSeF, also with the Symfonia KSeF Plus add-on.
    2. We check how KSeF is configured in your program.
    3. The integration brings the document complete data.

  3. Your bank in Web API Bank

    Automatic statements work for banks Symfonia connects with. Without that, settlements stay on files.

    1. A bank Symfonia connects with: statements and transfers with no intermediate files.
    2. A bank without the link: settlements stay on files such as MT940.
    3. We promise automatic payment settlement only after this check.

  4. Payment title

    Matching a payment to an invoice depends on the transfer title. Paying through a gateway with the order number solves this.

    1. A gateway payment carries the order number.
    2. The payment settles against the right invoice.
    3. A transfer with a different title goes to manual review.

  5. Gateway and delivery costs

    The gateway fee and delivery cost need a place in the documents for the settlement to close.

    1. The gateway fee has its place in the documents.
    2. The delivery cost has its own line.
    3. For the first weeks we compare sales totals in the store and in Symfonia.

Common questions about Symfonia integration

Answers about KSeF, bank statements and Allegro.

Where does someone retype data into Symfonia today?

Tell us which Symfonia programs you have and where sales come from. We will reply within an hour with questions and a quote.