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Tutorial: Configure Invoice Settings

This tutorial walks you through setting up your invoice defaults — payment terms, manual payment methods, and language preferences. By the end, your invoices will use the correct terms, offer your preferred payment options, and display in the right language.

PREREQUISITE_CHECK​

Before you start, confirm the following:

  1. Company details configured — Your company name and address appear on every invoice. If not set up, go to Settings > Company Settings and enter your details. See Company Settings app_url: https://app.fiskl.com/dashboard/settings
warning

If your company address is incomplete, it appears incorrectly on all invoices. Complete your company settings before configuring invoice settings.

QUICK_PATH​

app_url: https://app.fiskl.com/dashboard/settings/invoices/invoice-quote-settings

For experienced users who need a refresher:

  1. Go to Settings > Invoice & Quote Settings
  2. Set the default payment terms (days until due)
  3. Toggle Auto-select payment gateways on or off
  4. Add default invoice notes and terms and conditions if needed
  5. Go to Manual Payment Methods and select + to add a method with instructions
  6. Go to Languages and select a primary language for invoices and quotes
  7. Optionally clone and customise a language for regional needs

STEP_DETAIL​

Step 1: Open invoice and quote settings​

app_url: https://app.fiskl.com/dashboard/settings/invoices/invoice-quote-settings

You need to access the settings page where invoice defaults are configured.

  • Select the gear icon in the bottom left menu
  • Select Invoice & Quote Settings
  • The settings page opens showing general invoice options

Step 2: Set payment terms​

Payment terms control the default due date on every new invoice.

  • Find the Payment terms field
  • Enter the number of days between the invoice date and due date (the default is seven days)
  • This applies to all new invoices — you can override it on individual invoices

Step 3: Configure payment gateway auto-selection​

This setting controls whether payment methods are automatically enabled on invoices.

  • Find the Auto-select payment gateways toggle
  • When enabled, Fiskl automatically selects all payment methods compatible with the invoice's country, currency, and amount
  • When disabled, you manually choose which payment methods to show on each invoice
tip

If you have multiple payment gateways connected (for example, Stripe and PayPal), enabling auto-selection ensures your clients always see every available option.

Step 4: Add default invoice notes and terms (optional)​

Notes and terms appear at the bottom of every invoice. Use them for standard reminders, payment instructions, or legal terms.

  • Find the Invoice notes and Terms and conditions fields
  • These fields are shown in view mode by default — select Edit to switch to edit mode
  • Enter your default text (limited HTML is supported for basic styling such as bold, italic, and links)
  • Select Save to return to view mode
  • These defaults appear on all new invoices but you can override them individually

Step 5: Add a manual payment method​

app_url: https://app.fiskl.com/dashboard/settings/invoices/invoice-manual-payment-methods

Manual payment methods give your clients instructions for paying outside of online gateways, such as bank transfer or cheque.

  • Select Manual Payment Methods from the settings menu
  • Select the + icon to add a new payment method
  • Enter a descriptive name that your client sees on the invoice (for example, "Bank Transfer — Chase ACH")
  • Add clear instructions in the Client notes field
  • Include relevant details: account number, sort code, bank name, and similar information
  • Select Save

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

Step 6: Set the primary language​

app_url: https://app.fiskl.com/dashboard/settings/invoices/languages

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

  • Select Languages from the settings menu
  • Select the default language for all new invoices and quotes
  • You can change the language on individual invoices when needed
tip

If you need to adapt a language for a specific region, select Clone next to a base language. Edit the translations and save your custom version. This is useful for regional dialects or changing terms like "Client" to "Customer" on your documents.

COMMON_FAILURES​

Client cannot see payment instructions on the invoice​

Symptom: The client opens the invoice but does not see any manual payment options.

Cause: The manual payment method was created but not assigned to the invoice, or auto-select is disabled and the method was not manually selected.

Fix:

  1. Open the invoice in edit mode
  2. Check the payment methods section and confirm the manual method is selected
  3. Alternatively, go to Invoice & Quote Settings and enable Auto-select payment gateways

Due date is wrong on new invoices​

Symptom: New invoices show a due date that does not match your expected terms.

Cause: The payment terms value may have been changed, or the invoice date is different from today.

Fix:

  1. Go to Settings > Invoice & Quote Settings
  2. Check the Payment terms value and adjust if needed
  3. On the invoice, confirm the invoice date is correct — the due date is calculated from this date

Language not changing on invoices​

Symptom: You changed the primary language but existing invoices still show the old language.

Cause: The language setting applies to new invoices only. Existing invoices keep the language they were created with.

Fix:

  1. Open the existing invoice in edit mode
  2. Change the language on that specific invoice
  3. Select Save to apply the new language

Custom language clone not appearing​

Symptom: After cloning a language, the custom version does not appear in the language dropdown.

Cause: The cloned language may not have been saved, or the page needs to be refreshed.

Fix:

  1. Go to Invoice & Quote Settings > Languages
  2. Look for the cloned language in the list
  3. If missing, clone the base language again and confirm you select Save after editing

Payment method name too vague for clients​

Symptom: Clients contact you asking how to pay because the payment method name is unclear.

Cause: The payment method name shown on the invoice is not descriptive enough.

Fix:

  1. Go to Invoice & Quote Settings > Manual Payment Methods
  2. Select the payment method to edit
  3. Change the name to something specific (for example, "Bank Transfer — Barclays GBP" instead of "Bank Transfer")
  4. Select Save

NEXT_STEPS​

Now that you have configured your invoice settings, you can:

  • Set up your invoice template — Configure the visual appearance of your invoices including logo, colours, and layout. See Templates and Brands
  • Create your first invoice — Use your new settings to bill a client. See Creating Invoices
  • Set up tax rates — Configure tax agencies and rates to apply on invoices. See Tax Settings
  • Connect a payment gateway — Enable online payments through Stripe, PayPal, or GoCardless. See Payment Gateways