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Invoicing Overview

This section explains how Fiskl's invoicing system helps you create professional invoices, track payments, and get paid faster with automated workflows.

Why Use Fiskl for Invoicing?​

Fiskl's invoicing system transforms how you bill clients with professional branded documents, integrated payments, and automated tracking. From one-time invoices to recurring subscriptions, Fiskl handles your entire billing workflow.

Key benefits:

  • Create professional branded invoices in minutes
  • Accept online payments with integrated gateways
  • Automate recurring billing for subscriptions
  • Track payment status in real time
  • Send automated payment reminders
  • Support multi-currency invoicing
  • Convert quotes to invoices instantly

Invoicing Capabilities​

Fiskl provides comprehensive invoicing tools for businesses of any size.

Professional Invoice Creation​

Create fully customized invoices that reflect your brand and meet your business needs.

Features:

  • Custom templates and branding
  • Multiple language support (60+ languages)
  • Tax calculation and compliance
  • Discount management
  • Multi-currency support
  • Line item customization
  • Attachments and notes
  • Custom fields and numbering

Learn more: Creating Invoices

Quote Management​

Provide detailed price estimates before finalizing sales with professional quotes.

Features:

  • Convert quotes to invoices instantly
  • Track quote status (Draft, Sent, Accepted, Rejected)
  • Quote expiration dates
  • Client acceptance workflow
  • Quote versioning
  • Same branding as invoices

Learn more: Creating Quotes

Recurring Invoices​

Automate subscription and regular billing with recurring invoice templates and schedules.

Features:

  • Flexible scheduling (weekly, monthly, custom)
  • Auto-send or manual approval options
  • Include unbilled time, expenses, mileage automatically
  • End date or occurrence limits
  • Schedule management and pausing
  • Template updates affect future invoices

Best for:

  • Subscription services
  • Retainer agreements
  • Regular service contracts
  • Monthly maintenance fees
  • Membership billing

Learn more: Creating Recurring Invoices

Payment Integration​

Connect payment gateways to accept payments directly on invoices.

Supported payment methods:

  • Stripe (credit cards, Apple Pay, Google Pay)
  • PayPal (global online payments)
  • GoCardless (direct debit, recurring)
  • Manual payment methods (bank transfer, cash, check)

Payment features:

  • Instant online payment for clients
  • Automatic payment sync
  • Multiple payment methods per invoice
  • Partial payment support
  • Payment tracking and reconciliation

Learn more: Payment Integrations

Automated Reminders​

Keep cash flow healthy with automated payment reminders and overdue notices.

Reminder types:

  • Pre-due reminders (e.g., 7 days before)
  • Due date reminders
  • Overdue notices (multiple schedules)
  • Custom reminder schedules

Features:

  • Translated email templates
  • Custom message support
  • Automatic scheduling
  • Client communication history
  • Stop reminders when paid

Learn more: Sending Invoices

Invoice Lifecycle​

Understand how invoices progress from creation to payment.

Invoice Statuses​

Draft:

  • Invoice is being created or edited
  • Not visible to client
  • Can modify freely
  • No invoice number assigned yet (optional)

Sent:

  • Invoice delivered to client
  • Invoice number assigned
  • Client can view and pay online
  • Tracking begins

Viewed:

  • Client opened the invoice
  • Engagement indicator
  • Reminder schedule active

Partially Paid:

  • Client made partial payment
  • Balance remaining tracked
  • Continue reminders for balance

Paid:

  • Full payment received
  • Reminders stop automatically
  • Marked complete

Overdue:

  • Past due date without payment
  • Overdue reminders activate
  • Aging reports include
  • Priority for follow-up

Rejected:

  • Invoice cancelled or rejected
  • No payment expected
  • Preserved in records
  • Doesn't affect numbering sequence

Typical Invoice Workflow​

  1. Create - Add client, line items, terms, and payment methods
  2. Preview - Review invoice as client will see it
  3. Send - Email to client with payment link
  4. Track - Monitor when client views invoice
  5. Remind - Automatic reminders if unpaid
  6. Receive Payment - Client pays online or you record manual payment
  7. Reconcile - Match payment to bank transaction

Customization Options​

Tailor invoices to match your brand and business requirements.

Templates and Branding​

Visual customization:

  • Upload company logo
  • Select brand colors
  • Customize fonts
  • Layout options (Classic, Modern, Minimal)
  • Header and footer content
  • Email logo (square format)

Multiple brands:

  • Create templates for different business lines
  • Override company details per template
  • Maintain separate branding
  • Select template per invoice

Learn more: Invoice Templates

Language and Localization​

Invoice in your client's language with automatic translations.

Language features:

  • 60+ languages available
  • Client-facing screens translate automatically
  • Payment pages in client language
  • Email templates translated
  • Clone languages for custom terminology

Multi-currency:

  • Invoice in any currency
  • Automatic exchange rate updates
  • Multi-currency reporting
  • Base currency conversion

Learn more: Invoice & Quote Settings

Tax Management​

Handle tax calculation and compliance automatically.

Tax features:

  • Multiple tax rates per invoice
  • Compound tax support
  • Tax-exempt items
  • Regional tax rules
  • Tax authority integration
  • Automatic tax calculation

Learn more: Tax Settings

Invoice Management Features​

Monitor and manage all invoices from a central dashboard.

Management capabilities:

  • Filter by status, client, date range
  • Search by invoice number or client
  • Bulk actions (send, export, delete)
  • Export to PDF or Excel
  • Print invoices
  • Clone invoices for similar billing
  • Aging reports

Edit and update:

  • Edit draft invoices freely
  • Modify sent invoices (with caution)
  • Add attachments anytime
  • Update payment methods
  • Record manual payments
  • Apply credits or refunds

Learn more: Invoice Management

Best Practices​

Creating Invoices​

  • Complete company settings before first invoice
  • Set up clients with complete contact information
  • Configure payment gateways in advance
  • Use clear line item descriptions
  • Include payment terms and instructions
  • Add due dates appropriate for your business
  • Preview before sending

Getting Paid Faster​

  • Send invoices immediately after work completion
  • Connect multiple payment gateways
  • Enable online payments on all invoices
  • Set up automatic reminders
  • Follow up on overdue invoices promptly
  • Offer early payment discounts when appropriate
  • Make payment as easy as possible for clients

Recurring Invoices​

  • Test schedule with manual approval first
  • Review templates quarterly
  • Update pricing annually
  • Monitor auto-send results
  • Handle failed payments promptly
  • Communicate changes to clients in advance
  • Pause rather than delete when clients are on hold

Organization​

  • Maintain consistent invoice numbering
  • Use consistent terms and conditions
  • Keep payment method options updated
  • Archive old templates you don't use
  • Review aging reports weekly
  • Reconcile payments with bank transactions
  • Export invoices for tax records annually

Getting Started​

Begin invoicing in minutes with this quick setup:

Priority 1: Basic Configuration

  1. Complete company settings (name, address, logo)
  2. Set up first client
  3. Configure tax rates if applicable

Priority 2: First Invoice

  1. Create and send first invoice
  2. Test client payment experience
  3. Verify email delivery

Priority 3: Automation

  1. Connect payment gateways
  2. Set up automatic reminders
  3. Create recurring invoices if needed

Next steps: Your First Invoice

Common Use Cases​

Freelancers and Consultants​

  • Project-based invoicing with time tracking
  • Retainer billing with recurring invoices
  • Multi-currency for international clients
  • Quick quotes for new projects
  • Expense reimbursement on invoices

Service Businesses​

  • Recurring billing for subscriptions
  • Progress invoicing for long projects
  • Deposit invoices with balance billing
  • Service packages with multiple line items
  • Automated payment collection

Product Sellers​

  • Product catalog integration
  • Quantity and unit pricing
  • Inventory-aware invoicing
  • Shipping and handling charges
  • Bulk invoicing for multiple orders

Agencies​

  • Multi-client retainer management
  • Team time billing
  • Project milestone invoicing
  • Unbilled time auto-inclusion
  • Client portal access

Need More Help?​

Create your first invoice: Your First Invoice

Set up templates: Invoice Templates

Connect payments: Payment Gateways

Configure taxes: Tax Settings

Available Guides​