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Invoice Basics

To get you started with invoicing, we've put together a flexible series of guided steps. Feel free to choose the ones that best suit your needs.

Complete Your Company Profile​

Your Company settings

  1. Select Company Settings via the left menu gear icon
  2. Ensure company name, email, and registration number are completed
  3. Check and adjust the invoice address format if necessary
  4. Add and size your logo

Learn more about Company settings

Take a guided tour - 👀

Complete Your Invoice Settings​

Invoice settings

  1. Select Invoice and quote settings via the left menu gear icon
  2. Adjust or customize your invoice language
  3. Review the pre-set payment terms (days)
  4. Add notes to appear on every invoice

Learn more about Invoice settings

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Style Your Invoice​

Invoice templates

  1. Select Templates & brands via the left menu gear icon
  2. Check your Logo & size
  3. Choose a theme for your template
  4. Style your invoice with colors, fonts, and display options
  5. Add attachments to include with each invoice

Learn more about Templates & brands

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Connect a Payment Gateway​

Integrations

  1. Go to Integrations from the left menu
  2. Connect an existing or add new payment integration
  • Stripe
  • GoCardless
  • Apple Pay
  • Google Pay
  • Paypal
  • iDeal (Netherlands)
  • Bancontact (Belgium)

Learn more about Payment integrations

Take a guided tour - 👀

Add a Manual Payment​

Invoice settings

  1. Select Invoices and quote settings from the left menu gear icon
  2. Add a manual payment method
  3. Add name, customer notes, and payment details

Learn more about Manual payment methods

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Setting Up Your Taxes​

Tax settings

  1. Open Tax Settings from the left menu, gear icon
  2. Select the Tax ID tab and update or add your Tax Number
  3. Choose the Single Taxes and create your tax assigning it to your new tax number

Learn more about Managing taxes

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Create Your First Invoice​

New invoice

  1. Open Sales from the left menu, choose Invoices
  2. Click the plus button
  3. Add a client and line items
  4. Save and review

Learn more about Creating invoices

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What's Next​

Accounting
Connect your bank

Connect your bank

Connecting your bank not only automates processes but also helps prevent mistakes. Fiskl uses Yodlee and Salt Edge to connect to thousands of banks.

Accounting
Set up your taxes

Set up your taxes

If you need to add any taxes, including sales tax or VAT, understanding and setting up taxes in Fiskl is essential.