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Invoice & Quote Settings

Configure how your invoices and quotes look, behave, and reach your clients. Set templates, brands, payment terms, language, email delivery, and auto-add your connected payment gateways to every new invoice.

Why Configure Invoice & Quote Settings​

Your invoice and quote settings affect every document you send to clients. Setting these up carefully saves time on every invoice and quote you create and ensures a consistent, professional experience for your clients.

Getting these settings right means you won't need to adjust payment terms, languages, or branding manually on each document.

Accessing Invoice & Quote Settings​

Go to Settings in the left menu, then select Invoice & Quote Settings. You can also open the Invoice & Quote Settings page directly from the web Dashboard.

Key Concepts​

These are the key concepts used across your invoice and quote settings:

  • Template: The layout and design applied to your invoices and quotes
  • Brand: A set of visual elements — logo, colours, and fonts — applied to a template
  • Payment Terms: The due date rules applied to invoices (e.g., due on receipt, net 30)
  • Payment Gateway: An online payment method your clients can use to pay invoices directly
  • Manual Payment Method: An offline payment option you present to clients (e.g., bank transfer, cheque)
  • Language: The language used for invoices, quotes, emails, and payments

What You Can Configure​

General Settings​

Set your default payment terms for new invoices and quotes. Payment terms control when payment is due and appear on every document you send. You can override these per invoice or quote when needed.

Templates & Brands​

Create and manage the visual templates applied to your invoices and quotes. Each template can have its own brand with your logo, colour scheme, and font choices. You can maintain multiple templates for different clients or use cases.

Payment Gateways​

Enable connected payment gateways to be added to every invoice automatically. Payment gateways are connected via Integrations in the left menu. Fiskl supports integrations with payment providers so your clients can pay directly from the invoice.

tip

Enabling online payment gateways reduces the time it takes clients to pay. Invoices with a payment link get paid faster on average.

Manual Payment Methods​

Add offline payment instructions that appear on your invoices and quotes. Common examples include bank transfer details, cheque payable information, or cash payment instructions. You can create multiple manual payment methods and select them from the invoice.

Language Settings​

Set the default language for invoices, quotes, emails, and payments. This is useful if you bill clients in a language other than your own. Fiskl translates system-generated content — including emails such as the sending invoice notification — into the selected language while keeping your custom content as entered.

Email Delivery​

Configure the default email subject line, body text, and sender details used when you send invoices and quotes to clients. Setting a clear, professional email template means every document lands in your client's inbox with the right context.

Available Guides​