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Invoice and Quote Settings

The Invoice and quote settings page lets you configure payment terms, manual payment methods, language preferences, and email delivery for your invoices and quotes.

Access these settings by selecting the gear icon in the top left menu, then selecting Invoice & Quote Settings. You can also go directly to the Invoice and quote settings page on the web Dashboard.

General Settings​

Payment terms​

Set the default number of days between the invoice date and the due date. The default is seven days. You can override this on individual invoices.

Auto-select payment gateways​

Toggle this option to automatically select all available payment methods that match the invoice's country, currency, and amount. When enabled, your client sees every compatible payment option.

Invoice notes​

Add default notes that appear on all invoices. Basic HTML styling is supported. You can override these notes on individual invoices.

Manual Payment Methods​

Manual payment methods provide your clients with instructions for paying outside of integrated gateways (such as bank transfer or cheque). These appear on invoices and payment pages alongside any connected gateways.

Add a manual payment method​

  1. Select the + icon to add a new payment method
  2. Enter a descriptive name that your client sees on the invoice (for example, "Bank Transfer — Chase ACH")
  3. Add clear instructions in the Client notes field
  4. Include relevant details in name-value format: account number, sort code, bank name, and similar fields
  5. Select Save
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Use basic HTML to style your payment instructions for readability. For example: <b>Bank name:</b> Example Bank<br> followed by an italicised reminder to include the invoice number.

Your client sees a copy-to-clipboard button next to each payment detail for convenience.

Language Settings​

Fiskl supports over 60 languages for invoices, quotes, emails, and client-facing screens including payment pages and payment schedules.

Set your primary language​

Select the default language for all new invoices and quotes. You can change the language on individual invoices when needed.

Clone and customise a language​

If you need to adapt translations for a specific region or change terminology:

  1. Select a base language to clone
  2. Edit any translations you want to change
  3. Select Save to create your custom language version

This is useful for adapting languages to regional dialects (for example, adapting Spanish for a specific Latin American market) or changing default terms such as replacing "Client" with "Customer" on your documents.

Quote Settings​

Terms and conditions​

Add standard terms and conditions that appear on all quotes. Basic HTML styling is supported.

Quote notes​

Add default notes for your quotes. You can override these on individual quotes.

Quote validity period​

Set the number of days a quote remains valid. The default is seven days.

Email Settings​

Custom domain​

Send invoices and quotes from your own email domain instead of Fiskl's default domain. This improves deliverability and brand recognition.

  1. Go to Dashboard Invoice & Quote Settings
  2. Enter your email address
  3. Set up the required CNAME records (Fiskl sends instructions to the email you provide)
  4. Wait for domain verification to complete
warning

Your domain must have proper DMARC and SPF records for reliable email delivery. Without these, providers like Gmail or Yahoo Mail may reject your emails. You can verify your settings using a DMARC Checker or SPF Checker. Removing the CNAME records from your DNS after verification prevents emails from being delivered.

BCC for all emails​

Set a BCC email address to receive a copy of every system-sent email. This is useful for keeping a centralised record of all sent invoices and quotes, and for team oversight.

info

BCC captures emails sent through Fiskl, but invoices and quotes shared via direct link are not included. Do not rely on BCC as a complete audit trail.

Common Issues​

Client cannot see payment instructions

Confirm you have created a manual payment method and that the payment method is assigned to the invoice. Go to Invoice & Quote Settings and check that the method appears in the Manual Payment Methods section.

Emails going to spam or being rejected

If you use a custom email domain, verify your DMARC and SPF records are correctly configured. Use the checker tools linked in the Email Settings section above. If records were recently changed, allow up to 48 hours for DNS propagation.

Due date not calculating correctly on new invoices

The due date is calculated from the invoice date using the payment terms value. Confirm the correct number of days is set in General Settings > Payment terms. Individual invoices can override this default.

  • Templates and Brands — Configure the visual appearance of your invoices, quotes, and emails
  • Tax Settings — Set up tax agencies and rates for your invoices
  • Creating Invoices — Create and send invoices using your configured settings
  • Payment Gateways — Connect Stripe, PayPal, or GoCardless for online payments