Invoicing, tax and accounting connections
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98 articles
Making Tax Digital
Information on HMRC's Making Tax Digital process
- What is the 7 August MTD deadline?
- Do I have to pay tax on 7 August?
- What do I actually need to submit by 7 August?
- I operate on calendar months (1 April – 30 June). Does my deadline change?
- How do I use FreeAgent to file by 7 August?
- How to get ready for MTDFollow this checklist to prepare for digital tax. Link your business account to FreeAgent and sign up for HMRC updates before the deadline.
- How to understand Making Tax DigitalLearn about HMRC digital record keeping rules for income tax. Find out about software requirements and filing updates for landlords or businesses.
- How to find your qualifying income for Making Tax DigitalLocate your total turnover and rental income on a tax return. Check if you meet HMRC thresholds for MTD using your Self-Assessment data.
- What is HMRC Making Tax Digital auto-enrolment?
- Can I use Mettle with accounting software?
- Can I connect to accounting providers using Mettle on the web?
- Why can't I see my transactions in FreeAgent or Xero?
- How do I see my accounting connections on Mettle on the web?
- Why is my connection showing as cancelled?
- Why is my connection showing as expired?
- My accounting connection is showing as active but my data is not being shared?
- How do I create and send a quote?
- How do I share a quote?
- How do I delete a quote?
- How do I manage my invoices?
- Can I delete an invoice I've authorised?
- How do I create or amend a personalised message template for sending invoices and quotes?Customise your standard bill templates and estimate emails. Learn how to update default wording and add automatic client data.
- How do I share an invoice?Send an invoice to a customer as a document. Quick steps to forward your files directly from the app
- How do I mark an invoice as paid?
- How do I convert a quote to an invoice and mark as accepted?
- How do I add a discount to my invoices?
- How do I manage my clients' details?
- Can I match multiple invoices/payments?
- When I receive a payment will it automatically match to its invoice?
- Why does my address have to appear on my invoices?
- How do I add my logo to my invoices?
- How do I create recurring invoices?
- How can I see my invoices on Mettle on the web?
- How can I create an invoice on Mettle on the web?
- How can I add a 'one-off' item to an invoice?Steps to create unique billing entries without saving them. Learn how to untick the box for temporary charges and custom services.
- How can I edit an invoice itemUpdate your saved products and services. Change your billing rates or modify description details on your account records.
- How do item edits or deletions impact already created invoices?Your previous billing records stay the same. Historic documents and quotes are not updated when you modify or remove saved entries.
- How can I manage my invoices on the web?See your billing history and find sent documents. Control your account online and check past payments or charges.
- What are Pay by Bank links for invoices?Set up instant transfers on your bill. Let customers settle accounts through a secure QR code or web link using Faster Payments.
- How can I delete an invoice item?Remove products or services from your billing list using the mobile app or web browser. Manage saved entries and update your records.
- Is there a maximum limit for invoices created in Mettle?Learn the maximum single billing limit in Mettle for invoices and how to divide large charges, bills, or payment requests into smaller amounts.
- How can you export invoices for tax purposes?
- How can you export receipts for tax purposes?
- Which inbound payments will the tax rule apply to?
- Why can’t I see the tax calculation or tax timeline feature?
- When I categorise transactions in the Mettle app will my tax calculation update?
- Can I see my tax calculation in the Mettle Web app?
- Can I submit or pay my tax in the Mettle app?
- Why is the VAT amount calculated with the discount?
- How do I get my tax calculation via the Mettle app if I am already connected to FreeAgent?
- Can I get a tax calculation if I am connected to a different accounting software to FreeAgent?
- I’m due a refund from HMRC, can I get paid by cheque into my Mettle account?What happens if you're due a refund from HMRC and they send you a cheque.